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Sep 30, 2026

DeepSeek releases software tools for Huawei AI chips to challenge Nvidia

Chinese AI lab DeepSeek has publicly open-sourced software development tools created in partnership with Huawei Technologies for programming the company's Ascend AI chips. The release marks a significant step in China's effort to build alternatives to Nvidia's dominant hardware and CUDA software ecosystem.

Sep 30, 2026·4 sources
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Sep 29, 2026

Trump signs voluntary AI safety accord with tech executives

President Trump signed what he called a 'morally binding' AI safety accord with tech leaders including Mark Zuckerberg, Dario Amodei, and Jensen Huang at a White House meeting. The agreement requires frontier AI companies to implement internal safety controls and use independent external evaluators, though it lacks enforcement mechanisms.

Sep 29, 2026·14 sources
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Sep 21, 2026

Nvidia buys additional $1.5 billion in SB Energy shares before IPO

Nvidia is purchasing an additional $1.5 billion in shares of SB Energy, a SoftBank-backed data center provider, ahead of the company's US initial public offering.

Sep 21, 2026·2 sources
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Sep 20, 2026

Nvidia CEO Jensen Huang says AI doomsday warnings have ulterior motives

Jensen Huang dismissed AI extinction fears, claiming there is a '0% chance' of AI ending the world and suggesting AI leaders warning about risks have 'ulterior reasons' for seeking regulation.

Sep 20, 2026·2 sources
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Sep 18, 2026

Coinbase files to list single-stock perpetual futures on Apple, Tesla and Nvidia

Coinbase filed with the CFTC through Coinbase Derivatives to list single-stock perpetual futures in the US, seeking to bring the popular crypto instrument to individual equities including Apple, Tesla, and Nvidia.

Sep 18, 2026·2 sources
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Sep 17, 2026

CoreWeave launches $3 billion convertible debt offering

Nvidia-backed CoreWeave announced plans to raise $3 billion through a convertible debt offering, highlighting the massive funding needs to support AI infrastructure buildout.

Sep 17, 2026·2 sources
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King Charles warns AI executives of existential dangers at Scotland summit

King Charles III convened AI industry leaders including Nvidia's Jensen Huang and executives from OpenAI and Anthropic at a summit in Scotland, urging them to ensure AI remains 'firmly in the service of humanity' amid mounting safety concerns.

Sep 17, 2026·8 sources
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Sep 16, 2026

Apple developing enterprise AI server with M8 Ultra chips for 2029 launch

Apple is working on an enterprise server using two or four M8 Ultra chips for the AI inference market, with discussions underway with Nvidia about networking equipment, according to The Information. Launch expected no earlier than 2029.

Sep 16, 2026·4 sources
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Sep 15, 2026

Salesforce and Nvidia launch Koa reasoning model

Salesforce announced Koa, its first reasoning AI model built on Nvidia's open-weight Llama architecture and specialized for CRM data. The model represents a partnership between the two companies at Dreamforce conference.

Sep 15, 2026·2 sources
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European AI chip startups Axelera and Euclyd raise funding, challenge Nvidia in inference market

Dutch startup Axelera AI launched its second-generation Europa chip and secured AI factory supply contracts with over 600 customers, while Euclyd raised €200M in Series A funding co-led by Samsung to develop its CRAFTWERK inference chip as an alternative to GPU-based solutions.

Sep 15, 2026·4 sources
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Sep 14, 2026

Trump calls Nvidia CEO Jensen Huang onstage, dismisses AI safety concerns as 'hoax'

President Trump took a live phone call from Nvidia CEO Jensen Huang during the All-In Summit, where both dismissed AI apocalypse warnings and called for continued rapid development to compete with China.

Sep 14, 2026·8 sources
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Cornelis raises $205 million for AI networking technology

Cornelis, a company creating networking technology to help AI chips communicate more effectively, raised $205 million in funding led by IAG Capital Partners to compete with Nvidia's networking dominance.

Sep 14, 2026·2 sources
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Nvidia launches RTX Pro 5500 with 2.6X more VRAM than RTX 5090 for AI workloads

Nvidia has introduced the RTX Pro 5500, a professional graphics card based on the RTX 5090 architecture but equipped with significantly more memory to target AI applications. The move reflects the company's strategic pivot toward maximizing margins in the AI market rather than focusing primarily on gaming.

Sep 14, 2026·1 source
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Sep 12, 2026

Nvidia in talks for $10 billion investment in Anthropic IPO

Nvidia is reportedly in discussions about a potential $10 billion investment in Anthropic's planned IPO, which could become one of the largest public offerings in history.

Sep 12, 2026·2 sources
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Sep 10, 2026

DOJ probes Nvidia's $20 billion licensing deal with Groq on antitrust concerns

The US Justice Department is investigating whether Nvidia attempted to circumvent antitrust scrutiny of its licensing deal with AI chip startup Groq, according to reports from the New York Times and Reuters.

Sep 10, 2026·3 sources
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Sep 9, 2026

Pump.fun launches custom trading pairs with tokenized stocks including Nvidia and Tesla

Solana memecoin platform Pump.fun introduced a Custom Pairs feature on September 9, allowing new tokens to trade against 93 quote assets including tokenized stocks like Nvidia, Tesla, and the S&P 500, expanding beyond its traditional SOL and USDC settlement options. The platform's mobile app also surpassed Robinhood Chain in Solana trading volume.

Sep 9, 2026·3 sources
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Sep 8, 2026

Qualcomm strikes AI chip deal with Amazon worth up to $60 billion

Qualcomm announced a long-term partnership with Amazon Web Services to supply up to $60 billion worth of AI data center chips and related products. As part of the deal, Amazon received warrants to purchase approximately $4 billion in Qualcomm stock, marking Qualcomm's first major Western hyperscaler customer as it challenges Nvidia in AI infrastructure.

Sep 8, 2026·6 sources
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Sep 6, 2026

OpenAI's GPT-6 Astra autonomously completes Portal game in 24 hours for $571

OpenAI's newly released GPT-6 Astra model independently beat Valve's Portal puzzle game in under 24 hours at a cost of $571.18 in tokens, with developer cozyblaze publishing the code on GitHub. Nvidia CEO Jensen Huang responded by declaring that AGI has arrived.

Sep 6, 2026·5 sources
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Sep 4, 2026

Nvidia CEO Jensen Huang declares AGI has arrived following OpenAI's GPT-6 Astra release

Nvidia CEO Jensen Huang announced that artificial general intelligence has been achieved, crediting OpenAI's GPT-6 Astra model released on September 3, 2026. The declaration marks a significant milestone in AI development, with the model trained using over 100,000 processors.

Sep 4, 2026·6 sources
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Sep 3, 2026

Nvidia launches PAIR tool for home AI computing

Nvidia announced Personal AI Router (PAIR), a free tool that syncs home computers to create a distributed network for local AI inference tasks, turning household devices into a mini data center.

Sep 3, 2026·3 sources
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Tech industry mobilizes crypto and aid for Nepal disaster relief as rebuilding costs reach $5 billion

Following deadly flash floods in Nepal that killed over 1,200 people and left 4,200 missing, the tech industry has launched multiple relief efforts. Polygon co-founder Sandeep Nailwal initiated a cryptocurrency donation campaign for Nepal's official disaster fund, NVIDIA CEO donated $10 million, and international aid including Australian drone specialists has been deployed as the country faces an estimated $5 billion in rebuilding costs.

Sep 3, 2026·9 sources
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Capsule Security releases AI agent detection system using fine-tuned Nvidia Nemotron models

Agentic AI security startup Capsule Security has launched a detection system designed to identify and stop rogue AI agents, built using fine-tuned Nvidia Nemotron models.

Sep 3, 2026·1 source
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Sep 1, 2026

SB Energy files for IPO with Nvidia backing

SB Energy, an AI infrastructure platform majority-owned by SoftBank, has registered for an initial public offering. The company is backed by Nvidia and focuses on AI data center infrastructure.

Sep 1, 2026·2 sources
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OneRail launches AI platform with Nvidia for faster retail delivery decisions

Logistics company OneRail has unveiled OmniSTAR, a delivery decisioning platform built in collaboration with Nvidia using AI software to help enterprise retailers optimize last-mile delivery efficiency.

Sep 1, 2026·2 sources
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Aug 31, 2026

Anthropic signs $35 billion cloud deal with Nvidia-backed Lambda for Texas data center

AI company Anthropic has signed a $35 billion cloud-computing deal with Lambda, a cloud provider backed by Nvidia, for a data center in Nueces County, Texas. The project, being developed by Hut 8, covers approximately 350 megawatts of capacity.

Aug 31, 2026·3 sources
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Nvidia invests $3.5 billion in MediaTek convertible bonds

Nvidia announced a $3.5 billion investment in convertible bonds issued by Taiwanese chipmaker MediaTek, marking Nvidia's largest direct investment outside the US. The deal deepens collaboration between the companies and gives MediaTek access to Nvidia's AI technologies, though it has raised investor concerns about circular financing in the AI chip sector.

Aug 31, 2026·7 sources
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Aug 27, 2026

Nvidia pauses revenue-sharing deals with AI cloud companies

Nvidia halted some deals in its financing initiative that offered credit support to AI cloud companies in exchange for revenue shares, according to WSJ. The pause comes as the company faces scrutiny over its extensive financial entanglements with AI customers.

Aug 27, 2026·3 sources
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Nvidia forms employee-funded political action committee to expand Washington lobbying

Nvidia has established a federal political action committee funded by employees, filing a statement of organization Thursday. The move aims to strengthen the company's influence on U.S. policy as governments debate artificial intelligence regulations that could significantly impact the AI industry.

Aug 27, 2026·5 sources
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Nvidia agrees to acquire Hugging Face for $12.9 billion

Nvidia has reached an agreement to acquire Hugging Face, the open-source AI model repository, for approximately $12.9 billion, according to multiple reports citing The Information.

Aug 27, 2026·4 sources
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Nvidia agrees to acquire Hugging Face for $12.9 billion

Nvidia has agreed to buy Hugging Face, the popular open-source AI platform and model repository, for $12.9 billion according to multiple reports. The acquisition would give the chip giant control of a strategic hub for open-source AI development.

Aug 27, 2026·9 sources
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Aug 26, 2026

Amazon triples Nvidia GPU order to 3 million chips amid surging AI demand

Amazon announced an expanded partnership with Nvidia, adding another 2 million GPU chips to its AWS data centers on top of the 1 million previously planned, citing demand that exceeded expectations.

Aug 26, 2026·2 sources
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China's Xi Jinping to visit Egypt as Huawei bids for AI data centers, US assembles rival consortium

Chinese President Xi Jinping will visit Egypt next week for the first time in a decade, coinciding with Huawei's bid to build AI data centers for the Egyptian government. The US State Department is countering by assembling a rival consortium including Nvidia, AMD, and Microsoft.

Aug 26, 2026·2 sources
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Aug 25, 2026

OpenAI unveils Jalapeño chip with performance claims exceeding Nvidia GB300

OpenAI published benchmark results for its custom Jalapeño inference chip built with Broadcom, claiming it delivers more AI work per watt and faster responses than Nvidia's GB300 processors with a 50% cost advantage.

Aug 25, 2026·2 sources
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OpenAI unveils Jalapeño chip with performance gains over Nvidia flagship GPU

OpenAI presented benchmarks at Hot Chips conference showing its 700W Jalapeño ASIC, co-developed with Broadcom, delivers up to 1.9x throughput per kilowatt and 3.6x lower latency compared to Nvidia's 1,400W flagship GPU. The chip is designed for fast AI inference at scale.

Aug 25, 2026·4 sources
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Nvidia reports $96.2 billion quarterly revenue, up 106% year-over-year

Nvidia's fiscal Q2 2027 revenue reached $96.2 billion, a 106% increase from the prior year, with data center revenue up 117% to $89 billion. The company guided to $108 billion for the next quarter.

Aug 25, 2026·5 sources
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Aug 24, 2026

Nvidia partners with SpaceX to launch AI supercomputer into orbit in Q4 2027

Nvidia and SpaceX announced plans to launch a space-optimized Vera Rubin NVL72 AI system aboard the Starmind AI satellite in late 2027, marking Nvidia's first orbital computing deployment.

Aug 24, 2026·2 sources
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Nvidia begins mass production of Groq 3 LPX AI inference chips

Nvidia has put its Groq 3 LPX racks into full production following its $20 billion acquisition of Groq, with the SRAM-based language processing units achieving 3,400 tokens per second and Samsung manufacturing the 4-nanometer chips. The first deployment is set for Nebius Token Factory before year-end.

Aug 24, 2026·4 sources
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Taiwan indicts Nvidia manager over alleged AI chip smuggling to China

Taiwanese prosecutors indicted a senior Nvidia manager as part of a group that allegedly smuggled advanced AI chips into China, according to people familiar with the matter. Nine people total were charged, including former Nvidia employees.

Aug 24, 2026·2 sources
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Russian drone guided entirely by AI kills three Ukrainian civilians

A Russian drone fitted with an Nvidia chip and guided entirely by AI killed three Ukrainian civilians in July, according to Ukrainian officials and the New York Times. The attack represents a significant escalation in autonomous weaponry.

Aug 24, 2026·2 sources
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Nvidia discusses licensing deal with Perplexity AI at over $30 billion valuation

Nvidia is in discussions with AI search startup Perplexity AI about a licensing agreement that could value the company at over $30 billion, representing a roughly 3x increase from its previous valuation.

Aug 24, 2026·2 sources
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Aug 22, 2026

Nvidia customers warned of AI server price hikes above 15%

Nvidia's largest customers have been notified that prices of servers containing its AI chips will rise by more than 15% in many cases due to soaring memory chip costs.

Aug 22, 2026·4 sources
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Aug 21, 2026

Nvidia research finds AI harness more important than model for complex tasks

Nvidia published research showing that the software harness surrounding an AI model—which provides tools, memory management, and rules—matters more than the underlying model itself when AI agents handle long-horizon, multi-step tasks.

Aug 21, 2026·3 sources
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Nvidia invests in Cloverleaf Infrastructure to develop AI data center power infrastructure

Nvidia has made a minority investment in Cloverleaf Infrastructure, a data center developer, to build infrastructure powering AI data center projects across the United States. The partnership aims to support the ongoing AI buildout that has driven Nvidia's recent growth.

Aug 21, 2026·4 sources
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Nvidia acquires Poolside's model factory and 109 employees for $6 billion

Nvidia is paying $6 billion for software that builds AI models from startup Poolside and bringing on 109 employees, according to an investor letter first reported by Newcomer.

Aug 21, 2026·2 sources
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Aug 20, 2026

Nvidia denies report it plans to ship China-specific AI chip by year-end

Nvidia has rejected reports claiming it plans to begin shipping a language processing unit (LPU) tailored for Chinese customers by the end of 2026, stating there is no China-specific LPU product in its roadmap. The denial comes in response to a report by The Information suggesting the company was developing such a chip to navigate US export restrictions.

Aug 20, 2026·5 sources
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Nvidia denies report it plans to ship China-specific AI chip by year-end

Nvidia has rejected reports claiming it plans to begin shipping a language processing unit (LPU) tailored for Chinese customers by the end of 2026, stating there is no China-specific LPU product in its roadmap. The denial comes in response to a report by The Information suggesting the company was developing such a chip to navigate US export restrictions.

Aug 20, 2026·5 sources
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Aug 17, 2026

OpenAI signs 10-gigawatt data center lease in Ohio with SoftBank backing

OpenAI has locked in a massive 10-gigawatt data center deal in southern Ohio with SoftBank's SB Energy, with backing from Nvidia. The groundbreaking for the complex took place in March.

Aug 17, 2026·3 sources
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Aug 14, 2026

Goldman Sachs secures role in Nvidia's $500 billion AI financing initiative

Goldman Sachs has won a coveted role in Nvidia's $500 billion AI infrastructure financing program and is now in talks with potential investors including insurers, money managers, and banks to participate in the deal. The bank is serving as sole traditional investment bank structurer and distributor for GPU-backed compute bonds.

Aug 14, 2026·4 sources
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Aug 13, 2026

Anthropic in talks to acquire Decart AI for $6 billion

Anthropic is negotiating to buy Nvidia-backed AI startup Decart AI for approximately $6 billion, according to multiple sources. The acquisition would help Anthropic handle growing demand ahead of potential competition.

Aug 13, 2026·2 sources
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Aug 11, 2026

Nvidia's $500B AI data center financing plan faces risk from China chip competition

Nvidia announced a plan with major Wall Street firms including BlackRock, Goldman Sachs, and KKR to mobilize up to $500 billion for AI infrastructure. Analysts warn the deal faces significant risk from China's Huawei chip production surge, which could depress secondary GPU market prices that serve as collateral for the financing structure.

Aug 11, 2026·4 sources
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Nvidia unveils Nemotron 4 to rival open AI models

Nvidia is developing Nemotron 4, a new AI model family with up to 1 trillion parameters, designed to challenge top open-source models globally.

Aug 11, 2026·2 sources
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Aug 10, 2026

Nvidia partners with Wall Street firms to raise $500 billion for AI infrastructure financing

Nvidia has partnered with six major financial institutions including Apollo Global Management, Blackstone, BlackRock, and Brookfield Asset Management to launch compute financing platforms aimed at raising over $500 billion in third-party capital for AI infrastructure, including datacenters, chip factories, and power stations.

Aug 10, 2026·7 sources
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Nvidia mobilizes $500B in Wall Street financing for AI infrastructure as leveraged deals raise scrutiny

Nvidia has partnered with six major Wall Street firms including Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to mobilize over $500 billion in third-party capital for GPU-backed AI infrastructure financing. The complex leveraged financing structures, including Lambda's $1 billion credit facility, are drawing increased scrutiny as rating standards remain unresolved.

Aug 10, 2026·4 sources
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Nvidia Secures $500 Billion Financing Deal with Major Wall Street Firms for AI Infrastructure

Nvidia has partnered with six major asset management firms to establish a $500 billion financing package aimed at funding AI infrastructure projects, with CEO Jensen Huang positioning the company's chips as an investable asset class.

Aug 10, 2026·5 sources
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Aug 6, 2026

AMD Acquires AI Chip Startup Taalas to Boost Inference Performance with Model-in-Silicon Technology

AMD announced the acquisition of Toronto-based AI chip startup Taalas for an undisclosed sum on August 6, 2026. Taalas specializes in etching AI model weights directly into silicon to enhance inference performance, part of AMD's strategy to challenge Nvidia's dominance in AI hardware.

Aug 6, 2026·6 sources
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Aug 4, 2026

White House Declines to Publicly Release AI Cybersecurity Evaluation Framework

The Trump administration has finalized a voluntary framework for evaluating cybersecurity risks of advanced AI models but will not make it publicly available. The framework was briefed to major tech companies including Meta, Nvidia, Microsoft, OpenAI, and Anthropic, with open-source AI systems reportedly exempt from security reviews.

Aug 4, 2026·9 sources
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NSF Launches $100 Million Regional AI Infrastructure Hubs Program with Major Tech Partners

The U.S. National Science Foundation announced a new $100 million initiative to establish state and regional AI infrastructure hubs across the country, partnering with NVIDIA, AMD, Intel, and Dell Technologies to expand access to computing resources for researchers, students, and educators.

Aug 4, 2026·4 sources
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Jul 27, 2026

NVIDIA Deploys AI Agents and Vera CPUs to Accelerate Semiconductor Chip Design

NVIDIA announced it is using AI agents running on its Vera CPUs to automate and speed up chip design processes, extending its AI Agent toolkit into semiconductor engineering. The company is now running its own chip design software on this AI-powered infrastructure.

Jul 27, 2026·4 sources
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Nvidia invests $5 billion in Ilya Sutskever's Safe Superintelligence

Nvidia committed $5 billion to Safe Superintelligence Inc., the AI research lab founded by former OpenAI co-founder Ilya Sutskever, marking one of the chipmaker's largest AI investments. The companies announced a long-term strategic partnership as SSI prepares to scale its research operations.

Jul 27, 2026·3 sources
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NVIDIA Announces Strategic Partnership and Investment in Ilya Sutskever's Safe Superintelligence Inc.

NVIDIA has formed a long-term strategic partnership with Safe Superintelligence Inc. (SSI), the AI safety startup founded by former OpenAI co-founder Ilya Sutskever. The deal includes an investment in SSI and provides the company access to NVIDIA's Vera Rubin computing systems, expanding SSI's compute capacity by an order of magnitude.

Jul 27, 2026·4 sources
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Jul 24, 2026

NAVER, Nvidia and Brookfield Propose $10 Billion-Plus Korean AI Factory Expansion

NAVER, NVIDIA, and Brookfield have proposed expanding the NVIDIA DSX AI factory deployment at GAK Sejong from 55 megawatts to 200 megawatts by 2028. NVIDIA plans to invest $1 billion, Brookfield has entered into a nonbinding term sheet to fund up to $9 billion, and NAVER will fund the remaining amounts required for the project.

Jul 24, 2026·7 sources
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Jul 23, 2026

Bybit Becomes First Centralized Exchange to Offer Fixed-Return Products on Tokenized Stocks

Cryptocurrency exchange Bybit has integrated xStocks tokenized equities into its Dual Asset structured product, offering fixed-return yield products backed by shares of SpaceX, Nvidia, Apple, Alphabet, Coinbase, and Amazon with investment periods ranging from 8 hours to 1 day.

Jul 23, 2026·4 sources
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AMD unveils Helios rack-scale AI system to challenge Nvidia

AMD announced its Helios rack-scale system designed to power the world's largest AI labs, directly targeting Nvidia's dominance in AI infrastructure with new products the company claims outperform competitors.

Jul 23, 2026·4 sources
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AMD Launches Helios Rack-Scale AI System to Challenge Nvidia's Data Center Dominance

AMD CEO Lisa Su announced that the Helios rack-scale AI infrastructure system was in full production. AMD claims Helios delivers up to 15% more peak theoretical FP4 compute than Nvidia's Vera Rubin NVL72, based on AMD calculations. The system integrates 72 Instinct MI455X GPUs, 18 EPYC “Venice” CPUs and AMD Pensando networking for large-scale AI training and inference.

Jul 23, 2026·9 sources
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Jul 22, 2026

AMD Commits Up to $5 Billion to Anthropic in 2-Gigawatt AI Chip Deal

Advanced Micro Devices and Anthropic have announced a major partnership involving up to $5 billion in investment and the deployment of up to 2 gigawatts of AMD's upcoming Instinct MI450 series GPUs, marking AMD's largest AI infrastructure deal and a significant challenge to Nvidia's dominance in the AI chip market.

Jul 22, 2026·4 sources
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Nvidia CEO Jensen Huang defends Chinese AI models as U.S. weighs restrictions amid 'Kimi panic'

Nvidia CEO Jensen Huang publicly praised Chinese open-source AI models as 'excellent' and 'world class,' urging Washington not to ban them, even as Treasury Secretary Scott Bessent warned of scrutinizing Chinese models for stolen intellectual property. The comments come amid growing concern in Washington over low-cost Chinese AI models like Kimi that increasingly compete with American offerings.

Jul 22, 2026·8 sources
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Jul 14, 2026

Nvidia Begins H200 Shipments to China as U.S. Grants New Export Licenses to ZTE, Kingsoft, and Maginfra

U.S. export licenses granted to roughly ten Chinese firms — including Alibaba, ByteDance, Tencent, ZTE Kangxun Telecom, and Maginfra — permit H200 and AMD MI325X purchases, though Chinese customs has informally blocked imports and Nvidia has recognized zero revenue under the program.

Jul 14, 2026·2 sources
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Jul 8, 2026

China Plans to Allow Top AI Firms Limited Access to Nvidia H200 Chips

China is planning to allow the country's top AI companies to buy a limited number of Nvidia's H200 chips, signaling an easing of restrictions on US technology.

Jul 8, 2026·2 sources
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Jul 7, 2026

DeepSeek Developing Own AI Chip to Reduce Reliance on Nvidia and Huawei

Chinese AI startup DeepSeek is developing its own chip designed for inference workloads, according to three sources familiar with the matter, in a move to reduce dependence on Nvidia and Huawei chips.

Jul 7, 2026·3 sources
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Jul 6, 2026

Nvidia Supplier Unimicron Seeks $1.4 Billion in Global Depositary Share Offering

Unimicron Technology Corp., a supplier to Nvidia, is seeking as much as $1.4 billion from a sale of global depositary shares, capitalizing on the artificial intelligence boom.

Jul 6, 2026·1 source
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Singapore Adds Money Laundering Charges in Nvidia AI Chip Fraud Probe

Singaporean prosecutors filed additional charges including money laundering against a key suspect in an AI server fraud case, as part of the nation's growing efforts to clamp down on Nvidia chip-related fraud.

Jul 6, 2026·1 source
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Nvidia's Kyber NVL144 AI Rack System Delayed to 2028 Due to Manufacturing Issues, Asian Supplier Stocks Drop

Nvidia's next-generation Kyber NVL144 rack-scale system, designed to house Rubin Ultra chips, has been delayed by over 12 months to 2028 due to circuit board manufacturing problems, according to analyst firm SemiAnalysis. The delay sent Asian technology supplier stocks tumbling, with some losing double-digit percentages in market value.

Jul 6, 2026·9 sources
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Jun 30, 2026

Meituan releases LongCat-2.0, China's largest AI model trained entirely on domestic chips

Chinese food delivery giant Meituan has open-sourced LongCat-2.0, a 1.6 trillion-parameter AI model that the company claims was trained entirely on Chinese-made chips using a 50,000-chip cluster. The release demonstrates China's growing capability to develop large-scale AI models without relying on Nvidia hardware amid U.S. export restrictions.

Jun 30, 2026·6 sources
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Jun 29, 2026

Taiwan Authorities Raid Super Micro Offices in Nvidia Chip Smuggling Investigation

Super Micro Computer's Taiwan offices were raided by government authorities as part of an expanded investigation into alleged smuggling of Nvidia chips into China using the company's supply chain.

Jun 29, 2026·1 source
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Taiwan Raids Super Micro Computer Offices in China AI Chip Smuggling Investigation

Taiwanese government agencies raided offices of Super Micro Computer Inc. and its local affiliates as part of an expanding investigation into alleged smuggling of Nvidia AI chips to China through the company's servers, marking Taiwan's first public crackdown on AI chip diversion.

Jun 29, 2026·3 sources
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Jun 28, 2026

Australian AI Firm Firmus Technologies Signs Strategic Partnership with Nvidia

Firmus Technologies announced a strategic partnership with Nvidia to provide emerging AI firms with more cost-effective access to computing resources, with plans to build its first data center project in Indonesia.

Jun 28, 2026·2 sources
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Jun 20, 2026

NVIDIA Launches Halos for Robotics, First Full-Stack Safety System for Physical AI

NVIDIA announced Halos for Robotics, described as the industry's first comprehensive safety system that unifies AI computing and safety protocols for robots and physical AI operating in workplaces. Agility Robotics is the first company to implement the system in its Digit humanoid robots.

Jun 20, 2026·9 sources
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Jun 18, 2026

Amazon in Talks to Sell Custom AI Chips to External Customers, Challenging Nvidia

Amazon Web Services is negotiating to sell its custom-designed AI chips for use in other companies' data centers, representing a major expansion into Nvidia's core market for AI accelerators.

Jun 18, 2026·2 sources
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Jun 17, 2026

Odyssey ML Raises $310 Million at $1.45 Billion Valuation Led by Amazon, Nvidia, and AMD

World model AI startup Odyssey ML, founded by self-driving vehicle pioneers, secured $310 million in funding at a $1.45 billion valuation. The round was backed by Amazon, Nvidia, AMD, CIA-linked fund IQT, and Google chief scientist Jeff Dean.

Jun 17, 2026·2 sources
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Jun 10, 2026

Tether Leads $1.4 Billion Funding Round in German Robotics Startup Neura Robotics

Stablecoin issuer Tether Holdings led a $1.4 billion Series C funding round for German startup Neura Robotics, which develops AI-powered humanoid robots. The round also included participation from Qualcomm, Nvidia, and Amazon, marking one of the largest investments in physical AI and humanoid robotics to date.

Jun 10, 2026·5 sources
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Jun 8, 2026

Google Orders 3+ Million AI Chips from Intel for 2028 as TSMC Alternative

Google has placed orders for over three million Tensor Processing Units from Intel for 2028 delivery, representing half of Google's estimated 6 million TPU production. Nvidia is also testing Intel's manufacturing technology for its upcoming Feynman architecture.

Jun 8, 2026·2 sources
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Jun 4, 2026

OpenAI in talks to lease 10-gigawatt data center campus in Ohio with potential Nvidia backing

OpenAI is negotiating to lease a proposed 10-gigawatt data center campus on federal land in southern Ohio, with the deal potentially including financial backing from Nvidia. The project could cost at least $500 billion.

Jun 4, 2026·3 sources
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Jun 1, 2026

Fluence Energy Shares Surge 40% on Nvidia AI Data Center Design Partnership

Fluence Energy's stock soared over 40% after announcing collaboration with Siemens and Nvidia to develop energy storage designs specifically for AI data centers.

Jun 1, 2026·1 source
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Nvidia Introduces RTX Spark AI-Focused PCs with Major Manufacturers

Nvidia unveiled its first AI-focused personal computers using RTX Spark GPUs, partnering with Dell, Lenovo, and HP to manufacture laptops designed specifically for AI agents and local AI processing.

Jun 1, 2026·2 sources
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Nvidia Launches First AI-Focused Windows Laptops with New PC Chip

Nvidia entered the PC market with new laptop computers and chips designed specifically for running AI agents, challenging Intel and AMD's dominance in the personal computer processor market.

Jun 1, 2026·2 sources
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Nvidia Announces Vera Chip with Anthropic, OpenAI, and SpaceX as Launch Customers

Nvidia revealed its upcoming Vera microprocessor has secured Anthropic, OpenAI, and SpaceX as among its first major customers, expanding the company's footprint in AI infrastructure.

Jun 1, 2026·1 source
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May 30, 2026

Nvidia and Microsoft Partner on AI-Powered PCs with Nvidia Chips

Nvidia is entering the PC market with its own chips as the main processor, with first Windows computers from Dell and Microsoft's Surface line set to be unveiled at Computex and Build next week.

May 30, 2026·2 sources
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May 29, 2026

Nvidia Commits $6.5 Billion to Photonics Technology Companies

Nvidia has invested at least $6.5 billion into companies developing photonics technology over the past three months, racing to solve major bottlenecks in AI infrastructure by using light-based data transmission instead of electrical signals.

May 29, 2026·1 source
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May 24, 2026

NVIDIA Releases Gated DeltaNet-2 Linear Attention Architecture

NVIDIA AI released Gated DeltaNet-2, a linear attention layer that decouples erase and write operations in the delta rule, addressing memory editing challenges in fixed-size recurrent states without scrambling existing associations.

May 24, 2026·1 source
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May 10, 2026

NVIDIA Releases Star Elastic: Single Checkpoint Contains Multiple Reasoning Models

NVIDIA researchers have introduced Star Elastic, a post-training method that embeds multiple nested reasoning models at 30B, 23B, and 12B parameter scales inside a single checkpoint, enabling zero-shot model slicing without retraining.

May 10, 2026·1 source
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May 8, 2026

Nvidia to Invest Up to $2.1 Billion in IREN as Part of AI Data Center Partnership

Nvidia announced a strategic partnership with data center operator IREN that includes an investment of up to $2.1 billion and plans to deploy up to 5 gigawatts of AI infrastructure to meet surging demand for artificial intelligence computing power. IREN shares initially surged in extended trading before giving back most gains.

May 8, 2026·4 sources
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May 7, 2026

OpenAI Releases MRC Open Networking Protocol for AI Supercomputer Clusters

OpenAI launched Multipath Reliable Connection (MRC), a new open networking protocol developed with AMD, Broadcom, Intel, Microsoft, and NVIDIA to improve GPU networking performance in large-scale AI training infrastructure.

May 7, 2026·1 source
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Anthropic Signs Deal with SpaceX for Full Access to Colossus 1 Data Center's 220,000+ GPUs

Anthropic secured access to over 220,000 Nvidia GPUs at SpaceX's Colossus One data center in Memphis under a new partnership, providing more than 300 megawatts of computing capacity weeks before SpaceX's anticipated $1.75 trillion IPO.

May 7, 2026·3 sources
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Apr 18, 2026

European AI Chip Startups Pursue Major Funding Rounds as Nvidia Competition Intensifies

European chip startups including Dutch company Euclyd are pursuing large funding rounds to scale amid the AI boom. The sector has attracted record funding as competition with Nvidia heats up.

Apr 18, 2026·2 sources
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Apr 11, 2026

SiFive Raises $400 Million for Custom Chip Designs

Chip startup SiFive raised $400 million from investors including Nvidia, Apollo Global Management, and Point72 to expand its RISC-V-based custom chip design business for AI data centers.

Apr 11, 2026·2 sources
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Apr 10, 2026

OpenAI Pauses UK Data Center Investment Over Energy Costs and Regulation

OpenAI has halted plans for a UK data center project, citing concerns over energy costs and the regulatory environment. The move reflects broader challenges in international AI infrastructure expansion.

Apr 10, 2026·1 source
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Apr 8, 2026

Firmus Reaches $5.5 Billion Valuation After Raising $1.35 Billion in Six Months

Nvidia-backed Asia AI data center provider Firmus has raised $1.35 billion over six months, reaching a $5.5 billion valuation as it builds AI infrastructure across Asia.

Apr 8, 2026·1 source
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Apr 4, 2026

Nvidia Launches Enterprise AI Agent Platform with 17 Major Adopters at GTC 2026

Nvidia unveiled a new enterprise AI agent platform at GTC 2026, with initial adopters including Adobe, Salesforce, SAP, and Siemens. Siemens is launching its Fuse EDA AI Agent using Nvidia's Nemotron to autonomously orchestrate workflows across its electronic design automation portfolio.

Apr 4, 2026·1 source
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Mar 28, 2026

Google Introduces TurboQuant Algorithm Reducing LLM Memory Usage by 6x

Google released TurboQuant, a compression algorithm that reduces large language model memory usage by at least 6x while improving performance, targeting AI inference cost reduction. The announcement caused significant market impact, with memory chip maker stocks reportedly declining.

Mar 28, 2026·2 sources
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Reflection AI Negotiates $2.5 Billion Funding Round at $25 Billion Valuation

AI startup Reflection AI is in negotiations for a major $2.5 billion funding round that would value the company at $25 billion, with potential involvement from JPMorgan Chase.

Mar 28, 2026·1 source
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Top claims

  • ▪Chinese technology firms are increasingly seeking domestic alternatives to Nvidia hardware and software, with Beijing implementing economic and regulatory measures to support home-grown AI chips.
  • ▪Huawei recently announced a new line of Ascend AI chips for computing superclusters and data centers, expecting its AI chips to be widely used for model training by 2027.
  • ▪DeepSeek released six software modules tailored for Huawei's Ascend AI chips that mirror DeepSeek's prior open-source tools designed for Nvidia's AI chips

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