Nvidia

OpenAI deploys Nvidia’s Vera Rubin racks for frontier AI training

OpenAI's Head of Infrastructure, Uday Ruddarraju, announced this week that the first batch of Nvidia Vera Rubin racks have been deployed and are running the company's training stack. "This is a significant step in scaling our computing capabilities, which will…

Nvidia agent scores 100% on ARC-AGI-3 reasoning benchmark

Nvidia on Friday published research showing its general-purpose agent system, Agentic Variation Operators (AVO), achieved a perfect 100% score on the ARC-AGI-3 interactive reasoning benchmark — a result that underscores how agent architecture, not just model capability, determines performance on…

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Nvidia reportedly locks multi-year DRAM deals with SK Hynix, Micron

Nvidia has reportedly signed multi-year supply agreements with SK Hynix and Micron for DRAM and high-bandwidth memory, according to a research note from Edgewater Research cited on August 20. The deals come as the global memory shortage, driven by insatiable…

Nvidia in early talks with Korean AI chip startup Rebellions

Nvidia is in preliminary discussions with South Korean AI chip designer Rebellions about a potential deal that could range from a technical partnership to an outright acquisition, Bloomberg reported on Friday. The talks come just days after Rebellions' chief financial…

Nvidia denies report of China-tailored AI chip plans

Nvidia on Thursday denied a report that it plans to begin shipping a language processing unit tailored for Chinese customers by the end of the year, calling the claims "incorrect" even as U.S. export controls continue to reshape its approach…

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Nvidia plans to ship new AI chip to China by year-end

Nvidia is preparing to ship small volumes of a newly designed AI chip to Chinese customers by the end of 2026, according to a report published Thursday by The Information, citing two company employees.

SoftBank plans record ¥1 trillion retail bond as AI credit stress mounts

SoftBank Group is preparing to issue approximately ¥1 trillion ($6.26 billion) in seven-year corporate bonds targeting Japanese retail investors, a deal that would be the largest retail corporate bond offering ever by a Japanese company, according to a Nikkei report…

Nvidia H200 chips reach China despite Beijing push to limit imports, FT reports

Small batches of Nvidia's H200 chips, among the company's most powerful AI processors, have entered mainland China, the Financial Times reported on Tuesday, citing two people with knowledge of the matter.

Cerebras unveils CS-4, claims 30x speed edge over GPUs

Cerebras Systems unveiled the CS-4, its next-generation rack-scale AI accelerator, at the company's Supernova event in San Francisco on Tuesday, claiming the system delivers up to 30 times faster inference than GPU-based solutions. The announcement marks the chipmaker's most aggressive…

Tech giants’ AI debt tops $236B as bond markets absorb record borrowing

The AI industry's financing demands have crossed a threshold that is reshaping credit markets. As of late May 2026, total AI-related debt issuance reached approximately $236 billion — four times the amount from the same period last year — according…

Nvidia’s new role as AI’s banker tested in Wednesday earnings

When Nvidia reports fiscal second-quarter results on Thursday, August 20, the numbers alone will be historic. Management has guided to roughly $91 billion in revenue, plus or minus 2 percent — a 95 percent increase from the year-ago quarter. But…

Nvidia begins full production of co-packaged optics switch for AI data centers

NVIDIA has moved its Spectrum-X Ethernet Photonics platform — a co-packaged optics (CPO) Ethernet switch — into full production, marking what the company says is the first CPO networking switch to reach volume manufacturing for AI data centers.

Nvidia’s market cap now exceeds Apple’s by $1 trillion

Nvidia now holds a market capitalization roughly $1 trillion larger than Apple's, a gap that has opened with striking speed over the past two weeks as investors pour capital into AI infrastructure while punishing Apple for supply-chain headwinds.

Nvidia enlists Wall Street giants for $500B AI chip financing push

Nvidia went public this week with a sweeping plan to enlist six of the largest firms on Wall Street to arrange more than $500 billion in debt financing for customers of its AI chips — an effort to turn graphics…

LG and Nvidia sign deal on humanoid robots, AI factories

LG Corp and Nvidia signed a memorandum of understanding on August 13 at Nvidia's headquarters in Santa Clara, California, formalizing plans to collaborate on humanoid robotics, AI factory infrastructure, and autonomous vehicle technology. LG Chairman Koo Kwang-mo and Nvidia CEO…

Goldman leads investor talks for Nvidia’s $500B AI plan

Nvidia announced on August 10 that it has partnered with six of the world's largest financial institutions to create dedicated financing platforms aimed at mobilizing more than $500 billion in third-party capital for AI infrastructure — an initiative that seeks…

Nvidia says AI chip found in Russian missile is a consumer product not sold to Russia

Ukrainian military intelligence has identified an Nvidia Jetson Orin computer module inside Russia's new S-71M "Monochrome" air-launched cruise missile, raising fresh questions about the flow of Western technology into Russian weapons systems.

TSMC ramps 2nm capacity as Nvidia targets 2028 Feynman launch

Nvidia is accelerating development of its next-generation Feynman AI chip platform, targeted for mass production in the second half of 2028, forcing TSMC Taiwan Semiconductor Manufacturing Company Limited to fast-track expansion of its most advanced fabrication and packaging facilities.

Scientists publish blueprint for AI ‘digital organism’

A team of researchers led by Eric Xing published a paper in Nature Medicine on Thursday laying out a roadmap for building an AI-driven "digital organism" — a system of connected AI models that could simulate how drugs or genetic…

Nvidia’s China AI chip share set to plunge as Huawei gains ground

Jensen Huang's warning about the consequences of losing China's AI market to domestic hardware is drawing renewed attention as fresh data shows American chipmakers rapidly losing ground in the world's second-largest AI economy.

Nvidia GPU prices spike up to 36% as memory shortage hammers PC market

The 2026 hardware market is buckling under the weight of memory price inflation, driven by insatiable demand from AI data centers. From enterprise AI racks costing nearly $8 million to consumer graphics cards selling far above their suggested retail prices,…

Nvidia developing 1-trillion-parameter open-source AI model to rival top systems

Nvidia is building a new family of open-source AI models called Nemotron 4, with the largest version expected to contain at least 1 trillion parameters, according to a report published Tuesday by The Information citing multiple employees working on the…

Nvidia releases free open-source AI model for agents

Nvidia on Tuesday released Nemotron 3.5 Lightning, a free, open-source AI model built for enterprise use that can run on a single GPU, alongside a new model routing tool called NeMo Switchyard designed to cut costs on AI workloads.

Bitdeer files $1B share program amid reported Anthropic deal

Anthropic has reportedly agreed to a six-year, $10 billion computing capacity deal that will see a 133-megawatt data center built at Bitdeer Technologies Group's Tydal campus in Trøndelag, Norway, according to Bloomberg reporting first published on August 4. The facility…

Nvidia, AMD China AI chip share to drop to 21% in 2026, TrendForce says

Nvidia and AMD's Advanced Micro Devices, Inc. combined share of China's AI server chip market is forecast to fall to just 21% in 2026, down from 34% last year, according to new data from Taipei-based research firm TrendForce presented at…

Google open-sources TPU Raiden library to rival Nvidia’s inference stack

Google Alphabet Inc. has open-sourced TPU Raiden, an inference optimization library that handles KV-cache data movement between chips during large language model serving. The repository is live on GitHub under the Apache-2.0 license, marking one of the clearest signals yet…

Nvidia tests lower-memory Rubin Ultra GPU designs amid HBM shortage

Nvidia has pushed back against a wave of reports suggesting its next-generation Rubin Ultra GPU and Vera CPU platforms are being quietly scaled down, telling Tom's Hardware that "Our roadmap is intact." The denial comes as the chipmaker navigates an…

Musk envisions sending robots to Moon to build factories

Elon Musk used SpaceX's first-ever public earnings call to lay out a vision for deploying humanoid robots on the Moon to build factories and industrial infrastructure, describing a future that he acknowledged sounds "totally nuts" but insisted is inevitable.

Nvidia powers 92% of sovereign AI models worldwide, report finds

Nations racing to build independent artificial intelligence systems remain overwhelmingly dependent on a single American chipmaker. A report released on August 5 by Counterpoint Research found that Nvidia graphics processing units power 92.4% of sovereign AI large language models worldwide,…

Foxconn posts record July revenue as AI demand surges

Foxconn Hon Hai Precision Industry Co., Ltd. reported record single-month revenue in July, surpassing the T$900 billion threshold for the first time as demand for artificial intelligence infrastructure continued to accelerate. The Taiwanese contract manufacturer said Wednesday that July sales…