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The startup hit a $100M revenue run rate 10 months after first deployment and is now installing Blackwell systems at Foxconn with Nvidia.
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NVIDIA makes the chips that train virtually every frontier AI model. Our NVIDIA coverage tracks earnings, hardware launches (Blackwell, Rubin), software strategy (CUDA, NIM), and the company's deals with frontier labs and hyperscalers.

The startup hit a $100M revenue run rate 10 months after first deployment and is now installing Blackwell systems at Foxconn with Nvidia.

Antitrust scrutiny lands on the leader of the AI hardware stack as regulators examine terms of a deal with a rival inference-chip maker.

New SDKs and NIM microservices target live sports, broadcast authentication, and multilingual dubbing across a $1B+ media stack.

The British AI compute provider wants $1.5B in convertible notes and $2B more from Nvidia before going public.

Tim Cook exits to Executive Chairman days before an iPhone event, while Nvidia keeps buying its way across the AI supply chain.

Lenovo, Dell, HP, Asus and Acer unveil laptops and mini PCs built around Nvidia's Grace-Blackwell SoC, aimed squarely at local AI workloads.

The AI upscaler carries a 50–60% performance hit and needs 6x frame generation to hit 1080p on midrange cards.

MediaTek gets NVLink Fusion access to design custom silicon for hyperscalers — inside Nvidia's rack-scale stack, not outside it.

Free tools like LM Studio, Ollama, and Llama.cpp put private, offline chatbots on any modern PC — with tradeoffs on speed and RAM.

The neocloud's third GPU-backed loan this year points to a debt-fueled AI infrastructure race now topping $400B globally.

The Computer and Communications Industry Association estimates $90B in annual GDP losses if the tariffs hit chips and downstream products.

Vera pairs with NVLink Fusion and a new NVHBM custom high-bandwidth memory tier aimed at trillion-parameter agent workloads.

Ultimate members get tunable AI upscaling, Firefox streaming at 1440p/120fps, and 13 new titles including Aliens: Fireteam Elite 2 this week.

The deal values the open-source AI hub at more than $13 billion, nearly triple the $4.5B mark Hugging Face carried in 2023.

Jensen Huang's company tells investors the AI capex cycle has years left, guiding to 70% top-line growth into next year.

The six-year rental is Anthropic's fifth major compute pact in eight months as it races to keep pace with OpenAI.

Five months after committing to 1M Nvidia GPUs, AWS is adding 2M more Blackwell Ultra, Rubin, and Rubin Ultra chips for 2027 and 2028.

Data center revenue hit $89B, profits doubled to $59.7B, and Nvidia is now one quarter away from joining the $100B-per-quarter club.

Nine people charged with forging documents to send 74 restricted B300 servers to Chinese customers in defiance of US export controls.

The new accelerator hits 3,400 output tokens per second on 100,000-token contexts, 4x the nearest platform, with Nebius as first cloud adopter.

The interconnect stretches to a 72-XPU domain with 3x lower latency and 10x higher packet rate than off-the-shelf Ethernet alternatives.

The chipmaker is deepening ties with an AI search startup it already backs, cementing Nvidia's role as both supplier and shareholder across the sector.

Vera Rubin and Grace Blackwell systems shipping early next year will cost hyperscalers more, with memory makers squeezing the world's most profitable chipmaker.

New Nvidia research shows a custom harness with a supervisor agent lifted Claude Opus 5 from 30% to a perfect score on the interactive reasoning benchmark.

The Nvidia-backed startup hits a $2.3B valuation as it races to secure Starship capacity before SpaceX retires Falcon 9 in 2028.
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