Skip to main content
Live
Main content

Tag · 274 stories

NVIDIA

Every story tagged NVIDIA on AI Chat Daily.

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.

More tagged NVIDIA

Meta logo
Business

Meta launches $35B stock offering to fund its AI infrastructure push

Nvidia, AMD and Broadcom signaled interest in up to $5B of the shares, and a separate $60B Class C share sale is planned for 2027.

Jaeden Schafer5 min read
Musk says SpaceX closed $40B in debt financing to buy AI GPUs
Business

Musk says SpaceX closed $40B in debt financing to buy AI GPUs

Musk says the callable debt funds GPU deliveries due in the first half of 2027, as he predicts a shakeout among poorly capitalized neoclouds.

Jaeden Schafer4 min read
US and China AI blocs force countries to choose as Kazakhstan joins both
News

US and China AI blocs force countries to choose as Kazakhstan joins both

Kazakhstan signed onto Pax Silica and China's World AI Cooperation Organization within weeks, as Washington warns partners they can't back both.

Jaeden Schafer5 min read
Nvidia logo
Business

Nvidia's role as AI financier faces first test as neocloud stocks slide

CoreWeave, Nebius and IREN have each lost at least 30% in October as Nvidia's off-balance-sheet guarantees to AI cloud builders come under scrutiny.

Jaeden Schafer5 min read
Nvidia logo
News

Nvidia's Microduck robots hit 20,000 preorders after Jensen Huang's GTC Berlin demo

The open-source waddling robots from Hugging Face's Pollen Robotics unit are set to ship in time for Christmas.

Jaeden Schafer3 min read
Cambricon's Q3 profit jumps 148% to $210M as revenue doubles
Business

Cambricon's Q3 profit jumps 148% to $210M as revenue doubles

The Shanghai-listed AI chipmaker's quarterly revenue rose 104.5% to 3.5 billion yuan as Chinese labs move workloads off Nvidia hardware.

Jaeden Schafer3 min read
Block unveils Dessa, a full-duplex voice model trained only on human speech
Models

Block unveils Dessa, a full-duplex voice model trained only on human speech

Block says Dessa runs faster than real time on a MacBook Pro, was trained on a single Nvidia GB200 NVL72, and is opening first to AI safety researchers.

Jaeden Schafer4 min read
Nvidia logo
Business

Nvidia invests in AI video startup Higgsfield as Jensen Huang visits Kazakhstan

Nvidia and TCV extend Higgsfield's $400 million August Series B as the startup says registered users have passed 40 million.

Jaeden Schafer4 min read
Nvidia logo
News

Nvidia launches Minerva, an AIOps platform for monitoring AI factories

Minerva maps GPUs, networking and running jobs into a live knowledge graph to trace slowdowns to one faulty part; IBM, Lambda and Tesla plan to deploy it.

Jaeden Schafer4 min read
Nvidia logo
Business

AI chip stocks tumble as Nasdaq posts its steepest drop since June

The Philadelphia Semiconductor Index fell 6.3% as Meta, Lam Research and CoreWeave earnings and debt worries renewed questions about AI spending.

Jaeden Schafer4 min read
SpaceX launches Grok partner network with more than 130 companies
Business

SpaceX launches Grok partner network with more than 130 companies

Nvidia, Snowflake, Databricks, Apollo and Bain are among the launch partners helping enterprises deploy Grok and plug it into their existing tools.

Jaeden Schafer4 min read
Nvidia logo
Business

Humain expands Nvidia deal with up to 84MW of AI compute in Saudi Arabia

The two-phase plan covers about 27,000 GPUs, moving from Blackwell B300 systems this quarter to Vera Rubin in 2027, with 50MW set aside for a US client.

Jaeden Schafer4 min read
Nvidia logo
News

Mistral and Nvidia team up on AI engineering simulation and agent benchmarks

The partnership pairs Mistral Large 4 with Nvidia CUDA-X, Warp and Omniverse, and adds open benchmarks for AI agents doing CAE and chip-design work.

Jaeden Schafer4 min read
Nvidia logo
Business

Nvidia lines up six suppliers to expand substrate, testing and optics capacity

IBIDEN and KYEC get capacity reservation advances, including $1.1B for new US testing sites, as Nvidia targets 2.5x more substrate capacity.

Jaeden Schafer4 min read
Nvidia logo
News

Nvidia unveils Agile ONE SN reference humanoid and ships Isaac Lab 3.0 at GTC Berlin

The Jetson Thor-powered research humanoid, built with Agile Robots, is due in early 2027 alongside new open robotics runtimes and datasets.

Jaeden Schafer5 min read
Flapping Airplanes raises $1B at a $6B valuation to make AI training cheaper
Business

Flapping Airplanes raises $1B at a $6B valuation to make AI training cheaper

Index Ventures and Lux Capital led the round for the year-old lab, which is rewriting low-level Nvidia GPU software to squeeze more out of each chip.

Jaeden Schafer4 min read
ServiceNow makes Arc, its personal enterprise AI agent, generally available
Tools

ServiceNow makes Arc, its personal enterprise AI agent, generally available

Arc runs inside Nvidia's OpenShell runtime, ships at no extra cost in three EmployeeWorks tiers, and supports Mac now with Windows to follow.

Jaeden Schafer4 min read
Nvidia logo
News

Nvidia unveils DSX POD, factory-built Vera Rubin AI factories that deploy in 14 days

Seventeen partners including Dell, HPE and Schneider Electric plan to ship the containerized AI factories worldwide in early 2027.

Jaeden Schafer4 min read
Pigment raises $250M at a $2.3B valuation to aim AI planning agents at ERP systems
Business

Pigment raises $250M at a $2.3B valuation to aim AI planning agents at ERP systems

The Paris company says annual recurring revenue has passed $100 million, and the EU-backed Scaleup Europe Fund led the round with Nvidia joining.

Jaeden Schafer5 min read
Nvidia logo
News

Gears of War: E-Day streams on GeForce NOW with RTX 5080-class performance

The prequel joins GeForce NOW alongside nine other titles, with Fire TV membership purchases coming via Amazon in the weeks ahead.

Jaeden Schafer4 min read
Nvidia logo
Business

Nvidia extends Halos safety stack to robots as physical AI nears $10B run rate

Agility Robotics' Digit 5 and Boston Dynamics are early adopters; Nvidia says safety is the next bottleneck for humanoids and mobile robots.

Jaeden Schafer4 min read
Nvidia logo
Models

Nvidia launches $4,999 DGX Spark 64GB for local AI development

The new SKU runs 100B-parameter models on device; two units cluster to 128GB and 200B via Nvidia Sync Cluster Assistant.

Jaeden Schafer4 min read
Nvidia logo
Security

Nvidia opens OpenShell and Sentry to contain rogue AI agents

The chipmaker is pushing an open-source Agent Safety Platform as frontier labs disclose agents hacking Hugging Face and probing government sites.

Jaeden Schafer4 min read
Nvidia logo
Business

China weighs letting ByteDance and Alibaba buy new Nvidia chips

A policy reversal would reopen one of Nvidia's largest export markets after months of Beijing steering domestic buyers toward local silicon.

Jaeden Schafer4 min read
AI Box Daily briefingFree · Daily · No fluff

Stay ahead of everyone in AI.

The tightly edited AI news email engineers, founders, and investors actually open. One email. Every weekday. Five minutes to finish.

Loved by 10,000+ AI professionals
Free forever. Unsubscribe with one click.

The briefing read inside teams at