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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.
NVIDIA — page 10
NVIDIA's Jensen Huang says AI demand is 'utterly parabolic' at Dell event
Dell and NVIDIA unveiled Vera Rubin NVL72 systems with 10x lower cost-per-token for agentic AI, backed by 5,000 enterprises in production.
Commencement crowds boo AI pitches from Eric Schmidt and Gloria Caulfield
Graduates at UCF and the University of Arizona heckled speakers who framed AI as the next industrial revolution, as job sentiment among under-35s collapses.
Menlo Ventures partner: 10,000 AI insiders now sit on $20M+ as SF malaise spreads
Deedy Das pegs the AI wealth divide at its worst yet, with founders and staff at OpenAI, Anthropic, Nvidia, xAI and Meta on one side, everyone else on the other.
Cerebras prices IPO at $5.5B, then stock doubles in first-day trading
Shares opened at $385 against a $185 IPO price, valuing the Nvidia challenger at $56.4B fully diluted.
Foxconn Q1 profit jumps 19% on AI server demand, beating forecasts
The world's largest contract electronics maker is riding the AI buildout, with Q1 earnings outpacing analyst estimates.
US clears Nvidia H200 chip sales to 10 China firms
The license carve-out marks the first major softening of Biden-era export controls on Nvidia's high-bandwidth AI accelerators bound for China.
SK Hynix nears $1 trillion market value as AI memory demand surges
The Korean memory maker is closing in on a milestone reached only by a handful of companies, powered by HBM orders from AI chipmakers.
Jensen Huang's foundation buys $108M of CoreWeave compute, donates it to researchers
The Nvidia CEO's foundation is routing eight-figure GPU capacity from CoreWeave to academic AI researchers rather than commercial customers.
Hermes Agent hits 140,000 GitHub stars, runs on NVIDIA RTX and DGX Spark
Nous Research's local-first agent framework is now the most-used agent on OpenRouter, paired with Alibaba's new Qwen 3.6 models.
NVIDIA partners with David Silver's Ineffable Intelligence on RL infrastructure
The London lab, founded by AlphaGo architect David Silver, will codesign reinforcement learning pipelines on Grace Blackwell and Vera Rubin.
SPAN pitches home-attached AI data center nodes in 100-home 2026 trial
The San Francisco startup wants 80,000 XFRA nodes in US homes by 2027, each packing 16 Nvidia Blackwell GPUs, in exchange for subsidized power.
NVIDIA and SAP embed OpenShell runtime into SAP Business AI Platform
The expanded partnership puts NVIDIA's open-source agent runtime under every SAP AI agent, with NemoClaw blueprints landing inside Joule Studio.
Nvidia's real moat is CUDA, not silicon
A matrix multiply that takes three lines in PyTorch takes 50-plus in CUDA — and that gap is why AMD and Intel keep losing.
Jensen Huang tells Carnegie Mellon's Class of 2026 their careers start at the AI revolution
NVIDIA's CEO delivered the keynote at CMU's 128th commencement, framing AI as a once-in-a-generation chance to reindustrialize America.
Nvidia commits $40B to AI equity deals in early 2026, led by $30B OpenAI bet
Seven multi-billion-dollar checks into public companies and two dozen private rounds put Nvidia at the center of the AI capital cycle.
US probes whether Nvidia chips reached Alibaba through Thailand
American officials suspect restricted Nvidia accelerators were routed to Alibaba via Thai intermediaries, testing the limits of US export controls.
NVIDIA and DOE stake Genesis Mission on a 100,000-GPU Solstice supercomputer
Argonne's Solstice will hit 5,000 exaflops on Vera Rubin GPUs — five times the entire TOP500 list combined — to run AI for science.
Nvidia opens Spectrum-X's MRC protocol via OCP after OpenAI, Microsoft, Oracle deployments
The Multipath Reliable Connection transport, proven on Blackwell training runs, is now an open spec through the Open Compute Project.
Nvidia opens Spectrum-X's MRC protocol to the industry after OpenAI, Microsoft, Oracle deployments
The Multipath Reliable Connection protocol, co-developed with OpenAI and Microsoft, reroutes failed network paths in microseconds across gigascale GPU fabrics.
Cerebras Targets $26.6B Valuation in IPO as OpenAI Emerges as Top Shareholder
The AI chip maker plans to raise about $3.5 billion, while a December loan converts into a multi-billion-dollar stake for OpenAI.
Jensen Huang tells Milken crowd AI is 'creating an enormous number of jobs'
The Nvidia CEO pushed back on doomer rhetoric even as forecasts suggest 15% of US jobs could vanish to AI in the coming years.
Pentagon signs Nvidia, Microsoft, AWS to put AI on classified networks
The Defense Department adds four more vendors after the Anthropic dispute, deploying models inside IL6 and IL7 environments.
Pentagon awards classified AI contracts to OpenAI, Google, Nvidia — Anthropic shut out
The Defense Department signed seven AI vendors for classified use and labeled Anthropic a supply-chain risk after a fight over autonomous weapons.
Radiant Mobile launches a Christian US phone network that blocks porn and LGBT content
The T-Mobile-backed MVNO charges $30 a month and uses network-level blocking that adult account owners cannot disable.
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