Tag · 254 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.
NVIDIA — page 2
Jensen Huang tells Dreamforce every enterprise is becoming an AI company
Nvidia and Salesforce unveiled Koa, a CRM reasoning model built on Nemotron 3 Super, trained on 27 years of CRM data with 3x fewer errors.
Agility Robotics unveils Digit 5, a humanoid built to work uncaged near people
The new Digit lifts 50 pounds, runs 20+ hours a day, and squats to avoid workers — solving the safety problem that has blocked factory-floor deployment.
Nvidia DSX squeezes 24% more tokens from the same AI factory power budget
Lambda's proof of concept ran 19 GPU nodes at 85% power against 16 at full, lifting throughput from 4M to 5M tokens per second.
Salesforce and Nvidia launch Koa, a reasoning model built on Nemotron
Koa is Salesforce's first in-house reasoning model, trained on synthetic data and pitched as a cheaper alternative to Claude and ChatGPT inside Agentforce.
Jensen Huang puts Trump on speakerphone at All-In Summit to dismiss AI fears
Nvidia's CEO handed the mic to the president, who called AI development fears a 'hoax' and said robots won't take over.
Skild AI's S1 robot learns new factory tasks from a single video
The startup hit a $100M revenue run rate 10 months after first deployment and is now installing Blackwell systems at Foxconn with Nvidia.
DOJ probes Nvidia's licensing deal with AI chip startup Groq
Antitrust scrutiny lands on the leader of the AI hardware stack as regulators examine terms of a deal with a rival inference-chip maker.
Nvidia expands AI for Media at IBC with 99.3% synthetic video detection
New SDKs and NIM microservices target live sports, broadcast authentication, and multilingual dubbing across a $1B+ media stack.
Nscale seeks $3.5B in pre-IPO financing ahead of month-end listing
The British AI compute provider wants $1.5B in convertible notes and $2B more from Nvidia before going public.
Apple hands CEO role to John Ternus as Nvidia moves to own the AI stack
Tim Cook exits to Executive Chairman days before an iPhone event, while Nvidia keeps buying its way across the AI supply chain.
Nvidia's RTX Spark AI PCs debut at IFA 2026 with 128GB memory
Lenovo, Dell, HP, Asus and Acer unveil laptops and mini PCs built around Nvidia's Grace-Blackwell SoC, aimed squarely at local AI workloads.
Nvidia ships DLSS 5 on September 3rd, only for NBA 2K27 and RTX 50-series
The AI upscaler carries a 50–60% performance hit and needs 6x frame generation to hit 1080p on midrange cards.
Nvidia invests $3.5B in MediaTek to co-opt the custom AI chip wave
MediaTek gets NVLink Fusion access to design custom silicon for hyperscalers — inside Nvidia's rack-scale stack, not outside it.
Local LLMs go mainstream as Hugging Face crosses 3 million models
Free tools like LM Studio, Ollama, and Llama.cpp put private, offline chatbots on any modern PC — with tradeoffs on speed and RAM.
Lambda raises $1B in debt to buy Nvidia chips for Microsoft lease
The neocloud's third GPU-backed loan this year points to a debt-fueled AI infrastructure race now topping $400B globally.
Trump chip tariffs could delay 20% of US data centers, industry warns
The Computer and Communications Industry Association estimates $90B in annual GDP losses if the tariffs hit chips and downstream products.
Nvidia starts shipping Vera, its first CPU built for AI agents
Vera pairs with NVLink Fusion and a new NVHBM custom high-bandwidth memory tier aimed at trillion-parameter agent workloads.
Nvidia adds DLSS 4.5 controls to GeForce NOW, expands cloud gaming reach
Ultimate members get tunable AI upscaling, Firefox streaming at 1440p/120fps, and 13 new titles including Aliens: Fireteam Elite 2 this week.
Nvidia agrees to buy Hugging Face for $12.9 billion
The deal values the open-source AI hub at more than $13 billion, nearly triple the $4.5B mark Hugging Face carried in 2023.
Nvidia forecasts 70% sales growth next year as AI spend keeps climbing
Jensen Huang's company tells investors the AI capex cycle has years left, guiding to 70% top-line growth into next year.
Anthropic signs $45B compute deal with Nscale for Nvidia Vera Rubin chips
The six-year rental is Anthropic's fifth major compute pact in eight months as it races to keep pace with OpenAI.
Amazon triples Nvidia GPU order for AWS, adding 2M Blackwell and Rubin chips
Five months after committing to 1M Nvidia GPUs, AWS is adding 2M more Blackwell Ultra, Rubin, and Rubin Ultra chips for 2027 and 2028.
Nvidia posts $96.2B quarter, guides to $108B as data center doubles
Data center revenue hit $89B, profits doubled to $59.7B, and Nvidia is now one quarter away from joining the $100B-per-quarter club.
Taiwan indicts Nvidia manager in $2.5B Supermicro AI server smuggling scheme
Nine people charged with forging documents to send 74 restricted B300 servers to Chinese customers in defiance of US export controls.
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.
The briefing read inside teams at