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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 2
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.
Nvidia ships Groq 3 LPX to accelerate Vera Rubin agentic inference
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.
Nvidia opens NVLink Fusion to let custom XPUs plug into its rack-scale AI factories
The interconnect stretches to a 72-XPU domain with 3x lower latency and 10x higher packet rate than off-the-shelf Ethernet alternatives.
Nvidia in talks to invest in Perplexity at $30B-plus valuation
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.
Nvidia lifts AI server prices more than 15% as memory costs surge
Vera Rubin and Grace Blackwell systems shipping early next year will cost hyperscalers more, with memory makers squeezing the world's most profitable chipmaker.
Nvidia says the harness, not the model, drives Claude Opus 5 to 100% on ARC-AGI-3
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.
Starcloud raises $250M to build orbital data centers ahead of launch crunch
The Nvidia-backed startup hits a $2.3B valuation as it races to secure Starship capacity before SpaceX retires Falcon 9 in 2028.
Silicon Data raises $30M to build a Wall Street price for AI compute
The startup wants to be the reference index for GPU rental, with CME compute futures set to launch October 5th pending regulatory approval.
Samsung raises chipmaking prices up to 15% as AI demand tightens supply
The world's largest memory maker is passing AI-driven scarcity through to foundry and memory customers in the steepest hike since the 2021 shortage.
Etched hits $21B valuation as Jane Street leads $700M round
The AI inference chip startup doubled its price tag in a month after the quant fund tested its hardware and bought a rack.
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