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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 3

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.

Groq raises $350M at $3.5B valuation to pivot from chips to neocloud
The Nvidia-backed round marks a new valuation floor after Nvidia's $20B licensing deal stripped out Groq's founding team.

Nvidia guarantees $105B financing for OpenAI's Ohio AI data center
SB Energy builds, SoftBank powers, Nvidia backstops the debt — a 20-year lease locks in up to 8 gigawatts of compute for OpenAI.

Nvidia backs 4.25 GW Ohio AI factory for OpenAI in $600B compute deal
Jensen Huang commits Nvidia's balance sheet to secure land, power and shell at PORTS-Pike, with OpenAI as the tenant through 2030.

Nvidia weighs $3B investment in SB Energy to power OpenAI data centers
The chipmaker is moving down the stack into power generation as OpenAI's compute buildout outpaces available grid capacity.

UGM, Indosat and Nvidia open Indonesia's first university AI center
The Yogyakarta hub gives Indonesian researchers sovereign GPU access to tackle tuberculosis screening, farming and disaster response.

Nvidia backstops $500B AI data center push by guaranteeing GPU resale values
Jensen Huang gets Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to fund the buildout — in exchange for covering 25% of any collateral shortfall.

Nvidia ships GeForce NOW native Linux app, opens 2,000-game library to Chromebooks
The Linux client exits beta on Ubuntu 24.04, DLSS Frame Generation gets a latency cut, and Chromebook Fast Pass throws in a free year.

CodeRabbit raises $143M at $1.5B valuation to review AI-generated code
The Nvidia-backed startup now runs 2 million code reviews a week as AI-written software outpaces what human teams can vet.

Nvidia lines up $500B in outside capital to finance AI factories
Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR will underwrite Nvidia compute as long-lived infrastructure.

River AI raises $1.1B two months after launch to rebuild the AI stack
General Catalyst and AMP PBC led the round into xAI co-founder Igor Babuschkin's startup, with Nvidia, AMD Ventures, Y Combinator, and Temasek joining.

Nvidia, Google, and Microsoft push 800 VDC power standard for AI factories
An OCP-backed direct-current architecture aims to unblock rack density as Wood Mackenzie projects $9 trillion in AI infrastructure spend through 2040.

Nvidia releases Nemotron 3.5 Lightning and NeMo Switchyard for agent workloads
The 30B mixture-of-experts model runs 4x faster on output, while the routing library cuts task cost to a third of Opus 4.8.

Nvidia ships Nemotron 3.5 Lightning, a 30B open MoE for local agents
The new open-weights model runs 4x faster than class rivals and slots into RTX PCs, DGX Spark, and Jetson for always-on agentic workloads.

Firebird opens CIS region's largest AI factory in Armenia with Nvidia GPUs
The AI cloud plans 70,000 Rubin and Blackwell GPUs and 300 megawatts in Armenia by end of 2027, with a 2-gigawatt roadmap across the region.

Nvidia releases Cosmos 3, an open world model family for physical AI
The three-tier release spans 4B to 64B parameters and tops five benchmarks for open-weights image, video, world and robot generation.
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