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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 4
Google lifts AI capex to $205B, rattling Wall Street on data-center returns
A $15B jump from last quarter's projection lands as Nvidia, Oracle, and OpenAI deals stretch the AI build-out's financing further.
Nvidia pitches Jetson Orin Nano Super as pocket-sized robot brain at 67 TOPS
Nvidia is targeting first-time robotics developers with a handbag-sized dev kit that runs generative AI locally, no cloud required.
Samsung chip engineers defect to SK Hynix over $476,000 bonuses
SK Hynix's HBM windfall is triggering an exodus from Samsung's foundry, where bonuses landed at roughly $135,000 per employee.
Safe Superintelligence lands Nvidia deal for order-of-magnitude compute boost
Ilya Sutskever's stealth lab gets Vera Rubin access and multi-billion Nvidia investment on top of a $32B valuation.
Nvidia, Microsoft, IBM launch Open Secure AI Alliance to defend agents
Thirty-plus companies back an open-source coalition arguing that closed AI leaves cyber defenders blind at the moment of attack.
Naver jumps 10% after Nvidia unveils $1 billion investment plan
The Korean internet group's shares surged in Seoul after Nvidia disclosed plans to put $1 billion into the company's AI buildout.
Nvidia turns its own Vera CPU on the job of designing future Nvidia chips
Early tests with Cadence and Synopsys show 1.5x speedups on formal verification and functional simulation workloads.
South Korea's Lee hosts US tech CEOs, pitches Seoul as AI hub
President Lee Jae-myung's summit with American tech leaders lands as Seoul races to anchor a domestic AI stack against US and Chinese competition.
Hugging Face, Meta, Nvidia sign letter against open-weight AI restrictions
Signatories urge the White House not to conflate distillation with IP theft as Washington weighs a response to Chinese AI labs.
Nvidia and KAIST open first joint AI lab between Korea and a global tech firm
The Seoul lab focuses on agentic AI and pairs Nemotron models with NVIDIA AI Cloud compute, as SK deepens memory ties with Nvidia.
AMD unveils Helios rack system to challenge Nvidia in AI data centers
Lisa Su calls Helios the highest-performance AI rack, with OpenAI, Meta, Oracle, Anthropic, and Microsoft lined up to deploy it at gigawatt scale.
Nvidia's Jetson chip is heading to the moon on a Lunar Outpost rover
The startup will use Jetson to run its lidar system on the lunar surface, ahead of NASA's 2028 target to return human astronauts.
Nvidia commissions DGX GB300 supercomputer at Naval Postgraduate School
Jensen Huang switched on the system in Monterey for 1,500 students and 600 faculty running weather, cyber, and disaster models.
Treasury threatens sanctions after White House accuses Moonshot of distilling Anthropic's Fable
Scott Bessent says Entity List designations are on the table as Michael Kratsios alleges Moonshot accessed banned Nvidia GB300 chips via Thailand.
Nvidia open sources Medical Physics Simulation for surgical robot training
GPU-native framework cuts training time from five hours to under two minutes across 8,192 parallel environments; CMR Surgical and J&J MedTech are early adopters.
Wistron opens $700M Fort Worth plant to build Nvidia's Grace Blackwell superchips
The 324,000-square-foot Texas facility already employs 500 workers and will scale to 1,000 by year-end, producing tens of thousands of boards a month.
Nvidia's Vera Rubin NVL72 hits production with 10x tokens per megawatt
CoreWeave's DeepSeek-R1 benchmark shows a 10x throughput-per-watt gain over Grace Blackwell, with racks now live at four major clouds.
Nvidia ships Spectrum-6 Ethernet at 102.4 Tb/s for Vera Rubin AI factories
The next-gen switch doubles capacity and lands first at CoreWeave, Microsoft, Nebius, SpaceXAI and Tesla to wire hundreds of thousands of GPUs.
Google's Frozen v2 chip targets 6-10x efficiency gain for Gemini
Alphabet is designing a 2028 server chip to run Gemini cheaper as it spends $190B on AI infrastructure this year.
Nvidia opens creative apps to AI agents at SIGGRAPH with MCP push
Adobe, Blender, Unreal and Affinity connect AI agents into production pipelines as Nvidia ships a Synthetic Video Detector hitting 92% accuracy.
Bristol Myers buys Nvidia's newest AI computing system for drug research
The pharma giant becomes an early customer for Nvidia's latest AI hardware, deploying it to accelerate small-molecule and biologic discovery.
Nvidia anchors Japan's $6.2B sovereign AI push with Vera Rubin factory
Jensen Huang's two-day Tokyo swing yielded a national AI factory, a robotics coalition of 44 firms, and deeper Toyota integration.
Apple passes Nvidia to reclaim world's most valuable company title
Apple hit a $4.88 trillion market value on Friday as Nvidia slipped 3%, ending the chipmaker's run at the top of the market.
Upper90 lends General Compute $400M against inference chips, not GPUs
The firm that pioneered GPU-backed lending in 2021 is now betting on SambaNova's SN50 silicon as the next collateral class.
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