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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

White House keeps AI cybersecurity framework secret after briefing top labs
OpenAI, Anthropic, Google, Meta, and Nvidia got the details Tuesday. Everyone else, including smaller AI startups, is locked out.

AMD data center revenue doubles to $6.7B as AI demand overtakes gaming
The Data Center segment now accounts for 58% of AMD's business, while gaming revenue slid 31% to $779M year-over-year.

Nvidia's Open Secure AI Alliance ships SAFE proposals one week in
The 120-company group unveiled draft incident-sharing guidelines at Black Hat, with the Linux Foundation managing comments.

Anthropic signs $10B cloud deal with Volta for Norway data center
The six-year contract sends Claude compute to a 133 MW Nvidia Vera Rubin facility built with crypto miner Bitdeer.

Nvidia open-sources cuFile and rallies 40+ vendors around AI storage
At the FMS conference, Nvidia is pitching storage as an active part of the AI data path, with its Vera CPU claiming 3.21x throughput over x86.

Nvidia opens Alpamayo 2 Super for commercial robotaxi deployment
The 30B-parameter driving model tops LingoQA against Qwen, Gemini and GPT-4o, and ships under a permissive Linux Foundation license.

NVIDIA joins NSF's State and Regional AI Hubs program to widen US research access
The program pools compute, data and expertise across state consortia, modeled on NVIDIA's 2020 University of Florida partnership.

Open Secure AI Alliance drafts SAFE guidelines for agentic AI incident sharing
The 120-member Linux Foundation group opened a Request for Comments on shared incident reporting as Black Hat kicks off in Las Vegas.

Nscale buys Anyscale for $1.65B to own more of the AI compute stack
The British neocloud adds Ray-based workload orchestration to a stack that already spans energy, data centers, and GPU capacity.

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.
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