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 5
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.
Ex-DeepMind researcher raises $55M at $300M valuation for visual AI startup Elorian
Andrew Dai closed the seed round months after leaving Google, before Elorian shipped a product, betting visual reasoning is the next AI frontier.
GeForce NOW exits India beta, adds Onimusha and five titles this week
Nvidia's cloud gaming service goes public in India with UPI payments, streams Onimusha: Way of the Sword at RTX 5080-class performance.
Nvidia unveils Jetson Thor T3000 and T2000 for mainstream robotics
The Blackwell-based T3000 delivers 865 FP4 teraflops in half the size of the T5000; both modules ship Q1 2027.
Thinking Machines releases Inkling, its first open-weight AI model
Mira Murati's startup ships a 975B-parameter mixture-of-experts model, betting enterprises will fine-tune their own AI rather than rent frontier chatbots.
Nvidia and SEGA mark 30 years with Virtua Fighter Crossroads on RTX Spark
The partnership that began with the NV1 chip powering the first PC Virtua Fighter now stretches into a new class of AI-capable Windows machines.
Nvidia pushes Nemotron open models as enterprises tune their own AI
Harvey, Glean, and Arcee AI have customized Nemotron for legal, search, and inference — hitting frontier accuracy at up to 20x lower cost.
US official says 'very few' Nvidia H200 chips have shipped to China
Commerce's Jeffery Kessler confirms H200 licenses are being issued, but volumes to China and Hong Kong remain tiny under a 25% revenue cut to Washington.
Reflection signs $1B compute deal with Nebius for Nvidia chips
The open-weight model startup, valued at $8B, adds Nebius capacity weeks after locking in SpaceX compute access.
Nvidia pitches performance per watt as the AI factory's decisive metric
GB300 NVL72 delivers up to 25x performance per watt over Hopper as power becomes the binding constraint on inference economics.
Hugging Face's Delangue: half the Fortune 500 now runs on open source AI
The CEO argues frontier API costs push companies to open models as they scale, and warns a handful of firms could otherwise control everything.
SK Hynix raises $26.5B in largest-ever foreign IPO on US markets
The Nvidia HBM supplier priced above Seoul, opened 14% higher, and eclipsed Alibaba's 2014 record as Washington pushes for US fabs.
Sequoia's David Cahn: AI industry needs $3T in revenue to justify 2026 buildout
Infrastructure spend hits $1.5T next year while Anthropic runs at $60B ARR and OpenAI at $20B — the payback math still doesn't close.
Gradium closes $100M seed with Nvidia, opens Bay Area office
The Paris voice-AI startup, spun out of Kyutai, is pushing into Silicon Valley after landing Renault as an early customer.
Nvidia stock falls 15% as memory chips become the new AI bottleneck
GPU spot prices peaked in May near $3.20 an hour and have declined since, while DRAM prices climbed 10x over the past year.
Nvidia adds RTX 5080-powered GeForce NOW server in Toronto
The new Toronto node streams up to 4K at 120fps with DLSS and Reflex, extending Nvidia's cloud footprint deeper into Canada.
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