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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 6
Anthropic in talks with Samsung on a custom AI chip
The Claude maker is exploring a Samsung-built processor as competitors OpenAI, Google, and Amazon race to reduce Nvidia dependence.
Nvidia opens AI-factory model with Sharon AI and Firmus taking 210,000 GPUs
Nvidia is fronting infrastructure to AI clouds in exchange for revenue sharing, with Sharon AI booking 40,000 GB300s and Firmus scaling to 360 MW.
Etched hits $5B valuation with $1B booked for its AI inference chip
The Harvard-dropout founders raised $500M in December and have TSMC-manufactured silicon in customer hands.
NVIDIA wires BioNeMo into Anthropic's Claude Science workbench
The BioNeMo Agent Toolkit lets Claude agents call accelerated drug-discovery workflows directly, with one preprocessing step dropping from 52 minutes to 25 seconds.
NVIDIA's Isaac ROS goes modular as Jaiveer Singh pushes open-source robotics stack
The CUDA-accelerated framework now spans manipulation, mobility and humanoids, running from Jetson edge boards to DGX Spark workstations.
NVIDIA's inference software stack cuts DeepSeek V4 token costs 5x in one month
Baseten, Cognition, Together AI and Cursor are riding compounding software gains on Blackwell GPUs as inference economics shift to cost per token.
NVIDIA ships Omniverse skills to train vision AI agents on synthetic defect data
Roboflow hit 95% average precision on Corning fiber defects using just 8 real images plus synthetic data from NVIDIA's new skill.
Calling AI agents 'coworkers' makes humans 18% worse at catching their errors
A Boston University study of 1,261 managers finds the 'digital employee' framing inverts accountability and erodes oversight.
Anthropic's Claude goes live on NVIDIA GB300 Blackwell Ultra in Azure
Claude in Microsoft Foundry now runs on GB300 NVL72 systems with Quantum-X800 InfiniBand, opening Azure-native enterprises to agentic deployments.
Palantir taps NVIDIA Nemotron open models for US government AI
The deal puts customizable frontier models inside air-gapped federal environments, with agencies keeping the weights they train.
Flexion Robotics trains humanoids to run office errands autonomously
The Swiss startup, founded by ex-Nvidia researchers, stacks reinforcement learning across every layer to make humanoids work without a human puppeteer.
OpenAI joins Google, Apple, and SpaceX in building its own AI chips
OpenAI's Jalapeño inference chip, built with Broadcom, marks the latest move by frontier AI buyers to hedge against Nvidia dependence.
Netris raises $15M from a16z to cut neocloud setup time
The network automation startup is already live across 35 GPU clusters and about 1 million GPUs at customers including Foxconn and HPE.
Cerebras stock drops 20% after margin guidance spooks first earnings call
The AI chipmaker beat Q1 estimates with $193M in revenue, but a 38–41% full-year margin forecast triggered the selloff.
Engineering hiring proves AI-resilient: 55% of Big Tech hires in 2025
SignalFire's data shows engineering roles fell just 11% from 2019 hiring levels, far less than the 25% drop across all tech functions.
OpenAI unveils Jalapeño, its first custom inference chip built with Broadcom
The processor targets inference workloads and was co-developed using OpenAI's own models, with early tests showing better performance-per-watt.
Nvidia and AWS ship EC2 G7 instances with 4.6x AI inference gains
New Blackwell-powered G7 instances and cuVS-default vector search in OpenSearch cut indexing costs 75% versus CPU builds.
Nvidia launches Agent Toolkit to anchor enterprise specialized AI builds
An open stack of models, tools, skills and a secure runtime aimed at digital coworkers — with Cadence, CrowdStrike, SAP and Siemens already on board.
Nvidia silicon runs 400 of the world's 500 fastest supercomputers
Nvidia GPUs, CPUs and networking now power 81% of the TOP500 and 90% of new entrants, with a clean sweep of the Green500 top eight.
Nvidia pushes telecom toward autonomous networks with new AI agent stack
At DTW Ignite 2026 in Copenhagen, Nvidia unveiled NemoClaw, OpenShell and synthetic-data tools with SoftBank, Amdocs, NTT DATA and ServiceNow on board.
Qualcomm nears deal to acquire AI chip startup Modular
The talks would hand Qualcomm a compiler stack built to abstract away CUDA, the linchpin of Nvidia's AI moat.
Groq raises $650M and rebuilds executive bench after Nvidia's $20B licensing deal
Six months after Nvidia licensed Groq's chip IP and hired away its CEO, the inference startup is pivoting to a 13-data-center cloud business.
Eco Wave Power taps NVIDIA AI to run data centers on ocean waves
The Israeli startup is piloting wave-powered compute at the Port of Los Angeles, with NVIDIA Omniverse digital twins managing the load.
Nvidia's Vera CPU lands at Los Alamos in three new supercomputers
Mission, Vision and Veritas will pair Vera CPUs with Rubin GPUs to run agentic science workloads, posting 7x gains over the Crossroads x86 system.
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