Tag · 224 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 7

Nvidia rolls out Halos OS as robotaxis launch in Munich, Taiwan, Saudi Arabia
Uber, Foxconn, VinFast and HUMAIN sign on to DRIVE Hyperion as Nvidia pitches a safety-certified OS for autonomous fleets.

Top 1% of US firms now spend $7,500 per employee monthly on AI
Ramp's latest index pegs the median at $11.38 — but the heaviest users are pushing token budgets toward engineer-salary territory.

Google DeepMind's DiffusionGemma generates text 4x faster on GPUs
The 26B MoE model hits 1,000+ tokens per second on an H100 by drafting 256 tokens in parallel instead of one at a time.

Decart launches Oasis 3, a real-time world model for driving simulation
The $4B startup is pricing API access at $0.02 per second and betting developers will build on top of it like the early OpenAI ecosystem.

Nvidia Blackwell GPUs land inside Apple's Private Cloud Compute on Google Cloud
Apple is extending its server-side Apple Intelligence stack onto Nvidia Confidential Computing running on Google Cloud infrastructure.

Spin founder raises $5M to build space data centers at Orbital
Euwyn Poon's new company plans 10,000 satellites delivering a gigawatt of inference compute — once Starship is flying commercially.

UK doubles down on sovereign AI as Nvidia partners scale Isambard deployments
Twelve months after the 'AI maker, not AI taker' pledge, the UK has 5,400 GH200 superchips running and a £2B Nvidia startup bet behind it.

Nvidia and LG Group build AI factory for robotics, mobility and data centers
The Korean conglomerate is aligning robotics, autonomous driving and sovereign AI work across NVIDIA's full stack, from Isaac GR00T to DSX.

Nvidia and Doosan expand pact across robotics, power and AI factory materials
The Korean conglomerate plugs four business units into Nvidia's physical AI stack, from Jetson Thor robots to gas turbines feeding DSX data centers.

Nvidia takes RTX Spark to Korea's PC bangs with KRAFTON, NC and T1
Jensen Huang demoed the new superchip alongside Faker and KRAFTON's chairman, pitching 1440p at 100+ fps on slim laptops.

Google to pay SpaceX $920M a month to rent xAI compute capacity
The 32-month deal covers 110,000 Nvidia GPUs and lands one week before SpaceX's $1.75 trillion IPO on the Nasdaq.

Huang says robotics is South Korea's next big sector
Nvidia's CEO frames Korea's industrial base as the launchpad for physical AI, hinting at unannounced partnerships in Seoul.

Jensen Huang lands in Seoul to lock in Korea's AI supply chain
Nvidia's CEO arrives in South Korea after GTC Taipei with Grace Blackwell shipping and Vera Rubin in full production.

Nvidia adds 18 games to GeForce NOW in June, led by Neverness to Everness
The cloud gaming service kicks off June with 10 titles this week, including Hota Studio's surreal open-world debut and a Gothic 1 remake.

Nvidia and Unitree pair Thor chip with H2 Plus humanoid in US-China robot blueprint
Jensen Huang's blueprint puts a Thor T5000 brain inside a 6-foot, 150-pound Chinese-built body — and undercuts rival humanoids on price.

Nvidia unveils GraspGen-X, LCDrive and NitroGen foundation models at CVPR
Three new physical AI models target zero-shot robot grasping, faster autonomous-vehicle reasoning, and gameplay-trained embodied agents.

Nvidia ships physical AI agent skills at CVPR, anchored by 32B Alpamayo 2 Super
New agent skills built on Cosmos 3 automate scene reconstruction, simulation and policy training for AVs, robots and vision AI.

Nvidia ships NemoClaw blueprint for autonomous industrial AI engineers
Cadence, Siemens, Synopsys and Dassault Systèmes are building agents on the new runtime to cut RTL verification from weeks to hours.

Microsoft unveils Surface RTX Spark Dev Box for local AI development
The mini Surface PC packs 128GB of unified memory and runs 120B-parameter models locally, filling the gap left by Qualcomm's canceled Snapdragon Dev Kit.

Nvidia and Microsoft unify agentic AI stack across Windows, Azure, and on-prem
RTX Spark laptops, a 748GB deskside supercomputer, and GPU-accelerated Fabric land at Microsoft Build alongside Claude on GB300 Blackwell.

Jensen Huang calls Marvell the next trillion-dollar company; stock jumps 22%
Nvidia's CEO endorsed Marvell's networking chips at Computex; the chip designer is now up more than 158% year-to-date.

Nvidia pushes transaction foundation models as banks consolidate AI stacks
Revolut, Mastercard, Adyen and Stripe are training single transformer models on proprietary payment data instead of running dozens of task-specific systems.

Nvidia ships JetPack 7.2 and NemoClaw, pushing agentic AI to the edge
Jetson AGX Orin 32GB gets a 20% compute bump to 241 TOPS as Nvidia lands its agent framework on production robotics hardware.

Nvidia targets $200B CPU market with RTX Spark PCs from Microsoft, Dell, HP
Eight PC makers will ship RTX Spark Windows laptops this fall, with Microsoft branding its version the Surface Laptop Ultra.
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