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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 8
Nvidia's RTX Spark laptops chase Apple's M1 moment at $2,500-plus
The 20-core, 128GB Arm chip lands in fall Surface, Dell, Asus, and Lenovo laptops — aimed at MacBook Pro, priced like it too.
Intel's Crescent Island AI chip ships this year, undercutting Nvidia on cost and cooling
The air-cooled inference GPU uses LPDDR5 memory instead of HBM, betting that cheaper silicon wins the inference market Nvidia hasn't locked down.
Taiwan's manufacturers fold Nvidia AI into their own fabs as Vera Rubin ramps
TSMC, Foxconn, Wistron, Pegatron and Inventec apply Nvidia software to the lines building 1 million MGX rack components.
Nvidia's FOX blueprint turns factory floors into agent-orchestrated systems
Foxconn, Pegatron, Wistron and Advantech are first to deploy the Factory Operations Blueprint, with Foxconn projecting an 80% cut in root cause analysis time.
Nvidia's AI Cloud ecosystem reaches six continents as Exemplar tier hits six partners
CoreWeave, Firmus, Nebius and others expand AI factory capacity; DSX MaxLPS squeezes 40% more GPUs into the same power budget.
Nvidia unveils RTX Spark, a Windows PC class built for local AI agents
RTX Spark packs 1 petaflop of AI compute and 128GB of unified memory, with shipping set for this fall alongside an OpenShell runtime for Windows.
Nvidia unveils Cosmos 3, a foundation model for physical AI reasoning
Nvidia Research positions Cosmos 3 as the bridge from scripted robotics demos to embodied autonomy in open-world environments.
First Windows PC powered by Nvidia chips set to debut next week
Nvidia's entry into Windows-on-Arm-style territory puts it head-to-head with Qualcomm, Intel, and AMD in the AI PC fight.
Groq seeks $650M from existing investors after Nvidia's $20B licensing deal
The AI chip startup is doubling down on its inference cloud business under interim CEO Adam Winter, with Disruptive and Infinitium backstopping the round.
Nvidia shows eight sim-to-real robotics papers at ICRA, led by COMPASS and PEEK
The research push targets multi-arm scheduling, cross-body navigation, and grasping, with one pipeline delivering a 41x real-world accuracy gain.
Nvidia commits $150B annually to Taiwan as Trump's AI reshoring push stalls
Huang doubles down on Taiwan as the AI epicenter while Trump's chip tariffs and export controls fail to shift production stateside.
Snowflake signs $6B AWS deal for Graviton chips as AI CPU demand surges
The five-year contract doubles Snowflake's total AWS Marketplace revenue since 2012 and signals CPU chip competition heating up.
NVIDIA Vera CPU delivers 1.5x performance edge over 128-core x86 in Phoronix tests
Custom Olympus cores and 1.2TB/s memory bandwidth push Vera past Intel and AMD in agentic AI workloads.
Hark raises $700M Series A at $6B valuation for AI personal assistant
Brett Adcock's secretive consumer AI lab has 70 employees and plans to ship multi-modal models this summer.
AMD commits $10B to Taiwan's AI chip ecosystem as shares double
The investment targets advanced packaging and manufacturing for Helios, AMD's AI server system shipping in H2 2026.
Nvidia claims Vera CPU opens $200B agentic AI market, sells $20B this year
Jensen Huang positions the new CPU as purpose-built for agents, not traditional cloud cores.
Nvidia posts $81.6B quarter, reveals $43B in private startup stakes
Data center revenue hit $75.2B, but next-quarter guidance projects a slowdown to 12% growth.
IrisGo raises $2.8M seed to build a proactive AI desktop automation agent
Andrew Ng's AI Fund leads the round for a desktop companion that learns workflows once and automates them without prompts.
NVIDIA's Jensen Huang says AI demand is 'utterly parabolic' at Dell event
Dell and NVIDIA unveiled Vera Rubin NVL72 systems with 10x lower cost-per-token for agentic AI, backed by 5,000 enterprises in production.
Commencement crowds boo AI pitches from Eric Schmidt and Gloria Caulfield
Graduates at UCF and the University of Arizona heckled speakers who framed AI as the next industrial revolution, as job sentiment among under-35s collapses.
Menlo Ventures partner: 10,000 AI insiders now sit on $20M+ as SF malaise spreads
Deedy Das pegs the AI wealth divide at its worst yet, with founders and staff at OpenAI, Anthropic, Nvidia, xAI and Meta on one side, everyone else on the other.
Cerebras prices IPO at $5.5B, then stock doubles in first-day trading
Shares opened at $385 against a $185 IPO price, valuing the Nvidia challenger at $56.4B fully diluted.
Foxconn Q1 profit jumps 19% on AI server demand, beating forecasts
The world's largest contract electronics maker is riding the AI buildout, with Q1 earnings outpacing analyst estimates.
US clears Nvidia H200 chip sales to 10 China firms
The license carve-out marks the first major softening of Biden-era export controls on Nvidia's high-bandwidth AI accelerators bound for China.
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