Nvidia
Nvidia's Hugging Face Talks Are at $12.9B, Below the Earlier $13B
Neither company has confirmed anything. The price went down, not up, and the reporting says the deal could still fall apart.
3d ago
#Nvidia
Nvidia
Nvidia's Custom HBM Is a Controller in Someone Else's Base Die
NVHBM moves Nvidia's memory controller off the processor and into the HBM stack. Every headline percentage is measured against HBM4E, a part that is not shipping either.
3d ago
Nvidia
Nvidia’s GAAP EPS Beat Its Non-GAAP Figure on $7.8bn in Equity Gains
In the reconciliation table, gains from equity securities are subtracted to get from GAAP to adjusted. That is the opposite of the usual direction, and it is the tell.
3d ago
Nvidia
Nvidia Says Jetson Orin Nano 2 Doubles Inference On 16% More TOPS
78 TOPS against the 67 TOPS of the module it replaces, no price disclosed, and it does not ship until the first half of 2027.
4d ago
Nvidia
Nvidia Presented a Groq LPU It Says It Does Not Make
315 PFLOPS, 128 GB of SRAM, 40 PB/s. Every one of those numbers is a rack of 256 chips, and the chip is somebody else's.
4d ago
AI Chips
Samsung’s 4nm Yield Rose From 33% to Over 80%
This is a supply-chain report, not a launch — and the difference between stable mass production and the start of mass production is doing a lot of work in the coverage.
5d ago
Nvidia
Nvidia Rubin Matches Blackwell Ultra's 288GB, But Not Its 2 ZFLOPS
The first architectural disclosure of Rubin came with two sets of numbers. One describes a GPU. The other describes a power station's worth of them, and they are already being mixed.
5d ago
Nvidia
Starcloud Added $250m to a Series a, Already Included In $2.3B
An extension is what a company raises when it wants more capital without testing a new priced round — and a post-money that includes the cheque is not a doubling.
Aug 22, 2026
Nvidia
Nvidia Took a Cloverleaf Stake, But No "Hundreds of Millions"
The release discloses no amount, no percentage and no valuation. What Nvidia is buying is not buildings or chips but position in the utility interconnection queue.
Aug 22, 2026
Nvidia
Nvidia's $6B Poolside Deal Is A Licence, Not an Acquisition
The software moves by licence, 109 researchers move by individual job offer, and a separate $1bn buys equity at a $12bn pre-money. No company changes hands.
Aug 21, 2026
Nvidia
First H200s Reached China, But Beijing Kept Them in Hong Kong
About 10,000 chips each to ByteDance and Tencent, against a US licence permitting 100,000 apiece — and a domestic-industry instruction that keeps them off the mainland.
Aug 19, 2026
Nvidia
Groq Raised $350m and Called It a Series A. The Valuation Fell From $6.9bn to $3.5bn.
A company that has raised over a billion dollars does not have a Series A. The label, the halved valuation and the identity of the lead investor all point at the same thing.
Aug 18, 2026
Nvidia
Nvidia's $1.5B Goes To Ohio, While $105B Is Just a Guarantee
Two days after the pre-announcement reporting put Nvidia's equity at $3bn, the actual announcement halved it — and attached a credit facility 70 times larger that only converts to cash if the tenant stops paying.
Aug 18, 2026
Nvidia
Nvidia's $3 Billion For SB Energy Hinges On Signature And IPO
The equity cheque is the small number in the room. The same negotiation covers about $100bn of credit support — a guarantee already marked down once.
Aug 16, 2026
Nvidia
Anthropic Is Paying for Decart Mostly in Shares, Not Cash
The price has moved from about $6bn to roughly $7bn in three days, and nothing is signed — the parties are still exchanging drafts.
Aug 16, 2026
Nvidia
LG and Nvidia Signed a Humanoid MOU, for a 2027 Robot
The agreement spans robots, an 80 MW AI factory and autonomous vehicles. What exists today is a joint task force and a schedule.
Aug 16, 2026
Nvidia
Nvidia's $5B Intel Bet Is Worth $30B, Without a Trade
The quarterly 13F shows a portfolio up from $18.4bn to $63.4bn — and identical share counts on every continuing position. The entire gain is mark-to-market.
Aug 16, 2026
AI Chips
SK's Chairman Says Customers Want Twice the Memory and 2027 Is the Hard Year
Chey Tae-won put US fab construction at roughly double the Korean cost, and said SK hynix aims to grow output about fivefold in ten years.
Aug 14, 2026
Nvidia
Nvidia Doubled the Price of Its Flagship Workstation GPU to $16,000
The 96GB RTX PRO 6000 Blackwell launched at $8,565 in March 2025. The memory that made it desirable is being bought out from under it.
Aug 14, 2026
Nvidia
Nvidia Signed Six Wall Street Firms to Fund Customers
Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR will build compute-financing platforms targeting more than $500bn. They are memorandums of understanding.
Aug 12, 2026
Finance AI
A Former Bitcoin Miner Raised $2B at $10.5B, Doubling in 4 Months
Firmus closed a fully subscribed round with Nvidia, Coatue, Blackstone and Jane Street to build AI factories across Australia and Asia-Pacific.
Aug 9, 2026
Finance AI
Sequoia Led a $1 Billion Round for a Nuclear Startup, Not $6 Billion
Valar Atomics raised the largest disclosed round of the window, six weeks after its reactor became the first to power an Nvidia accelerator directly. The company disclosed the money and the investors — and no valuation at all.
Aug 4, 2026
Nvidia
TSMC's 3nm Output Is Running Early, But TSMC Hasn't Said So
Supply-chain reporting puts 3nm at 180,000 wafer starts a month by early in the fourth quarter. It is the most concrete signal yet on 2027 accelerator volume — and not one number in it comes from TSMC.
Aug 3, 2026
Nvidia
Nvidia Bought Into the Most Secretive Lab in AI, and Neither Side Will Say for How Much
Safe Superintelligence has no product, no revenue and no public research. It now has an Nvidia stake and a commitment to raise its compute tenfold on Vera Rubin.
Jul 28, 2026
Nvidia
Taiwan's AI Server Smuggling Case Just Reached Nvidia Itself
Prosecutors in Keelung detained an Nvidia business development manager over end-user paperwork that allegedly helped restricted servers clear export review before being diverted to China.
Jul 28, 2026
Nvidia
Nvidia Built an Institution for the Open-Weights Camp, and the Closed Labs Are Not In It
The Open Secure AI Alliance launched under the Linux Foundation with 37 named companies and a breach as its proof case. OpenAI, Anthropic, Google and Meta are all missing from the list.
Jul 28, 2026
Nvidia
Nvidia Takes 4.5% of Naver for $1 Billion and a Gigawatt Roadmap
A third-party share allotment makes the chipmaker Korea's dominant internet company's third-largest shareholder, tied to an AI campus that starts at 55 megawatts and is meant to reach a gigawatt.
Jul 27, 2026
Nvidia
Nvidia Would Guarantee $250 Billion So OpenAI Can Rent a Data Center
The chipmaker is in talks to backstop the lease and debt financing on a 10-gigawatt campus rising on a former uranium-enrichment site in southern Ohio — and separately, to finance up to $350 billion of OpenAI's chip purchases.
Jul 27, 2026
Nvidia
Nvidia's Open-Weights Letter Doubled to 50 Names — Without Amazon or Anthropic
Jensen Huang’s first post on X carried 25 signatures. Within a day the roster reached 50, with OpenAI, Google, AMD, Cisco, Cloudflare, GitHub, Block and Ollama added. Two of the biggest names in AI are still missing.
Jul 26, 2026
Open Source AI
Twenty-Five Companies Tell Washington Not to Wall Off Open-Weight Models
Hugging Face, Meta, Microsoft, Mistral, Nvidia and a16z signed. OpenAI, Anthropic and Google DeepMind did not — the clearest public split yet between the closed labs and the open-weight camp.
Jul 25, 2026
