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51 articles
- NewsOctober 13, 2026
Nvidia loses China AI-chip share to Huawei
According to a report covered by Reuters, Nvidia's share of China's AI-chip market is shrinking as Huawei catches up.
- NewsOctober 11, 2026
Nvidia explores expanding its stake in Reflection AI or acquiring it
Chipmaker Nvidia is in early talks with the open-source AI startup Reflection AI, according to a Financial Times report cited by Reuters. The discussions are still at an early stage.
- NewsOctober 11, 2026
Nvidia reportedly weighs deeper ties with Reflection AI
Reports say Nvidia is in talks about investing more money in Reflection AI or providing additional computing capacity. Nothing has been confirmed.
- NewsOctober 9, 2026
Nvidia-backed Firmus withdraws $5 billion IPO
Australian AI data center operator Firmus has scrapped its planned public offering. The withdrawal signals market skepticism toward AI infrastructure plays, even with heavyweight backing.
- NewsOctober 7, 2026
SpaceX Negotiates $40 Billion Financing for Nvidia Chips
The aerospace company is seeking massive capital to secure access to AI semiconductors. The deal underscores how critical chip availability has become for the space industry.
- NewsSeptember 29, 2026
Samsung Invests $1 Billion in Nvidia-Backed AI Infrastructure Startup Helix
The South Korean conglomerate and five of its subsidiaries jointly back Helix Digital Infrastructure, signaling massive capital flows into the global AI infrastructure market.
- NewsSeptember 28, 2026
Nvidia Unveils AI Safety System to Control Rogue Agents
The chip maker has released a new software platform designed to monitor and control AI agents – inspired by a breach at Hugging Face. The system aims to prevent autonomous AI systems from acting uncontrollably.
- NewsSeptember 27, 2026
China Considers Allowing ByteDance and Alibaba to Buy New Nvidia Chips
Reuters reports on talks between Chinese authorities and tech giants over purchases of advanced Nvidia processors. A move that could shake up global AI chip geopolitics.
- NewsSeptember 12, 2026
Nvidia in talks to invest in Anthropic's IPO
The chip giant could participate in Anthropic's public offering—a signal of massive capital flows between hardware and AI model providers. Reuters reports exclusively on ongoing negotiations.
- NewsSeptember 10, 2026
US Justice Department Probes Nvidia's Licensing Deal With Groq
The US Department of Justice is investigating a licensing agreement between chip giant Nvidia and AI startup Groq. The move signals tightening scrutiny of Nvidia's market dominance in AI infrastructure.
- NewsSeptember 9, 2026
Nvidia Introduces CUDA Rust – GPU Kernels Now Native in Rust
Nvidia opens GPU kernel development to Rust programmers. Two new frameworks – cuda-oxide and cutile-rs – let developers write and compile GPU kernels directly in Rust to PTX, eliminating the need for C++ or Python wrappers.
- NewsSeptember 3, 2026
Anthropic Secures $35 Billion Infrastructure Deal with Lambda for Claude
KI provider Anthropic is massively expanding its data center capacity. A new cloud computing contract with Nvidia-backed Lambda is designed to meet growing demand for Claude services.
- NewsSeptember 2, 2026
Nvidia forecasts 70% revenue growth driven by exclusive SpaceX deal – Bank of England warns of AI bubble
Chip manufacturer Nvidia expects massive revenue surge fueled by an exclusive deal with SpaceX. Simultaneously, the Bank of England warns of overvaluation risks in the AI sector.
- NewsSeptember 1, 2026
Nvidia Pours $3.5 Billion Into MediaTek – a Move to Lock Down AI Infrastructure
The graphics chip giant is investing heavily in Taiwan's chip designer and opening its ecosystem to custom chips from cloud providers. The signal: Nvidia wants to maintain control over AI infrastructure, even as others build their own silicon.
- NewsAugust 29, 2026
Nvidia Optimizes Chips for Chinese AI Models—While Flagging Potential US Export Restrictions
The US chipmaker is rolling out hardware support for DeepSeek and Alibaba's Qwen even as its own SEC filing warns of potential government restrictions. A high-stakes gamble with ripple effects for global supply chains.
- NewsAugust 27, 2026
Nvidia in Talks to Acquire Hugging Face for Over $13 Billion
The chip giant is negotiating to buy the leading open-source AI model platform. A consolidation that would massively expand Nvidia's control over AI infrastructure.
- NewsAugust 27, 2026
AWS and Nvidia Expand GPU Partnership – 2 Million Additional Chips by 2028
Cloud platform AWS and chipmaker Nvidia are massively expanding their collaboration. By 2028, 2 million additional Nvidia GPUs will be integrated into Amazon's global infrastructure – a signal of the escalating race for AI compute power.
- NewsAugust 26, 2026
OpenAI's Jalapeno Beats Nvidia on Chip Efficiency
In less than 18 months, OpenAI has developed its own KI chip that outperforms Nvidia in energy efficiency. First tests show the company is reducing its dependence on external chipmakers.
- NewsAugust 24, 2026
Taiwan Indicts Nine Nvidia and Super Micro Employees for Illegal AI Server Exports to China
For the first time, individuals face criminal charges for circumventing export controls on cutting-edge AI hardware. The indictment signals escalation in the geopolitical battle over AI technology.
- NewsAugust 24, 2026
Nvidia in Talks to Invest in Perplexity at $30 Billion-Plus Valuation
Chip giant Nvidia is negotiating an investment in AI search company Perplexity at a valuation exceeding $30 billion. The talks also include technology licensing deals, signaling Nvidia's expansion beyond hardware.
- NewsAugust 22, 2026
Waymo Builds Its Own AI Chip for Robotaxis – Reducing Reliance on Nvidia
Alphabet's robotaxi subsidiary has developed its own processor for autonomous vehicles, reducing reliance on Nvidia and AMD. The chip is already in production.
- NewsAugust 21, 2026
Poolside AI Lands $6B Nvidia Licensing Deal and $1B Funding Round
On August 20, 2026, AI startup Poolside AI closed a non-exclusive licensing agreement with Nvidia worth $6 billion and raised $1 billion in strategic investment. The structure reflects a new pattern in AI infrastructure consolidation.
- NewsAugust 19, 2026
US Tightens Nvidia Export Controls: China Accesses Top Chips via Southeast Asia
Chinese AI firms are bypassing US export bans by remotely accessing Nvidia's most advanced chips through data centers in Thailand, Malaysia, and Japan. Washington is working on new legislation to close this loophole.
- NewsAugust 19, 2026
China Eases Nvidia H200 Restrictions as AI Race Escalates
Beijing loosens import curbs on Nvidia's high-performance chips. The move signals a shift in global AI infrastructure strategy and intensifies the technological competition between the US and China.
- NewsAugust 18, 2026
Nvidia Guarantees OpenAI Up to $105 Billion for Ohio Data Center
Chip giant Nvidia is providing OpenAI with a massive financial guarantee for a planned AI data center in Ohio, according to Reuters. The commitment signals escalating infrastructure investments across the AI industry.
- NewsAugust 16, 2026
Nvidia Plans $3 Billion Investment in SB Energy for OpenAI Data Centers
According to Reuters, chipmaker Nvidia is set to invest heavily in energy infrastructure for OpenAI's data centers. The project is part of a massive KI financing deal.
- NewsAugust 15, 2026
Nvidia scales back funding guarantee for OpenAI's Ohio data center
The chip giant is reducing its financial backing for the planned mega data center in Ohio. The signal: even major AI infrastructure investments are being reassessed.
- NewsAugust 12, 2026
Nvidia Builds 1-Trillion-Parameter Nemotron 4 Model
The chip giant is entering the large language model market with its own foundation model. This signals a shift in value creation—from pure hardware to trained models.
- NewsAugust 11, 2026
IBM and Together AI Invest $240 Million in Nvidia-Powered AI Inference Cluster
The two companies are jointly building specialized AI infrastructure for production workloads. The project demonstrates how major players are securing massive compute capacity for inference operations.
- NewsAugust 10, 2026
Wall Street and Nvidia plan $500 billion AI financing deal
Leading US financial institutions are partnering with Nvidia to invest half a trillion dollars in AI infrastructure. The signal is clear: global capital allocation for artificial intelligence is shifting dramatically.
- NewsAugust 5, 2026
Anthropic Builds In-House Chip Design Team for Claude
AI developer Anthropic is assembling its own chip design team to build hardware specifically for Claude. The move signals strategic independence from Nvidia and could reshape the AI industry's hardware landscape.
- NewsAugust 1, 2026
Moonshot's Kimi Powered by Alibaba's 20,000-Nvidia-Chip Cluster
Chinese AI startup Moonshot operates its Kimi language model on a 20,000-Nvidia-chip cluster provided by e-commerce giant Alibaba. The deal signals growing hardware capacity for Chinese frontier models and intensifying competition for compute resources.
- NewsJuly 28, 2026
Nvidia Employee Detained in Taiwan Over AI Chip Smuggling to China
Taiwanese prosecutors have detained a Nvidia staffer suspected of involvement in smuggling advanced AI chips to China in violation of U.S. export controls. It marks the first criminal prosecution targeting a corporate employee in this context.
- NewsJuly 28, 2026
Nvidia Secures $50 Billion Lease for Texas Data Centre
The chip giant is massively expanding infrastructure to meet exploding AI hardware demand. A mega-lease in Texas shows: Nvidia thinks long-term – and wants to secure its dominance.
- NewsJuly 27, 2026
Nvidia Invests in Ilya Sutskever's KI Lab – Compute Expansion in Focus
The chip giant secures strategic access to frontier AI research through an investment in Safe Superintelligence Inc., the new lab of former OpenAI chief scientist. A signal for the next phase of compute concentration.
- NewsJuly 27, 2026
Nvidia in talks with OpenAI over $250 billion data center financing guarantee
According to Wall Street Journal reporting, Nvidia and OpenAI are negotiating a massive $250 billion financing guarantee for data centers. The sum signals a new escalation in the global AI infrastructure competition.
- NewsJuly 27, 2026
Nvidia Accelerates Chip Design with Vera CPUs and AI Agents
The semiconductor maker is running its own chip design software on its own processor architecture—and integrating autonomous AI agents directly into the development pipeline.
- NewsJuly 25, 2026
Nvidia and SK Group Launch $500 Billion-Plus AI Data Center Initiative
Chipmaker Nvidia and South Korean conglomerate SK Group are joining forces to invest massively in AI infrastructure. The partnership also includes a strategic memory technology alliance.
- NewsJuly 23, 2026
Wistron Opens $700M Nvidia Superchip Factory in Fort Worth, USA
Taiwanese electronics manufacturer Wistron has launched mass production of Nvidia superchips on U.S. soil for the first time. The Fort Worth facility aims to reduce dependence on Asian supply chains.
- NewsJuly 21, 2026
Bristol Myers and Nvidia Build Pharma AI Factory – With Tenfold Better Energy Efficiency
The US pharma giant is deploying Nvidia's latest supercomputer architecture to accelerate drug discovery. The project signals how large corporations are moving AI from research into production.
- NewsJuly 16, 2026
Nvidia forges Physical AI alliance with Japan's robotics giants
The chip maker is building an ecosystem for the next wave of AI: Japan's leading robot manufacturers join Nvidia's Cosmos Coalition – a strategic move beyond pure chip sales.
- NewsJuly 16, 2026
Japan Buys Nvidia Rubin Chips for Sovereign Robot AI
Japan is investing in Nvidia hardware to build an independent AI ecosystem for robotics. The country is securing strategic autonomy in the global AI race.
- NewsJuly 15, 2026
Nokia to Launch Nvidia-Powered AI Network Equipment From 2027
Finnish telecom giant Nokia plans to bring mobile network gear powered by Nvidia processors to market. Commercial availability is targeted for 2027.
- NewsJuly 14, 2026
Nvidia Halves Asia Customer List as US Export Controls Tighten
Reuters confirms: The chipmaker is drastically reducing its authorized buyer list for AI chips in Asia. A direct consequence of escalating US export restrictions targeting China.
- NewsJuly 9, 2026
Samsung Begins Mass Production of PCIe 6.0 SSDs for Nvidia AI Servers
The South Korean chipmaker is ramping up a new storage generation designed for AI data centers. The signal: hardware infrastructure upgrades are entering the next phase.
- NewsJuly 7, 2026
DeepSeek Develops Own AI Chip – Challenge for Nvidia
China's leading AI startup is working on its own processor, reducing dependence on US semiconductors. A signal for technological independence in a geopolitically sensitive sector.
- NewsJuly 7, 2026
Nvidia-Backed Startup Nscale Secures $900 Million for Data-Center Expansion
Startup Nscale has closed a funding round of $900 million, according to the Wall Street Journal. The capital will fuel a major buildout of data-center infrastructure.
- NewsJuly 7, 2026
Chinese Firms Abandon Nvidia for Local AI Chip Suppliers
A Bloomberg survey reveals Chinese companies are switching to domestic semiconductor makers. US export controls are accelerating the shift toward independent supply chains.
- NewsJuly 6, 2026
Claude Arrives in Microsoft's Nvidia Foundry – Anthropic Diversifies Distribution
Anthropic now makes its Claude AI model available through Microsoft's Foundry platform, powered by Nvidia GPUs. The move signals a strategic shift beyond single cloud partnerships.
- NewsJuly 6, 2026
Nvidia's Kyber Rack Delayed to 2028 – Rivals See Opening
Nvidia's next-generation AI infrastructure hits manufacturing snags. The delay opens a rare window for AMD and Google in the high-end market.
- NewsJuly 5, 2026
Palantir and Nvidia Build AI Platform for U.S. Government
The two tech giants announce a strategic partnership to develop AI infrastructure for U.S. agencies. The signal: artificial intelligence is becoming a critical tool in government operations.
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AI Regulation 124Anthropic 103OpenAI 80AI Security 80AI Infrastructure 71Claude 62AI Agents 43Geopolitics 39China 35DeepSeek 33Google 32AI Models 28