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Articles · 26
Hesai expands U.S. lidar sales despite Pentagon blacklist
Hesai Technology is expanding U.S. lidar sales and partnering with Nvidia despite a 2024 Pentagon blacklist labeling it a Chinese military entity. Security experts warn the sensors could introduce cyber risks and data-access backdoors into autonomous systems and critical infrastructure.
Anthropic Claude Models Now Run on NVIDIA GB300 in Azure
Anthropic’s Claude models in Microsoft Foundry are now generally available on Microsoft Azure running on NVIDIA GB300 Blackwell Ultra GPUs. This gives Azure-native enterprises a new platform for building autonomous and domain-specific AI agents with enhanced performance and governed security.
Valve Opens SteamOS 3.8 to All PC Hardware
Valve has released SteamOS 3.8, enabling anyone to install the operating system on custom PC hardware to create their own Steam Machine. The update expands compatibility beyond AMD-only setups and brings the console-like experience to desktop builds, though Nvidia support remains in development.
Agility Robotics to go public via SPAC at $2.5B valuation
Agility Robotics is set to list publicly through a SPAC merger at a $2.5 billion valuation, according to executives who spoke to The Wall Street Journal. The move comes as major tech players like Nvidia intensify efforts in humanoid robotics for industrial use.
Valve Authorizes SteamOS Installation on Standard Desktop PCs
Valve now permits SteamOS installation on ordinary desktop PCs after the 3.8 update improved Intel and AMD support, allowing users to create living-room consoles. Nvidia GPUs stay unsupported because of Gamescope conflicts, and the current version lacks HDMI-CEC plus straightforward dual-booting with Windows.
SpaceX inks major compute pact with open-source AI lab Reflection
SpaceX has signed a computing-power contract with Reflection AI granting the open-source startup access to Nvidia GB300 chips inside Colossus 2. The pact, valued at roughly $6.3 billion through 2029, underscores SpaceX’s commercialization of its supercluster while spotlighting rising demand for open models amid concerns over closed systems.
NVIDIA Debuts Accelerated Computing Libraries for Research at ISC
At ISC in Hamburg, NVIDIA unveiled DAQIRI, ALCHEMI NIM microservices and the upcoming cuPhoton reference code to accelerate scientific AI pipelines ranging from chemistry to dark matter searches. The libraries deliver a 14,900x speedup on LSST astronomical data loading and enable real-time analysis of more than 99 percent of CERN collision events that would otherwise be rejected.
Z.ai Launches GLM-5.2, a Huawei-Trained Rival to Top AI Models
Z.ai released GLM-5.2 on June 16, which scores within 1 percent of Claude Opus 4.8 on FrontierSWE while beating GPT-5.5. The MIT-licensed model trained solely on Huawei Ascend chips without NVIDIA hardware and undercuts Western API pricing.
RTX 50 Super Refresh Reportedly Back On Track
Tech leaker MEGAsizeGPU claims the RTX 50 Super refresh is back on track and will include a 12 GB RTX 5060 variant. The move would let Nvidia use excess Blackwell dies amid GDDR7 shortages that have delayed the lineup for six months.
Nvidia, LG Group form broad AI, robotics partnership
Nvidia and LG Group announced a wide-ranging partnership on June 7 covering AI factory infrastructure, home robotics, autonomous driving components, and sovereign AI model development. The deal is one of the broadest single-company collaborations Nvidia has announced during Jensen Huang's South Korea visit.
Naver targets gigawatt-scale AI with Nvidia DSX
Naver will expand its AI infrastructure with Nvidia's DSX platform from an initial 55 megawatts toward gigawatt-scale at its GAK Sejong data center. The June 7 announcement accelerates South Korea's sovereign AI push and deepens ties between the internet company and the chipmaker.
Microsoft and NVIDIA Launch RTX Spark Windows PCs
Microsoft and NVIDIA announced the world’s most powerful and efficient thin-and-light Windows PCs accelerated by RTX Spark at NVIDIA GTC. The platform delivers 1 petaflop of AI performance and is purpose-built for local agents with deep Windows scheduler and power optimizations.
Microsoft Launches Surface Laptop Ultra with NVIDIA Blackwell GPU
Microsoft introduced Surface Laptop Ultra, its most powerful laptop yet featuring a NVIDIA Blackwell RTX GPU, up to 128GB unified memory and 1 petaflop of AI compute. The device is purpose-built for creators, developers and AI builders running demanding local workloads with quiet operation and all-day battery life.
Samsung Shares Surge 6.5% After Shipping HBM4E Samples
Samsung shares surged as much as 6.51% after the company began shipping samples of its industry-first 12-layer HBM4E AI memory chip globally. The development advances Samsung's push to compete with SK Hynix in high-bandwidth memory for AI accelerators from Nvidia and Google.
Apple to Position On-Device AI as Key WWDC 2026 Focus
Apple will spotlight on-device AI as its edge at WWDC 2026, capitalizing on 15 years of custom silicon to favor local inference over cloud systems for privacy and efficiency. The approach includes distilling Google's Gemini model, weighing acquisitions such as Liquid AI, adopting Nvidia confidential compute in Google Cloud, and moving away from exclusive Private Cloud Compute promises amid limits on massive models, as the firm seeks to reset its Apple Intelligence story after earlier rollout hurdles.
Nvidia to Invest $150B Annually in Taiwan AI Epicenter
Nvidia will invest $150 billion annually to establish a new Taiwan headquarters and position the island as the epicenter of the AI revolution. The announcement highlights Taiwan's ongoing central role in AI chip production and packaging even as the company has begun limited US manufacturing.
Mercedes Sets 2027 Rollout for MB.Drive Assist Pro in Europe
Mercedes-Benz will deploy its Level 2+ MB.Drive Assist Pro urban driving system in German cities by the end of 2026 with a national rollout in early 2027. The Nvidia-powered technology, already active in China and arriving in the US later this year, marks a strategic shift to supervised assistance as the company competes with Tesla and BMW in Europe.
Micron Hits $1 Trillion Market Cap for First Time
Micron topped a $1 trillion market value for the first time on Tuesday as shares surged 19% on AI-driven demand for memory chips. The milestone highlights how explosive AI growth is lifting a new group of chipmakers beyond Nvidia's early dominance.
AMD to Invest Over $10B in Taiwan for Long-Term AI Chips
AMD CEO Lisa Su announced plans to invest more than US$10 billion in Taiwan's semiconductor ecosystem to secure long-term supply of advanced AI chips. The move is part of AMD and Nvidia deepening their investments in the Taiwan semiconductor industry.
Nvidia Q1 Revenue Surges 85% to $81.6B
Nvidia reported first-quarter fiscal 2027 revenue of US$81.6 billion, up 85% year over year with data center sales jumping 92%. The GAAP EPS of $2.39 and non-GAAP EPS of $1.87 both topped consensus estimates from S&P Global Market Intelligence.
Blackstone Commits $5B to Google AI Infrastructure Venture
Blackstone invests $5 billion in a new U.S.-based AI infrastructure venture with Google that will use the tech giant’s TPUs to bring the first 500 MW of compute capacity online by 2027. The deal underscores Google’s push to challenge Nvidia’s dominance in AI hardware while Blackstone deepens its bets on the exploding demand for compute.
IREN Closes $3B Convertible Notes to Fund AI Shift
IREN Limited closes a $3 billion convertible senior notes offering to accelerate its shift from Bitcoin mining to AI infrastructure. The financing follows major agreements with Microsoft and Nvidia and reflects a broader industry move by miners toward AI and high-performance computing.
Nvidia Crosses $5.5 Trillion Market Cap for First Time
Nvidia crossed the $5,500 billion market capitalization threshold on May 13, 2026, the first time any company has reached that level. The milestone comes as the stock has multiplied more than fourteenfold since the end of 2022, with analysts projecting further acceleration in AI data center spending.
Nvidia CEO: Corning AI Partnership to Revitalize US Manufacturing
Nvidia CEO Jensen Huang says the Corning partnership will revitalize American manufacturing amid the largest AI infrastructure buildout in history. The deal boosts U.S. optical manufacturing capacity tenfold with three new facilities creating over 3,000 jobs.
Anthropic Secures Full Colossus 1 Capacity from SpaceX
Anthropic signed a deal to use all compute capacity at SpaceX’s Colossus 1 data center, securing more than 220,000 Nvidia GPUs within a month. The agreement boosts Claude services and arrives weeks before SpaceX’s planned IPO, strengthening its position as an AI infrastructure provider.
Nvidia AI Ports 3,000-Cell GPU Library Overnight
Nvidia uses reinforcement learning in NVCell to port its 2,500-3,000 cell GPU library to new nodes overnight on one GPU, beating human timelines. This speeds next-gen GPU development amid surging AI chip demands.
From the feed · 60
Firebird opened the CIS region's largest AI factory in Armenia, powered by NVIDIA accelerated computing and Dell high-performance infrastructure. The site adds a new regional hub for AI workloads.
Lightmatter CEO Nicholas Harris outlined the company's CPO roadmap after joining Nvidia's NVLink ecosystem and its deepening ties to Taiwan's supply chain. The comments come ahead of the 2026 OCP APAC Summit in Taipei on August 11-12.
AMD acquires Taalas, an AI chip startup whose chips etch model weights directly into silicon. Its HC1 test chip reached 16,960 tokens per second on Llama 3.1 8B, far outpacing Nvidia GPUs. The deal aims to lift AMD inference speeds and narrow Nvidia’s lead in high-performance AI services.
Nvidia is reportedly seeking Chinese telecom equipment partners to develop 6G AI-RAN base stations that extend its GPU platform into wireless networks and edge infrastructure.
NVIDIA's Vera Rubin NVL72 compute tray assembles in 1 minute. • 100% automated • No cables, hoses or fans • Faster ramp to revenue
Anthropic confirmed plans to build an in-house silicon team as it scales models and reduces Nvidia dependence, matching moves at OpenAI.
26 new games arrive on GeForce NOW this August. The first eight titles roll out this week, including World of Warships: Legends.
Trump's comments on Iran triggered a tech rebound in Dow Jones futures. Apple, Micron, Nvidia, Sandisk and Tesla led the moves.
SpaceX is reportedly partnering with Nvidia to equip its Starmind satellites with orbital datacenters.
NVIDIA posts about RTX Spark, describing it as the start of a new era of personal computing.
SpaceX targets over 2 GW of compute by year-end, scaling closer to 10 GW than 5 GW by the end of next year. The company will build exclusively on Nvidia, with Vera Rubin as the planned platform.
SpaceX is partnering with Nvidia to equip Starmind AI1 satellites with Rubin GPUs and Vera CPUs for orbital datacenter compute. Each satellite is said to carry the full Nvidia stack for space-based workloads.
NVIDIA joins the NSF State and Regional AI Infrastructure Hubs program to supply advanced computing, data, software, and expertise for AI research and education across states. The effort launches today.
AI workloads are expanding context windows beyond system memory limits, shifting focus to storage architectures that deliver efficient, secure access to massive datasets for grounded insights.
Nvidia released Alpamayo 2 Super, an open model for robotaxis and autonomous vehicles. The company noted that the hardest problems are the rare, complex situations rather than everyday scenarios.
Over 120 members strong, the Open Secure AI Alliance released new open source security contributions, including proposed SAFE guidelines for converting confidential incident findings into shared standards.
Nvidia GeForce RTX 50 series prices in South Korea are expected to climb as much as 30% starting August 2026. Higher TSMC wafer costs and continued GDDR7 memory price increases are pushing supply chain expenses.
Nvidia GPUs face 20% to 30% price increases, with AMD set to follow the same move.
Amazon crosses $3 trillion in market cap for the first time. The milestone puts the company alongside Microsoft and Nvidia in the exclusive club.
AMD is reportedly raising prices on its graphics cards and memory units, following Nvidia's increases.
88 Olympus cores power Nvidia's Vera CPU. • 176 threads • 1.5 TB laptop RAM support • 1.8 TB/s NVLink bandwidth
18 months of testing finally isolated the issue. Path of Exile 2 developers shipped Nvidia an entire PC to reproduce the driver bug.
StudyFetch cut its largest AI inference workload nearly 10x in cost using NVIDIA Riva, Parakeet ASR, and NIM microservices. The change backs voice tutoring, real-time personalization, and a new agentic learning platform.
Optics and advanced packaging now lead the OCP APAC Summit agenda, with TSMC, Applied Materials, Advantest, and ASE sharing the stage alongside Microsoft, Nvidia, and Google. Servers have moved to the background.
Bybit now accepts tokenized Nvidia, Apple, and Tesla shares as collateral for margin loans and trading products. Eligible retail and institutional users can apply the tokens across the platform's lending and derivatives offerings.
AMD is reportedly raising graphics card prices now that Nvidia has moved first.
Nvidia is reportedly raising graphics card prices once more. No specific increases or models are detailed in the report.
GeForce NOW turns standard laptops into cloud gaming machines for students, adding Halo: Campaign Evolved to the lineup. Members can switch between assignments and RTX-powered sessions on the same device.
Nvidia GPUs face another price hike of up to 30 percent as generative AI demand continues to strain supply. The move extends a pattern of repeated increases across the lineup.
AMD's Helios faces two remaining hurdles in its push against Nvidia's CUDA: stable ROCm operation across large clusters and on-time mass production shipments. The broader AI infrastructure market is shifting focus from raw GPU performance to full system evaluation.
NVIDIA will discuss its Q2 FY2027 results on August 26 at 2 p.m. PT. The quarter ended July 26.
Chip stocks lost more than $1 trillion as the selloff hit companies powering the AI boom. Nvidia, SK Hynix and Samsung Electronics led the declines since Friday's close.
Moonshot reportedly trained its Kimi K3 model on the highest-end Nvidia chips available inside China. The detail raises fresh questions about whether U.S. export controls are holding.
Taiwan prosecutors value a three-year GB300 server smuggling scheme at up to $300 million after arresting a senior Nvidia sales manager for routing units through Japan and Hong Kong. Nvidia called the practice a "nonstarter.
A TechPowerUp forum user obtained a Surface Laptop Ultra prototype months before launch and posted initial performance measurements for the Nvidia RTX Spark chip inside.
Nvidia is forming an alliance to advance open-source AI models as industry debates over safety standards intensify. The move positions the company amid competing regulatory and technical approaches to model access.
Bitcoin held near $65,000 as Nvidia and AI stocks fell sharply. This week's Fed decision may decide whether it breaks higher or revisits June lows.
Apple reaches $4.92 trillion in market value, surpassing Nvidia at $4.75 trillion.
Nvidia is reportedly backing Ilya Sutskever’s new AI lab to extend its compute footprint. The move aligns with Nvidia’s pattern of seeding early-stage model teams that will need large GPU clusters.
$750 billion in Nvidia deals has revived concerns over circular financing in AI supply chains.
Safe Superintelligence Inc. and NVIDIA have formed a long-term partnership to accelerate SSI's growth and infrastructure buildout. The deal centers on NVIDIA's hardware and software stack for the startup's superintelligence efforts.
Nvidia, SpaceX and Microsoft have formed a new AI safety initiative while OpenAI continues to manage fallout from a recent cyber attack.
NVIDIA Cosmos-H-Dreams applies real-time generative simulation to surgical robotics. The system targets training, planning, and procedure modeling with dynamic scene generation.
NVIDIA is deploying its Vera CPU with Cadence and Synopsys to optimize electronic design automation applications for next-generation CPUs, GPUs and AI systems.
NVIDIA expanded its Agent Toolkit to include PhysicsNeMo and CUDA-X libraries as agent-ready tools for engineering and design workflows.
NVIDIA opened an AI Technology Center at Seoul National University. Jensen Huang closed the announcement with the line, "Next time I come back, call me K-Jensen.
Nvidia has locked in high-bandwidth memory supply from SK Hynix as part of a $500 billion AI deal. The move targets the key component for its GPUs and systems.
President Lee Jae Myung met NVIDIA CEO Jensen Huang ahead of the San Francisco AI Summit to advance Korea's national AI partnership.
AMD is prompting Claude to optimize models for its ROCm.AI stack as a route around NVIDIA's CUDA dominance. The approach targets easier porting and tuning without traditional CUDA expertise.
Half-Life 2 now runs natively on HaikuOS. The port surfaced in an ongoing thread about NVIDIA driver work for Turing GPUs.
NVIDIA and KAIST have opened a joint AI research lab in Seoul focused on agentic AI for Korean industries. The partnership aims to push frontier models while building local research talent.
Nvidia, Microsoft, and Meta signed a letter calling for no premature restrictions on open-weight AI models. OpenAI and Anthropic did not join.
AMD's Helios rack-scale AI platform is spec'd bigger and faster than Nvidia's Vera Rubin on nearly every metric, though only on paper.
NPS Monterey commissioned NVIDIA's DGX GB300 system, giving 1,500 students and 600 faculty on-premises access to large-scale AI compute.
Nvidia CEO Jensen Huang called AI doom talk "complete nonsense." The remark came during a recent appearance focused on the company's hardware roadmap.
GeForce NOW adds Path of Exile: Curse of the Allflame this week, along with Battlefield 6 Season 4. Members can start both without downloads or installs.
Moonshot AI accessed Nvidia GB300 chips in Thailand despite the Chinese export ban, a White House official said. The company released its Kimi K3 model last week.
South Korean president Jae-Myung Lee will reportedly meet Nvidia CEO Jensen Huang and OpenAI's chief on a US trip centered on AI and supply chain cooperation. Samsung, SK Group, Hyundai Motor Group, and Naver executives are joining the delegation.
NVIDIA open sourced its first GPU-accelerated medical physics simulation framework. The release targets realistic modeling of tissue deformation, instrument interaction, and noisy imaging for surgical robotics and device development.
Nvidia CEO Jensen Huang defended Chinese AI development amid the recent Kimi panic. The comments come as U.S. export curbs continue to shape the competitive landscape.