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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
Apple briefly overtook Nvidia as the world's most valuable company again during Friday's trading session. The move came as semiconductor stocks fell and enthusiasm built around Apple Intelligence.
Just under $1 million was paid for a leather jacket worn by Nvidia CEO Jensen Huang at Sotheby's. The sale reflects collector interest in AI-era artifacts.
NVIDIA NeMo Automodel now integrates with Diffusers to support fine-tuning of video and image models at scale.
NVIDIA Vera Rubin delivers the lowest cost per token for post-training workloads via extreme codesign, maximizing intelligence per dollar for agentic AI systems.
Apple overtook Nvidia as the world's most valuable company in Friday trading, its market cap now barreling toward $5T.
Nvidia CEO Jensen Huang says the AI boom is still at the beginning of the cycle.
NVIDIA Nemotron 3 Embed took the top rank overall on RTEB. The model improves retrieval accuracy for agentic workflows.
GeForce NOW adds Onimusha: Way of the Sword at launch, with the demo playable this week. Denshattack! joins four other new titles as the service exits beta in India.
Fireworks hit a $17.5 billion valuation with Nvidia backing as more companies shift to lower-cost AI models. The startup diversified revenue after earlier heavy reliance on coding tool Cursor.
Nvidia announced its Cosmos 3 Edge AI model and an expansion of its physical AI ecosystem in Japan.
Nvidia is partnering with robotics firms in Japan to advance AI development for industrial and automation uses.
Japan's government, industrial leaders and NVIDIA launched the world’s first national AI infrastructure.
NVIDIA and its partners in Japan are showcasing the latest full-stack AI and robotics deployments this week. The push targets manufacturing, infrastructure and robotics sectors.
Nvidia H200 exports to China are reaching a wider set of licensed buyers, though actual shipments remain minimal under continued scrutiny.
Nvidia is reportedly in talks with Mitsubishi Heavy Industries to supply cooling systems and energy equipment for the AI data centers it is building with partners.
A leaked internal Nvidia tool restores access to blocked GPU hotspot sensor data on RTX 50-series cards. The sensors had been disabled in public drivers.
Lenovo listed its Legion 7a with an RTX 5070 12GB at more than $3,370, nearly three times Nvidia's target price for the GPU.
Nvidia's head of automotive, Xinzhou Wu, says he competes internally with other divisions for GPU compute time. The demand from AI workloads has created shortages even for the company's own car projects.
Emerald AI released its Conductor platform, built on NVIDIA's Vera Rubin DSX AI Factory reference design, to run power-flexible AI factories that can supply energy to the grid.
Jensen Huang will travel to Japan for an event marking Nvidia's three-decade partnership with Sega, revisiting the tie that helped the chipmaker through its early years as AI PC competition intensifies.
NVIDIA launched a set of GeForce trading cards that highlight major moments in PC gaming history.
NVIDIA teams are using ChatGPT Work to automate workflows and cut operating costs. GPT-5.6 trains and runs on the company's GB200 and GB300 NVL72 systems.
GeForce NOW added a new RTX 5080-powered server in Toronto. The expansion brings higher-performance cloud gaming to members in the region.
Chinese companies are reportedly shifting more AI accelerator spending from Nvidia to domestic suppliers.
Nvidia appears to have quietly discontinued the 2019 Shield TV, though one model remains listed.
SambaNova paired Nvidia H200 GPUs with its SN50 RDUs to reach 763 tokens per second on MiniMax M2.7 in third-party benchmarks.
China plans to let its top AI firms buy a limited number of Nvidia H200 chips, The Information reports.
Nvidia lost $1 trillion in market value, returning its valuation to pre-AI boom levels, Bloomberg reports.
NVIDIA Nemotron 3 Ultra hit the highest accuracy among open models on LangChain's Deep Agents harness, completing more tasks at higher throughput and lower cost than top closed models.
SambaNova reached an $11 billion valuation after fresh funding led by General Atlantic. CNBC reports the round as investors back AI chip startups challenging Nvidia.
NVIDIA introduced Vera, a CPU built for maximum single-threaded performance at scale. The design targets sequential steps in agentic AI systems that can otherwise stall and leave GPUs idle.
Nvidia shares declined on reports that DeepSeek is developing its own AI chip. SpaceX joins the Nasdaq-100 today, and Amazon plans to raise $25 billion through corporate bonds.
Alan Wei Zhaolun, an Aperia Group executive, pleaded not guilty in Singapore to fraud and money laundering charges over alleged smuggling of Nvidia chips to China, per DigiTimes Asia.
Meta is exploring an AI cloud business that would let enterprises tap its models and spare GPU capacity, DigiTimes Asia reports. The plan targets better hardware returns from Meta's AI spend, with Nvidia and TSMC showing no broad slowdown.
Hon Hai beat sales expectations on continued AI demand as a key Nvidia supplier, Fortune reports.
Nuclear startup targeting AI energy demands demoed its reactor tech on an Nvidia DGX Spark, though PC Gamer notes the website demo alone spikes CPU loads hard.
Nvidia floated a datacenter financing scheme that would let it collect payments twice on the same hardware, per The Register.
GeForce NOW adds 12 games this month, including Monopoly: Star Wars Heroes vs. Villains.
Nvidia and Valar Atomics are partnering to test a microreactor for powering an AI data center in Utah, per DigiTimes Asia. The setup aims to reduce water use for computing facilities.
Singapore authorities filed additional fraud and money laundering charges against four individuals and four companies in a case tied to servers that may contain Nvidia AI chips subject to US export controls.
Verkada is working with NVIDIA to accelerate physical AI across its security camera platform.
Cadence connected its Reality Digital Twin Platform to NVIDIA Omniverse. The link targets faster data center design and optimization for AI workloads.
Micron, Intel and AMD added a combined $2 trillion in market value in the second quarter as investors rotated into AI chip stocks beyond Nvidia, per CNBC.
NVIDIA released its BioNeMo Agent Toolkit, adding GPU-accelerated AI tools and microservices for life sciences workflows inside Anthropic's new Claude Science workbench.
Nvidia hired 18,600 man-years of engineers to adapt its autonomous driving safety architecture for robots, per DigiTimes Asia.
Nvidia has relaunched the RTX 3060 12GB, with units listed from €333 in Germany five years after launch. Frandroid notes the price exceeds several newer cards.
Firefly Aerospace operated NVIDIA Jetson hardware in lunar orbit for the first time.
Palantir launches an engine with NVIDIA to run Nemotron open AI models for US agencies and critical infrastructure. The platform integrates Palantir's tools with NVIDIA AI to support secure training and deployment in classified environments.
NVIDIA is collaborating with NPS Monterey to give thousands of students access to AI tools for building applications. The work relies on DGX systems and Omniverse for synthetic data and model training.
Flexion Robotics trained a humanoid robot to handle office intern tasks using methods developed by its ex-Nvidia founders. Wired reports on the startup's approach.
Revolut built a transaction foundation model on NVIDIA's full-stack platform running on Nebius. It shows 2.3x better credit risk accuracy and up to 5x higher training throughput for fraud detection and recommendations.
Runpod raised at a $1b valuation after doubling revenue to around $240m in five months, per The Information. The startup is offering non-Nvidia chips to differentiate from rivals and has turned down buyout offers above $500m.
Nvidia's Jensen Huang called black market data centers built from smuggled chips a dead end, per CNBC.
OpenAI and Broadcom introduce Jalapeno, the first custom AI chip from their eight-month-old partnership. The ASIC handles inference for ChatGPT and other services, with deployment planned for late 2026. It forms part of a push to scale to 10 gigawatts of capacity. The project reduces OpenAI's reliance on Nvidia GPUs.
Nvidia, Micron, and AMD led a broad tech sell-off as momentum in the AI trade faded.
NVIDIA released its Agent Toolkit, bundling open Nemotron models, tools, skills, and secure runtime support for building domain-specific AI agents.
Super Micro-backed AI firm secured $7.8 billion in deals for Nvidia chips, Barron's reports.
NVIDIA showcased a data, models, simulation and secure runtime stack for trusted AI agents in telecom operations at DTW Ignite. The setup targets autonomous networks and agentic workflows for telcos.
Valve tells The Verge it's working with Intel and Nvidia to bring SteamOS to more GPUs, with early tests already running well on Intel handhelds.