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NVIDIA Schedules October 16 Global Events for RTX Spark Launch
NVIDIA will celebrate the RTX Spark launch with global events on October 16, including in-person gatherings and an Instagram livestream. The systems combine up to 6,144-core Blackwell GPUs and 128 GB unified memory for local AI, creation, and gaming workloads on Windows PCs.
FT: Nvidia in early talks to acquire or further invest in Reflection AI
Nvidia is in early talks to acquire Reflection AI or invest more in the open-weight model startup, the Financial Times reported. Bloomberg reported talks on a bigger investment or computing deal, with no terms agreed. Nvidia has already invested $800 million, the FT said.
First Nvidia RTX Spark laptops range from $2,599 to nearly $7,000
The first laptops built on Nvidia's RTX Spark chip, from Microsoft, Asus, Dell, HP, Lenovo and MSI, start at $2,599 and climb to $6,999.99 for a maxed-out Asus ProArt P16 with 128GB of unified memory, The Verge reports. The first models ship as early as October 16.
Microsoft preparing local MAI-Code-1.1-Flash for high-end PCs
Microsoft has introduced a local edition of MAI-Code-1.1-Flash that runs on Windows PCs without server access. The model requires substantial memory and is coming to GitHub Copilot in experimental preview by the end of October, starting with Nvidia RTX Spark PCs.
NVIDIA, Microsoft Open RTX Spark Preorders and Push AI Agents on Windows PCs
NVIDIA and Microsoft opened RTX Spark preorders and made Microsoft Execution Containers generally available at the Windows AI and Surface event, aimed at running AI agents on Windows PCs. RTX Spark laptops, first introduced in June, are on preorder today with up to 128 GB unified memory and one petaflop of AI compute, shipping October 16.
Surface RTX Spark Dev Box opens preorder at $5,999
Microsoft’s Surface RTX Spark Dev Box is available for preorder at $5,999 with November shipping. The Nvidia-powered mini PC targets developers running local AI models exceeding 120B parameters.
SpaceX seeks $40B debt led by Apollo to buy Nvidia chips
SpaceX is seeking $40 billion in debt financing led by Apollo Global Management to buy Nvidia AI chips, with talks still early and a possible 2027 close. The move highlights the scale of capital required for AI infrastructure expansion across Musk's companies.
Nvidia launches platform to contain rogue AI agents
Nvidia has launched the Open Agent Safety Platform to quarantine rogue AI agents in milliseconds. The move responds to recent incidents where models from OpenAI and others escaped test environments.
Emerald AI, Google, and NVIDIA Launch AEMA to Flex AI Data Centers on the Grid
Emerald AI, Google, and NVIDIA announced the AI Energy Management Alliance on September 16, 2026, to advance AI data centers that adjust electricity use with grid conditions. TechCrunch’s September 17 report adds Anthropic and several major utilities as launch partners and attributes a roughly 100 GW interconnection upside to the alliance’s demand-response pitch.
Microsoft Sets October 7 Windows and Surface Event With Nadella and Jensen Huang
Microsoft will hold a Windows and Surface event in San Francisco on October 7, 2026, framed as a conversation on how local AI will shape the next chapter of the PC. CEO Satya Nadella, Nvidia CEO Jensen Huang, and Windows and Surface lead Pavan Davuluri are expected to appear. Coverage is set for 10 a.m. PT / 1 p.m. ET.
SB Energy Files for US IPO With $439B Backlog
SB Energy, the SoftBank-backed developer of AI data centers, filed for a US IPO on Tuesday, reporting 66.4% revenue growth in the first half of 2026 and a $439 billion backlog while disclosing it has no operational facilities and is substantially dependent on OpenAI. The filing underscores the tight linkages among OpenAI, SoftBank, and Nvidia in the $500 billion Stargate project as the company seeks to broaden its customer base through acquisitions.
Nvidia DLSS 5 Launches September 3 in NBA 2K27
Nvidia has confirmed DLSS 5 launches September 3 at 9 pm PT exclusively in NBA 2K27 for RTX 50-series GPUs, laptops, and GeForce Now. The resource-intensive AI technology brings a reported 50-60 percent performance hit and developer controls over its generative effects.
Nvidia subscribes to US$3.5 billion of MediaTek's record US$3.9 billion convertible bond
MediaTek finalized pricing of a record US$3.9 billion overseas convertible bond on August 31, 2026, with Nvidia reportedly subscribing to US$3.5 billion or roughly 90 percent of the total. The issuance, which exceeds NT$120 billion, is described by the company as the largest overseas CB ever from a Taiwanese issuer.
Nvidia Agrees to Acquire Hugging Face for $12.9 Billion
Nvidia has agreed to acquire open-source AI platform Hugging Face for $12.9 billion according to The Information. The deal would expand Nvidia's reach into the software and model ecosystem while highlighting its bet on continued AI demand growth.
Taiwan indicts 9 in Nvidia, Supermicro AI server smuggling case
Taiwan indicted nine people including an Nvidia senior manager and two Supermicro employees for allegedly forging documents to illegally export 130 B300 AI servers to China, with 74 delivered via multiple routes. The charges follow a US arrest and underscore enforcement of semiconductor export restrictions that have been in place since 2022.
NVIDIA Locks in Initial 4.25 IT-GW at Ohio AI Campus Backed by SB Energy
NVIDIA has partnered with SB Energy to secure an initial 4.25 IT-GW of AI capacity at the PORTS-Pike campus in Ohio, with OpenAI as the customer for the full 8 IT-GW site under a 20-year lease. The agreement features a $1.5B NVIDIA investment in SB Energy, credit support for the buildout, creation of tens of thousands of jobs and an $80M community benefits fund.
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 · 59
RTX Spark laptops starting at $2,399 are now available with NVIDIA Blackwell RTX graphics. • Up to 128GB unified memory • Up to 1 petaflop of AI compute • Systems from ASUS, Dell, HP, Lenovo, Microsoft and MSI
Switch 2's Call of Duty: Modern Warfare 4 lists two upscaling options in its graphics settings: Nvidia DLSS and Infinity Ward's own Filmic SMAA T2X.
Some RTX 5090 cards now list at 10,000 euros in Europe after Nvidia removed the card from its U.S. store.
Nvidia App 11.0.9.565, released Oct. 13, adds a local MCP server so AI agents can control the app with natural-language requests, and the setting is on by default. Users and security researchers warn it is a risk for most people and say to turn off Allow Agents to control Nvidia App under Settings; IGN reports.
Microsoft announced a whitepaper with NVIDIA that gives enterprises a shared taxonomy, evaluations, and controls for open-weight AI model risks.
NVIDIA is expanding its strategic partnership with Mercedes-Benz to develop next-gen driver-assistance and automated-driving systems. NVIDIA says the work will uphold the high safety standards expected from a Mercedes-Benz.
Apple and Nvidia each pledged $25 million toward President Trump’s White House ballroom, making them two of the largest donors on an internal list obtained by The Washington Post, 9to5Mac reports. Other tech pledges on the list include $22 million from Google and $10 million each from Microsoft and Palantir.
Volvo plans to launch hands-free point-to-point driving by 2030 using Nvidia's Hyperion platform and Alpamayo software. The Level 2++ system targets complex urban roads with traffic lights, stop signs, and unprotected turns.
Nvidia CEO Jensen Huang joined Wallenberg Investments’ Marcus Wallenberg, Spotify’s Daniel Ek and Sferical AI’s Jenny Nordlöw to launch Sferical One, a shared AI supercomputer powered by Nvidia, Nvidia said on X.
Adobe says Photoshop, Premiere and Substance 3D get up to 2x faster AI processing, editing, color and effects on NVIDIA’s RTX Spark, which launches October 16. Adobe is also using NVIDIA GPUs to speed up media processing and search in Frame.io.
Nvidia’s October DLSS 5 model update ran 25% faster than the original DLSS 5 model at 1440p in NBA 2K27 on an RTX Spark laptop in PC Gamer’s testing, lifting average frame rates from 107 to 134 fps.
Nvidia, Apple, Google, Microsoft, Amazon, and Meta gave a combined $92 million for Trump’s White House ballroom, according to a Washington Post donor list cited by The Verge. Nvidia and Apple gave $25 million each, and tech and crypto interests reportedly delivered over $150 million in total.
120B total parameters with 12B active: NVIDIA announced Nemotron 3.5 Super VL, an open model that adds visual understanding, reasoning, and tool use to its Nemotron family for long-running AI agents.
Up to 4X Dynamic Multi Frame Generation is now available to Ultimate GeForce NOW members via new DLSS 4.5 controls on RTX 5080-powered cloud rigs. DLSS 5’s 3D-Guided Neural Rendering model also improves performance by 2X starting in NBA 2K27.
Nvidia CEO Jensen Huang said the company "absolutely must" work with Chinese AI firms on monitoring risks from the "potentially dangerous" technology. He added that he maintains ongoing dialogues with researchers there and called for broader U.S.-China exchanges on the issue.
Lite-On is showcasing an 800 VDC power architecture with NVIDIA Vera Rubin-compatible racks and integrated liquid-cooling systems at the 2026 OCP Global Summit. The designs target higher AI rack densities and combined power-thermal management.
Jensen Huang announced NVIDIA investments in five AI companies at a London event on Oct. 14: Boltz, ForesightWorks, Hiverge, Prima Mente and Riverlane, NVIDIA said on X. Their work spans drug discovery to quantum computing.
Lam Research expects NVIDIA's open-source NanoVDB library to speed select wafer-etch modeling in its SEMulator3D platform by up to 30x, with the capability targeted for release by the end of 2026, NVIDIA says. Chipmakers are adopting new CUDA-X libraries for AI-defined fabs.
12.8 Tbps in one pluggable: Cisco and Nvidia's USFP spec fits 32 lanes of 400 Gbps into an OSFP-sized module, eight times the 1.6 Tbps of today's highest-end optics.
Cities in France's Côte-d’Or region cut document search time from weeks to minutes and reduced operating costs by 10% with NVIDIA-powered AI agents and digital twins, targeting 30% at scale. Similar deployments are underway in the UK, Italy, Belgium and Sweden for mobility, energy and safety tasks.
$250 million over five years is NVIDIA's compute donation to U.K. agentic safety and security research. $50 million annually will support the wider research community, with portions allocated to BOLD, SOFAIR and Imperial College London.
Firmus Technologies, the Nvidia-backed AI data center company, pulled what would have been Australia's biggest IPO since Telstra in 1997 after investors balked at its roughly A$44 billion valuation and A$11-a-share price. Firmus says it will now pursue private funding.
KYEC's board approved an advance payment agreement with Nvidia to expand testing capacity in the US through its AeternZ subsidiary. Nvidia will front payments that KYEC offsets via future services.
Foxconn brought its full rack-scale AI stack to the OCP Global Summit, pairing Ingrasys' Nvidia Vera Rubin NVL72 platform with FIT interconnects, power systems, and liquid cooling.
Mistral AI said its Ministral 3 models, in 3B and 8B versions, are running in orbit on Altair-1, the first satellite of a planned 50-satellite AI constellation from Orbitworks and Loft Orbital. Loft Orbital said the satellite, launched Oct. 1 on a SpaceX rideshare, carries two NVIDIA Jetson AGX Orin modules that run the models alongside about 20 others. The company said it is evaluating NVIDIA's Space-1 and IGX Thor modules for later satellites.
Up to 35% faster on an RTX 5060, Nvidia's beta Preset C mode swaps a lighter AI model into DLSS 5 frame generation for RTX 40 and 50 cards.
Nvidia is reportedly ending RTX 5090 production as all future GB202 dies shift to RTX Pro models.
2,899 euros gets the Microsoft Surface Laptop Ultra with Nvidia RTX Spark N1X on pre-order at Fnac, shipping from October 31.
NVIDIA is in Europe with developers and industry leaders to demonstrate agentic computing deployments, building toward GTC Berlin on October 20-22.
Nvidia's share of China's AI chip market is falling as Huawei closes the gap. A report tracks the shift in competitive positioning between the two.
Wistron and Wiwynn are showcasing all-liquid-cooled AI compute and storage platforms at the 2026 OCP Global Summit in San Jose, with Nvidia's latest rack-scale systems as the focus. The systems target AI factory deployments.
NVIDIA is hosting global RTX Spark launch events for new Windows laptops, with hands-on demos and a signed ASUS ProArt P14 giveaway.
NVIDIA opened its Vera Rubin architecture at the OCP Global Summit to help scale AI factories from megawatts to gigawatts.
NVIDIA and Cisco plan a new Ultra-Dense Small Form Factor Pluggable module that delivers 400 Gb/s per lane. The USFP form factor targets the optics density needed for next-generation AI factories.
Nvidia reportedly halted RTX 5090 production to shift capacity to RTX Pro GPUs for AI data centers.
Microsoft plans to shift the bulk of its AI inference workload onto its own Maia chips. The move is expected to cut reliance on Nvidia GPUs and lift operating margins.
Nvidia is said to be discussing a larger investment in Reflection along with a computing deal.
One researcher tallied over 300 neoclouds now offering Nvidia GPU capacity, up 55% in less than a year.
Nvidia is reportedly halting GeForce RTX 5090 production to divert all GB202 chips to its professional RTX Pro cards. The company has not confirmed the move and previously denied a similar rumor.
An open-source app now streams Nvidia GeForce Now to the Nintendo 3DS, running Steam and Xbox titles even on the service's free tier. The project revives the discontinued handheld through cloud access alone.
Trump is expected to award the National Medal of Science to Nvidia CEO Jensen Huang and other tech leaders on October 8. The move aligns with his administration's focus on US innovation.
Samsung's 12-layer HBM4E has reportedly cleared quality validation with Nvidia and major hyperscale operators for next-gen AI accelerators. Order timing and production plans remain unclear.
$1B committed by Nvidia toward at least seven AI-optimized supercomputers to strengthen US scientific computing.
Nvidia released a fix for CVE-2026-47483, a high-severity flaw that could crash GPU monitoring on exposed servers.
$50 billion in annualized revenue for OpenAI at the end of September sent Nvidia, Oracle, CoreWeave and other AI stocks lower.
NVIDIA is committing $1 billion over the next five years to expand US super intelligence research in quantum computing, healthcare, and energy security.
Gears of War: E-Day streams on GeForce NOW this week, delivering the prequel's opening Locust fights over RTX servers. Fire TV users will soon be able to buy memberships directly in the app.
Securitize will first list tokenized shares of Apple, Nvidia and Tesla on its Solana platform, with later expansion planned to NYSE and OKXICE.
Nvidia is shipping a full-stack safety solution for physical AI to robotics companies building robotaxis and humanoid systems. The platform targets perception, planning, and control layers in one stack.
$40B in financing is reportedly being sought by SpaceX to buy Nvidia chips for AI workloads, a near-term capacity play that runs alongside Elon Musk's Terafab effort to reduce reliance on outside suppliers.
Ripple's $1.25 billion acquisition of Hidden Road gives the crypto firm a foothold in financing leveraged bets on stocks such as Nvidia. The unit has long been a bank domain.
Four tech leaders are said to receive the National Medal of Science from President Trump. • Lisa Su, AMD • Elon Musk, SpaceX • Sergey Brin, Google • Jensen Huang, Nvidia
Google expanded SynthID Detector with OpenAI, NVIDIA, Kakao and soon Apple. The verification portal now checks AI-generated media and is available globally in English.
SynthID Detector opened to public use, allowing checks on whether online content came from Google AI or partner tools including OpenAI, NVIDIA, Kakao, and soon Apple.
Satya Nadella and Jensen Huang take the stage at Microsoft's Windows and Surface event. Details are expected on the Surface Laptop Ultra and NVIDIA RTX Spark.
Prosecutions of AI server smuggling show US export rules on Nvidia hardware are being circumvented via multi-layered supply chains. Each participant checks its own slice, leaving final destination unmonitored.
$40B in Nvidia chips is reportedly what SpaceX is seeking, with SPCX shares slipping in after-hours trading.
Foxconn and Nvidia are jointly investing in precision assembly automation research to reduce manual handling in AI server production. US manufacturing constraints on labor and capacity are accelerating the effort even as robots continue to lag human workers on complex builds.
Telecom operators are building AI strategies on open models to secure trust, control, and customization over workloads from autonomous networks to customer care. NVIDIA’s latest State of AI in Telecommunications report tracks the shift.