Custom Silicon · 12 Sep 2026
Qualcomm partners with Amazon on custom AI silicon in $60 billion opportunity
A multi-generational custom AI inference silicon agreement grants Amazon a potential $4 billion warrant stake in Qualcomm.
Topic
NVIDIA
Mentioned in 32 stories, most recently on Saturday, 12 September 2026. Newest first.
Market Revenue · 11 Sep 2026
Jensen Huang projects 70% Nvidia growth next year, strongly denying circular deals
Nvidia's chief executive officer aggressively refutes claims of circular venture investments driving GPU demand.
Frontier Models · 8 Sep 2026
Sam Altman apologizes for GPT-6 Astra lockout as Jensen Huang declares AGI has arrived
An unstable rollout locked out paying ChatGPT Plus and Pro subscribers, overshadowing high praise from NVIDIA’s CEO.
Physical AI Factories · 5 Sep 2026
AWS and NVIDIA partner on SageMaker HyperPod model factories for Cosmos 3 physical AI
The collaboration details how developers can deploy NVIDIA’s Mixture-of-Transformers world model on high-bandwidth AWS clusters to train autonomous robots.
Compute Capital · 5 Sep 2026
AI compute provider Nscale seeks $3.5 billion in pre-IPO funding
The British AI infrastructure provider is in talks to secure $1.5 billion in convertible notes and $2 billion from Nvidia ahead of an upcoming public listing.
Acquisitions · 4 Sep 2026
NVIDIA agrees to acquire Hugging Face in a historic $12.9 billion cash transaction
The deal secures the chipmaker's control over the world's premier open-source AI model repository while pledging to maintain its platform independence.
Capital Rounds · 4 Sep 2026
Crusoe reportedly raises $3 billion, valuing cloud startup at $30 billion
The massive funding round reflects the intense demand for GPU cloud infrastructure powered by stranded and renewable energy sources.
Agentic security · 3 Sep 2026
NVIDIA and CrowdStrike partner at Fal.Con 2026 to launch SafeMind agentic defense
The partnership introduces specialized models like Blue Solano and a 'continuous coevolution loop' where offensive and defensive AI agents train each other in digital twins.
Chip hardware · 3 Sep 2026
Chinese chipmaker Enflame oversubscribed 4,073 times in retail frenzy for Star Market IPO
The Tencent-backed AI pioneer raised 6.12 billion yuan to fund fifth- and sixth-generation hardware, drawing massive investor interest amid the race to replace Nvidia.
AI startup capital · 2 Sep 2026
AfterQuery achieves $3.2 billion valuation as Y Combinator's fastest-ever unicorn
The training-data startup has reportedly grown its valuation tenfold in just five months, fueled by a $100 million revenue run rate and demand for high-quality human reasoning data.
Chip supply · 1 Sep 2026
Nvidia invests $3.5 billion in MediaTek, opens its AI racks to custom chips
The deal extends Nvidia's NVLink Fusion platform so hyperscalers can plug custom-built processors into its rack-scale AI systems instead of relying on off-the-shelf GPUs alone.
AI financing · 1 Sep 2026
Lambda borrows $1 billion to buy Nvidia chips it will lease to Microsoft
The AI cloud company is financing its GPU purchases with short-dated debt rather than its own balance sheet, betting on Microsoft's lease payments to cover it.
India · 1 Sep 2026
Razorpay launches an AI model built specifically for payments, with Nvidia and AWS
Vulcan is trained on 4 billion transactions and 3 trillion data points, and Razorpay says it has already cut fraud rates and lifted payment success in production.
M&A · 28 Aug 2026
Nvidia is reportedly nearing a deal to buy Hugging Face, but nothing is signed
The Information reported Nvidia "agreed to buy" the open-model hub for roughly $13 billion, while Business Insider says talks could still collapse; neither company has commented.
AI chips · 28 Aug 2026
Nvidia's Vera CPU starts shipping, with AWS among the first hyperscalers taking delivery
Anthropic, OpenAI, Oracle Cloud and SpaceX AI received the earliest systems as AWS and Nvidia expand a 16-year partnership to include Vera CPU-based infrastructure.
AI chips · 26 Aug 2026
Nvidia claims Vera Rubin NVL72 delivers 30 times the throughput per watt of its last generation
The figure comes from an agentic-coding benchmark still pending independent review by SemiAnalysis, and Nvidia's own post notes it doesn't yet reflect the new CPU's tool-calling performance.
Local inference · 26 Aug 2026
Perplexity and Nvidia ship a local AI agent platform that bills nothing per token
Portable Computer runs Qwen, Perplexity's own PPLX model and Nvidia's Nemotron on a single RTX GPU with at least 24GB of memory, escalating to cloud models only when needed.
Agents · 22 Aug 2026
Nvidia says the same model scores 30% or 100% on ARC-AGI-3 depending on its harness
Claude Opus 5 cleared all 183 levels wrapped in Nvidia's AVO system, against 30% on its own — a vendor-run result on a public benchmark, not yet independently reproduced.
Orbital compute · 22 Aug 2026
Starcloud raises $250m for orbital data centres as launch capacity tightens
The round values the 25-person company at $2.3bn, with Nvidia putting in $25m — and its chief executive naming Falcon 9's 2028 retirement as the binding constraint.
Power · 22 Aug 2026
Nvidia takes a minority stake in power-infrastructure developer Cloverleaf
Several hundred million dollars into a company that sits between utilities and data centres, days after Nvidia put $1.5bn into an OpenAI-linked site in Ohio.
Inference · 22 Aug 2026
Nvidia moves a KV cache between models with linear regression, skipping the re-prefill
Transferring a 32,768-token cache from Qwen3 14B to 32B took 278 milliseconds against seven seconds to recompute it, holding 73% to 98% of standalone accuracy.
Sovereign AI · 20 Aug 2026
Nvidia leads a $74m extension into Sarvam, India's sovereign-model startup
The Bengaluru company reached unicorn status in June at a $1.5bn valuation, and the chipmaker backing it also supplies the GPUs India's sovereign AI programme runs on.
Chip supply · 19 Aug 2026
Microsoft's installed AI chip count falls well short of its $280bn buildout, investigation finds
A Guardian investigation puts Microsoft's installed AI chips at 2.2 million against $280bn in spending since 2022, a gap Nadella blames on power and building delays.
AI infrastructure · 18 Aug 2026
Nvidia guarantees $105bn and takes a $1.5bn stake to lock up an Ohio site for OpenAI
The chipmaker becomes the exclusive compute supplier at a Pike County campus OpenAI has leased for 20 years, extending a financing pattern that has drawn scrutiny for funding Nvidia's own biggest customer.
Chip pivot · 18 Aug 2026
Groq raises $350m at a $3.5bn valuation, half its peak, to fund its cloud pivot
The round, led by Disruptive with Nvidia expected to join, is Groq's second since it licensed its chip technology to Nvidia for $20bn and lost its founder — at half the valuation it fetched a year ago.
Data centers · 18 Aug 2026
Firebird opens the CIS region's largest AI data center in Armenia, built in six months
The site is planned to host more than 70,000 Nvidia Rubin and Blackwell GPUs and scale to 300 megawatts, with Armenia's prime minister among the officials at the opening.
Compute finance · 17 Aug 2026
Nvidia hands the AI build-out to Wall Street with a $500bn financing push
Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR will raise third-party capital for data centres, with Nvidia backstopping part of the value of the chips pledged as collateral.
Open models · 17 Aug 2026
Nvidia aims Nemotron 3.5 Lightning at agent workloads with a 30B sparse model
The company claims up to four times the output speed of comparable models, and pairs the release with Switchyard, an open router that sends each step of a workflow to a different model.
Compute finance · 17 Aug 2026
Nvidia makes the case for treating GPU capacity as infrastructure debt
Published a day after the financing announcement, the post argues that compute should be underwritten the way toll roads and power plants are.
Power · 17 Aug 2026
Nvidia makes the case for 800-volt DC power architecture in AI factories
The company argues that scaling compute performance now requires changing how power is distributed inside the data centre, not only how the chips are cooled.
Local inference · 17 Aug 2026
Nvidia courts the local AI community around open models and agents
The post accompanies the Nemotron releases and is aimed at developers running models on their own hardware rather than through a hosted API.
Education · 17 Aug 2026
Indonesia opens its first university AI centre, with Indosat and Nvidia
Universitas Gadjah Mada is the host institution, in a partnership framed around developing local AI talent rather than exporting compute capacity.