NVIDIA

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Key Facts

Founded1993

Key PeopleJensen Huang

HeadquartersSanta Clara, USA

ProductsH100, B200, CUDA

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Nvidia launches humanoid robot platform with Unitree amid US-China tech competition tensions

Nvidia CEO Jensen Huang unveiled a new humanoid robot platform combining Unitree's 6-foot H2 Plus robot, Nvidia's Jetson Thor chip, and Sharpa's dexterous hands. The Isaac Gr00t platform aims to accelerate robotics research at institutions like Stanford and ETH Zurich, but the partnership with Chinese humanoid robot maker Unitree raises security questions as US lawmakers consider banning the company's robots from federally-funded research.

Technology8 sources

Nvidia launches humanoid robot platform with Unitree amid US-China tech competition tensions

Technology8 sources

Nvidia RTX Spark aims to reinvent the PC as Jensen Huang bets on agentic AI taking computing local

Nvidia CEO Jensen Huang unveiled RTX Spark at Computex 2026, a new Windows on Arm platform designed to run autonomous AI agents locally. The chip pairs a Blackwell GPU with a MediaTek CPU and up to 128GB of unified memory, setting up a direct clash with AMD's Strix Halo and upcoming Gorgon Halo chips in the race to define local AI computing.

Technology18 sources

Nvidia RTX Spark aims to reinvent the PC as Jensen Huang bets on agentic AI taking computing local

Technology18 sources

NVIDIA Cosmos 3 Brings Multimodal AI to Robots, Autonomous Vehicles and Industrial Systems

NVIDIA launched Cosmos 3, an open world foundation model for physical AI that combines vision reasoning, multimodal generation and action prediction. Trained on 20 trillion tokens including nearly a billion images and 400 million videos, the model helps robots and autonomous vehicles understand causal relationships and predict outcomes before acting in real-world environments.

Technology6 sources

NVIDIA Cosmos 3 Brings Multimodal AI to Robots, Autonomous Vehicles and Industrial Systems

Technology6 sources

NVIDIA partners with Naver and SK Telecom to build gigawatt-scale AI factories in Korea

NVIDIA announced major partnerships with South Korean tech giants Naver and SK Telecom to build gigawatt-scale AI factories using its DSX platform. The infrastructure will support sovereign AI, agentic AI, and physical AI applications across Korea and beyond, with SK Telecom's first facility coming online in 2027.

Technology5 sources

NVIDIA partners with Naver and SK Telecom to build gigawatt-scale AI factories in Korea

Technology5 sources

US moves to close loophole that let Chinese firms buy advanced AI chips through overseas subsidiaries

The Commerce Department issued new guidance closing a year-old loophole that allowed Chinese firms to purchase Nvidia's most advanced Blackwell and Rubin processors through overseas subsidiaries. Industry sources estimate hundreds of thousands of chips may have reached Chinese entities during the gap, which emerged after the Trump administration rescinded Biden-era AI Diffusion rules in May 2025.

Policy9 sources

US moves to close loophole that let Chinese firms buy advanced AI chips through overseas subsidiaries

Policy9 sources

Nvidia unveils RTX Spark chip to chase $200B CPU market with AI agent PCs from Microsoft, Dell, and HP

Nvidia launched its RTX Spark chip at Computex in Taiwan, marking a major push into the consumer PC market. The 1-petaflop superchip will power AI agent PCs from Microsoft, Dell, HP, Lenovo, and others this fall. CEO Jensen Huang aims to capture a $200 billion CPU market opportunity by enabling AI agents to replace traditional mouse and keyboard interactions.

Technology24 sources

Nvidia unveils RTX Spark chip to chase $200B CPU market with AI agent PCs from Microsoft, Dell, and HP

Technology24 sources

Nvidia pours $6.5 billion into photonics to solve AI's copper bottleneck problem

Nvidia has committed at least $6.5 billion to photonics companies since March, targeting what many see as AI's next critical infrastructure challenge. The chip giant is betting that light-based data transfer will replace copper wiring as the backbone of AI data centers, addressing bandwidth and energy constraints that threaten to slow AI progress.

Technology4 sources

Nvidia pours $6.5 billion into photonics to solve AI's copper bottleneck problem

Technology4 sources

Foxconn bets on AI servers as cloud spending heads toward $1 trillion milestone

Taiwan's Foxconn reports surging confidence in its AI-driven growth as cloud service providers' capital expenditure approaches $1 trillion. The world's largest electronics manufacturer is ramping up AI server production and pushing into next-generation optical technology, with shares jumping nearly 10% on optimistic forecasts from Chairman Young Liu.

Business3 sources

Foxconn bets on AI servers as cloud spending heads toward $1 trillion milestone

Business3 sources

Dell shares soar 39% as AI server demand drives fastest sales growth since 2018

Dell Technologies Inc. reported its fastest revenue growth since returning to public markets in 2018, with sales jumping 88% year-over-year to $43.84 billion. The surge was driven by explosive AI server demand, with AI server revenue reaching $16.1 billion, up 757% from a year earlier. Dell shares climbed 39% in extended trading as the company raised its full-year AI server sales outlook to $60 billion.

Business7 sources

Dell shares soar 39% as AI server demand drives fastest sales growth since 2018

Business7 sources

Iren secures $3.6 billion to supply Nvidia GPUs for Microsoft's Texas AI data center

Australian data center operator Iren borrows billions through bond sales and project finance loans to purchase Nvidia graphics processing units. The high-performance computing resources will support Microsoft's AI model training operations at a Texas facility, marking a significant expansion in AI infrastructure investment.

Business2 sources

Iren secures $3.6 billion to supply Nvidia GPUs for Microsoft's Texas AI data center

Business2 sources

Groq seeks $650 million rebuild after Nvidia's $20 billion deal stripped its top engineering talent

AI chip startup Groq is raising $650 million from existing investors to fund its inference cloud business after a $20 billion Nvidia licensing deal cashed out investors and took senior engineers. Two backers guarantee the round as Groq pivots to AI inference with its Language Processing Unit hardware, facing intensifying competition from DeepSeek price cuts and Nvidia's own inference platforms.

Startups5 sources

Groq seeks $650 million rebuild after Nvidia's $20 billion deal stripped its top engineering talent

Startups5 sources

Bitcoin Miners Abandon Crypto for AI as $70 Billion in Contracts Reshape the Industry

Bitcoin mining companies are undergoing a dramatic transformation, pivoting from cryptocurrency production to AI and high-performance computing infrastructure. Firms like Hut 8, IREN, and Core Scientific have secured over $70 billion in AI-related contracts, with some miners expected to derive 70% of revenue from AI by end of 2026. The shift comes as mining costs soar and AI demand for power capacity creates new opportunities.

Business2 sources

Bitcoin Miners Abandon Crypto for AI as $70 Billion in Contracts Reshape the Industry

Business2 sources

Apple AI strategy shifts as Google Gemini and Nvidia power new Siri in major cloud pivot

Apple is working to distill Google's multi-trillion-parameter Gemini model to run locally on iPhones, but complex queries will route to Google Cloud using Nvidia chips. The move marks a significant shift from Apple's privacy-focused, on-device AI stance as the company prepares to unveil its enhanced Siri at WWDC, blending local processing with cloud capabilities.

Technology5 sources

Apple AI strategy shifts as Google Gemini and Nvidia power new Siri in major cloud pivot

Technology5 sources

MediaTek unveils edge-to-cloud AI innovations for Agentic AI era at COMPUTEX 2026

MediaTek is set to showcase its comprehensive edge-to-cloud AI technologies at COMPUTEX 2026 under the theme "AI Without Limits." The lineup includes NVIDIA DGX Spark built on the GB10 Grace Blackwell Superchip with 1-PetaFLOP GPU, the Dimensity AX C-X1 flagship smart cockpit platform for automotive AI integration, and advanced data center solutions featuring Co-Packaged Optics reaching 400Gbps per fiber. The showcase demonstrates MediaTek's push for ubiquitous AI adoption across devices, vehicles, and cloud infrastructure.

Technology2 sources

MediaTek unveils edge-to-cloud AI innovations for Agentic AI era at COMPUTEX 2026

Technology2 sources

Orbital Industries raises $50M Series B to scale AI-designed cooling fluid and data centers

Orbital Industries, formerly Orbital Materials, has closed a $50 million Series B round led by Plural with participation from Nvidia's NVentures. The London-and-San-Francisco startup is deploying AI to discover new materials for data centers, including a PFAS-free cooling fluid designed for next-generation GPUs and modular compute infrastructure that cuts deployment timelines from three years to six months.

Technology2 sources

Orbital Industries raises $50M Series B to scale AI-designed cooling fluid and data centers

Technology2 sources

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