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Key Facts

Founded1993

Key PeopleJensen Huang

HeadquartersSanta Clara, USA

ProductsH100, B200, CUDA

Top News

TSMC profit surges 58% on AI demand as chipmaker expands 3nm capacity amid rising costs

Taiwan Semiconductor Manufacturing Co. posted a record $18 billion quarterly profit, driven by surging global demand for chips used in AI applications. The world's largest contract chipmaker raised its 2026 revenue guidance to above 30% growth and announced plans to add three new 3-nanometer fabrication plants. However, TSMC warned that geopolitical tensions in the Middle East could impact profitability as supply chain costs increase.

Business12 sources

TSMC profit surges 58% on AI demand as chipmaker expands 3nm capacity amid rising costs

Business12 sources

Nvidia CEO Jensen Huang defends selling AI chips to China amid national security debate

Nvidia CEO Jensen Huang pushed back forcefully against critics questioning whether selling AI chips to China threatens U.S. national security. During a heated podcast exchange, Huang argued that keeping Chinese developers on the American tech stack is essential for maintaining AI dominance, warning that export restrictions could backfire by accelerating an independent Chinese tech ecosystem built around alternatives like Huawei's Ascend chips.

Policy10 sources

Nvidia CEO Jensen Huang defends selling AI chips to China amid national security debate

Policy10 sources

Caterpillar acquires Monarch Tractor to accelerate AI-powered construction equipment push

Caterpillar has acquired Monarch Tractor, a California startup specializing in self-driving electric tractors and autonomous off-road vehicles. The deal marks a strategic move by the construction equipment giant to integrate AI and autonomous operations into its machinery, competing with rivals like Deere & Co in the race for automation and electrification features.

Technology2 sources

Caterpillar acquires Monarch Tractor to accelerate AI-powered construction equipment push

Technology2 sources

Cadence and Nvidia partner to accelerate AI for robotics through advanced simulation

Cadence Design Systems and Nvidia announced an expanded partnership to advance AI for robotics by integrating high-fidelity physics simulation with AI training platforms. The collaboration combines Cadence's physics engines with Nvidia's Isaac and Cosmos models to generate more accurate robot training data, aiming to reduce deployment time and bridge the gap between simulation and real-world performance.

Technology5 sources

Cadence and Nvidia partner to accelerate AI for robotics through advanced simulation

Technology5 sources

Tiny Corp enables Nvidia GPUs on Macs with Apple-approved driver for AI workloads

Tiny Corp has developed TinyGPU, an open-source driver that brings Nvidia GPU support back to macOS after Apple dropped it in 2018. The Apple approved driver allows external GPUs like the RTX 5090 to connect via Thunderbolt or USB4 without hacks. While performance lags behind native Metal, the driver opens new possibilities for AI experiments on Mac.

Technology2 sources

Tiny Corp enables Nvidia GPUs on Macs with Apple-approved driver for AI workloads

Technology2 sources

Jane Street commits $6 billion to CoreWeave AI cloud, takes $1 billion equity stake

Quantitative trading firm Jane Street has signed a $6 billion AI cloud agreement with CoreWeave and invested $1 billion in equity at $109 per share. The deal grants Jane Street access to Nvidia's next-generation Vera Rubin chips and marks CoreWeave's third multi-billion-dollar agreement this month, following deals with Meta and Anthropic.

Business8 sources

Jane Street commits $6 billion to CoreWeave AI cloud, takes $1 billion equity stake

Business8 sources

Chipmakers AMD, Arm, and Qualcomm invest $60M in Wayve's self-driving tech platform

UK autonomous driving startup Wayve raised $60 million from semiconductor giants AMD, Arm, and Qualcomm, extending its Series D funding round to $1.2 billion. The strategic investment gives Wayve access to virtually every automotive compute platform, supporting its hardware-agnostic AI Driver that works across different chips and vehicles without location-specific engineering.

Startups3 sources

Chipmakers AMD, Arm, and Qualcomm invest $60M in Wayve's self-driving tech platform

Startups3 sources

Microsoft Takes Over Norway Stargate Data Center as OpenAI Pulls Back from Direct Infrastructure Deal

Microsoft has secured data center capacity in Norway that OpenAI originally planned to lease under its Stargate initiative. The move adds 30,000 Nvidia Rubin GPUs to Microsoft's infrastructure as OpenAI shifts strategy, now planning to access compute through Microsoft's Azure rather than direct deals. The development signals OpenAI's more cautious approach to infrastructure spending ahead of a potential IPO.

Business5 sources

Microsoft Takes Over Norway Stargate Data Center as OpenAI Pulls Back from Direct Infrastructure Deal

Business5 sources

Nvidia releases Ising open AI models to solve quantum computing's biggest bottlenecks

Nvidia unveiled Ising, a family of open source AI models designed to tackle quantum computing's critical challenges in calibration and error correction. The models deliver 2.5x faster and 3x more accurate performance than existing tools, while sparking a rally in quantum computing stocks as IonQ surged 50% and major research institutions rushed to adopt the technology.

Technology18 sources

Nvidia releases Ising open AI models to solve quantum computing's biggest bottlenecks

Technology18 sources

Phantom Blade Zero developer rejects generative AI, pledges every asset crafted by human artists

S-Game Studio CEO Soulframe Liang declares that Phantom Blade Zero contains zero AI-generated content, with every element from character models to in-game maps created by real artists. The statement comes as the upcoming action-RPG distances itself from Nvidia's controversial DLSS 5 technology, which faced backlash for applying what critics called 'AI slop filters' to game visuals.

Entertainment6 sources

Phantom Blade Zero developer rejects generative AI, pledges every asset crafted by human artists

Entertainment6 sources

SiFive raises $400 million to bring open RISC-V chip designs to AI data centers

SiFive has secured $400 million in funding at a $3.65 billion valuation to expand its open-source RISC-V chip designs into AI data centers. Led by Atreides Management with participation from Nvidia, the oversubscribed round signals growing demand for alternative microprocessor designs. The company aims to challenge Arm's dominance in hyperscale data centers with customizable CPU solutions.

Startups3 sources

SiFive raises $400 million to bring open RISC-V chip designs to AI data centers

Startups3 sources

Nvidia N1 SoC surfaces on laptop motherboard with 128 GB memory, signaling AI PC push

Leaked images from a Chinese reseller platform reveal Nvidia's N1 SoC mounted on an engineering motherboard, featuring 128 GB of LPDDR5X memory and robust power delivery. The chip represents Nvidia's first consumer CPU since 2015 and aims to compete with Apple Silicon in the AI PC market. Industry sources point to a Computex 2026 reveal with launch expected in the second half of the year.

Technology3 sources

Nvidia N1 SoC surfaces on laptop motherboard with 128 GB memory, signaling AI PC push

Technology3 sources

CoreWeave lands Anthropic deal to power Claude AI as nine of ten top model providers join platform

CoreWeave secured a multi-year agreement with Anthropic to supply cloud computing capacity for its Claude AI models, adding the ninth top AI model provider to its customer roster. The deal follows a $21 billion Meta expansion announced just one day earlier, marking CoreWeave's push to diversify beyond Microsoft, which accounted for 67% of its 2025 revenue.

Technology30 sources

CoreWeave lands Anthropic deal to power Claude AI as nine of ten top model providers join platform

Technology30 sources

Kia deploys Atlas robots in US factories by 2029, cuts EV target while expanding hybrids

Kia revealed its 2030 strategy featuring Boston Dynamics' Atlas robots at its Georgia plant starting 2029 and development of its first software-defined vehicle by 2027. The automaker reduced its annual EV sales target to 1 million units from 1.26 million while expanding its hybrid lineup to 13 models, targeting 1.1 million units by 2030 as it adapts to shifting market conditions.

Business2 sources

Kia deploys Atlas robots in US factories by 2029, cuts EV target while expanding hybrids

Business2 sources

Bain Capital cuts ties with tenant after $2 billion Nvidia smuggling probe targets China access

Bain Capital's Bridge Data Centers terminated its contract with Megaspeed International at its Malaysian site following a US government investigation into alleged smuggling of restricted Nvidia AI accelerators to China. The data center operator reallocated 68.4 MW of power capacity to Zenlayer, distancing itself from a tenant suspected of spending roughly $2 billion on AI processors for illicit distribution.

Business2 sources

Bain Capital cuts ties with tenant after $2 billion Nvidia smuggling probe targets China access

Business2 sources

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