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Key Facts

Founded1993

Key PeopleJensen Huang

HeadquartersSanta Clara, USA

ProductsH100, B200, CUDA

Top News

Super Micro Computer stock surges 14% on analyst upgrade and new AI infrastructure blueprint

Super Micro Computer shares soared over 14% following a GF Securities upgrade from Hold to Buy with a $48 price target. The rally gained momentum as the company unveiled its Data Center Building Block Solutions Blueprint featuring NVIDIA Vera Rubin NVL4 platform at ISC 2026, showcasing liquid-cooled racks with up to 1,152 NVIDIA Rubin GPUs.

Business2 sources

Super Micro Computer stock surges 14% on analyst upgrade and new AI infrastructure blueprint

Business2 sources

Groq raises $650M to rebuild AI inference cloud after Nvidia's $20B licensing deal stripped key talent

AI chipmaker Groq confirmed a $650 million funding round led by Disruptive and Infinitum, six months after Nvidia licensed its chip technology for $20 billion and hired away founder Jonathan Ross. The company is pivoting to its neocloud business, operating 13 data centers serving over five million developers and processing trillions of tokens weekly, while planning to quadruple capacity to 200 megawatts by 2027.

Startups3 sources

Groq raises $650M to rebuild AI inference cloud after Nvidia's $20B licensing deal stripped key talent

Startups3 sources

Nvidia, PNNL and Fervo Energy build AI digital twin to unlock geothermal power 10,000 feet deep

Pacific Northwest National Laboratory, Nvidia, and Fervo Energy are developing EGS-Twin, a publicly available digital twin platform that uses AI to model geothermal reservoirs up to 10,000 feet underground. The platform aims to provide real-time insights into subsurface behavior, helping operators optimize power generation and scale clean energy production by 2029.

Technology2 sources

Nvidia, PNNL and Fervo Energy build AI digital twin to unlock geothermal power 10,000 feet deep

Technology2 sources

SpaceX signs $6.3 billion compute deal with Reflection AI through 2029

SpaceX has secured a major compute deal with open-source AI startup Reflection AI, worth up to $6.3 billion through 2029. The agreement grants Reflection access to Nvidia's latest GB300 AI chips at SpaceX's Colossus 2 data center in Memphis, Tennessee. This partnership highlights SpaceX's transformation into a data center powerhouse while reinforcing the growing momentum behind open-source AI models.

Technology7 sources

SpaceX signs $6.3 billion compute deal with Reflection AI through 2029

Technology7 sources

NVIDIA Vera CPU Powers New Los Alamos Supercomputers for Agentic AI and Scientific Discovery

NVIDIA unveiled its Vera CPU and Vera Rubin platform to power next-generation supercomputers at Los Alamos National Laboratory. The Mission, Vision, and Veritas systems will accelerate agentic AI for science, delivering 7x higher performance on AI workloads and 3x faster simulation speeds. The deployment marks a shift toward AI agents that can autonomously form hypotheses, run simulations, and refine experiments.

Technology2 sources

NVIDIA Vera CPU Powers New Los Alamos Supercomputers for Agentic AI and Scientific Discovery

Technology2 sources

Europe Unveils 35 NVIDIA AI Supercomputers Across 23 Countries With 800 Exaflops of Power

Europe is building 35 NVIDIA AI supercomputers spanning 23 countries, marking the continent's largest one-year expansion of AI infrastructure. The systems deliver 800 exaflops of AI compute power and will support over 3 million researchers working on climate science, healthcare, clean energy, and quantum computing breakthroughs.

Technology2 sources

Europe Unveils 35 NVIDIA AI Supercomputers Across 23 Countries With 800 Exaflops of Power

Technology2 sources

NVIDIA launches Halos for Robotics as first full-stack safety system for physical AI deployment

NVIDIA has introduced Halos for Robotics, the industry's first comprehensive safety platform for autonomous robots and physical AI systems. The full-stack solution combines hardware, software, and certification tools to enable safe human-robot interaction in factories and warehouses. Agility Robotics becomes the first company to integrate the system into its Digit humanoid, already deployed by Amazon and Toyota.

Technology4 sources

NVIDIA launches Halos for Robotics as first full-stack safety system for physical AI deployment

Technology4 sources

Upscale AI raises $190 million to build networking infrastructure for the AI era, hits $2B valuation

Upscale AI closed a $190 million Series A-1 round led by Premji Invest, bringing total funding to $500 million and valuation to $2 billion in under 18 months. The startup is building open-standard networking fabric to connect AI chips from different manufacturers, challenging Nvidia's dominance in AI data center switches as spending approaches $100 billion annually by 2030.

Startups2 sources

Upscale AI raises $190 million to build networking infrastructure for the AI era, hits $2B valuation

Startups2 sources

Google deploys billions to turn TPU chips into serious challenge against Nvidia's AI dominance

Google is transforming its in-house tensor processing units into a direct competitor to Nvidia's market-leading position. With a $3.2 billion financial guarantee for the Lake Mariner data center and plans to raise $85 billion for AI infrastructure, Google is backing its TPU chips with serious capital. The move signals a shift from internal use to aggressive external competition in the booming AI hardware market.

Business3 sources

Google deploys billions to turn TPU chips into serious challenge against Nvidia's AI dominance

Business3 sources

Nvidia liquid cooling system slashes data center water use, but AI's broader water problem persists

Nvidia unveiled a warm liquid cooling system that eliminates nearly all water consumption inside AI data centers by operating at 45°C. The closed-loop technology addresses facility-level usage but doesn't solve water demands from electricity generation and chip manufacturing, which can double or triple total AI water footprint.

Technology15 sources

Nvidia liquid cooling system slashes data center water use, but AI's broader water problem persists

Technology15 sources

Tesla Megapod trademark reveals plan to sell modular AI data centers with integrated power

Tesla filed a trademark application for Megapod, a self-contained AI data center system combining servers, cooling, and power distribution. The move signals a strategic shift after shutting down its Dojo AI chip project, positioning Tesla to compete in AI infrastructure rather than chip manufacturing. But the company faces trademark conflicts and stiff competition from NVIDIA's established platforms.

Technology4 sources

Tesla Megapod trademark reveals plan to sell modular AI data centers with integrated power

Technology4 sources

NVIDIA's open-source NVK Vulkan driver gains experimental DLSS support in Mesa 26.2

Developers merged experimental DLSS support into Mesa 26.2 for NVIDIA's open-source NVK Vulkan driver, enabling AI upscaling in compatible Vulkan games on Linux. The implementation uses VK_NVX_binary_import to load NVIDIA's proprietary DLSS binaries, closing the performance gap with NVIDIA's proprietary Linux driver when the stable release arrives in August.

Technology2 sources

NVIDIA's open-source NVK Vulkan driver gains experimental DLSS support in Mesa 26.2

Technology2 sources

Nvidia RTX Spark redefines AI PC as on-device powerhouse challenging Apple and Qualcomm

Nvidia unveiled RTX Spark at Computex 2026, an ARM-based superchip combining a 20-core Grace CPU with Blackwell RTX GPU and up to 128GB unified memory. Built with Microsoft for Surface hardware, it positions itself as an on-device AI powerhouse for creators and gamers, directly challenging Apple Silicon and Qualcomm's Snapdragon in the premium laptop market.

Technology2 sources

Nvidia RTX Spark redefines AI PC as on-device powerhouse challenging Apple and Qualcomm

Technology2 sources

Reliance Industries bets big on AI infrastructure as Jio files India's largest IPO

Reliance Industries is transforming into Reliance 3.0 with a major push into artificial intelligence, filing for India's largest IPO through Jio Platforms. The company is building sovereign AI capabilities in Jamnagar with computing power equivalent to over 200,000 H100 GPUs, while expanding data centers and digital infrastructure to create a full-stack AI ecosystem for India.

Technology10 sources

Reliance Industries bets big on AI infrastructure as Jio files India's largest IPO

Technology10 sources

HIVE Digital Technologies Secures $220M GPU Cloud Deal as Bitcoin Miner Pivots to AI

HIVE Digital Technologies stock surged over 7% after announcing a $220 million GPU cloud contract with Bell Canada and AI firm Cohere. The three-year deal involves deploying 2,304 NVIDIA Grace Blackwell GPUs and marks the company's largest AI infrastructure contract yet, adding $70 million in annual recurring revenue as the Bitcoin miner accelerates its transition to high-performance computing.

Business5 sources

HIVE Digital Technologies Secures $220M GPU Cloud Deal as Bitcoin Miner Pivots to AI

Business5 sources

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