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Key Facts

Founded1993

Key PeopleJensen Huang

HeadquartersSanta Clara, USA

ProductsH100, B200, CUDA

Top News

TSMC expands advanced chip packaging capacity in Taiwan to meet surging AI demand from Nvidia

TSMC is building two additional advanced chip packaging plants at its Chiayi Science Park in southern Taiwan, responding to relentless demand from AI chip designers like Nvidia. The expansion will create over 9,000 jobs and generate $9.35 billion in annual production value. The move transforms a small Taiwanese city into one of the world's largest advanced packaging hubs, addressing the global AI chip supply bottleneck.

Business2 sources

TSMC expands advanced chip packaging capacity in Taiwan to meet surging AI demand from Nvidia

Business2 sources

US eases export restrictions on AI chips to UAE after military partnership in Iran conflict

The US Department of Commerce has relaxed export restrictions on the United Arab Emirates, allowing companies like Apple, Microsoft, and OpenAI to access AI chips and data center equipment without individual licenses. The move follows the UAE's military support during Operation Epic Fury and positions the Gulf nation alongside NATO allies in trade status, though critics raise concerns about security risks and potential conflicts of interest.

Policy5 sources

US eases export restrictions on AI chips to UAE after military partnership in Iran conflict

Policy5 sources

Gradium secures $100M seed round with Nvidia backing to advance ultra-low latency voice AI

Paris-based Gradium has raised $100 million in seed funding, with Nvidia joining as a new investor. The AI voice startup, spun out of French AI lab Kyutai, is using the capital to expand to the Bay Area and compete with voice AI giants like ElevenLabs and Google Gemini. Since launching in December, Gradium has secured enterprise customers including Renault.

Startups2 sources

Gradium secures $100M seed round with Nvidia backing to advance ultra-low latency voice AI

Startups2 sources

Nvidia Stock Hits Cheapest Valuation Since 2019 After $1 Trillion Wipeout, But AI Chips Rally Looms

Nvidia has shed nearly $1 trillion in market value over two months, driving its forward P/E ratio to its lowest point since early 2019. Despite the steep correction, the company continues posting record revenue growth with Data Center sales reaching $75.2 billion. Wall Street analysts see the selloff as a buying opportunity, with Bank of America projecting $20 billion in new Vera CPU sales and maintaining a $350 price target.

Business4 sources

Nvidia Stock Hits Cheapest Valuation Since 2019 After $1 Trillion Wipeout, But AI Chips Rally Looms

Business4 sources

Ollama raises $65M as open-source AI developer tool reaches 8.9M users across Fortune 500

Ollama, the popular open-source AI developer tool that simplifies running AI models locally, has secured $65 million in Series B funding led by Theory Ventures. The platform now serves 8.9 million developers monthly and is used by 85% of Fortune 500 companies. Founded by former Docker Desktop creators, Ollama has grown to $88 million in total funding with just 14 employees, betting that open AI models will dominate the industry.

Technology3 sources

Ollama raises $65M as open-source AI developer tool reaches 8.9M users across Fortune 500

Technology3 sources

Meta to start producing in-house AI chip in September, targeting 14 gigawatts of capacity

Meta plans to begin manufacturing its custom AI chip, code-named Iris, in September 2026 as part of its MTIA program. The chip cleared testing in just six weeks and will be produced by TSMC with Broadcom's design support. Meta aims to double its computing capacity to 14 gigawatts by 2027 while reducing dependence on Nvidia and AMD GPUs.

Technology13 sources

Meta to start producing in-house AI chip in September, targeting 14 gigawatts of capacity

Technology13 sources

Jensen Huang says software engineers prefer building AI agents over writing Python code

Nvidia CEO Jensen Huang reveals his software engineers now prefer building AI agents to writing Python code, framing the shift in software engineering as a promotion rather than a threat. He argues AI is creating jobs, not eliminating them, as engineers focus on designing agentic systems, benchmarks, and guardrails instead of mundane coding tasks.

Business2 sources

Jensen Huang says software engineers prefer building AI agents over writing Python code

Business2 sources

Taiwan Central Bank Chief Warns of AI Bubble Risk Amid Tech Sector Over-Leveraging

Taiwan's central bank Governor Yang Chin-long has raised concerns about an AI bubble risk despite acknowledging real growth in the sector. Speaking at a parliamentary hearing, Yang warned that aggressive corporate borrowing and speculative capital expenditures in the tech sector could lead to over-expansion, even as Taiwan's AI-driven economy hits record highs anchored by TSMC and partnerships with Nvidia.

Business4 sources

Taiwan Central Bank Chief Warns of AI Bubble Risk Amid Tech Sector Over-Leveraging

Business4 sources

Akamai becomes strategic security partner for World Wide Technology's ARMOR Framework

Akamai has been selected as a strategic security partner for World Wide Technology's AI Readiness Model for Operational Resilience (ARMOR). The collaboration integrates Akamai's security intelligence with NVIDIA BlueField DPUs to eliminate the 'security tax' that slows AI workloads, while accelerating ransomware containment by 21.4% on average and up to 32.6% for large enterprises.

Technology2 sources

Akamai becomes strategic security partner for World Wide Technology's ARMOR Framework

Technology2 sources

Nvidia cuts Asian buyers by half while US grants ZTE access to H200 AI chips amid China tensions

Nvidia has slashed its list of authorized Asian customers by more than half following pressure from Washington to prevent AI chip smuggling into China. The company introduced a strict whitelist requiring tougher compliance checks. Meanwhile, Chinese telecom giant ZTE received US approval to purchase Nvidia H200 AI chips, joining Alibaba, Tencent, and ByteDance in accessing Hopper architecture technology.

Policy13 sources

Nvidia cuts Asian buyers by half while US grants ZTE access to H200 AI chips amid China tensions

Policy13 sources

NVIDIA Nemotron Achieves Benchmark-Leading Performance With LangChain Deep Agents Blueprint

NVIDIA Nemotron 3 Ultra delivers top accuracy among open models on LangChain's Deep Agents benchmark, achieving business task parity with leading closed models at 10x lower inference cost. The NemoClaw for LangChain Deep Agents blueprint combines an open-weight model, agent harness, and secure runtime to help enterprises build, evaluate, and deploy advanced AI agents they can fully customize and control.

Technology2 sources

NVIDIA Nemotron Achieves Benchmark-Leading Performance With LangChain Deep Agents Blueprint

Technology2 sources

Amazon's Project Moonraker aims to turn Alexa into an AI agent, with GPU costs exceeding $100M

Amazon is developing Project Moonraker, an ambitious upgrade to transform Alexa into a fully agentic AI assistant capable of handling complex multi-step tasks. Internal documents reveal projected GPU costs exceeding $100 million in 2026, making it the highest-cost initiative in the Alexa+ overhaul. The project aims to compete with AI agents from OpenAI, Google, and Anthropic.

Technology3 sources

Amazon's Project Moonraker aims to turn Alexa into an AI agent, with GPU costs exceeding $100M

Technology3 sources

Perplexity builds Teammate AI coding tool to challenge Cursor, Claude Code and OpenAI

Perplexity, known for its AI search engine, has quietly developed an internal AI coding tool called Teammate. Engineers have used it since May for bug investigation and service monitoring. If launched publicly, the $20bn startup would enter direct competition with Cursor, Anthropic's Claude Code, and OpenAI in the lucrative AI coding market.

Technology3 sources

Perplexity builds Teammate AI coding tool to challenge Cursor, Claude Code and OpenAI

Technology3 sources

AI storage becomes the bottleneck as agentic AI pushes infrastructure beyond GPU limits

As AI evolves from simple chatbots to autonomous agentic systems, the industry faces a critical infrastructure challenge that has nothing to do with compute power. The real bottleneck is AI storage—specifically, managing massive context memory and KV cache that agentic AI generates. Storage technology is receiving what industry experts call a 'promotion' as enterprises discover that even the most powerful GPUs become idle when starved of data.

Technology5 sources

AI storage becomes the bottleneck as agentic AI pushes infrastructure beyond GPU limits

Technology5 sources

Nvidia Vera CPU targets AI agent workloads with focus on single-threaded performance

Nvidia frames its Vera CPU as the first 'max single-threaded CPU at scale,' designed specifically for AI agent workloads. Perplexity confirms adoption, reporting 1.5x faster performance in agentic coding tasks compared to traditional x86 processors, as Nvidia expects $20 billion in Vera sales this fiscal year.

Technology5 sources

Nvidia Vera CPU targets AI agent workloads with focus on single-threaded performance

Technology5 sources

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