NVIDIA

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Key Facts

Founded1993

Key PeopleJensen Huang

HeadquartersSanta Clara, USA

ProductsH100, B200, CUDA

Top News

KIDZ AI secures $44.6M GPU deal while addressing disconnect between share price and fundamentals

KIDZ AI announced a $44.6 million GPU compute services agreement with Canopy Wave, deploying 256 NVIDIA Blackwell B300 GPUs over 60 months. CEO Stephanie Luo issued a shareholder letter highlighting the gap between the company's $0.42 share price and its $13.7 million net cash position, announcing an expanded share repurchase program and expecting GPU revenue to begin in Q4 2026.

Business3 sources

KIDZ AI secures $44.6M GPU deal while addressing disconnect between share price and fundamentals

Business3 sources

Nvidia unveils three AI models for DLSS 5, promises developers control over artistic intent

Nvidia returned to SIGGRAPH with a revised DLSS 5 demonstration after facing criticism at GTC earlier this year. The company introduced three AI models with varying detail levels, two intensity sliders, and masking tools that let developers control how AI-generated visuals appear in games. Questions remain about performance requirements and whether the controls go far enough.

Technology10 sources

Nvidia unveils three AI models for DLSS 5, promises developers control over artistic intent

Technology10 sources

Z.AI builds massive AI data centre entirely on Chinese-made chips, bypassing Nvidia

Chinese AI lab Z.AI has completed a 1-gigawatt data centre running exclusively on domestically produced chips, marking a major milestone in China's push for AI self-sufficiency. The facility operates multiple clusters with over 10,000 chips each to train GLM models, demonstrating that Chinese labs can scale frontier AI development despite US export controls blocking access to Nvidia's most advanced processors.

Technology2 sources

Z.AI builds massive AI data centre entirely on Chinese-made chips, bypassing Nvidia

Technology2 sources

QumulusAI lands $18M GPU supply deal and orders 1,632 NVIDIA Blackwell B300 GPUs for AI expansion

QumulusAI secured an $18 million two-year GPU supply deal with an undisclosed cloud marketplace customer while ordering 1,632 NVIDIA Blackwell B300 GPUs. The Atlanta-based neocloud infrastructure provider is expanding capacity by over 450% to meet surging AI demand, though shares have declined 33% recently amid profitability concerns.

Technology3 sources

QumulusAI lands $18M GPU supply deal and orders 1,632 NVIDIA Blackwell B300 GPUs for AI expansion

Technology3 sources

Nvidia Synthetic Video Detector identifies AI-generated videos in 22ms with 92% accuracy

Nvidia introduced its Synthetic Video Detector at SIGGRAPH 2026, an AI-powered tool designed to identify AI-generated videos with remarkable speed and precision. The system achieves 92% accuracy on uncompressed video and processes 1080p footage in just 22 milliseconds on RTX systems. Targeted at newsrooms and media organizations, the detector aims to combat misinformation by providing rapid content verification before synthetic videos enter the public domain.

Technology3 sources

Nvidia Synthetic Video Detector identifies AI-generated videos in 22ms with 92% accuracy

Technology3 sources

Infinity raises $15M to run AI inference on any chip, challenging Nvidia's software dominance

San Francisco-based AI infrastructure startup Infinity has raised $15 million at a $100 million valuation to break Nvidia's software lock-in. Its AI agent Ignition automates the creation of low-level code needed to run AI models on any chip architecture, reducing what typically takes months or years to just hours or days. The company already generates millions in annual revenue from chip partnerships.

Startups3 sources

Infinity raises $15M to run AI inference on any chip, challenging Nvidia's software dominance

Startups3 sources

NVIDIA Agent Toolkit Expands With Omniverse Libraries for Physical AI Simulation

NVIDIA has integrated Omniverse libraries into its Agent Toolkit, equipping AI agents with tools to prepare 3D content for simulation. The new libraries include ovrtx for sensor simulation, ovphysx for GPU-accelerated physics, and CAD-to-SimReady skills for asset validation. Major software makers SideFX and PTC are already integrating these capabilities into their 3D applications.

Technology2 sources

NVIDIA Agent Toolkit Expands With Omniverse Libraries for Physical AI Simulation

Technology2 sources

IREN raises AI cloud revenue target above $4 billion after securing $2.8 billion in new contracts

Former Bitcoin miner IREN jumped 16% after announcing $2.8 billion in new multi-year cloud services contracts with Microsoft, NVIDIA, and Perplexity. The company raised its year-end AI cloud annualized run-rate revenue target from $3.7 billion to over $4 billion, with 85% now under contract. The deals include customer prepayments covering 45% of GPU capital expenditures, reducing funding requirements.

Business6 sources

IREN raises AI cloud revenue target above $4 billion after securing $2.8 billion in new contracts

Business6 sources

Bristol Myers Squibb deploys Nvidia's most powerful AI system to accelerate drug discovery

Bristol Myers Squibb is building the life sciences industry's most advanced AI infrastructure with Nvidia's DGX SuperPOD based on Vera Rubin architecture. The system delivers 10x more performance per megawatt and already cuts drug testing times by 20-30%, with potential to reach 50% in coming years. The deployment marks a strategic bet on owned compute over rented capacity.

Technology7 sources

Bristol Myers Squibb deploys Nvidia's most powerful AI system to accelerate drug discovery

Technology7 sources

Hut 8 signs $9.8 billion AI data center lease, fully commercializes Texas campus

Former cryptocurrency miner Hut 8 has secured a second 15-year lease worth $9.8 billion for its Beacon Point AI data center campus in Texas, doubling an investment-grade tenant's footprint to 704 MW. The deal fully commercializes the 1-gigawatt facility and brings Hut 8's total AI data center portfolio to 949 MW with $26.6 billion in aggregate contract value.

Business4 sources

Hut 8 signs $9.8 billion AI data center lease, fully commercializes Texas campus

Business4 sources

Elon Musk calls $52 billion Foxconn-SpaceX AI server deal 'fake news' amid compute expansion

Reports surfaced claiming SpaceX awarded Foxconn a massive $52 billion contract for 13,000 racks of NVIDIA GB300 AI servers, each priced at $4 million. But Elon Musk quickly dismissed the claims as fake news on social media. Neither SpaceX, Foxconn, nor NVIDIA have confirmed the deal, leaving questions about the company's actual AI infrastructure plans.

Technology4 sources

Elon Musk calls $52 billion Foxconn-SpaceX AI server deal 'fake news' amid compute expansion

Technology4 sources

AI chip startup Etched doubles valuation to $10.3B, raises $300M to challenge Nvidia

Etched, founded by three Harvard dropouts in 2022, has closed a $300 million Series C funding round at a $10.3 billion valuation—doubling its worth in just seven months. Led by Sequoia with participation from SK Hynix and Andreessen Horowitz, the AI chip startup is building specialized hardware for inference to challenge Nvidia's dominance with custom chips designed for low-voltage operation and cluster-scale memory.

Startups8 sources

AI chip startup Etched doubles valuation to $10.3B, raises $300M to challenge Nvidia

Startups8 sources

General Compute secures $400M to challenge Nvidia with faster, cheaper AI inference chips

General Compute landed $400 million in debt financing from Upper90 to build an AI inference cloud using SambaNova and AMD chips instead of Nvidia GPUs. The deal marks the first time inference-specific chips have been used as loan collateral, signaling a shift toward cost-efficient alternatives as AI infrastructure costs come under scrutiny.

Business2 sources

General Compute secures $400M to challenge Nvidia with faster, cheaper AI inference chips

Business2 sources

Apple overtakes Nvidia to reclaim title as world's most valuable company amid AI strategy shift

Apple briefly surpassed Nvidia on Friday with a market valuation of $4.88 trillion versus Nvidia's $4.86 trillion, reclaiming the top spot for the first time since April last year. The shift signals changing investor sentiment as Apple's lower capital expenditure approach to artificial intelligence gains favor over Nvidia's infrastructure-heavy model, despite the chipmaker's dominance in generative AI hardware.

Business10 sources

Apple overtakes Nvidia to reclaim title as world's most valuable company amid AI strategy shift

Business10 sources

Nvidia Vera Rubin enters full production with 10x efficiency gains for AI inference workloads

Nvidia's Vera Rubin platform has reached full production, with CoreWeave reporting 10 times more tokens per watt compared to the previous GB200 NVL72 system. Major customers including OpenAI, Microsoft Azure, Google Cloud, and Meta are deploying the next-generation AI infrastructure, which combines 72 Rubin GPUs with custom Vera CPUs to handle agentic AI workloads more efficiently.

Technology11 sources

Nvidia Vera Rubin enters full production with 10x efficiency gains for AI inference workloads

Technology11 sources

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