NVIDIA

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Key Facts

Founded1993

Key PeopleJensen Huang

HeadquartersSanta Clara, USA

ProductsH100, B200, CUDA

Top News

Nvidia Kyber AI rack delayed to 2028 as circuit board manufacturing hits roadblock

Nvidia's Kyber rack-scale architecture, designed to house 144 Rubin Ultra chips, has been pushed back more than 12 months to 2028 due to difficulties manufacturing a critical PCB midplane. The delay leaves Nvidia without a proven scaling solution for its most powerful systems, potentially opening the door for AMD and Google to gain ground in the high-end AI chip market.

Technology2 sources

Nvidia Kyber AI rack delayed to 2028 as circuit board manufacturing hits roadblock

Technology2 sources

Hon Hai posts 40% quarterly revenue surge as AI server demand powers record growth

Taiwan's Hon Hai (Foxconn) reported a 40% jump in second-quarter revenue, beating analyst expectations with NT$2.513 trillion driven by surging AI server demand. The key Nvidia supplier expects AI rack shipments to maintain momentum through Q3, though the company cautioned about volatile geopolitics. June alone hit a record NT$821.8 billion as hyperscalers accelerate infrastructure buildouts.

Business3 sources

Hon Hai posts 40% quarterly revenue surge as AI server demand powers record growth

Business3 sources

Scotland votes to freeze datacentres as UK AI strategy faces scrutiny over phantom investments

Scotland's governing party has voted to freeze all new datacentre construction, putting the UK AI strategy at risk. The move comes as investigations reveal major AI infrastructure projects were announced without due diligence, proper power provision, or verified investments—exposing a gap between government press releases and actual construction.

Policy6 sources

Scotland votes to freeze datacentres as UK AI strategy faces scrutiny over phantom investments

Policy6 sources

Micron Technology commits $250 billion to US expansion as AI memory demand reshapes chip industry

Micron Technology announced a $250 billion US investment through 2035, up from $200 billion, targeting 40% domestic DRAM production. The chipmaker also broke ground on a $9.3 billion Hiroshima expansion focused on High-Bandwidth Memory. With current HBM supply meeting only half of customer orders and 2026 output sold out, Micron races to capture AI-driven demand while competing against Samsung and SK Hynix.

Technology8 sources

Micron Technology commits $250 billion to US expansion as AI memory demand reshapes chip industry

Technology8 sources

Dow Jones hits record as AI shares show volatile recovery across global stock markets

Global stock markets experienced a mixed session as the Dow Jones Industrial Average reached a new record high of 52,900.07, while AI shares demonstrated sharp volatility. South Korea's Kospi rebounded 5.8% after an 8% plunge, with Samsung Electronics and SK Hynix leading gains. However, concerns persist about whether AI spending on chips and data centers will deliver expected returns.

Business2 sources

Dow Jones hits record as AI shares show volatile recovery across global stock markets

Business2 sources

Anthropic enters talks with Samsung to develop custom AI chip, challenging Nvidia's dominance

Anthropic has begun early-stage discussions with Samsung Electronics to manufacture a custom AI chip, marking the Claude developer's first move into in-house silicon. The talks, still preliminary, focus on Samsung's 2nm manufacturing process as Anthropic joins rivals OpenAI, Google, and Amazon in reducing dependence on Nvidia, which controls 74% of the AI chip market.

Technology5 sources

Anthropic enters talks with Samsung to develop custom AI chip, challenging Nvidia's dominance

Technology5 sources

IREN Limited names two executives to lead AI Cloud expansion and data center development

IREN Limited appointed Kambiz Aghili as Chief Product Officer and Michael Nudelman as Chief Development Officer to strengthen its AI Cloud platform. The move comes as the vertically integrated AI infrastructure provider pursues aggressive expansion with a 5GW power portfolio and over 100% revenue growth in twelve months.

Business3 sources

IREN Limited names two executives to lead AI Cloud expansion and data center development

Business3 sources

Singapore seizes $42 million mansion tied to alleged Nvidia AI GPU smuggling route to China

Singapore authorities have charged four individuals with fraud and money laundering in connection with an alleged scheme to smuggle Nvidia AI GPUs to China. Police seized a $42 million mansion and froze $772,000 in bank accounts, revealing Singapore's role as a transit hub for bypassing US export controls on advanced AI chips.

Policy3 sources

Singapore seizes $42 million mansion tied to alleged Nvidia AI GPU smuggling route to China

Policy3 sources

Nvidia offers AI startups compute power now in exchange for a cut of future revenue

Nvidia unveiled a new revenue sharing program that lets AI startups access expensive GPU infrastructure today by trading a percentage of their future earnings. The chip giant will collect standard hardware sales revenue plus an ongoing cut of cloud income generated on that capacity. Sharon AI and Firmus are the first partners, deploying a combined total of up to 210,000 GPUs.

Business6 sources

Nvidia offers AI startups compute power now in exchange for a cut of future revenue

Business6 sources

Nvidia invests in Verkada to accelerate physical AI across 2.4 million security devices

Nvidia has invested in physical security company Verkada and formed a technical partnership to enhance AI capabilities across Verkada's 2.4 million connected devices. The Verkada and Nvidia collaboration leverages Cosmos foundation models and Physical AI Data Factory to improve video search accuracy by 68%, with deployment across 30,000 organizations in 170 countries.

Technology2 sources

Nvidia invests in Verkada to accelerate physical AI across 2.4 million security devices

Technology2 sources

Valar Atomics activates nuclear microreactor live to power Nvidia AI chip in first US demonstration

Valar Atomics made history by activating its Ward 250 nuclear microreactor on stage to power an Nvidia Blackwell-powered desktop PC. The California startup partnered with Nvidia to build a 30MW AI factory in Utah that eliminates local water consumption. The demonstration addresses growing concerns about AI data centers' massive power demands and water usage.

Technology6 sources

Valar Atomics activates nuclear microreactor live to power Nvidia AI chip in first US demonstration

Technology6 sources

Raja Koduri's Oxmiq raises $35M to license AI chip designs instead of selling finished chips

Oxmiq Labs, founded by veteran chip architect Raja Koduri, has closed a $35 million Series A to scale OxCore, a licensable GPU architecture that lets chipmakers build custom AI silicon without years of design work. The startup aims to become the 'Arm for AI GPUs,' licensing chip designs rather than selling finished chips, with backing from Samsung Catalyst Fund and legendary chip architect Jim Keller joining its board.

Technology6 sources

Raja Koduri's Oxmiq raises $35M to license AI chip designs instead of selling finished chips

Technology6 sources

Jim Cramer says the AI trade has shifted to suppliers as Intel surges 254% year to date

CNBC's Jim Cramer identifies a major shift in Wall Street's approach to AI investing. While the Magnificent Seven shed $2.3 trillion in June, AI infrastructure suppliers like Intel, Micron, and AMD are leading gains. Cramer calls Intel a 'national treasure' as memory chips and networking equipment shortages reward component makers over big tech spenders.

Business2 sources

Jim Cramer says the AI trade has shifted to suppliers as Intel surges 254% year to date

Business2 sources

NVIDIA inference software cuts token cost 5x on Blackwell platform in one month

NVIDIA has achieved a 5x reduction in token costs for DeepSeek v4 on its Blackwell platform within just one month of the model's release. Leading AI companies including Baseten, Cognition, Deep Infra, and Together AI are already leveraging these full-stack inference software improvements to deliver superior performance across reasoning, coding, and large-scale workloads.

Technology2 sources

NVIDIA inference software cuts token cost 5x on Blackwell platform in one month

Technology2 sources

SharonAI Holdings secures $1.6B financing as former OpenAI researcher increases stake to 19.9%

SharonAI Holdings closed a $1.6 billion strategic financing round anchored by former OpenAI researcher Leopold Aschenbrenner's fund, which now holds 19.9% of the company. The AI infrastructure provider plans to deploy up to 40,000 NVIDIA Grace Blackwell GB300 GPUs across Australia and Asia-Pacific. But traders are watching Meta's potential entry into selling compute capacity, which could pressure pricing for smaller neocloud providers.

Business3 sources

SharonAI Holdings secures $1.6B financing as former OpenAI researcher increases stake to 19.9%

Business3 sources

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