NVIDIA's $96.2B Quarter Comes With a $63B Receivables Jump
NVIDIA's Q2 FY27 revenue hit $96.2 billion with $108 billion guidance ahead, but receivables jumped 64% as payment terms stretched from 45 to 60 days.
NVIDIA News and Analysis
27 verified stories covering NVIDIA, product updates and industry developments.
NVIDIA claims Vera Rubin NVL72 boosts throughput 30x per megawatt
NVIDIA's early tests show Vera Rubin NVL72 hitting 30x GB300 NVL72's per-megawatt throughput on agentic AI workloads, with independent review from SemiAnalysis still pending.
SpaceX to Launch NVL72 AI Rack Into Orbit by Late 2027
SpaceX plans to launch a 120-kilowatt Vera Rubin NVL72 rack into orbit by Q4 2027, with scale-up starting in 2028, though key cooling and radiation-shielding details remain undisclosed.
NVIDIA opens 10T tokens of agent training data
NVIDIA opens 10T tokens of agent training data. A concise localization of the verified facts and the industry signal behind the story.
Nvidia open-sources Cosmos 3, a world model for robots and self-driving cars
Nvidia has released Cosmos 3, an open-source AI model designed to help robots and autonomous vehicles understand and predict physical world interactions.
Nvidia unveils RTX Spark, its first PC chip with 1 petaflop AI performance
Nvidia introduced the RTX Spark superchip at Computex, combining a 20-core Arm CPU and Blackwell GPU for Windows laptops and desktops, aiming to redefine local AI computing.
Nvidia Open-Sources Nemotron 3 Ultra, But It Still Trails China's Kimi
Nvidia unveiled Nemotron 3 Ultra, a 550-billion-parameter open-source model, but it scored 48 on the Artificial Analysis intelligence index, behind Kimi K2.6's 54.
Nvidia's $20B 'Not-Acquisition' of Groq's Core Team and Technology
Nvidia pays $20 billion for Groq's LPU chip technology and hires its CEO and core engineering team, while the remaining company pivots to an AI inference cloud startup called Groq2.
Tensormesh raises $20M to cut AI inference waste
Tensormesh discussed $20 million from AMD Ventures, NVentures, CoreWeave, and others to commercialize its KV cache platform that reduces redundant GPU computation in AI inference.
Adcock's New AI Hardware Startup Hark Raises $700M at $6B Valuation
Brett Adcock's stealth AI hardware startup Hark secures $700 million in Series A funding from NVIDIA, AMD, Intel, Qualcomm, and others, reaching a $6 billion post-money valuation with just 70 employees.
NVIDIA fuses diffusion and autoregression in new Nemotron model
NVIDIA's Nemotron-Labs-Diffusion introduces a tri-mode decoding approach that boosts throughput up to 6× over Qwen3-8B while maintaining accuracy.
Nvidia Posts $81.6B Quarterly Revenue, Authorizes $80B Buyback
Nvidia reported Q1 FY27 revenue of $81.6 billion, beating estimates, and announced an $80 billion share repurchase authorization.
Israeli AI Startup Decart Raises $300M, Backed by Karpathy and Nvidia
Decart announced a $300 million funding round at a $4 billion valuation, with participation from Nvidia and angel investor Andrej Karpathy.
Dell unveils Vera Rubin servers, slashing inference costs by 90%
Dell and NVIDIA announced the PowerEdge XE9812 server with Vera Rubin NVL72, cutting AI inference token costs to one-tenth of Blackwell.
Dell Adds 1,000 AI Clients in a Quarter, Orders Hit $64B
Dell reports $64 billion in AI-related orders and $43 billion backlog, adding 1,000 new AI Factory customers in the latest quarter.
Dell Launches Desktop AI Agent, Claims 87% Cost Savings vs Cloud
Dell unveiled Deskside Agentic AI at Dell Technologies World, promising a three-month payback period and 87% cost reduction over two years compared to cloud APIs.
US clears H200 chips for China, but Beijing stalls the orders
Washington reportedly approved H200 sales to about ten Chinese firms, yet Commerce Secretary Howard Lutnick said China is steering buyers toward domestic chips.
AMD Jumps 123% as Nvidia Gains 15%
AMD's first-quarter results pushed Wall Street to reconsider the idea that AI chips are only an Nvidia story.
NVIDIA Uses a $2.1 Billion Option to Lock In IREN Compute
NVIDIA paired a five-year IREN share option with a $3.4 billion GPU cloud commitment, signaling that AI infrastructure now starts with power, land and data centers.
Hut 8 lands $9.8 billion AI data center lease
The bitcoin miner is turning its Texas power and land portfolio into long-term AI infrastructure, with a 352 MW Beacon Point lease designed around NVIDIA-scale systems.
NVIDIA open-sources Nemotron 3 family and training data
NVIDIA has released the Nemotron 3 series, including model weights, a 3 trillion token pre-training dataset, reinforcement learning pipelines, and evaluation tools, all under open licenses.
NVIDIA Open-Sources 35B Quantum AI Model Ising
NVIDIA has released Ising, the first open-source family of quantum AI models under Apache 2.0. The 35B-parameter Ising Calibration slashes QPU recalibration from days to hours, while Ising Decoding delivers faster and more accurate quantum error correction.
Supermicro Co-Founder Charged With Smuggling $2.5 Billion in NVIDIA Chips to China
The U.S. Department of Justice has charged three individuals, including a Supermicro co-founder, with conspiring to illegally export approximately $2.5 billion worth of NVIDIA AI servers to China in what is described as the largest AI chip smuggling case in U.S. history.
BIS Loses 19% of Staff, AI Chip Export Approvals Hit Bottleneck
The U.S. Bureau of Industry and Security has shed 101 employees, a 19% drop, just as the Trump administration pushes to expand AI chip exports, causing license backlogs and delays that threaten American competitiveness.
AMD MI400 with 432GB HBM4 takes on NVIDIA
AMD's upcoming MI400 series AI accelerators, led by the MI455X with 432GB HBM4 memory and 40 PFLOPS FP4 performance, challenge NVIDIA's dominance on paper, but software ecosystem hurdles remain.
Eli Lilly and NVIDIA Launch $1 Billion AI Co-Innovation Lab and LillyPod Supercomputer
Eli Lilly has launched LillyPod, an in-house AI supercomputing cluster built with 1,016 NVIDIA Blackwell Ultra GPUs, and announced a joint $1 billion AI co-innovation lab with NVIDIA in San Francisco.
Nvidia Blackwell Sold Out Through Mid-2026
Nvidia's B200 and GB200 NVL72 racks are sold out until mid-2026, with cloud giants holding over 3.6 million units in backlog. The article examines supply chain bottlenecks, the upcoming Blackwell Ultra (GB300), and what this means for AI companies.