Nvidia open model clears IOI, IMO gold-medal lines
Nvidia's Nemotron 3 models topped gold-medal thresholds at IOI 2026 and IMO 2026, with weights, training data, and inference code released publicly.
Nvidia News and Analysis
59 verified stories covering Nvidia, product updates and industry developments.
Former Groq Engineers Sue Board Over Nvidia Deal Payout
Two former Groq engineers are suing the company's board in Delaware, alleging a roughly $20 billion Nvidia deal favored insiders over ordinary shareholders.
Nvidia Launches 64GB DGX Spark Starting at $4,999
Nvidia's new 64GB DGX Spark starts at $4,999, $1,000 more than last year's 128GB model despite half the memory, and two linked units cost $9,998 for 128GB.
Nvidia Unveils Agent Safety Platform, Backed by 100+ Firms
Nvidia's Open Agent Safety Platform pairs an open-source sandbox runtime with a BlueField-4-based monitor that can halt rogue AI agents in milliseconds.
AlphaFold Database Expands to Cover 2,800+ Virus Species
EMBL-EBI, Google DeepMind and Nvidia add protein complex predictions for 2,800+ viruses to AlphaFold, with about 30% never documented before.
Nvidia, Palantir Curb Anthropic Access to Sensitive Data
Nvidia, Palantir and Booz Allen have each restricted internal use of Anthropic's models since a June policy set a 30-day log retention window for usage data.
Hyundai delays self-driving to 2029, leans on Nvidia first
Hyundai pushes its self-developed driver-assist system to 2029, using Nvidia's Hyperion 10 for L2+/L2++ from 2028 to train its Atria platform.
AMD trails Nvidia by up to 14.8x on DeepSeek's newest model
AMD shipped its DeepSeek V4.1 Flash image two days after CUDA's vLLM, and SemiAnalysis says it delivers up to 14.8x worse performance per dollar than H200, and up to 42x worse than B200 and B300.
Nvidia in Talks to Anchor Anthropic's IPO With Up to $10B
Nvidia is reportedly weighing up to $10 billion to anchor Anthropic's roughly $100 billion, $2 trillion-valuation IPO, per Reuters.
TSMC and ASML Push Photomasks From 6 to 12 Inches
TSMC and ASML will shift High NA EUV photomasks from 6 inches to 12 inches, aiming to eliminate stitching, raise throughput, and cut costs by 2033.
Huang: AGI Has Arrived as OpenAI Launches GPT-6 Astra
Nvidia's Jensen Huang says AGI has arrived with GPT-6 Astra, but OpenAI's own executives, and Sam Altman, describe the moment in three different ways.
DLSS 5 Shifts to Lighting and Materials, RTX 5090 Hits 370 FPS at 4K
Nvidia's DLSS 5 adds 3D-guided neural rendering, using AI for lighting and materials rather than frame rate, debuting in NBA 2K27 on RTX 50-series GPUs.
AI Funding Hits $400B in Six Months, Huang Says US Reindustrializing
Jensen Huang points to $400B in AI startup funding as proof of US reindustrialization, but the post leaves out soaring electricity bills and thin data-center payrolls.
Nvidia Agrees to $12.9B Hugging Face Acquisition
Nvidia has reportedly agreed to acquire Hugging Face for $12.9 billion, nearly doubling last year's rejected $7 billion offer, though the deal remains unsigned and could still fall apart.
Amazon Doubles Nvidia GPU Order to 2 Million Chips
Five months after ordering 1 million Nvidia GPUs, AWS has doubled the order to 2 million, even as Amazon's own AI chips hit a $25 billion revenue run rate.
Nvidia's New Edge Module Hits 78 TOPS, Ships in 2027
Nvidia's Jetson Orin Nano 2 doubles edge inference at 78 TOPS with 40% lower power draw, but the module and dev kit won't ship until the first half of 2027.
OpenAI Shows Jalapeño Benchmarks, Beats GB300 at 700 Watts
OpenAI's Jalapeño inference chip claims up to 1.9x the throughput per kilowatt of Nvidia's GB300, running at less than half the rated power.
Nvidia pays $6B to license Poolside's coding model factory
Nvidia is paying AI coding startup Poolside $6 billion to license its model-training system and hiring 109 of its engineers, while Poolside's founders and company stay independent instead of being acquired outright.
Nvidia Denies Plan to Ship LPU Chips to China by Year-End
Nvidia rejected a report that it would ship LPU inference chips to Chinese customers before year end, but the commercial logic behind the idea remains intact.
Nvidia backs OpenAI's 8GW Ohio AI campus
OpenAI, Nvidia and SB Energy have set a 20-year structure for the PORTS-Pike campus. The important constraint is power, financing and construction—not another chip launch.
Nvidia turns AI factories into finance
Nvidia is working with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR on compute-financing platforms that could mobilize more than $500 billion for AI infrastructure.
Firebird opens an AI factory in Armenia
Firebird has launched a NVIDIA DSX AI factory in Armenia, with a roadmap for 70,000 GPUs, 300MW in the country, and a wider 2GW frontier-market infrastructure plan.
Nvidia Puts $5B Behind SSI
Nvidia and Safe Superintelligence tied Ilya Sutskever’s closed research lab to Vera Rubin compute, turning a quiet superintelligence bet into an infrastructure story.
NVIDIA puts fake video detection at the gate
NVIDIA introduced Synthetic Video Detector NIM, a media workflow service that scores whether video is AI-generated before it spreads.
Nvidia tests revenue sharing for AI cloud GPUs
Nvidia tests revenue sharing for AI cloud GPUs is reframed for global technology readers, preserving the key numbers, claims and open questions.
Palantir and NVIDIA bring Nemotron into air-gapped AI systems
Sovereign AI, open weights and sensitive government workloads.
Together AI lands $800 million as open-model cloud demand surges
Aramco Ventures led the Series C, valuing the Nvidia-backed open-model infrastructure provider at $8.3 billion.
Nvidia Chip Runs on Power From Valar’s Small Reactor
Valar Atomics powered an Nvidia Blackwell chip from its Ward250 reactor in Utah, framing the test as a first for nuclear-fed AI infrastructure.
Taiwan raid targets alleged Nvidia server paperwork
Taiwanese prosecutors searched 12 locations linked to Super Micro partners and seized about 50 servers suspected of being routed toward mainland China, Hong Kong or Macao with false documents.
Upscale raises $190M for AI networking chips
Upscale AI raised $190 million at a $2 billion valuation, with Nvidia joining the round, as its SkyHammer switch chips pitch open Ethernet standards for large AI clusters.
Reflection AI signs a $6.3B compute deal with SpaceX
The young open-source AI lab agreed to rent Nvidia GB300 capacity from SpaceX’s Colossus 2 data center, a deal that can run to 2029 and highlights compute as the scarcest asset.
Goldman models a $7.6T AI build-out
Goldman Sachs estimates global AI infrastructure spending from 2026 to 2031 could reach $7.6 trillion, with compute, data centers and power as the major buckets.
The Magnificent Seven lose $2T as AI money rotates
The June selloff hit megacap tech much harder than the rest of the S&P 500 as investors made room for a coming wave of AI IPOs.
AMD-backed TensorWave raises 350 million dollars
TensorWave is building an AI cloud entirely around AMD Instinct GPUs, testing whether customers will pay for a serious Nvidia alternative.
OpenAI weighs a giant Ohio data-center lease
The reported 10-gigawatt lease would shift OpenAI from owning more infrastructure to long-term capacity commitments backed by partners such as Nvidia.
Neura raises up to $1.4B for humanoid robots
Germany’s Neura Robotics secured a milestone-based Series C of up to $1.4 billion backed by Tether, NVIDIA, Amazon, Qualcomm and industrial investors.
China sketches a $295B AI compute network
China is preparing a five-year AI infrastructure plan that could spend about $295 billion while requiring at least 80% domestic hardware and software.
PhysicsX raises $300M to build large physics models
London-based PhysicsX has raised $300 million at a valuation of about $2.4 billion, with Temasek leading and Nvidia, Siemens and Applied Materials joining to back AI-driven engineering simulation.
Nvidia and Hyundai aim for 30,000 Atlas robots a year
Hyundai plans a $5.9 billion Saemangeum base with Nvidia Blackwell chips, robotics manufacturing and hydrogen as it tries to industrialize Atlas by 2028.
Apple’s top AI model runs on Google Cloud and Nvidia
AFM 3 Cloud Pro extends Apple’s Private Cloud Compute onto Google infrastructure with Nvidia Blackwell GPUs, while Apple stresses stateless and verifiable privacy controls.
PhysicsX raises $300 million for large physics models
The F1-rooted startup says its physics AI can shrink simulations from hours to seconds, drawing Temasek, Nvidia and industrial backers into a $2.4 billion valuation.
Generalist AI raises $400 million for robot foundation models
The DeepMind and Boston Dynamics alumni behind Generalist AI are betting that adaptable robot intelligence is the next expensive frontier after software AI.
Warren asks Nvidia’s Jensen Huang to testify on China chips
Senator Elizabeth Warren invited Jensen Huang to a June 11 Senate Banking Committee hearing on Nvidia’s China business and US export controls, with H200 shipments at the center.
Qualcomm launches Dragonfly to chase data center AI chips
Qualcomm used Computex 2026 to introduce Dragonfly, a data center brand covering CPUs, inference accelerators and ASICs, while leaving specifications for later.
Nvidia offers a reference design for humanoid robots
Nvidia is not selling a humanoid robot so much as a shared research blueprint around Isaac GR00T, Unitree hardware and Jetson Thor.
Computex 2026: Big Tech Goes All-In on Local AI PCs
At Computex 2026, major chipmakers and PC vendors unveiled a full range of AI PCs from $300 entry-level models to high-end machines with 128GB unified memory, all emphasizing on-device AI processing.
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.
Fractile raises $220M to rethink inference chips
London startup Fractile raised a $220 million Series B led by Accel, Factorial Funds and Founders Fund to attack the inference bottleneck with a memory-centric chip design.
Recursive raises $650M to pursue self-improving AI
Recursive Superintelligence emerged with a $650 million round and a $4.65 billion valuation to pursue recursive self-improvement rather than a conventional product roadmap.
UAE Gets First Nvidia AI Chip Shipment
The first Nvidia advanced AI chips have reached Abu Dhabi, turning a Gulf export-control debate into physical delivery.
Nvidia's $40B AI Equity Loop
Nvidia has poured roughly $40 billion into AI companies this year, raising a harder question for investors: chip demand, or a self-reinforcing financing loop?
Nvidia bets $3.2 billion on Corning optical infrastructure
Nvidia is tying itself to Corning as AI data centers move from copper cabling to optical links, funding new U.S. plants and taking warrant-based upside.
NVIDIA and ServiceNow pitch Project Arc as the enterprise agent stack
Project Arc combines NVIDIA's Nemotron 3 models, OpenShell runtime and ServiceNow workflows to make desktop agents auditable for enterprise IT.
DeepInfra Raises $107M as Nvidia Backs Inference Cloud
DeepInfra's Series B signals that independent inference infrastructure for open models and agent workloads is becoming its own layer.
OpenAI misses user goal, chip stocks slide
OpenAI falling short of its 1 billion-user target has raised new questions about future AI compute spending.
Google splits TPU into two lines: training and inference
At Google Cloud Next, Sundar Pichai unveiled the eighth-generation TPU — not one chip, but two: the TPU 8t for training and the TPU 8i for inference, marking a strategic bet on specialized AI hardware.
OpenAI Bets $20 Billion on Cerebras
OpenAI commits over $20 billion to Cerebras for AI compute, with equity warrants and a $1 billion data center fund, as the battle shifts from training to inference. Nvidia counters by acquiring Groq for $20 billion.
Nvidia GTC 2026: 17 Enterprise Giants Join Forces on AI Agent Platform
At GTC 2026, Nvidia launched the Agent Toolkit, an open-source framework for building autonomous AI agents, with 17 major enterprise software companies including Adobe, Salesforce, and SAP adopting the platform.
Chip Giant Cerebras to List on Nasdaq
Cerebras Systems is targeting a Nasdaq IPO in the second quarter of 2026, aiming to raise $2 billion at a valuation between $22 billion and $25 billion. If successful, it would be the first pure-play AI chip alternative to Nvidia's GPU monopoly to go public.