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Nvidia
As the dominant supplier of AI training hardware, Nvidia sits at the center of debates over compute concentration, US export controls to China, and market power — tracked here daily.
The CXMT shock: how China’s viable alternatives punch Nvidia, Micron, SK Hynix shares
China’s increasing clout in the global semiconductor supply chain is accelerating the unravelling of the artificial-intelligence trade, as expectations grow that the Asian nation will challenge foreign tech juggernauts by supplying the world with cheaper alternative products. The US$9.8 billion stock offering of ChangXin Memory Technologies (CXMT) in Shanghai provided the Chinese maker of dynamic random access memory (DRAM) chips with equity funding to finance its expansion of market share home.
Nvidia’s Jensen Huang says AI is killing tasks not jobs—and the white-collar bloodbath narrative gets the future of work ‘exactly backwards’
“AI automates tasks away, but it doesn’t necessarily eliminate jobs,” Huang said.
Apple touches $5 trillion market cap for first time
The jockeying between Apple and Nvidia reflects a debate about the future of AI that has preoccupied investors this summer.
Jensen Huang says AI agents could drive a 5-10x computing boom: “100 billion agents and billions of robots”
This week during an interview with Bloomberg, Jensen Huang made quite the prediction. The Nvidia CEO said the semiconductor industry The post Jensen Huang says AI agents could drive a 5-10x computing boom: “100 billion agents and billions of robots” appeared first on The New Stack .
Powerful Compute So Compact, It’s Clutch — Build AI Anywhere With NVIDIA Jetson
As a discerning AI investor who values style and substance, Sarah Guo knows this season’s standout accessory isn’t the latest designer purse — but what’s inside it. In a recent video, Guo, founder of AI-native venture capital firm Conviction and co-host of the AI podcast No Priors, highlighted how the NVIDIA Jetson platform for edge […]
Nvidia invests in Ilya Sutskever's AI lab, shifting SSI away from Google chips
Nvidia is pouring what it calls a "substantial" sum into Safe Superintelligence (SSI), the AI lab run by Ilya Sutskever, OpenAI's former chief scientist. The article Nvidia invests in Ilya Sutskever's AI lab, shifting SSI away from Google chips appeared first on The Decoder .
OpenAI Close to Landing $500 Billion Data Center With Backing From Nvidia
The chipmaking giant is in talks with OpenAI to provide a $250 billion financial backstop for the project, which would be among the largest of the A.I. boom.
Jim Cramer warns AI's circular financing frenzy echoes the dot-com bubble
CNBC's Jim Cramer said reports of Nvidia backing OpenAI's data center expansion revived memories of the financing arrangements that preceded the dot-com crash.
Nvidia and OpenAI in talks for up to $250 billion backstop to fund AI infrastructure plans
The backstop would let OpenAI raise debt for a data center campus in Pike County, Ohio, on the strength of Nvidia's credit.
Nvidia may guarantee $250bn so OpenAI can afford the data centre that will house its chips
Nvidia is in talks to provide roughly $250 billion in financing guarantees for OpenAI, the Wall Street Journal reported on Sunday, citing people familiar with the matter. The backstop would let OpenAI lease a 10-gigawatt campus in southern Ohio that SoftBank’s energy subsidiary is developing. The reason such a guarantee is needed is straightforward: OpenAI […] This story continues at The Next Web
Nvidia versammelt Tech-Schwergewichte für neue KI-Allianz
Mit einer breiten Branchenallianz will Nvidia KI-Agenten sicherer machen und positioniert sich zugleich gegen staatliche Beschränkungen offener Modelle.
Is open source the answer to rogue AI agents? Nvidia's new alliance says yes
As AI cybersecurity incidents ramp up, companies are racing to find a fix.
Nvidia, SpaceX, Microsoft launch AI safety initiative as OpenAI cyberattack fallout continues
Microsoft, SpaceX, Palantir, alongside dozens of other tech companies from the U.S. and Europe, have joined the Open Secure AI Alliance.
NVIDIA launches 'Open Secure AI Alliance' initiative to improve cyber defense
NVIDIA has gathered together some of the biggest tech companies in the world to form the Open Secure AI Alliance with the aim to improve cybersecurity.
NVIDIA Cosmos-H-Dreams: Bringing Real-Time Generative Simulation to Surgical Robotics
Nvidia, Palantir, Hugging Face join 34 others in race to defend open-weight AI from cyber threats
The current maelstrom of discussion surrounding the use of open-source software and open-weight AI models appears to be splitting opinion The post Nvidia, Palantir, Hugging Face join 34 others in race to defend open-weight AI from cyber threats appeared first on The New Stack .
NVIDIA Harnesses Vera CPU to Speed Up Design of Next-Generation CPUs and GPUs
The complexity of modern chip design continues to grow as engineering teams work to develop increasingly sophisticated CPUs, GPUs and AI systems. To help meet that challenge, NVIDIA is collaborating with industry leaders Cadence and Synopsys to optimize critical electronic design automation (EDA) applications for the NVIDIA Vera CPU. NVIDIA is now deploying Vera across […]
Nvidia’s China Partners and the PLA
CSET’s Sam Bresnick shared his expert insight in an article published by The Wire China. The article examines how Nvidia’s network of partners in China has supplied organizations linked to China’s military and other U.S.-restricted entities, highlighting ongoing challenges in enforcing export controls on advanced AI technology. The post Nvidia’s China Partners and the PLA appeared first on Center for Security and Emerging Technology .
Characterizing Warp Divergence from Pascal to Blackwell
Since Volta introduced Independent Thread Scheduling (ITS), NVIDIA GPUs have been widely assumed to handle warp divergence in a fixed manner. We test this assumption across Ampere, Hopper, and datacenter and consumer Blackwell GPUs, using pre-ITS Pascal as a baseline. Combining cycle-accurate microbenchmarks, hardware counters, and static analysis of compiler-generated SASS, we separate stable behavior from architectural change. Across all tested generations, divergent paths serialize linearly w
Nvidia is pouring $1 billion into South Korea’s AI infrastructure through Naver and SK Group
Nvidia will invest $1 billion in South Korean internet company Naver to help finance an AI data center under construction in South Korea, the chipmaker announced late Friday. The funding will allow Naver to more than triple the size of the facility from 55 megawatts to 200 megawatts, with US private equity firm Brookfield agreeing […] This story continues at The Next Web
Nvidia and Palantir urge US not to ban ‘open’ AI models after China scare
US tech groups and investors respond to calls for restrictions on advanced Chinese technology
Nvidia, Microsoft and other tech giants back open-source AI models
Nvidia , Microsoft and other tech heavyweights made a public case to lawmakers on Friday in favor of open-source AI models, wading into a debate roiling the business and policy worlds over who ...
Where Nvidia is going, it doesn’t need cables
Hello again, and welcome back to Fast Company ’s Plugged In . Last week, I attended an Nvidia media event that included a field trip to an undisclosed location in Silicon Valley—a building without any identifying signage. Though hundreds of racked GPUs were chugging away at real AI tasks inside, Nvidia calls the facility an “engineering superlab” rather than a data center. Among the AI being crunched during our visit: a test version of OpenAI’s GPT model optimized for Nvidia’s new Vera Rubin pla
Robots Are Coming — but Not Everywhere
Getty Images “The ChatGPT moment for robotics is coming,” declared Nvidia CEO Jensen Huang at the Consumer Electronics Show in January 2025. It’s a widespread expectation: that humanoid robots will follow the same explosive adoption curve as generative AI. Our research suggests the opposite. Humanoid robotics will be adopted unevenly, across diverging use cases and […]
NVIDIA AI Supercomputer Comes Online at Naval Postgraduate School
NVIDIA founder and CEO Jensen Huang today visited the Naval Postgraduate School in Monterey, California, to commission an NVIDIA DGX GB300 system — bringing one of the world’s most powerful AI platforms fully online for the students, researchers and faculty at the U.S. military’s flagship graduate university. “Our nation depends on our men and women […]
Naval Postgraduate School launches AI supercomputer in first for military
The Monterey, Calif-based naval command will use the powerful Nvidia DGX GB300 AI supercomputer to train students in how and when to employ such technologies.
White House official accuses Chinese startup of distilling Anthropic model, accessing banned Nvidia chips
A top White House official accused a Chinese startup on Wednesday of improperly using Anthropic's latest model and accessing restricted Nvidia chips to develop its new Kimi model. Michael Kratsios, the director of the White House Office of Science and Technology Policy, said the administration has information that Moonshot AI distilled Anthropic's Fable to produce...
Anthropic will deploy 2 gigawatts of AMD GPUs for Claude in a deal worth up to $5 billion
AMD is investing up to $5 billion in Anthropic. In return, Anthropic will deploy up to 2 gigawatts of MI450 GPUs for training and running its Claude models. For AMD, this is another major deal after Meta and OpenAI as it tries to challenge Nvidia as an AI chip supplier. Critics see these agreements as circular cash flows. The article Anthropic will deploy 2 gigawatts of AMD GPUs for Claude in a deal worth up to $5 billion appeared first on The Decoder .
NVIDIA Open Sources First GPU-Accelerated Medical Physics Simulation Framework
Before a healthcare robot can be useful in the real world, it has to learn how the physical world pushes back. Anatomy varies. Instruments bend, press, slip and interact with tissue. Imaging can be noisy or incomplete. And the rare, edge scenarios developers most need to understand don’t appear on schedule. That creates one of […]
Deutsches Robotik-Start-up sammelt größte Seed-Runde ein – Koop mit Google Cloud
Mit 48 Millionen Euro hat microagi die größte Einstiegsfinanzierung eines deutschen Start-ups eingesammelt. Google Cloud wird erster Partner mit Nvidia-Technik.
NVIDIA-labs OO Agents: Native Python Object-Oriented Agents
Traditional agent development is split across prompt templates, tool schemas, callback code, and workflow graphs. We present NVIDIA Object-Oriented Agents (NOOA), a model-agnostic Python framework for building reliable AI agents. NOOA takes a simpler approach: an agent is a Python object. Its methods are the actions the model can take, fields are its state, docstrings are its prompts, and its type annotations are contracts. A method whose code body consists of "..." is completed at runtime by an
Poolside releases Laguna S 2.1, the open-weight coding model pitched as the West’s answer to DeepSeek and Qwen
Poolside has released Laguna S 2.1, a 118-billion-parameter open-weight model built for agentic coding that the San Francisco startup says matches or exceeds models several times its size. The model uses a mixture-of-experts architecture with eight billion active parameters per token, is compact enough to run on a single Nvidia DGX Spark desktop system, and […] This story continues at The Next Web
Built for Vera Rubin, NVIDIA Spectrum-6 Arrives in Gigascale AI Factories
AI has entered the gigascale era. The world’s most advanced AI factories are bringing together hundreds of thousands of GPUs and CPUs to train frontier models, power agentic AI and generate intelligence at unprecedented scale. At this level, networking becomes a critical computing power multiplier in driving token generation. Marking a networking milestone, NVIDIA Spectrum-6 […]
Nvidia details its next-generation Vera CPU for AI, setting up challenge to AMD and Intel
Nvidia released new information about its data center CPU, called Vera, that prospective customers need to fully evaluate the chip.
At SIGGRAPH, NVIDIA Advances Graphics and Simulation With Agentic and Physical AI
From open models to real-time simulation, AI and graphics breakthroughs are transforming media, content creation and robotics.
Harness Engineering for LLM-Driven GPU Kernel Generation
Large language models (LLMs) can assist GPU kernel generation, but their practical effectiveness depends on whether generated code can be reliably constrained, validated, profiled, and selected. This paper presents a harness-centered system for LLM-driven GPU kernel optimization in the MLSys 2026 FlashInfer AI Kernel Generation Contest on NVIDIA Blackwell B200 GPUs. The system separates an evaluation harness from a profile-backed optimization controller: the harness enforces compilation, correct
NVIDIA data center hardware is being cooled with water 'hotter than a hot tub'
It may seem counterintuitive, but 113-degree water is still cool enough to cool NVIDA's latest hardware.
Bristol Myers Squibb Building Life Science Industry’s Most Advanced AI Factory on NVIDIA Vera Rubin
Erin Davis calls it the “SuperDuperPOD.” That’s two things in one name: pharmaceutical giant Bristol Myers Squibb (BMS) already runs one of the largest AI clusters in life sciences, with serious results to show for it. And they’re doubling down. BMS announced today it is deploying its second NVIDIA DGX SuperPOD, this one built on […]
STAT+: Bristol Myers Squibb becomes latest company to claim it’s building pharma’s largest NVIDIA AI supercomputer
Bristol Myers Squibb is the third drugmaker in nine months to announce it is building the largest AI supercomputer in the life sciences industry.
Apple dethrones Nvidia to regain title of world’s most valuable company
Shift in pecking order illustrates that investors are reassessing outlook for artificial intelligence Apple overtook Nvidia on Friday to become the world’s most valuable company, reshuffling the top ranks of tech heavyweights as investors reassess the outlook for artificial intelligence. Apple was last valued at $4.88tn as its shares held steady, while Nvidia was roughly at $4.86tn, after a 3.5% decline. Continue reading...