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Neocloud Lambda Takes On $1B More Debt for Nvidia Chips
Lambda borrowed $1B in private debt to buy Nvidia chips it will lease to Microsoft, the latest sign AI infrastructure runs on borrowed money.
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AI
Nvidia Reportedly Buying Hugging Face for $12.9 Billion
A reported $12.9 billion deal would give Nvidia control of Hugging Face, the open-source hub millions of AI developers rely on.
AI
Nvidia reportedly buying Hugging Face for $12.9 billion
The chipmaker is reportedly paying $12.9 billion for the AI model hub, deepening its grip on the industry it already powers with silicon.
Hardware
Nvidia says Vera Rubin will be 20% of data center revenue
The chipmaker projects $20 billion in Vera Rubin sales this quarter, calling it the fastest product ramp in its history, even as unit volumes stay modest.
Hardware
Nvidia Posts $96 Billion Quarter, Locks Up $279 Billion in Supply
Nvidia's quarterly revenue hit $96.2 billion, up 106% year over year, as it commits $279 billion to secure memory and chip supply for surging AI demand.
AI
Nvidia Reportedly Agrees to Buy Hugging Face for $12.9B
The chipmaker's reported $12.9 billion deal would pull the open-source AI hub in-house and put Nvidia back in the cloud business.
AI
Nvidia Moves to Buy Hugging Face for $13B
Nvidia has reportedly agreed to buy Hugging Face for $13B, putting the internet's biggest open-source AI hub under a chipmaker's roof.
Hardware
Amazon Triples Nvidia Chip Order Amid AI Demand Surge
Amazon is buying 2 million more Nvidia GPUs over the next two years, a bet that cloud AI demand still outpaces supply.
AI
Nvidia Chip Powered Russian Drone That Killed Three in Ukraine
A Russian Molniya drone using an Nvidia Jetson Orin module picked its own target and killed three civilians in Zaporizhzhia, forensic investigators say.
Policy
Nvidia Manager Among Nine Indicted in Taiwan Chip Smuggling Case
Taiwan indicted nine people, including an Nvidia manager, for forging documents to hide illegal AI server exports to China.
AI
Nvidia Quietly Buys Into a Third Power and Land Company
Nvidia's third minority stake this month in a land-and-power broker signals it's racing to control data center infrastructure, not just chips.
Policy
Taiwan Indicts Nvidia Manager in Chip Smuggling Case
Prosecutors allege a scheme routed 74 servers with B300 chips to China through Japan and Indonesia, and want five years for the Nvidia employee involved.
Policy
Taiwan Indicts Nine in Nvidia B300 Smuggling Scheme to China
Taiwan approved 130 Nvidia B300 servers for a shell buyer, but only 74 were diverted toward China before Japanese customs blocked the rest.
Policy
Taiwan Reportedly Indicted Nvidia Staff Over AI Server Exports
Taiwan reportedly indicted Nvidia employees for allegedly shipping restricted AI servers to China, per a single unconfirmed report.
Hardware
Nvidia Warns Customers of 15% AI Server Price Hikes
Nvidia has told its biggest customers that AI server prices will jump more than 15% starting early next year, citing rising memory costs.
Hardware
Nvidia in early talks with Korean chip designer Rebellions
Nvidia is reportedly discussing a partnership, investment, or acquisition with Korean AI inference chipmaker Rebellions.
Hardware
China Lets In 20,000 Nvidia H200 Chips as Homegrown Silicon Grows
ByteDance and Tencent got their first H200 shipments under tight quotas, a small slice of a huge order as domestic chips quietly take over China's AI market.
Hardware
Nvidia Denies Building a China Specific LPU Chip
Nvidia says reports of a China specific LPU chip are wrong, but its narrow denial leaves room for standard LPU sales to Chinese buyers.
Hardware
Nvidia H200s Reach China but Most Chips Are Stuck in Hong Kong
The Financial Times reports ByteDance and Tencent got about 10,000 Nvidia H200 chips each, as Beijing keeps most licensed volume in Hong Kong.
Hardware
China Lets ByteDance, Tencent Import 10,000 H200 Chips Each
China reportedly approved 10,000 Nvidia H200 chips each for ByteDance and Tencent, a 20,000-chip total that signals a cautious loosening of export limits.
AI
AI Agent Teams Wrote Top-Ranked GPU Kernels
KernelArc, a multi-agent AI system, topped a GPU kernel benchmark leaderboard, suggesting parallel agent search beats single-agent optimization.
AI
Nvidia's RoboLab Exposes How Little Robot AI Actually Generalizes
A new Nvidia benchmark shows robot foundation models struggle once tasks and scenes stop matching their training data.
AI
Ukraine Says Nvidia AI Chip Found in Russian Cruise Missile
Ukrainian intelligence says a Jetson Orin module powers targeting on Russia's new S-71 Monochrome missile, echoing an earlier Shahed drone finding.
AI
Microsoft and Nvidia CEOs Defend Open-Weight AI Models
In an open letter, Microsoft's Satya Nadella and Nvidia's Jensen Huang push back on a US crackdown on open-weight AI and jab closed rivals.
AI
Japan Tenders a National AI Factory Built on 27,500 Nvidia Rubin GPUs
The Noetra consortium won a government contract worth up to $6.1 billion to build a 140MW AI facility targeting robotics and industrial automation.
AI
Japan and Nvidia Build a 140MW AI Factory for Robots
A Japanese industrial consortium is deploying 27,500 Rubin GPUs and 13,750 Vera CPUs across 140 megawatts of data center capacity dedicated to physical AI.
AI
Nvidia Cuts Asia Client List in Half to Curb Chip Smuggling
Under pressure from Washington, Nvidia has slashed its roster of verified buyers in Asia, sending inspectors to data centers to weed out shell companies.
AI
Nvidia Squeezes a 75B MoE Model to Serve 8x More Users
Nemotron-Labs-3-Puzzle-75B-A9B uses the Iterative Puzzle compression framework to double server throughput and multiply long-context concurrency eightfold.
AI
NVIDIA Tool Learns Image Edits From Examples, Not Words
LoRWeB composes a learned basis of LoRA modules at inference time to match visual transformations shown by example, outperforming single-LoRA approaches.
Dev Tools
Zluda Loses Funding Again, Ships v6 as a Hobby Project
The CUDA-on-AMD translation layer drops commercial backing for the second time, but version 6 still lands 32-bit PhysX support and PyTorch fixes.
Hardware
Nvidia RTX 3060 12GB Returns to Shelves at Near-Original Price
Five years after its debut, the RTX 3060 12GB is back at retail for $339.99 — almost exactly its original MSRP, and barely cheaper than newer cards.
Hardware
Smuggled Nvidia AI Servers Fetch $1M-Plus in China
Export controls have pushed black-market prices for Nvidia AI servers to almost three times their US retail cost, according to new reports.
Hardware
Jensen Huang: Smuggled Chips Won't Build Viable AI Infrastructure
Nvidia's CEO told shareholders national security beats any commercial opportunity, and that data centers built on smuggled chips are a dead end.
Hardware
OpenAI Unveils Jalapeño, Its First In-House AI Chip
OpenAI's Broadcom-built Jalapeño chip targets inference workloads and signals a serious push to reduce the company's dependence on Nvidia.
Hardware
A100 Servers Triple in Price as China's AI Chip Supply Dries Up
With smuggling routes shut and legal imports blocked, Chinese buyers are paying triple for aging Nvidia AI hardware with nowhere else to turn.
AI
Nvidia Claims Rubin Liquid Cooling Cuts Water Use to Near Zero
Nvidia says its Rubin-generation liquid-cooled data center design eliminates almost all water consumption, though cost and construction impacts go unmentioned.
AI
Nvidia Cosmos 3 Unifies Vision, Audio, and Action in One Model
Nvidia's latest open-source world model handles language, image, video, audio, and robot actions in a single architecture, topping benchmarks for physical AI.
AI
AI Agents Now Train Robots While Nvidia's Engineers Sleep
Nvidia's ENPIRE framework lets AI coding agents design and run robot training sessions without a human in the loop.
AI
Nvidia's Self-Teaching Robots Can Now Install GPUs
Nvidia showed robots that learned high-precision tasks like PC assembly on their own, raising real questions about automated hardware manufacturing.
Hardware
Nvidia Raises $25B in First Bond Sale Since 2021
Overwhelming demand let Nvidia upsize a $20 billion offering to $25 billion after orders topped $85 billion in a single afternoon.
Hardware
Asus Anti-Melt GPU Cable Has Reportedly Melted
A photo shows a fried ROG Equalizer connector, the cable Asus sold as the fix for Nvidia's long-running melting problem.
Hardware
Nvidia Finds a New China Workaround in Its Vera CPU
After export controls gutted its GPU sales in China, Nvidia is now pitching its Vera CPU, a product that may sidestep current restrictions.
Hardware
Nvidia and SK Hynix Sign Multi-Year Deal to Co-Design AI Memory
The agreement gives SK Hynix a formal co-development role in the high-bandwidth memory powering Nvidia's next accelerators, not just a supply contract.
Hardware
Nvidia's Cancelled RTX 3050 Ti Desktop GPU Resurfaces in Benchmarks
An engineering sample of Nvidia's never-released RTX 3050 Ti desktop GPU surfaced in leaked photos, revealing the Ampere card that quietly never shipped.
Hardware
Microsoft's Surface Laptop Ultra Goes All-In on Nvidia RTX Spark
At Computex 2026, Microsoft designers explained the engineering choices behind putting a chip built for AI workstations into a laptop.
Hardware
Nvidia Plans N2X and N3 RTX Spark Chips, Doubling Down on AI PCs
Jensen Huang confirmed two more RTX Spark generations are already in the pipeline, signaling to OEMs and developers that this platform is not a one-off.
Hardware
Microsoft's Arm Dev Box Picks Nvidia Over Qualcomm
Microsoft's new miniature developer PC runs Nvidia's Arm architecture, a quiet departure from its years-long Qualcomm partnership.
Hardware
Microsoft's Dev Box Packs Nvidia RTX Spark for Local AI Work
A compact Windows desktop powered by Nvidia's RTX Spark chip lets developers run AI models locally, without the cloud.