NVIDIA is a semiconductor company best known for its GPUs, which are the primary compute hardware for training and running AI models. Its H100 and A100 chips power the majority of AI data centers worldwide.
River AI, a two-month-old startup founded by former xAI engineer Igor Babuschkin, raised $1.1 billion on August 11, 2026, in one of the largest early-stage funding rounds in AI history, led by General…
Nvidia announced a new funding mechanism to tap long-duration capital for AI compute, potentially expanding the blast radius of a bubble in service of its threatened margins, according to Ben Thompson…
Ukrainian military intelligence (GUR) reported that a Russian S-71 Monochrome cruise missile contained an Nvidia Jetson Orin NX 16GB module, indicating potential use of AI technologies in the weapon. …
SoftBank Group cut its stake in Taiwan Semiconductor Manufacturing Co. by 71.5%, reducing its holdings to 565,000 American Depositary Shares, after fully exiting Nvidia in November 2025. The reduction…
A Hacker News user proposed that investors collectively sell AI stocks and short Nvidia to pop the AI bubble, arguing that humans are better than AI. Commenters responded skeptically, noting that mark…
George Hahn reports that Nvidia is financing customers to buy its chips, creating a half-trillion-dollar AI loop, while a weak jobs report reveals economic strain and technology reshapes relationships…
Nebius auction-goers bid aggressively for Nvidia's Blackwell GPUs, driving prices higher amid surging AI-agent demand that keeps compute scarce and expensive despite expanding capacity and efficiency …
Nvidia Corp. announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to create independent financing platforms for AI infrastructure, targeting more than $500 bil…
Nvidia has partnered with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to raise over $500 billion for AI infrastructure, with CEO Jensen Huang saying Nvidia may backstop up to $12…
Ukraine's Main Directorate of Intelligence (HUR) reported finding an Nvidia Jetson computer module inside a recovered Russian S-71M 'Monochrome' cruise missile, with the component resembling a Jetson …
Google released Gemini 3.7 Flash, a new AI model priced at $1.50/$7.50 per million input/output tokens, which appears competitive with Claude Sonnet 5 and is offered at a 50% discount on OpenRouter. O…
SpaceX closed its $60 billion acquisition of AI coding startup Cursor on Friday, following an initial partnership in April and a commitment in June. The two companies have already collaborated on trai…
Hyperscalers Microsoft, Amazon, Alphabet, Meta, and Oracle are set to spend between $660 billion and $690 billion on AI-related capital expenditures in 2026, with cumulative outlays crossing $1 trilli…
Nokia insiders, including board chairman Timo Ihamuotila and AI chief Pallavi Mahajan, bought shares worth 24 million Swedish kronor since the July 23 quarterly report, as the stock fell over 38% sinc…
Larsen & Toubro has rebranded its data center unit as Larsen & Toubro-Vyoma and partnered with Nvidia to build gigawatt-scale AI factory infrastructure in India, aiming to own part of the compute laye…
The AI bubble is unlikely to burst soon due to persistent shortages in high-bandwidth memory, advanced packaging, network fabric, power, and site readiness that will delay price discovery until at lea…
Nvidia has launched NeMo Switchyard, a library for model routing that directs AI prompts to the most appropriate model to cut costs and improve accuracy. The move comes as Cloudflare introduced a mode…
Goldman Sachs estimates global AI data center investment will reach $1 trillion in 2026, JPMorgan forecasts $697 billion in the US, and Bank of America sees a path toward ~$1.2 trillion by 2027, but a…
Goldman Sachs is negotiating with banks, insurers, and private credit firms to structure financing for Nvidia's $500 billion AI compute platform, announced August 10 with partners including Apollo, Bl…
Chinese AI startup Manus will operate as an independent company after Meta Platforms Inc. agreed to unwind its acquisition, following a block by China's National Development and Reform Commission in A…