Topic
35 posts tagged “NVIDIA”.
Chisato · · 5 min read Nvidia lined up eight Australian data center operators to build up to 2 GW of AI factory capacity by 2027, roughly doubling the nation's compute footprint.
Chisato · · 6 min read Anthropic signed a six-year, $35B cloud deal with Nvidia-backed Lambda for 350MW at a Hut 8 site in Texas. Here's the structure and the circular-financing question.
Chisato · · 6 min read The Commerce Department is drafting a rule to stop Chinese firms from renting banned Nvidia AI compute through data centers in third countries.
Kurumi · · 5 min read Nvidia has paused its revenue-sharing cloud financing program less than two months after launch, as staff flagged antitrust risk over its control demands.
Kurumi · · 6 min read Nvidia has paused its $36 billion AI Compute Partnership over antitrust and control concerns, sending CoreWeave, Nebius, and IREN shares lower.
Kurumi · · 5 min read Nvidia's server builders have told Microsoft, Google and Oracle that Vera Rubin and Grace Blackwell system prices will climb more than 15% from early 2027 as memory costs soar.
Chisato · · 6 min read Nvidia's Groq 3 LPX inference chip is in full production and comes online in 2026, extending Vera Rubin for agentic AI. The specs, the deal, the stakes.
Chisato · · 5 min read AWS will deploy 2 million more Nvidia GPUs through 2028, add Vera CPUs, and build 100,000-GPU secure data centers for the U.S. government. Here's the deal and what it signals.
Chisato · · 6 min read Nvidia has agreed to acquire Hugging Face, the 'GitHub of AI,' for $12.9 billion. Here's the price, the strategy, and what it means for open-source AI.
Kurumi · · 6 min read Nvidia reported $96.2B in Q2 FY2027 revenue, up 106%, guided Q3 to $108B, and Jensen Huang forecast roughly 70% growth next year. Here are the numbers and what they mean.
Kurumi · · 6 min read Semiconductor stocks enter a decisive week caught between a 19-year high in long-term yields and rate-cut hopes, with Nvidia's report Wednesday the main event.
Chisato · · 6 min read Nvidia is reportedly in talks to invest in Perplexity at a $30B+ valuation as the AI search startup's annualized revenue tops $750M. Deal terms and analysis.
Kurumi · · 5 min read Nvidia reports Wednesday and Fed Chair Warsh makes his Jackson Hole debut alongside July PCE on Friday — a pivotal week that will test the AI trade.
Kurumi · · 6 min read Starcloud raised $250M at a $2.3B valuation, with Nvidia joining, to build AI data centers in orbit. Why space compute is drawing capital now.
Chisato · · 5 min read Nvidia is in early talks with South Korean AI chip startup Rebellions on a partnership, investment, or acquisition. What Rebellions builds and why it matters.
Chisato · · 6 min read Nvidia will pay Poolside $6B to license its Model Factory and hire 109 staff, plus a $1B investment at a $12B valuation. Why the deal structure matters.
Kurumi · · 6 min read Nvidia will guarantee up to $105B for OpenAI's Pike County, Ohio data center and invest $1.5B in SB Energy. The terms, the lease, and the circular-financing fallout.
Kurumi · · 6 min read Nvidia reports Q2 fiscal 2027 results on August 26. The Street sees roughly $93–95B in revenue against $91B guidance. Here's what matters for the AI trade.
Kurumi · · 5 min read Nvidia's Q2 13F disclosed a $21B SpaceX stake and a $30B Intel windfall, revealing a $63B equity portfolio tightly tied to its own chip customers.
Chisato · · 5 min read Nvidia released Nemotron 3.5 Lightning, an open-weight 30B mixture-of-experts model with 3B active params that runs on a single GPU for agentic work.
Kurumi · · 6 min read Nvidia lined up $500B from BlackRock, Blackstone, Apollo, KKR, Brookfield and Goldman to finance AI compute — and to make chips an asset class.
Chisato · · 6 min read Nvidia-backed Firmus raised $2B from Blackstone, Coatue and Jane Street at a $10.5B valuation to build energy-efficient AI data centers across Asia-Pacific.
Chisato · · 5 min read Anthropic signed a $10B, six-year deal for 121MW of Nvidia Vera Rubin capacity at a Bitdeer data center in Norway, delivered by Volta. Here's the breakdown.
Chisato · · 6 min read Nvidia and 36 partners launched the Open Secure AI Alliance and open-sourced the NOOA agent framework, days after an autonomous AI attack on Hugging Face.
Kurumi · · 6 min read Nvidia is putting $5 billion into Ilya Sutskever's Safe Superintelligence at a $32B valuation, with Vera Rubin access — for a lab with no product yet.
Kurumi · · 6 min read Nvidia is reportedly weighing a $250 billion financing backstop for OpenAI's 10-gigawatt Ohio data center, reviving fears about circular AI deals.
Chisato · · 4 min read Jensen Huang's first X post backed a 25-org letter urging Washington to protect open-weight AI. OpenAI, Anthropic and Google didn't sign. What it means.
Kurumi · · 6 min read Nvidia is prepaying Amkor $1.5 billion to expand advanced chip packaging in Arizona, building a second CoWoS source outside TSMC. The deal and what's next.
Chisato · · 4 min read Nvidia and SK Group unveiled a $500B+ AI partnership locking in SK Hynix HBM4 supply and a 2GW AI factory in Korea. Here are the details and what to watch.
Chisato · · 7 min read Nvidia detailed its Vera CPU — 88 custom Olympus cores, 1.2 TB/s memory, and SPEC CPU 2026 scores that edge AMD's Epyc dual-socket flagship.
Chisato · · 5 min read Nvidia and Mitsubishi Heavy Industries are exploring a partnership on cooling and power systems for AI data centers, targeting the heat and energy bottleneck.
Chisato · · 6 min read China is preparing to let Alibaba, ByteDance, and DeepSeek buy Nvidia's H200 — but capped under 200,000 chips. The reversal, the conditions, and what it means.
Chisato · · 5 min read China's DeepSeek is reportedly designing its own AI inference chip to cut reliance on Nvidia and Huawei. Here's what's confirmed and why Nvidia shares fell.
Kurumi · · 5 min read SemiAnalysis says Nvidia's Kyber NVL144 rack slipped to 2028 on a PCB midplane snag. Nvidia calls its roadmap 'intact.' Here's the report, the denial, and the stakes.
Kurumi · · 5 min read Nvidia is up just 3.2% in 2026 while Micron gained 304% and AMD 171%. Custom ASICs and memory are leading the chip rally instead. Here's what changed and what to watch.
