Semafor ·
Jensen Huang was left out of President Trump's China trip to avoid unwanted scrutiny and awkward conversations about the sale of Nvidia chips to China
THE SCOOP
Every Nvidia story
85 stories tracking Nvidia, ranked newest first, from TechSnif's permanent archive.
Company
CNBC ·
Nvidia embraces its role as an AI investor in 2026, committing $40B+ to equity investments including a $30B stake in OpenAI, $3.2B in Corning, and $2.1B in IREN
Nvidia stepped on the gas last year, putting cash into companies up and down the AI infrastructure stack and helping …
Nicholas G. Miller / Wall Street Journal ·
Nvidia invests $500M in Corning, which will grow its US optical connectivity capacity by 10x and expand its US fiber production capacity by 50%+; GLW jumps 15%+
Corning will boost its U.S.-based optical connectivity manufacturing capacity by ten times
Nat Rubio-Licht / The Deep View ·
OpenAI partners with Microsoft, AMD, Broadcom, Nvidia, and Intel researchers to detail the Multipath Reliable Connection (MRC) protocol to help scale compute
OpenAI is getting creative to deal with the industry's imminent compute crunch. … The protocol, which has been in the works for two years …
Abhishek Vishnoi / Bloomberg ·
Analysis: Asian suppliers account for ~90% of Nvidia's production costs, up from 65% in 2025, as latest wave of collaborations shifts from chips to physical AI
The list of Asian stocks that benefit from business partnership with Nvidia Corp. is getting longer, as the region further integrates …
Kyt Dotson / SiliconANGLE ·
Nvidia launches Nemotron 3 Nano Omni, an open multimodal model with a 30B-A3B hybrid MoE architecture; the Nemotron 3 family saw 50M+ downloads in the past year
Nvidia Corp. today launched a powerful reasoning artificial intelligence model that unifies text, vision and speech …
Rebecca Bellan / TechCrunch ·
Mira Murati's TML signed a deal with Google Cloud, valued in single-digit billions, to access Google's latest AI systems built on Nvidia's GB300 chips
Former OpenAI executive Mira Murati's startup, Thinking Machines Lab, has signed a new multibillion-dollar agreement to expand …
Bloomberg ·
Shares of Dell and HP jump after a report said Nvidia "has been in negotiations for over a year to buy a large company and it will reshape the PC landscape"
Nvidia Corp. denied a report from website SemiAccurate that it was seeking an acquisition of a large company that would "reshape the PC landscape."
Wall Street Journal ·
Ornn Compute Price Index: renting one Nvidia Blackwell GPU for an hour now costs $4.08, up 48% from $2.75 two months ago, driven by agentic AI demand
AI companies are rationing offerings and products, rankling users
AppleInsider ·
Apple reportedly signed a 3rd-party driver, by Tiny Corp, for AMD or Nvidia eGPUs for Apple Silicon Macs; it's meant for AI research, not accelerating graphics
Apple has signed a driver for AMD or Nvidia eGPUs connected to Apple Silicon but there are some big caveats, and it won't improve your graphics.
Stephen Morris / Financial Times ·
AI startup Poolside held talks with Google and others to revive a Texas data center project after a CoreWeave deal and a $2B Nvidia-led round collapsed
AI start-up held talks with Google and other cloud providers in bid to revive ambitious 2-gigawatt Texas project
Tim Bradshaw / Financial Times ·
Paris-based AI startup Mistral raised $830M in its debut debt financing to build Nvidia-powered data centers across Europe; Mistral plans to spend €4B in total
French company's debut debt financing follows rising demand for alternatives to US groups
Michael Kan / PCMag ·
The US DOJ charges a Chinese national and two Americans for allegedly trying to smuggle ~$62M worth of export-controlled A100 and H100 Nvidia chips into China
The US has disclosed a new Nvidia chip-smuggling case that also seems to involve San Jose-based server manufacturer Supermicro.