Articles tagged “Nvidia”
21 articles · ← all articles
Nvidia Nemotron 3 Ultra: 10x Cheaper Than Closed
Nvidia's open Nemotron 3 Ultra model hit business-task parity with top closed AI on LangChain's Deep Agents benchmark while cutting inference costs by 10x, sending NVDA up 4%.
Jensen Huang at Morgan Stanley: Revenue Near
Jensen Huang took the stage at Morgan Stanley's California roadshow to deny Rubin Ultra delay rumors, confirm accelerating revenue growth, and reveal a major ASIC customer now runs nearly 50% on Nvidia.
Hesai Lidar: Nvidia Partner Flagged as US
The Pentagon blacklisted Hesai Technology in 2024 as a Chinese military entity. The Shanghai firm still powers Nvidia's autonomous driving platform — and Washington is paying attention.
DeepSeek Building Its Own AI Chip
Chinese AI startup DeepSeek is building a proprietary AI chip and has launched a major semiconductor talent recruitment drive, Reuters and DigiTimes Asia report.
Nvidia Kyber NVL144 Delayed 12+ Months to 2028
SemiAnalysis says Nvidia's Kyber NVL144 rack slipped 12+ months to 2028. The midplane PCB can't be manufactured at scale, a backup design was canceled, and AMD and Google may benefit.
Nvidia Kyber NVL144 Delayed 12+ Months to 2028
SemiAnalysis says Nvidia's Kyber NVL144 rack is pushed to 2028, the four-die Rubin Ultra GPU is canceled, and a fallback rack design was rejected by cloud providers.
Intel EMIB Targets TSMC CoWoS in AI Packaging
Intel's EMIB packaging tech is being evaluated for Nvidia's next-gen chips, challenging TSMC's CoWoS dominance as advanced packaging becomes the key battleground in AI hardware.
Palantir-NVIDIA Nemotron Engine for US Gov AI
Palantir and NVIDIA have launched an intelligent engine that deploys Nemotron open models in classified US government environments, giving agencies full data control and customization.
Taiwan Raids Super Micro in Nvidia Chip
Taiwan's Keelung prosecutors raided Super Micro, Chief Telecom, and Albatron Technology on June 29, 2026, targeting alleged Nvidia chip diversion to China through AI servers.
AI Stocks: Wedbush, Goldman Flag Chip Shift
Wedbush says AI tech is in a "Twilight Zone" air pocket. Goldman Sachs says chip stocks are overcrowded and mega-cap cloud names are the better AI bet right now.
Nvidia Banned Chips Double in Price on China
Nvidia's restricted AI chips are fetching double their original price on China's black market, as US export curbs and Beijing's own import blocks squeeze supply.
Samsung HBM4 Sales Top $1B Four Months After
Samsung's sixth-generation HBM4 memory chips crossed $1 billion in sales four months after launch, with annual 2026 revenue projected to surpass $10 billion — unprecedented for a new memory product.
SpaceX Lands $6.3B Compute Deal With Reflection
Reflection AI will pay SpaceX $150 million a month starting July 1, 2026, for Nvidia GB300 chips at Colossus 2 — the third major compute deal SpaceX has signed this year.
NVIDIA Rubin: 45°C Cooling, Near-Zero Water
NVIDIA's Rubin platform runs liquid coolant at 45°C across every chip and network component — no fans, near-zero water use, and over $4M in annual savings for a 50MW facility.
Figure AI: 740 Robots Now Outnumber 660 Humans
Figure AI's robot count hit ~740 in Q2 2026, passing its ~660 human employees. CEO Brett Adcock posted the milestone on X and called it "just the beginning."
Nvidia: 35 AI Supercomputers Under Way in Europe
Nvidia says 35 AI supercomputers are now under development across 23 European countries, spanning national supercomputing centers, AI factories, and academic institutions — with 800 AI exaflops deployed or announced since last year.
Nvidia Breaks Ground on $2B Coherent Factory in Texas
Nvidia CEO Jensen Huang attended a groundbreaking in Sherman, Texas for a $2B Coherent factory expansion that will quadruple output and create 1,000 jobs tied to AI infrastructure.
Jefferies Warns AI Rally Faces Correction Risk
Jefferies' Christopher Wood flags elevated correction risk for AI stocks as SpaceX's $1.77 trillion IPO, rising bond yields, and concentrated positioning in Nvidia and TSMC test investor appetite.
Nvidia Pitches Vera CPU to China, Deliveries by August
Nvidia has started selling its Vera CPU to Chinese customers. Orders are open now, deliveries could start in August, and one major cloud firm plans to test 300+ servers.
Nvidia Vera CPU: China Sales Pitch, Pricing, and Market Impact
Nvidia told Chinese clients its Vera CPU could ship as soon as August. One major cloud firm plans to order 300+ servers for testing, with a single chip priced above $20,000.
NEURA Robotics Raises Up to $14B Round
German humanoid robot startup NEURA Robotics announced a Series C of up to $14B, with Amazon, Nvidia, Qualcomm, and Tether among the backers. A source puts the valuation at ~$70B.