NVDA NVIDIA Corporation
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🔴 NVIDIA is trading 3.48% down today amid AI-spending sustainability concerns
NVIDIA is trading at $214.24, down 3.48%, as semiconductor shares slide amid concerns about returns on heavy AI infrastructure spending. - Cautious Lam...
NVIDIA Flags Capital Shortage as AI Cloud Demand Soars
On October 22, 2026, NVIDIA CEO Jensen Huang said demand for specialized AI cloud services was “off the charts,” but a shortage of capital was constraining...
Nvidia B300 Chips Found on China Telecom-Linked Systems, Despite US Ban
Israeli cybersecurity firm Lava says it found 32 of Nvidia’s most powerful Blackwell Ultra B300 AI chips operating on systems linked to China Telecom, China’s...
NVIDIA Expands European AI Push With Humanoid Robot Partnership
At its GTC conference in Berlin, NVIDIA announced initiatives to bolster Europe’s AI and robotics sectors. CEO Jensen Huang highlighted expanded collaborations...
NVIDIA Boosts Substrate Capacity 2.5x to Meet AI Demand
NVIDIA has reached agreements with substrate suppliers IBIDEN, Samsung Electro-Mechanics, and Unimicron Technology Corporation to expand capacity for its AI...
Nvidia Unveils DSX POD, Targeting 14-Day AI Data Center Builds
Nvidia unveiled DSX POD at its GTC Berlin conference, a modular, containerized reference design for building AI data centers. The system aims to reduce...
NVIDIA, F5, and Telenor Collaborate on Sovereign AI Infrastructure in Norway
Telenor's AI Factory selected F5's application services. These services will run its AI service plane, which is built on NVIDIA's AI Factory...
Nvidia Discusses Hundreds of Millions in Firmus Investment After IPO Halt
Nvidia is reportedly in talks to invest hundreds of millions of dollars in Australian AI cloud provider Firmus. [6, 13] Firmus, which already has Nvidia’s...
NVIDIA CEO to Keynote GTC Berlin as Markets Await Vera Rubin Updates
NVIDIA CEO Jensen Huang is scheduled to deliver a keynote on October 21 at the GTC Berlin conference. Market participants and the AI community are watching for...
NVIDIA Announces Nearly $10 Billion AI Investment Across Europe
NVIDIA announced plans for nearly $10 billion in investment to support artificial intelligence development across Europe. The initiative includes financial...
Nscale Faces Pushback on $30B–$35B IPO Valuation Over Delays
Nvidia-backed AI data center developer Nscale is reportedly facing investor resistance to its target valuation of $30 billion to $35 billion for a planned U.S....
Anthropic Negotiates 45 Billion Dollar Computing Power Deal With Nvidia-Backed Nscale
AI startup Anthropic is currently in discussions to procure $45 billion worth of computing capacity from Nscale, a data center developer backed by Nvidia....
Tenstorrent Raises $1.5B, Reaching $6.2B Valuation
AI chip startup Tenstorrent raised $1.5 billion in a Series E funding round. The round values the company at $6.2 billion. That is more than double its...
doubleAI launches code-optimizing AI after raising $220M
Tel Aviv-based startup doubleAI has debuted a new type of artificial intelligence it calls a code execution model (CEM). Its first CEM, Maxwell, runs inside...
Nvidia Recasts CPU Design for Agentic AI’s Single-Core Bottleneck
Nvidia’s Vera CPU team says the rise of agentic AI is reversing a long-standing trend in CPU design. For years, the industry focused on chiplet designs to...
Nvidia Backs AI Cloud Firms as Only 7 to 10 May Survive
Industry executives expect major consolidation among the hundreds of new AI-focused cloud providers, known as neoclouds. They predict only 7 to 10 will survive...
Samsung Outsources Nvidia HBM Base Dies to Rival TSMC's 3nm Process
Samsung Electronics will use rival TSMC’s 3-nanometer process to make base dies for Nvidia’s next-generation custom high-bandwidth memory, or NVHBM. The base...
Nvidia Pullback Offers Buying Opportunity, Ives Says, With $300 Target
Despite a recent drop in Nvidia shares and a broader sell-off in chip stocks, analyst Dan Ives sees the pullback as a buying opportunity. He maintained his...
Reflection AI Releases Open-Source 'Beam' Model to Compete on Efficiency
Reflection AI on October 16, 2026, released the weights for its first open-source model, Beam, under a permissive Apache 2.0 license. The 501-billion-parameter...
Taiwan to Criminalize Unauthorized AI Chip and Server Exports to China
Taiwan plans to add advanced AI chips and servers to its official export-control list, aligning its rules with U.S. restrictions aimed at limiting China’s...