#Nvidia
24 articles tagged Nvidia. This tag now lifts the site in topic search.
Timeline
-
Nvidia Hugging Face antitrust review — the DOJ is asking about AI distribution, not chips
-
Taiwan plans a $4 billion Texas industrial park — not for TSMC or Foxconn, but for the small suppliers beneath them
-
What is the Open Compute Project (OCP)? Where Nvidia just opened its Vera Rubin racks — 250 kW each
-
What is AI circular financing — Nvidia funds its customers, the money comes back as chip sales
All articles
-
Tech · 7 min readNvidia Hugging Face antitrust review — the DOJ is asking about AI distribution, not chips
Report — Reuters, October 28: DOJ antitrust staff ask whether Nvidia would control an AI distribution point
-
Tech · 3 min readTaiwan plans a $4 billion Texas industrial park — not for TSMC or Foxconn, but for the small suppliers beneath them
Size — first Texas complex up to $4B; $2B-$4B per complex; more than one US site
-
Tech · 3 min readWhat is the Open Compute Project (OCP)? Where Nvidia just opened its Vera Rubin racks — 250 kW each
Definition — a nonprofit sharing open data-center hardware designs, launched by Facebook in 2011
-
Economy · 3 min readWhat is AI circular financing — Nvidia funds its customers, the money comes back as chip sales
Loop — chipmaker invests or guarantees, customer borrows and buys chips, chipmaker books revenue
-
Tech · 2 min readNvidia in talks to buy Reflection AI — an $800 million backer weighs an acqui-hire
Report — FT: Nvidia weighing more investment in, or a purchase of, Reflection AI; early talks, weeks to a decision
-
Tech · 2 min readEtched weighs $40B–$50B valuation offers — four times its July price in three months
Numbers — $10.3B in July → $21B in September → $40–50B offers in October
-
Tech · 3 min readJensen Huang declares AGI has arrived (September 7) — the same model placed second on the intelligence index
Claim — Huang posted 'AGI has arrived' on September 7, citing GPT-6 Astra, trained on more than 100,000 Grace Blackwell NVLink72 units
-
Tech · 2 min readWhat Grace Blackwell NVL72 is — a rack that behaves like one GPU
Definition — a rack, not a chip: 36 Grace CPUs and 72 Blackwell GPUs bound by a two-tier NVLink fabric and addressed as one accelerator
-
Tech · 4 min readNvidia buys Hugging Face for $12.9 billion (September 3, 2026) — 86 times revenue
Price — 12.93 billion dollars, roughly 86 times an annualised revenue of about 150 million
-
Tech · 4 min readWhat Hugging Face is — the model repository Nvidia paid $12.9 billion for
Definition — the public repository for open AI models, datasets and demo apps. 3m models, 18m developers
-
Tech · 3 min readNvidia pauses its revenue-sharing program — a July launch stopped in under two months
What — Parts of the AI Compute Partnership, launched July 2026, paused. Under two months in
-
Tech · 3 min readNvidia adds $442 billion in market value on August 27, 2026 — second biggest ever, behind Microsoft
Record — 442 billion dollars added in one session, second largest ever, 8 billion behind the record
-
Economy · 2 min readS&P 500 closes at 7,730.99 on August 27, 2026 — Nasdaq up 1.57%, Dow up 0.2%
Indexes — S&P 500 at 7,730.99, up 0.72 percent. Nasdaq 1.57 percent, Dow 0.2 percent
-
Tech · 4 min readWhat the data center power crunch is — why Nvidia is buying into power developers
Bottleneck — Buildings take one to two years. Power takes longer. The constraint moved from chips to electricity
-
Tech · 3 min readNvidia Q2 revenue $96.2 billion (August 26, 2026) — the outlook assumes zero from China
Results — Revenue $96.2bn (+106% YoY); Data Center $89.02bn (+117% YoY). Both above consensus
-
Tech · 3 min readOpenAI unveils Jalapeño, its first chip — 700W beat Nvidia parts rated at 1,200W
What it is — A general-purpose LLM inference accelerator. It runs models; it does not train them
-
Economy · 3 min readS&P 500 closes at 7,677.28 on August 25, 2026 — all three indexes rise
Indexes — S&P 500 7,677.28 (+0.32%), Nasdaq 26,151.30 (+0.66%), Dow 53,577.40 (+160.24 points)
-
Tech · 3 min readNvidia reports on August 26, 2026 — the bar is $92 billion
Timing — 4:20pm ET release and 5:00pm call on August 26, which is the morning of August 27 in Seoul
-
Tech · 3 min readNvidia pays Poolside $6bn — the company selling the chips will now build the models
Size — $6bn license plus $1bn investment. Poolside was valued at $12bn pre-money
-
Tech · 4 min readWhat a licensing deal is — buying the technology and the people, leaving the company standing
Structure — technology licence, plus hiring the engineers, plus a minority stake. The company stays
-
Tech · 4 min readWhat AI chip export controls are — three years of moving the line
Definition — US rules on which AI chips go where, enforced by the Bureau of Industry and Security
-
Tech · 4 min readNvidia's $500bn compute financing platform — the moment GPUs became collateral
MOUs with six financial institutions, targeting over $500bn of third-party capital
-
Tech · 3 min readNVIDIA's open voice model yields the floor in 0.48 seconds when you cut in
Replaces the ASR → LLM → TTS pipeline with one network, removing the latency between stages
-
Tech · 2 min readNAVER's 55-megawatt start — a $10bn sovereign AI factory rises in Sejong
NAVER builds an NVIDIA DSX-based AI factory at its Sejong hyperscale campus, live at 55MW in H1 2027