Oracle and OpenAI scrap deal to expand flagship Texas data centre
ft - Meta in talks to take up additional computing capacity that the ChatGPT maker will not take up
Back to Top / Friday, March 6, 2026, 7:20 pm / permalink 20293 / 5 stories in 1 hr
Washington reportedly moves to tighten leash on AI chip exports
Dan Robinson / theregister - Draft rules could force Nvidia and AMD to seek government approval before selling abroad The Trump administration is reportedly planning new restrictions on GPU exports, aimed not only at controlling who gets them, but at driving AI investment back into t…
Back to Top / Friday, March 6, 2026, 8:21 am / permalink 20262 / 4 stories in 12 hrs
NVIDIA Stops China-Focused H200 "Hopper" GPU Production
techpowerup - NVIDIA has reportedly halted production of its China-focused H200 "Hopper" GPU at TSMC's facilities, according to multiple reports. The company has built up an inventory of 250,000 H200 GPUs, which will be available in the Chinese market for select applic…
Back to Top / Thursday, March 5, 2026, 12:21 pm / permalink 20208 / 10 stories in 32 hrs
Nvidia could bring back the RTX 3060 in mid-March as the memory crisis bites
techspot - At the beginning of January, leaker hongxing2020, who has a long and impressive record when it comes to revealing Nvidia's plans, claimed Team Green has told its partners that the RTX 3060 will be returning in the first quarter of 2026.Read Entire Article
Back to Top / Thursday, March 5, 2026, 9:21 am / permalink 20193 / 3 stories in 35 hrs
NVIDIA GeForce RTX 5050 With 9 GB GDDR7 Memory Rumored To Debut At Computex
Sarfraz Khan / wccftech - The "upgraded" GeForce RTX 5050 is expected to arrive in June this year at the Computex event. NVIDIA Will Reportedly Debut its 9 GB RTX 5050 GPU at Computex; Same GPU, but Newer GDDR7 Memory With an Additional Gigabyte of VRAM Instead of increasing the V…
Back to Top / Thursday, March 5, 2026, 8:21 am / permalink 20188 / 3 stories in 36 hrs
The $100 Billion OpenAI-Nvidia Deal Is Not Happening
Ece Yildirim / gizmodo - The deal that once sparked circular dealmaking fears is no more, according to Jensen Huang.
- Nvidia rules out $100B OpenAI mega-deal, scales back investments (6)
- Nvidia shifts production as export controls hinder China sales (2)
- Reporters probe Huang's explanation; investment rationale questioned (4)
- All Other Stories
Nvidia rules out $100B OpenAI mega-deal, scales back investments
Nvidia shifts production as export controls hinder China sales
Reporters probe Huang's explanation; investment rationale questioned
All Other Stories
Back to Top / Wednesday, March 4, 2026, 5:21 pm / permalink 20157 / 13 stories in 2 days
Oxa Raises $103M To Scale Industrial Vehicle Autonomy
Clinton / ventureburn - Oxa Secures $103 Million Series D Funding Oxa has raised $103 million to accelerate its industrial autonomy platform. The Series D round is led by the UK National Wealth FundThe post Oxa Raises $103M To Scale Industrial Vehicle Autonomy appeared first on …
Back to Top / Wednesday, March 4, 2026, 4:21 am / permalink 20104 / 6 stories in 2 days
Nvidia invests $2B in Lumentum lasers for next-gen AI factories
Vignesh R / techfundingnews - NVIDIA has announced a long-term strategic partnership with Lumentum Holdings to develop advanced optics technology for next-generation AI…
Back to Top / Monday, March 2, 2026, 7:21 pm / permalink 20033 / 6 stories in 4 days
Nvidia to invest $4 billion in two photonics companies
cnbc - Coherent and Lumentum will both receive $2 billion each from the chip giant as part of the strategic investment.
Back to Top / Monday, March 2, 2026, 8:21 am / permalink 19987 / 7 stories in 4 days
NVIDIA Opens 30B Telco AI Model for Autonomous Networks
Markus Kasanmascheff / winbuzzer - NVIDIA has released an open 30B Nemotron telco reasoning model and agentic AI blueprints at MWC to automate fault isolation and autonomous network ops.The post NVIDIA Opens 30B Telco AI Model for Autonomous Networks appeared first on WinBuzzer.
Back to Top / Monday, March 2, 2026, 6:21 am / permalink 19984 / 4 stories in 4 days
Huawei’s ‘Claimed’ Rival to NVIDIA’s Vera Rubin AI Systems, the Atlas SuperPoD 950, Will Make Its First Public Debut at MWC
Muhammad Zuhair / wccftech - Huawei plans to showcase its most powerful AI cluster, the Atlas SuperPoD 950, at this year's MWC, marking its first public appearance. Huawei's Atlas SuperPoD 950 Has a 'Huge' Lead Over Vera Rubin AI Racks, But Only In Official Disclosures The infrastruc…
- Chip race and export tensions reshape AI infrastructure geopolitics (5)
- MWC: a global stage for AI infrastructure rivalries (4)
- On the ground: Huawei's Atlas SuperPoD 950 debut (4)
Chip race and export tensions reshape AI infrastructure geopolitics
MWC: a global stage for AI infrastructure rivalries
On the ground: Huawei's Atlas SuperPoD 950 debut
Back to Top / Sunday, March 1, 2026, 10:20 am / permalink 19956 / 13 stories in 5 days
OpenAI raises $110B at $730B valuation, expands AWS and Nvidia partnerships
Maria Deutscher / siliconangle - OpenAI Group PBC today announced that it has raised $110 billion in funding at a pre-money valuation of $730 billion. Nvidia Corp. and SoftBank Group PBC provided $30 billion each. The remaining $50 billion came from Amazon Web Services Inc., which has al…
- Amazon, Nvidia and partners racing to supply OpenAI's infrastructure. (6)
- Insider-trading claim and global rivals escalate the AI arms race. (3)
- OpenAI faces government talks and surging ChatGPT usage. (2)
- Record $110B raise reshapes OpenAI's valuation and capital power. (6)
- All Other Stories
Amazon, Nvidia and partners racing to supply OpenAI's infrastructure.
Insider-trading claim and global rivals escalate the AI arms race.
OpenAI faces government talks and surging ChatGPT usage.
Record $110B raise reshapes OpenAI's valuation and capital power.
All Other Stories
Back to Top / Friday, February 27, 2026, 4:20 pm / permalink 19897 / 18 stories in 7 days
Nvidia posts $68.1 billion quarter as AI demand surges worldwide
Camila Nogueira / betanews - Nvidia reported record financial results on Wednesday, delivering $68.1 billion in revenue for the fourth quarter of fiscal 2026 as demand for artificial intelligence infrastructure continued to accelerate. The quarterly figure rose 73% from a year earlie…
- Investors balk as Nvidia stock tumbles post-earnings (4)
- Markets wobble: tech slump and crypto give back gains (5)
- On the floor: Nvidia's record $68.1B AI quarter (3)
Investors balk as Nvidia stock tumbles post-earnings
Markets wobble: tech slump and crypto give back gains
On the floor: Nvidia's record $68.1B AI quarter
Back to Top / Thursday, February 26, 2026, 3:21 pm / permalink 19830 / 12 stories in 8 days
NVIDIA Pulls GeForce 595.59 WHQL Game Ready Driver After Widespread Bug Reports
techpowerup - NVIDIA has officially pulled its latest GeForce 595.59 WHQL Game Ready driver from the downloads page as user reports of stability issues continue to pile up. Reportedly, users are experiencing fan detection issues on their GPU coolers, with only a single…
Back to Top / Thursday, February 26, 2026, 3:20 pm / permalink 19828 / 7 stories in 8 days
Can CUDIS dethrone Oura? This AI ring promises no subs, athlete-grade metrics
Vignesh R / techfundingnews - CUDIS has launched a new version of its smart health ring, featuring an AI-based coaching system to help…
Back to Top / Thursday, February 26, 2026, 10:21 am / permalink 19799 / 4 stories in 8 days
Nvidia warns of constrained supply of gaming GPUs — 'we do believe for a couple of quarters it is going to be very tight'
tomshardware - Jensen Huang expects the supply of gaming hardware to be insufficient in the next two quarters and has limited visibility beyond that.
Back to Top / Thursday, February 26, 2026, 9:21 am / permalink 19795 / 8 stories in 8 days
China freeze on H200 chip sales clouds Nvidia’s record earnings
scmp - Nvidia has yet to generate any revenue from its H200 chips in China and does not know if any sales will be allowed in the country, the company said, even as the US chip giant reported record quarterly revenue on surging demand for data centre processors.W…
- China export freeze: H200 sales blocked (3)
- Other: GPU supply shortages, AI fears and market reaction (2)
- Record quarter: Nvidia tops forecasts, guides even higher (12)
- Vera Rubin: first samples ship, Rubin platform imminent (3)
- All Other Stories
China export freeze: H200 sales blocked
Other: GPU supply shortages, AI fears and market reaction
Record quarter: Nvidia tops forecasts, guides even higher
Vera Rubin: first samples ship, Rubin platform imminent
All Other Stories
Back to Top / Wednesday, February 25, 2026, 8:21 pm / permalink 19772 / 22 stories in 9 days
VAST Data Unveils Unified AI Operating System in NVIDIA, CrowdStrike Partnerships
Jon Swartz / techstrong - VAST Data has launched a fully CUDA-accelerated artificial intelligence (AI) data stack developed in collaboration with NVIDIA Corp., one of several deals announced Wednesday. The move transforms the VAST AI Operating System into a unified platform capabl…
Back to Top / Wednesday, February 25, 2026, 3:21 pm / permalink 19744 / 5 stories in 9 days
Nvidia set to report quarterly results after the bell
cnbc - Nvidia has been the best performer on Wall Street this year among tech's megacap companies.
- Inside Nvidia's tech: Vera Rubin and chip-deal competition (2)
- Nvidia's record quarter and blowout guidance reshape AI market (13)
- Traders position ahead of Nvidia earnings; markets jitter (4)
- All Other Stories
Inside Nvidia's tech: Vera Rubin and chip-deal competition
Nvidia's record quarter and blowout guidance reshape AI market
Traders position ahead of Nvidia earnings; markets jitter
All Other Stories
Back to Top / Wednesday, February 25, 2026, 12:22 pm / permalink 19736 / 25 stories in 9 days
MatX Raises $500 Million To Develop AI Chips Competing With Nvidia
Clinton / ventureburn - MatX Accelerates AI Chip Innovation AI chip startup MatX has raised over $500 million to develop hardware that can compete directly with Nvidia. The company was founded in 2022 byThe post MatX Raises $500 Million To Develop AI Chips Competing With Nvidia …
Back to Top / Tuesday, February 24, 2026, 7:21 pm / permalink 19700 / 6 stories in 10 days