U.S. probes $2 billion Nvidia buyer as China squeezes rare-earths
Marcus Schuler / implicator - A $2B Nvidia chip buyer operated from empty offices while China announced rare-earth export curbs. The collision exposes how supply chain controls function more as leverage than barriers while billions in restricted tech moves through legal gaps.
Back to Top / Friday, October 10, 2025, 7:20 am / permalink 15061 / 6 stories in 4 months
Reflection AI secures $2B funding for its frontier AI lab
Reflection AI has closed a high-profile funding round, raising $2 billion at an $8 billion valuation. Backed by Nvidia and other investors, the startup is set to expand its open-source, frontier AI infrastructure and safety research. This ambitious injection of cash underscores the competitive race to dominate the AI landscape.
Back to Top / Friday, October 10, 2025, 1:20 am / permalink 15059 / 2 stories in 4 months
Nvidia CEO surprised by AMD's deal giving OpenAI a 10% stake
techspot - In an interview on CNBC's Squawk Box, Huang called the arrangement "unique and surprising," given AMD's excitement about its upcoming hardware. "I'm surprised they would give away 10 percent of the company before they even built it," he said. "It's clever…
Back to Top / Thursday, October 9, 2025, 12:20 am / permalink 15039 / 5 stories in 4 months
Nvidia and OpenAI's $100-billion deal sparks global chip stock rally
cnbc - Key Nvidia-linked stocks including TSMC and SK Hynix were higher after the $100 billion OpenAI deal.
- Colossal AI Investment and Tech Infrastructure (6)
- Global Chip Stock Rally After Landmark Deal (2)
- Negotiations, Strategy, and New Business Models (4)
- Regulatory and Antitrust Concerns Over Deal (1)
Colossal AI Investment and Tech Infrastructure
Global Chip Stock Rally After Landmark Deal
Negotiations, Strategy, and New Business Models
Regulatory and Antitrust Concerns Over Deal
Back to Top / Tuesday, September 23, 2025, 6:21 am / permalink 14810 / 13 stories in 5 months
Nvidia writes OpenAI a $100 billion check
Marcus Schuler / implicator - Nvidia invests $100B in OpenAI for 10GW AI infrastructure—but OpenAI will spend that money buying Nvidia's chips. The circular deal creates unprecedented financial interdependence while raising questions about AI market concentration.
- Analyzing market shifts from Nvidia-OpenAI deal (2)
- Massive $100B Nvidia-OpenAI deal details (19)
- All Other Stories
Analyzing market shifts from Nvidia-OpenAI deal
Massive $100B Nvidia-OpenAI deal details
All Other Stories
Back to Top / Monday, September 22, 2025, 1:25 pm / permalink 14794 / 25 stories in 5 months
Intel-Nvidia: The baton passes to the CUDA era
David Vellante and David Floyer / siliconangle - In our view, the Intel–Nvidia pact further accentuates Nvidia Corp.’s dominant market position and represents a milestone in the transition to the next era of computing. Just as Intel Corp. had a lock on the market in the ’80s and ’90s, Nvidia has now ext…
Back to Top / Saturday, September 20, 2025, 8:20 pm / permalink 14768 / 2 stories in 5 months
Nvidia Considers $500 Million Investment in Autonomous Driving AI Firm Wayve
PYMNTS / pymnts - Nvidia is evaluating a $500 million investment in Wayve, a developer of embodied artificial intelligence for autonomous vehicles. Wayve said in a Thursday (Sept. 18) press release that it has signed a letter of intent with Nvidia to evaluate the investmen…
Back to Top / Friday, September 19, 2025, 12:21 pm / permalink 14742 / 5 stories in 5 months
Nvidia to invest £2BN in UK AI startups
John Reynolds / tech - Nvidia is to invest £2bn in the UK AI startup ecosystem. Nvidia said: “The new capital will be used to foster economic growth, develop more innovative AI technologies, create new companies and jobs, a...
Back to Top / Friday, September 19, 2025, 5:20 am / permalink 14725 / 5 stories in 5 months
Intel and Nvidia sitting in a tree, NVLink-I-N-G
Tobias Mann / theregister - But still no hero customer for Chipzilla's Foundry biz Nvidia is set to become one of Intel's largest shareholders after the GPU giant announced on Thursday it would invest $5 billion in the struggling chipmaker under a co-development agreement targeting …
Back to Top / Thursday, September 18, 2025, 5:20 pm / permalink 14715 / 5 stories in 5 months
Nvidia will invest $5 billion in Intel, co-develop new server and PC chips
Andrew Cunningham / arstechnica - Intel once considered buying Nvidia outright, but its fortunes have shifted.
Back to Top / Thursday, September 18, 2025, 12:21 pm / permalink 14698 / 10 stories in 5 months
Nvidia to Invest $5 Billion in Intel as Part of AI and PC Products Collaboration
Joseph De Avila / wsj - Joint announcement sends Intel shares soaring in premarket trading.
- Joint Chip Development (8)
- Market & Investment Impact (9)
- Political & Geopolitical Angles (2)
- All Other Stories
Joint Chip Development
Market & Investment Impact
Political & Geopolitical Angles
All Other Stories
Back to Top / Thursday, September 18, 2025, 7:20 am / permalink 14682 / 24 stories in 5 months
Cold shoulder: Why Beijing is freezing Nvidia's access to the Chinese market
cnbc - Beijing has put a freeze on Nvidia's access to its market — a move industry experts say reflects growing confidence in Chinese chip makers and trade posturing.
Back to Top / Thursday, September 18, 2025, 6:20 am / permalink 14681 / 4 stories in 5 months
China tells its tech companies they can’t buy AI chips from Nivida
Rebecca Szkutak / techcrunch - After strongly discouraging tech companies from buying Nivdia's AI chips in August, the country is now banning the practice outright.
Back to Top / Wednesday, September 17, 2025, 4:20 pm / permalink 14658 / 3 stories in 5 months
Nvidia Becomes its Own Customer with $6.3 Billion Deal to Buy Unsold CoreWeave AI Cloud Capacity
Markus Kasanmascheff / winbuzzer - Nvidia has signed a $6.3 billion deal to purchase CoreWeave's unsold AI compute capacity, providing a critical financial backstop for the cloud provider's massive expansion.The post Nvidia Becomes its Own Customer with $6.3 Billion Deal to Buy Unsold Core…
Back to Top / Monday, September 15, 2025, 12:21 pm / permalink 14553 / 1 stories in 5 months
Nvidia's Rubin CPX could force AMD back to the drawing board
Maximilian Schreiner / the-decoder - Nvidia has introduced the Rubin CPX, a specialized accelerator built specifically for the "prefill" stage of AI inference. According to a new report from SemiAnalysis, the move could lock in Nvidia’s lead and force rivals like AMD back to the drawing boar…
Back to Top / Monday, September 15, 2025, 11:21 am / permalink 14549 / 2 stories in 5 months
China accuses Nvidia of antitrust violations tied to Mellanox deal
Maximilian Schreiner / the-decoder - According to Bloomberg, Chinese regulators say Nvidia violated conditions of its 2020 acquisition of Mellanox.The article China accuses Nvidia of antitrust violations tied to Mellanox deal appeared first on THE DECODER.
- China antitrust crackdown on Nvidia deal (4)
- Market volatility from antitrust headlines (0)
- TikTok deal twists in tech trade talks (0)
- US political blame amid China tech dispute (0)
China antitrust crackdown on Nvidia deal
Market volatility from antitrust headlines
TikTok deal twists in tech trade talks
US political blame amid China tech dispute
Back to Top / Monday, September 15, 2025, 11:21 am / permalink 14547 / 4 stories in 5 months
China says Nvidia violated anti-monopoly law after preliminary probe
cnbc - China's market regulator on Monday said that Nvidia violated the country's anti-monopoly law in relation to its aquisition of Mellanox in 2020.
China’s antitrust probe confirms Nvidia violation
Trade tensions escalate as fines loom
Back to Top / Monday, September 15, 2025, 4:20 am / permalink 14529 / 8 stories in 5 months
OpenAI and Nvidia to Announce UK Data Center Investments
OpenAI and Nvidia are reportedly preparing to unveil plans to invest in a new UK data center, a move aimed at bolstering local AI infrastructure amidst surging service demands. The anticipated announcement signals a strategic push into European tech, making it a landmark development in the region’s digital landscape.
Back to Top / Friday, September 12, 2025, 12:20 am / permalink 14433 / 1 stories in 5 months
NVIDIA's GeForce Now with RTX 5080 GPUs is a cloud gaming revelation
engadget - If you had told me five years ago that playing PC games over the cloud would soon look indistinguishable from using a powerful rig, I would have called you a fool. But after diving into NVIDIA's new RTX 5080-powered GeForce Now servers for several hours, …
Back to Top / Wednesday, September 10, 2025, 9:22 am / permalink 14251 / 2 stories in 5 months
Nvidia's context-optimized Rubin CPX GPUs were inevitable
Tobias Mann / theregister - Why strap pricey, power-hungry HBM to a job that doesn't benefit from the bandwidth? Analysis Nvidia on Tuesday unveiled the Rubin CPX, a GPU designed specifically to accelerate extremely long-context AI workflows like those seen in code assistants such a…
Back to Top / Wednesday, September 10, 2025, 8:21 am / permalink 14240 / 3 stories in 5 months