Nvidia opened its supply chain to Palantir: 1.3 million parts in a single rack
Nvidia and Palantir announced a partnership bringing AI into supply chain planning. The first application area is Nvidia's own manufacturing network.
Companies
NVIDIA
Nvidia wants to put up to 10 billion dollars into Anthropic's IPO
According to Reuters, Nvidia is in talks to invest up to 10 billion dollars in Anthropic's IPO. At a 2 trillion dollar valuation it would be the largest in history.
Companies
Teaching a robot a new job from one video: Skild AI's S1 model
Skild AI's S1 robot foundation model learns long, unseen tasks from a single video demonstration. Weights are not updated; the method is in-context learning.
Research
Nvidia's advantage has moved from the GPU to the system around it
Competition shifted from the chip to traffic control. Getting data to the GPU at the right moment now matters more than more processor cycles.
Companies
Nvidia is buying the place where open models live: $12.9 billion for Hugging Face
The deal is not finalized but both parties are pursuing it. Nvidia would land at the center of the ecosystem trying to escape its hardware.
Companies
A memory shortage is making Nvidia servers about 15 percent more expensive
The increase lands on cloud giants and labs that are developing their own chips but still depend on Nvidia.
Companies
Same model, two results: the harness took it from 30 to 100 percent
Nvidia research argues that on long-horizon tasks the decisive factor is not the model but the software layer wrapped around it.
Research
Nvidia is not content selling chips: now it is buying the power connection
The chipmaker has taken a stake in Cloverleaf Infrastructure, which brokers between utilities and data centers.
Companies
Five GPU clouds side by side: one label, five different businesses
CoreWeave, Nebius, Lambda, Crusoe and Groq compared on published pricing, contracted power and hardware roadmap.
Companies
$250 million for a data center in orbit — but the bottleneck is rockets
Starcloud is now valued at $2.3 billion. Its CEO says the hardest constraint ahead is not chips but booking launch capacity.
Companies
China opens the door a crack: ByteDance and Tencent cleared for 10,000 Nvidia H200s each
According to the Financial Times, China has allowed two of its largest technology companies to buy H200 chips from Nvidia. Restrictions remain: how far the chips can be used on the mainland is limited.
Policy
LG and Nvidia agree on a humanoid robot: hardware from LG, brain from Nvidia
Under an agreement signed by both companies' CEOs, the new humanoid robot will be shown in early 2027. Nvidia provides the AI infrastructure while LG brings actuator, sensor and battery technologies.
Products
Nvidia moves up the stack: a stake in the builder, not just the chips
The Information reports that Nvidia is in talks to invest up to $3 billion in SB Energy, the SoftBank-backed data centre developer behind OpenAI's vast Ohio campus, which is aiming for an IPO.
Companies
Nvidia halves its $250B guarantee for an OpenAI data centre
According to the Wall Street Journal, Nvidia has reworked the deal financing OpenAI's Ohio data centre campus and will initially guarantee only half of the planned $250 billion backstop.
Companies
Nvidia's $500B plan: finding value in ageing GPUs
Nvidia has a plan to keep its GPUs from losing value. The goal is to convince a new class of financiers to keep lending against AI buildouts.
Companies
AI's bottleneck is not the power, it is the path the power takes
NVIDIA argues the constraint is not how many watts are consumed but how power gets from the grid to the chip. An 800-volt DC architecture removes conversion stages.
Products
NVIDIA releases a 30-billion-parameter open model for agents
NVIDIA has released Nemotron 3.5 Lightning for long-running agentic workloads, alongside NeMo Switchyard, an open source library that routes each request to the most suitable model.
Models