NVIDIA AI News — Latest Updates, Tracker & Coverage

Nvidia closed April with the cleanest market-implied trade of the AI cycle: while software stocks plunged on ServiceNow's worst day on record, the semiconductor index hit an all-time high. The picks-and-shovels thesis won the quarter — SK Hynix posted a record $35.6B quarter on 198% YoY HBM demand, and the CFO said HBM demand exceeds supply for at least three more years.

Strategic: Nvidia and Google Cloud expanded their partnership with Vera Rubin NVL72 deployments, and CEO Jensen Huang reframed the labor debate at Stanford GSB ("most people will lose their job to somebody who uses AI — not to AI itself"). AI Weekly tracks every Nvidia release, partnership, and chip-supply signal.

Mention Trend — Last 20 Issues

Live Stories (77)

Goldman Sachs Raises Nvidia Q1 EPS Estimate 12% Ahead of May 20 Report, Projects $80B Revenue — $2B Above Street Consensus

thestreet.com · 2026-05-16 · Score: 22

Wall Street Analyst Says Nvidia Still 42% Undervalued Ahead of May 20 Earnings Despite Record $6T Market Cap

fool.com · 2026-05-16 · Score: 20

TechCrunch: ~10,000 AI Insiders at OpenAI, Anthropic, and Nvidia Have Crossed the $20M Wealth Threshold — Everyone Else in Tech Watches

techcrunch.com · 2026-05-16 · Score: 18

ALERT Trump Announces Major AI Chip Deal With UAE on Gulf Trip — 70,000 Nvidia Units Approved for G42 and Saudi HUMAIN

middleeasteye.net · 2026-05-15 · Score: 30

NVlabs Releases SANA-WM on arXiv — Open-Source 2.6B World Model Generates 1-Minute 720p Video With 6-DoF Camera Control on a Single GPU

arxiv.org · 2026-05-15 · Score: 24

WIRobotics Closes $68M Series B Led by JB Investment to Scale ALLEX Humanoid Platform and Wearable Exoskeleton Line With Nvidia and AWS Backing

prnewswire.com · 2026-05-15 · Score: 19

DeepInfra Closes $107M Series B Led by 500 Global and Georges Harik, Processes Nearly Five Trillion Tokens Per Week

edgeir.com · 2026-05-14 · Score: 19

Nvidia Gains 20% in Seven Days, Nearing $6 Trillion Market Cap — World's Most Valuable Company by Widening Margin Ahead of May 20 Earnings

bloomberg.com · 2026-05-14 · Score: 24

Jensen Huang Says Nvidia Has 'Zero Percent' AI Market Share in China After Beijing Blocks Approved H200 Purchases to Protect Domestic Chip Industry

cnbc.com · 2026-05-14 · Score: 25

Trump Departs Beijing With Few AI Chip Wins as Blackwell Export Controls Survive US-China Summit

CNN · 2026-05-15 · Score: 23

Nvidia Reportedly Preparing RTX 5090 Price Hike as GDDR7 Memory Costs Surge

techpowerup.com · 2026-05-14 · Score: 19

Nvidia Releases NVFP4-Quantized Kimi K2.6 and Kimi 2.5 Models, Enabling High-Throughput Local Inference on Blackwell Hardware

reddit.com · 2026-05-14 · Score: 21

Jensen Huang's Foundation Buys $108.3M in CoreWeave AI Computing and Donates It to Universities and Research Nonprofits

benzinga · 2026-05-13 · Score: 20

ALERT Reuters Exclusive: US Clears H200 Chip Sales to 10 Chinese Firms — Alibaba, Tencent, ByteDance, JD.com Approved for Up to 75,000 Units Each as Nvidia CEO Seeks Summit Breakthrough

finance.yahoo.com · 2026-05-14 · Score: 28

Recursive Superintelligence Emerges From Stealth With $650M Led by GV and Nvidia — DeepMind and Salesforce Founders Target Self-Improving AI at $4.65B Valuation

siliconangle.com · 2026-05-13 · Score: 23

Cerebras IPO Prices at $185/Share, Above $150–$160 Expected Range, Raising $5.55B on Nasdaq Debut

cnbc.com · 2026-05-13 · Score: 24

Fortune: Encrypted Texts Reveal How Nvidia Chips and U.S. Tech Are Being Smuggled to China, Russia, and Iran via Supermicro Networks

fortune.com · 2026-05-13 · Score: 25

ALERT Foxconn Confirms Nitrogen Ransomware Attack on North American Plants — Apple, Nvidia, Google, Intel Data Allegedly Stolen in 8TB Breach

theregister.com · 2026-05-12 · Score: 33

OpenAI Hires Gimlet Labs to Optimize AI Models for Cerebras Chips, Claims Up to 10x Inference Speedup at Same Cost and Power

theinformation.com · 2026-05-12 · Score: 26

Trump Personally Calls Jensen Huang, Adds Nvidia CEO to Beijing Delegation at Last Minute After Media Reports of Snub

bloomberg.com · 2026-05-13 · Score: 26

Bloomberg: AI Mania Drives Industrial Stocks to Tech-Like Valuations — S&P Industrials-Semiconductor Correlation Hits 0.75, Vertiv Forward P/E Near 53x

bloomberg.com · 2026-05-12 · Score: 16

Bloomberg: AI Companies Need Far More Than Nvidia Chips to Run Massive Data Centers — Component Bottlenecks Deepening Across Fiber, Cooling, and Power

bloomberg.com · 2026-05-12 · Score: 17

Bloomberg: AI Bubble Warning — Big Tech Hyperscalers Face Serious Chip Cost Inflation as 2026 Capex Runs 83% Above Prior Year

bloomberg.com · 2026-05-12 · Score: 18

China's AI Ascent Leaves Trump a Stark Choice: Escalate or Relax Chip Controls?

scmp.com · 2026-05-12 · Score: 26

Aidoc Raises $150M Series E Led by Goldman Sachs to Scale Clinical AI Across Nearly 2,000 Hospitals — NVIDIA NVentures Also Participates

healthcareittoday.com · 2026-05-11 · Score: 23

Reuters: Nvidia CEO Jensen Huang Not Invited to Trump's Beijing Summit as Musk, Cook, Fink and Other CEOs Confirmed to Attend

reuters.com · 2026-05-11 · Score: 24

HN: CUDA-Oxide 0.1 — Nvidia Releases Experimental Rust-to-CUDA Compiler Allowing GPU Kernels Without C++ or DSLs — 167 Points, 45 Comments

nvlabs.github.io · 2026-05-10 · Score: 19

ALERT Reuters Exclusive: SK Hynix Flooded With 'Unprecedented' Big Tech Fab Funding Offers as AI Memory Capacity Hits Zero

tomshardware.com · 2026-05-10 · Score: 29

Nvidia CEO Jensen Huang Tells CMU Graduates AI Will Make Intelligence a Commodity for Billions of People Who Have Never Had Computing Power

blogs.nvidia.com · 2026-05-10 · Score: 16

SoftBank Corp Officially Releases Medium-Term Management Plan: Confirms Made-in-Japan AI Server Manufacturing With Nvidia and Foxconn, Roze Data Center Robotics Spinoff Eyes $100B IPO in H2 2026

finance.yahoo.com · 2026-05-11 · Score: 21

ALERT Reuters/Bloomberg: Cerebras Raises IPO Price Range to $150–$160, Up From $115–$125, as Demand Surges 20x Ahead of May 13 Pricing

bloomberg.com · 2026-05-10 · Score: 29

CNBC: As 14 States Eye Data Center Bans, Nvidia and PulteGroup Test Mini AI Compute Nodes Installed on New Home Exteriors

cnbc.com · 2026-05-09 · Score: 18

Fortune/Bloomberg: AI Wins Have Alphabet Poised to Become World's Biggest Company, Closing Gap on Nvidia

fortune.com · 2026-05-10 · Score: 24

NVIDIA Releases Star Elastic: Single Training Checkpoint Containing 30B, 23B, and 12B Reasoning Models via Zero-Shot Slicing at 360x Lower Training Cost

marktechpost.com · 2026-05-09 · Score: 18

SoftBank in Talks With Nvidia and Foxconn to Build 'Made-in-Japan' AI Servers — Medium-Term Plan Could Be Announced Monday, Nikkei Reports

Nikkei Asia · 2026-05-08 · Score: 24

CNBC: Nvidia Tops $40 Billion in Total Equity Investment Bets, Cementing Role as AI Ecosystem Architect

cnbc.com · 2026-05-09 · Score: 25

RLWRLD Launches RLDX-1: LG-Backed Robotics Foundation Model Claims 10.7-Point Lead Over NVIDIA GR00T N1.6 on Dexterous Manipulation Benchmarks

thepickool.com · 2026-05-08 · Score: 20

Iran War Takes Center Stage at Trump-Xi Beijing Summit, Squeezing Scope for AI Chip and Rare Earth Progress — CNBC

cnbc.com · 2026-05-08 · Score: 22

ALERT Trump Administration Invites Jensen Huang, Tim Cook, and Tech CEOs for Beijing Summit — Nvidia Stock Rises on Hopes of AI Chip Restrictions Easing

bloomberg.com · 2026-05-08 · Score: 30

CNBC: Wall Street Sees 'Changing of the Guard in AI' as AMD, Intel, and Micron Surge While Nvidia Relatively Lags in 2026

cnbc.com · 2026-05-08 · Score: 24

IREN Signs $3.4B Five-Year AI Cloud Services Contract With Nvidia for Managed GPU Infrastructure at Childress, Texas

globenewswire.com · 2026-05-07 · Score: 27

ALERT Bloomberg: US Suspects Nvidia Chips Smuggled to Alibaba via Thailand's OBON Corp — $2.5B in Export-Controlled AI Servers Routed Through Southeast Asia

Bloomberg · 2026-05-08 · Score: 32

ALERT CoreWeave Q1 2026: Revenue Doubles to $2.08B, Backlog Hits $99.4B as AI Cloud Demand Surges

cnbc.com · 2026-05-07 · Score: 28

ALERT Nvidia and IREN Announce Strategic Partnership to Deploy Up to 5 Gigawatts of AI Infrastructure, Nvidia Takes Option to Invest $2.1 Billion

nvidianews.nvidia.com · 2026-05-07 · Score: 29

ALERT OpenAI and Partners Release MRC Open Networking Protocol for AI Training Clusters via Open Compute Project

openai.com · 2026-05-06 · Score: 29

Motherboard Sales Collapse More Than 25% as Chipmakers Redirect Capacity to AI, Strangle Enthusiast PC Market

tomshardware.com · 2026-05-07 · Score: 25

Unsloth and NVIDIA Publish Three LLM Training Optimizations Delivering ~25% Additional Speedup at Zero Accuracy Cost

unsloth.ai · 2026-05-06 · Score: 21

RadixArk Launches With $100M Seed Led by Accel to Commercialize SGLang, the Open-Source Inference Engine Serving Trillions of Tokens Daily

theaiinsider.tech · 2026-05-06 · Score: 21

ElevenLabs Crosses $500M ARR, Adds BlackRock, Nvidia, and Celebrity Investors to Series D Third Close

digitalmusicnews.com · 2026-05-06 · Score: 23

Nvidia and Corning Sign Deal Giving Nvidia Rights to Invest Up to $3.2B in Three US Optical Fiber Factories for AI Data Center Networking

cnbc.com · 2026-05-06 · Score: 26

Fleet Data Centers Closes $4.6B in Senior Secured Notes to Fund 230MW Nevada Hyperscale Campus Likely Anchored by $3T+ Tenant

datacenterdynamics.com · 2026-05-05 · Score: 26

ServiceNow Knowledge 2026: Autonomous Workforce Expands to Every Enterprise Function; Launches Autonomous Security & Risk With Armis and Veza Integration

fortune.com · 2026-05-05 · Score: 22

Legora Extends Series D With $50M From Nvidia NVentures and Atlassian, Reaches $5.6B Valuation

theaiinsider.tech · 2026-05-05 · Score: 26

Nvidia CEO Jensen Huang Says AI Is 'Creating an Enormous Number of Jobs' at Milken Institute Conference

techcrunch.com · 2026-05-04 · Score: 21

ALERT Jensen Huang declares Nvidia has fallen to zero percent AI market share in China, calls US chip export policy 'already largely backfired'

tomshardware.com · 2026-05-03 · Score: 33

Cerebras IPO Roadshow Opens Monday With $115–$125 Share Price Range; $10B+ in Early Indications Signals Strong Demand for Nvidia Rival

finance.yahoo.com · 2026-05-04 · Score: 19

Big Tech Earnings Show Split Between AI Trade Winners and Losers as Google Surges 10%, Meta and Microsoft Slip 3%

bloomberg.com · 2026-05-03 · Score: 21

Inference Is Giving AI Chip Startups a 2nd Chance to Shine

theregister.com · 2026-05-03 · Score: 20

Nvidia's physical AI push drives Asian supply chain reliance to 90%, sparking region-wide tech rally

Bloomberg · 2026-05-03 · Score: 24

Nvidia CEO Jensen Huang calls Dario Amodei's AI job-loss forecast 'ridiculous,' says CEOs predicting 50% cuts have a 'god complex'

benzinga.com · 2026-05-01 · Score: 21

ALERT FT: Huawei expects AI chip revenue to hit $12B in 2026, up 60%, as ByteDance and Alibaba race to secure Ascend 950PR supply

The Deep Dive · 2026-05-01 · Score: 28

ALERT Pentagon signs classified AI deals with 7 companies, excluding Anthropic

Bloomberg · 2026-05-01 · Score: 30

NVIDIA launches Nemotron 3 Nano Omni: 30B-A3B open multimodal model unifying vision, audio, and language

NVIDIA Blog · 2026-04-28 · Score: 27

ALERT Nasdaq sinks 1.3% as AI infrastructure stocks plunge on OpenAI revenue miss

CNBC · 2026-04-28 · Score: 28

ALERT DeepMind's David Silver raises record $1.1B seed for Ineffable Intelligence at $5.1B valuation

TechCrunch · 2026-04-27 · Score: 34

Bloomberg: AI boom drowns out Middle East war fears, driving record divergence between Asian markets

Bloomberg · 2026-04-27 · Score: 19

Axios: AI compute now costs some companies more than their human workforce

Axios · 2026-04-26 · Score: 20

Nvidia closes at record high above $5 trillion market cap on surging AI chip demand

Yahoo Finance · 2026-04-24 · Score: 24

Alibaba deploys Qwen AI across 9+ Chinese automaker dashboards at Beijing Auto Show

CNBC · 2026-04-24 · Score: 22

NVIDIA and Google Cloud expand AI supercomputing partnership with Vera Rubin

NVIDIA Blog · 2026-04-22 · Score: 27

Jensen Huang: 'Most people will lose their job to somebody who uses AI' — not to AI itself

fortune.com · 2026-04-22 · Score: 20

Nvidia-backed Vast Data raises $1B at $30B valuation, tripling prior round

cnbc.com · 2026-04-22 · Score: 26

ALERT Google deepens Thinking Machines Lab ties with multibillion-dollar GB300 deal

TechCrunch · 2026-04-22 · Score: 30

Horizon Robotics unveils 5nm Starry chip combining autonomous driving and smart cockpit

Caixin Global · 2026-04-22 · Score: 21

ALERT Cursor in talks to raise $2B at over $50B valuation with Nvidia backing

CNBC · 2026-04-19 · Score: 30

European AI chip startup Euclyd seeks €100M to challenge Nvidia on inference efficiency

cnbc.com · 2026-04-17 · Score: 21

ALERT Cursor in talks to raise $2B+ at $50B valuation as enterprise growth surges

TechCrunch · 2026-04-17 · Score: 31

Newsletter Issues (29)

World Models: the week physical AI shipped a robot hand

2026-05-13 · 5 mentions

AI Geopolitics: Trump lands in Beijing with Huang in tow

2026-05-13 · 4 mentions

Deep Learning: the quadratic floor finally cracked, twice in one week

2026-05-13 · 6 mentions

Machine Learning: Anthropic taught Claude to verbalize its thoughts

2026-05-13 · 14 mentions

#490 Anthropic just had AI's biggest week of 2026

2026-05-07 · 1 mentions

AI Geopolitics: America's AI market is now its military

2026-05-05 · 1 mentions

Robotics: Big Tech just bought its way into physical AGI

2026-05-05 · 4 mentions

World Models: the post-LLM intelligence race

2026-05-05 · 4 mentions

AI in Business: a handful print money, the rest debate ROI

2026-05-05 · 3 mentions

#489 PE built AI's new distribution layer

2026-05-04 · 4 mentions

#488 OpenAI lost three things in five days

2026-04-30 · 4 mentions

ML this week: open weights closed the gap from underneath

2026-04-25 · 3 mentions

#485 When AI teaches AI, it teaches in secret

2026-04-19 · 5 mentions

World Models: Forrester just made physical AI Tier 1

2026-04-18 · 4 mentions

Deep Learning: Mamba-3 halves the state. SSMs win again.

2026-04-18 · 4 mentions

AI Geopolitics: The chip war is now slowing the US too

2026-04-18 · 3 mentions

Frontier Research: Transformers just failed a forecast proof

2026-04-18 · 1 mentions

Robotics: A humanoid you can buy for $42,000

2026-04-18 · 1 mentions

Machine Learning: The dataset just became the alignment lever

2026-04-18 · 13 mentions

#477 Jensen Huang says we've achieved AGI. The benchmarks say 0.37%.

2026-03-31 · 1 mentions

#476 Weekly Intelligence Briefing: Tech, AI & Policy

2026-03-27 · 3 mentions

#390 Issue #390: OpenAI’s former chief scientist is starting a new AI company

2024-06-20 · 2 mentions

#393 Issue #393: How to use AI to plan your next vacation

2024-07-11 · 2 mentions

#396 Issue #396: OpenAI to launch ‘SearchGPT’ in challenge to Google

2024-08-03 · 2 mentions

#400 Issue #400: Fei-Fei Li’s New AI Venture Soars to $1B Valuation

2024-08-22 · 1 mentions

#401 Issue #401: AI chip giant Nvidia shares fall despite record sales

2024-08-29 · 3 mentions

#458 Issue #458: From

2025-12-16 · 2 mentions

#462 Issue #462: Is AI spending crashing ? Where is the ROI?

2026-01-29 · 2 mentions

#467 Issue #467: Anthropic has receipts. And nobody wants to pay for AI.

2026-02-26 · 4 mentions