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 (75)

Cisco Expands Secure AI Factory With Nvidia, Brings Supermicro Rack-Scale Systems Into Reference Design

hpcwire.com · 2026-08-25 · Score: 18

Oasis Discloses NVIDIA NemoClaw Flaw CVE-2026-65105 Letting Any Website Poison Local Ollama Models

thehackernews.com · 2026-08-25 · Score: 27

Nvidia Debuts Jetson Orin Nano 2 Edge Module at 78 TOPS, Doubling Inference Perf for Robotics and VLMs

therobotreport.com · 2026-08-25 · Score: 25

Perplexity Ships Portable Computer, a Fully Local AI Agent Running on Nvidia DGX Spark and RTX Linux PCs

venturebeat.com · 2026-08-25 · Score: 26

Nvidia Details 88-Core Vera CPU at Hot Chips With Six-Chiplet Design and 30x Grace Blackwell Throughput

servethehome.com · 2026-08-24 · Score: 23

Nvidia-Backed Lambda in Talks for $3B Pre-IPO Round at $12B+ Valuation as 2026 Revenue Nears $1.5B

bloomberg.com · 2026-08-24 · Score: 22

Generalist AI Adds $200M 8VC-Led Round Just Two Months After $400M June Raise at $2B

axios.com · 2026-08-24 · Score: 21

ALERT Taiwan Indicts 9 Including Nvidia and Super Micro Staff Over 74 Smuggled B300 AI Servers to China

engadget.com · 2026-08-24 · Score: 31

ALERT Nvidia Groq 3 LPX Inference Rack Hits Full Production, Nebius Signs as First Cloud Customer

siliconangle.com · 2026-08-24 · Score: 33

Ukraine Says Fully Autonomous Russian Drone With Nvidia Jetson Orin Killed Three at Zaporizhzhia Gas Station

nytimes.com · 2026-08-24 · Score: 23

Nvidia in Talks to Take Equity Stake in Perplexity at $30B+ Valuation as ARR Tops $750M

theinformation.com · 2026-08-23 · Score: 23

ALERT Nvidia Notifies Top Customers of 15%+ Price Hikes on Vera Rubin and Grace Blackwell Systems

fortune.com · 2026-08-22 · Score: 34

ALERT Starcloud Adds $250M to Series A at $2.3B Valuation as Nvidia Joins Orbital Data Center Round

techcrunch.com · 2026-08-21 · Score: 28

Nvidia Warns Top Customers of 15%+ Price Hikes on Vera Rubin and Grace Blackwell Systems for Early 2027

bloomberg.com · 2026-08-22 · Score: 23

ALERT Nvidia Pays $6B to License Poolside's Model Factory Plus $1B Equity Investment at $12B Valuation

pymnts.com · 2026-08-21 · Score: 32

ALERT Nvidia's AVO Coding Agent Scores Perfect 100 on ARC-AGI-3 Public Set, Beating VISTA With 12% Fewer Actions

developer.nvidia.com · 2026-08-21 · Score: 34

CNBC: Nvidia Is Matchmaking Between GPU-Owning Enterprises and Nordic Data Center Operators

cnbc.com · 2026-08-19 · Score: 22

Nvidia in Talks to Invest in AI Data Supplier Mercor at $20B Valuation, Doubling Startup's Worth in Nine Months

theinformation.com · 2026-08-19 · Score: 23

CNBC: Nvidia's AI Moat Shifts From Chips to Capital as Quarterly Free Cash Flow Hits $48.5B

cnbc.com · 2026-08-18 · Score: 21

FT: ByteDance and Tencent Each Receive ~10,000 Nvidia H200 Chips, Beijing Directs Hong Kong Deployment

ft.com · 2026-08-18 · Score: 23

Inference Chip Startup Etched Raises $700M Led by Jane Street at $21B, Doubling Valuation in Weeks

wsj.com · 2026-08-18 · Score: 23

Nvidia to Back Up to $105B in Financing for OpenAI's 10 GW Ohio Data Center Campus

cnbc.com · 2026-08-17 · Score: 23

Nvidia Backstops Up to $105B for OpenAI's 10GW Ohio Data Center on SoftBank's SB Energy Campus

bloomberg.com · 2026-08-17 · Score: 23

Crunchbase: Chip Giants Joined AI and Robotics Rounds Totaling Over $250B in 2026 to Date

news.crunchbase.com · 2026-08-17 · Score: 21

Groq Raises $350M at $3.5B — Half Its Prior Value After Nvidia Licensed Its Tech and Hired the CEO

bloomberg.com · 2026-08-17 · Score: 23

IEEE Spectrum: Agentic AI Makes CPU the New Bottleneck, AWS Orders Cycle Rationing as Intel Sells Out

spectrum.ieee.org · 2026-08-17 · Score: 22

Bond Traders Fret Over $70B in Shadow AI Credit Backstops as Nvidia, Broadcom Guarantee Buildout

bloomberg.com · 2026-08-15 · Score: 22

Nvidia's Q2 13F Reveals $21B SpaceX Stake and $30B Intel Position, Two Chip-Exclusive Customers

fortune.com · 2026-08-15 · Score: 26

The Information: Nvidia in Talks to Invest up to $3B in SoftBank's SB Energy, Backer of OpenAI's Ohio Campus

theinformation.com · 2026-08-15 · Score: 23

Nvidia Downsizes OpenAI Data Center Backstop From $250B to Under $120B After Investor Pushback

wsj.com · 2026-08-14 · Score: 23

Nvidia Training Nemotron 4 Open-Source Model With 1 Trillion+ Parameters to Rival Chinese Labs

theinformation.com · 2026-08-11 · Score: 24

ALERT Nvidia Launches First Open-Source Model Since Huang's Pivot: Nemotron 3.5 Lightning 30B MoE + NeMo Switchyard Router

blogs.nvidia.com · 2026-08-11 · Score: 30

Nvidia Joins Wall Street Consortium on $500B AI Infrastructure Financing Package

ft.com · 2026-08-10 · Score: 23

Apollo's Torsten Slok Says AI Boom's Profits Are Funded by Investors, Not Customers

fortune.com · 2026-08-10 · Score: 22

AI Cloud Provider Lambda Raises $917M Leveraged Loan to Fund $1.3B Nvidia GPU Lease

bloomberg.com · 2026-08-10 · Score: 23

SCMP: China's Top AI Labs Still Train on Nvidia Chips as Huawei CANN Switch Adds 50%+ in Cost

scmp.com · 2026-08-10 · Score: 21

TSMC July Sales Jump 45% YoY to NT$467.6B as AI Chip Demand Roars On Through Bubble Jitters

bloomberg.com · 2026-08-10 · Score: 23

US BIS Opens Review of Chinese Firms' Offshore Access to Nvidia Chips After Kimi K3 Breakthrough

bloomberg.com · 2026-08-07 · Score: 27

NVIDIA Open-Sources NOOA, an Object-Oriented Agent Framework That Hits 82.2% SWE-Bench Verified at Half the Tokens

marktechpost.com · 2026-08-07 · Score: 26

Nvidia to Invest Up to $3B in Lancium, Taking ~20% Stake in Stargate Power Developer at $10B EV

theinformation.com · 2026-08-07 · Score: 23

Forbes: DDN Revenue to Double to $1B in 2026 as Blackstone-Backed Storage Firm Powers xAI, Nvidia AI Buildouts

forbes.com · 2026-08-06 · Score: 22

Nscale Tells IPO Investors It Has $51B in Backlog Contracts and $100M+ Q2 Revenue, Targets September Listing

bloomberg.com · 2026-08-06 · Score: 23

ALERT Ooredoo, Nvidia and Nokia Launch $800M+ Zankore Neocloud Targeting 1 GW in Indonesia

fortune.com · 2026-08-06 · Score: 29

Nvidia Tests Three Lower-Memory Rubin Ultra Variants to Ease HBM Supply Squeeze

theinformation.com · 2026-08-06 · Score: 23

ALERT Mistral Open-Sources Shieldstral, a 3B Multimodal Safety Classifier It Says Matches Models 7x Larger

mistral.ai · 2026-08-04 · Score: 30

Nvidia Open-Sources Alpamayo 2 Super, a Frontier Reasoning Model for Robotaxis and AVs

blogs.nvidia.com · 2026-08-04 · Score: 26

Huawei's Chip Scientist Liao Heng Warns Nvidia, TSMC Approaching 'Avalanche' at Transistor Physical Limit, Touts Tau Scaling Law

bloomberg.com · 2026-08-04 · Score: 23

NVIDIA Ships Open-Weight Nemotron VoiceChat 11B, First Open Full-Duplex Model With Live Tool Calling

huggingface.co · 2026-08-03 · Score: 27

Sequoia Leads $1B Series B in Nuclear Startup Valar Atomics at $6B, Powering Nvidia AI Data Center

thenextweb.com · 2026-08-03 · Score: 26

Nikkei: Central Asia's AI Data-Center Race Opens With Uzbekistan TAS-1 and Kazakhstan Nvidia Buildouts

asia.nikkei.com · 2026-08-03 · Score: 16

Bloomberg: Moonshot's Kimi K3 Runs on 20,000 Nvidia Chips Rented Through Alibaba, Sources Say H200s

bloomberg.com · 2026-07-31 · Score: 23

TSMC Pilots CoPoS Rectangular-Panel Packaging to Blunt Intel's EMIB and Break AI-Chip Capacity Ceiling

theinformation.com · 2026-07-30 · Score: 23

FT Q&A: CuspAI's Max Welling Builds AI Materials Foundry With Hinton and LeCun on Advisory Board

ft.com · 2026-07-30 · Score: 21

NVIDIA and Weizmann Ship Parallel Decoding Distillation, Predicts Multiple Denoising Steps in One Pass

huggingface.co · 2026-07-28 · Score: 24

SK Hynix Q2 Revenue Triples to 79.3T Won on HBM4 Mass Shipments, Misses Analyst Estimate

cnbc.com · 2026-07-29 · Score: 21

FT: CDS on Oracle, SpaceX, Alphabet and Nvidia Hit Record Highs as AI-Debt Anxiety Broadens

ft.com · 2026-07-28 · Score: 21

The Information: Moonshot Seeks More Nvidia Blackwell Chips to Train Larger Kimi K4 Model

theinformation.com · 2026-07-28 · Score: 22

Nvidia Named as Tenant of $19.6B Hut 8 Beacon Point Lease, Rising to $50B With Renewals, for 1 GW Texas Campus

ft.com · 2026-07-28 · Score: 23

Taiwan Raids Nvidia Employee's Home in Probe of Alleged AI-Chip Smuggling to China

bloomberg.com · 2026-07-28 · Score: 22

Apple Retakes World's Most Valuable Company Crown at $4.9T as Investors Reward AI Capex Restraint

9to5mac.com · 2026-07-27 · Score: 20

NVLabs Ships Sol-Attn, Training-Free Sparse Attention That Speeds Wan 2.1 and HunyuanVideo Inference 2-5x

huggingface.co · 2026-07-27 · Score: 19

Nvidia's $750B AI Deal Push Revives Circular-Financing Fears, Sends Its CDS to a Record Spike

bloomberg.com · 2026-07-27 · Score: 22

ALERT Nvidia Takes Multibillion-Dollar Stake in Sutskever's Safe Superintelligence, Order-of-Magnitude Compute Boost

techcrunch.com · 2026-07-27 · Score: 35

ALERT Nvidia Launches Open Secure AI Alliance With 40+ Firms Including Microsoft, IBM, SpaceX; Meta Absent

blogs.nvidia.com · 2026-07-27 · Score: 31

Nvidia in Talks to Guarantee $250B of Financing for OpenAI's 10 GW Ohio Data Center Lease

wsj.com · 2026-07-26 · Score: 23

Nvidia Open-Weights Letter Doubles to 50 Signatories in a Day, OpenAI and Google Join While Anthropic and Amazon Stay Out

forbes.com · 2026-07-25 · Score: 22

Nvidia's SANA-Video 2.0 Mixes Linear and Softmax Attention, Claims 120x Speedup Over Wan 2.2 on a Single H100

arxiv.org · 2026-07-23 · Score: 21

Meta, Nvidia, Microsoft, IBM, Palantir Sign Open Letter Urging Congress Not to Curb Open-Weight AI

cnbc.com · 2026-07-24 · Score: 23

WSJ: China's Vice Premier Warns Domestic AI Firms Any Resistance to Local Chips Is 'Treasonous'

wsj.com · 2026-07-23 · Score: 22

Foundation Picks AMD Ryzen AI Embedded X100 Over Nvidia for Its Phantom Humanoid Robots

forbes.com · 2026-07-23 · Score: 22

US Commerce BIS Opens Formal Probe Into Chinese AI Firms' Access to Restricted US Chips

theinformation.com · 2026-07-23 · Score: 23

Wistron Opens $700M D1 AI Factory in Fort Worth, First US Site to Mass-Produce Nvidia GB300 Grace Blackwell Superchips

cnbc.com · 2026-07-21 · Score: 23

Google and Nvidia Partner With Munich's Microagi to Supply Compute for Humanoid-Robot Training

semafor.com · 2026-07-21 · Score: 22

Jensen Huang Tells Axios Chinese Open-Source Models Are 'Excellent' and Should Be Used, Pushing Back on Kimi K3 Panic

axios.com · 2026-07-22 · Score: 23

Show HN: NanoEuler — GPT-2 Scale Transformer Built in Pure C/CUDA From Scratch, Zero External Dependencies

github.com · 2026-06-29 · Score: 16

Newsletter Issues (42)

#525 Nvidia may buy into Perplexity above $30B before Wednesday's earnings

2026-08-24 · 9 mentions

#524 What AI models are actually coming in the next six months?

2026-08-20 · 4 mentions

#521 The frontier just split into three markets

2026-08-12 · 2 mentions

#519 AI agents crossed the line 19 times in UK safety tests

2026-08-06 · 1 mentions

#517 What Happens When AI Runs Out of Content to Steal?

2026-07-29 · 4 mentions

#515 China's AI is redrawing the AI race

2026-07-20 · 2 mentions

#512 Robotics Is Moving Fast: IPOs, New Models, and Smarter Robots

2026-07-09 · 3 mentions

#508 The Cutting Edge, Across the Board

2026-06-28 · 3 mentions

World Models: $610M Bets the World Is Not a Token

2026-06-21 · 4 mentions

AI in Marketing: L'Oréal just made ChatGPT its storefront

2026-06-21 · 3 mentions

Deep Learning: a 744B open model just lapped the labs

2026-06-21 · 5 mentions

Machine Learning: a 744B model ran across six states on raw WAN

2026-06-21 · 8 mentions

AI Applications: HSBC will only ship AI that returns $100M

2026-06-21 · 3 mentions

#505 100 years from now : The Last War Between Countries

2026-06-19 · 1 mentions

#502 Your AI can now spend your money — Visa wired it into ChatGPT

2026-06-11 · 1 mentions

#500 $1.3 trillion vanished Friday. Bubble, or just profit-taking?

2026-06-07 · 1 mentions

#498 Anthropic files for an IPO. NVIDIA ships its stack.

2026-06-01 · 12 mentions

AI in Business: Anthropic at $900B as Meta funds AI by firing 8,000

2026-05-26 · 2 mentions

Deep Learning: 4-bit pretraining just matched FP8 at scale

2026-05-26 · 4 mentions

Robotics: Wayve's end-to-end driver lands in Jeeps and Rams

2026-05-26 · 1 mentions

World Models: Google Ships Omni, and the LLM Monopoly Cracks

2026-05-26 · 2 mentions

AI Geopolitics: America said yes to chips, China said no

2026-05-21 · 2 mentions

Frontier Research: reasoning is leaving the token stream

2026-05-21 · 1 mentions

Machine Learning: nobody trained bigger, everyone shrank the cache

2026-05-21 · 1 mentions

World Models: Google's Genie now simulates real streets, not just dreams

2026-05-21 · 3 mentions

AI in Business: $2.59T will be spent, 80% can't prove it works

2026-05-21 · 4 mentions

#494 SpaceX wants $80 billion. OpenAI wants a trillion.

2026-05-21 · 2 mentions

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

2026-05-07 · 1 mentions

#489 PE built AI's new distribution layer

2026-05-04 · 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

#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