NVIDIA

Latest: Rome's Exein Raises $270M at $1.7B to Build Embedded Cybersecurity for Physical AI · ft.com, Sep 15, 2026

Company   Tracked keywords: nvidia, cuda, h100, b200, blackwell

42 AI Weekly issues and 83 live stories from the last 30 days mention NVIDIA.

138 total mentions 6/20 recent issues -100% vs. baseline peak 9/issue tracked since 2026-02-26

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 (83)

Trump Phones Jensen Huang Live at All-In Summit, Together Dismiss AI Takeover as 'Hoax'
nytimes.com · 2026-09-14 · Score: 23
Rome's Exein Raises $270M at $1.7B to Build Embedded Cybersecurity for Physical AI
ft.com · 2026-09-15 · Score: 26
Perplexity Ships Portable Computer for Windows, Runs Qwen 3.8 27B Locally on 24GB+ RTX GPUs
blogs.nvidia.com · 2026-09-14 · Score: 25
ALERT SemiAnalysis Benchmarks Vera Rubin NVL72 at 7x Blackwell's Tokens per MW on DeepSeek V4 Pro 1.6T
semianalysis.com · 2026-09-14 · Score: 31
ALERT Intel Spinoff Cornelis Raises $205M for Active Compute Fabric, Locks In Qualcomm as Inference Partner
techcrunch.com · 2026-09-14 · Score: 29
Nvidia, Palantir and Booz Allen Restrict Anthropic Fable After 30-Day Log Retention Change
theinformation.com · 2026-09-14 · Score: 23
ALERT Nvidia-Backed Firmus Seeks Up to $5B in October Australia IPO to Fund 1.6GW Project Southgate
datacenterdynamics.com · 2026-09-14 · Score: 28
Anthropic in Talks to Bring Nvidia in as Anchor Investor for Up to $100B IPO at $2T Valuation
reuters.com · 2026-09-11 · Score: 23
Nvidia and Palantir Ship Sovereign AI Stack for Supply Chains, First Deployment Inside Nvidia's Own 1.3M-Part Vera Rubin BOM
nvidianews.nvidia.com · 2026-09-10 · Score: 26
Ayar Labs Adds $150M Series E Extension at $5B+, Brings 2026 Capital to $650M
siliconangle.com · 2026-09-10 · Score: 27
Skild AI Hits $100M Revenue Run Rate 10 Months After First Deployment, Grows to 60+ Customers
bloomberg.com · 2026-09-10 · Score: 22
NVIDIA Open-Sources IMO-Gold Recipe: Nemotron 3 Ultra Scores 30/42 at IMO 2026 in Natural Language
huggingface.co · 2026-09-10 · Score: 24
Oracle Q1 Cloud Infrastructure Revenue Jumps 121% to $7.4B, Books $30B in New AI Cloud Contracts
stocktitan.net · 2026-09-10 · Score: 27
ALERT Nvidia Enlists 8 Australian Operators for 2GW AI Factory Buildout by 2027
nvidianews.nvidia.com · 2026-09-09 · Score: 28
ALERT Nvidia Rival Positron Closes $875M Series C at $5B to Ship Memory-First Asimov Inference Chip
prnewswire.com · 2026-09-10 · Score: 32
DOJ Probes Nvidia's $20B Groq Licensing Deal Over Antitrust-Skirting Concerns
nytimes.com · 2026-09-09 · Score: 23
OpenAI Signs Multi-Year Compute Deal With Nvidia-Backed Firmus for Two Malaysia Data Centers
asia.nikkei.com · 2026-09-08 · Score: 26
ALERT Mistral Raises €3B at €21B Valuation in Europe's Largest Ever Equity Round, Samsung Leads
mistral.ai · 2026-09-08 · Score: 35
Jensen Huang Declares 'AGI Has Arrived' on X, Credits OpenAI GPT-6 Astra Trained on 100K Grace Blackwell Systems
businessinsider.com · 2026-09-06 · Score: 22
NYT: Inspur's US Subsidiary Aivres Shipped $3B in Nvidia Blackwell Chips to Southeast Asia Despite Ban
nytimes.com · 2026-09-06 · Score: 23
Nvidia Commits DLSS 5 to RTX 40-Series 'Once RTX 50 Tuning Wraps,' Sets No Firm Date
theverge.com · 2026-09-04 · Score: 15
WSJ: Betaworks' 5.5% Hugging Face Stake Worth ~$650M in Nvidia Buyout, A.Capital Could Bag $1.5B
wsj.com · 2026-09-05 · Score: 16
WSJ: US Dangled Nvidia Chip Access for Armenian Data Center to Broker Armenia-Azerbaijan Peace
wsj.com · 2026-09-04 · Score: 22
ALERT Nscale Seeks $3.5B Pre-IPO Financing With $2B From Nvidia, Third Point Leads $1.5B Convertibles
thenextweb.com · 2026-09-04 · Score: 28
ALERT Figure AI Signs $3.5B Nscale Compute Deal for 100,000 Vera Rubin GPUs, Scalable to $6B
prnewswire.com · 2026-09-03 · Score: 29
Nvidia's Equity Investments Surge 10x Year-Over-Year to $99B, With Nearly $50B Flowing to AI Labs
cnbc.com · 2026-09-04 · Score: 20
DeepSeek Orders 160,000 Huawei Ascend 950DT Chips for 1GW Inner Mongolia AI Data Center
bloomberg.com · 2026-09-04 · Score: 23
Nvidia Launches PAIR, a Free Tool That Distributes Local AI Inference Across Home GPUs
blogs.nvidia.com · 2026-09-03 · Score: 27
ALERT Nvidia Signs Definitive $12.9B Deal to Acquire Hugging Face, Closes H1 2027
cnbc.com · 2026-09-03 · Score: 38
Equinix, Nvidia and Together AI Launch Inference Exchange for Enterprise Open-Model Serving
cnbc.com · 2026-09-02 · Score: 23
ALERT Nemotron-3-Ultra-CC Scores 535/600 on IOI 2026, First AI to Outperform Top Human Contestant
arxiv.org · 2026-09-02 · Score: 32
ALERT SemiAnalysis Details South Korea's $919B Sovereign AI Push, 18.4GW Datacenter Target by 2035
newsletter.semianalysis.com · 2026-09-01 · Score: 30
ALERT CrowdStrike Unveils SafeMind With Red Tempest and Blue Solano, Twin Agentic Models Built on Nvidia Nemotron
siliconangle.com · 2026-09-01 · Score: 30
The Information: Apple's Enterprise-AI Gap Left It Scrambling to Meet Mac Mini and Mac Studio Cluster Demand
macrumors.com · 2026-08-31 · Score: 19
Nvidia Sets Sept 3 for DLSS 5 With Neural Rendering, NBA 2K27 First on RTX 50 GPUs and GeForce Now
tomshardware.com · 2026-08-31 · Score: 21
Anthropic Signs $35B Cloud Deal With Nvidia-Backed Lambda, Nvidia to Hold Lease on Hut 8 Texas Data Center
wsj.com · 2026-08-31 · Score: 23
Nvidia Puts $3.5B Into MediaTek Convertible Bonds, Pulls Chipmaker Onto NVLink Fusion
bloomberg.com · 2026-08-31 · Score: 23
FT: Big Tech Q2 'Other Income' From AI Stakes Tops $160B, Alphabet Alone at $97.9B
ft.com · 2026-08-30 · Score: 22
Taiwan Raids Nvidia PCB Supplier Unimicron Over Alleged Relabeling of China-Made Parts as Taiwanese
asia.nikkei.com · 2026-08-31 · Score: 27
The Information: OpenAI Bought Tens of Thousands of Macs for RL as Nvidia Sees Apple as Top Local-AI Rival
theinformation.com · 2026-08-30 · Score: 23
TechCrunch: Caterpillar Applies Mining Autonomy Playbook to Enterprise AI Rollout Across 118,000 Workers
techcrunch.com · 2026-08-30 · Score: 19
Trump Commerce Drafts AI Chip Rule to Close China's Remote-Access Loophole via Thailand and Singapore
theinformation.com · 2026-08-29 · Score: 23
WSJ: Chinese Robot Makers Now Run on Nvidia Silicon as Physical AI Hits $10B Annual Revenue
wsj.com · 2026-08-29 · Score: 21
TechCrunch: Nvidia's AI Moat Now Runs Through Vera CPU, Networking and Storage — Not Just Rubin GPUs
techcrunch.com · 2026-08-29 · Score: 17
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
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)

#528 What are companies building with AI? An Applied AI Deep Dive
2026-09-01 · 1 mentions
#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
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
← Dashboard  |  All entities  |  11-year analysis →