NVIDIA

Latest: TSMC Pays NT$38.8B for Two AUO Taichung Plants to Convert Into CoWoS Advanced Packaging Capacity · trendforce.com, Oct 30, 2026

Empresa Palabras clave monitoreadas: nvidia, cuda, h100, b200, blackwell

45 AI Weekly issues and 61 live stories from the last 30 days mention NVIDIA.

142 menciones en total 6/20 números recientes +36% vs referencia pico 9/número monitoreado desde 2026-02-26

Tendencia de menciones: últimos 20 números

Noticias en vivo (61)

TSMC Pays NT$38.8B for Two AUO Taichung Plants to Convert Into CoWoS Advanced Packaging Capacity

trendforce.com · 2026-10-30 · Puntuación: 25

India's AM Intelligence Seeks $3B Debt to Finance 9,000-Nvidia-Rubin Order for Hyderabad AI Factory

bloomberg.com · 2026-10-30 · Puntuación: 23

Cohere Series E First Close Hits $5B Target at $20.5B Valuation, Canada Commits Up to $1.14B

bloomberg.com · 2026-10-29 · Puntuación: 23

NYT: US Officials Say Megaspeed Executive Alice Huang Cultivated Jensen Huang to Pass Nvidia Intel to Beijing

nytimes.com · 2026-10-29 · Puntuación: 22

ALERTA DOJ Opens Antitrust Inquiry Into Nvidia's $12.93B Hugging Face Buy Over AI Distribution Chokepoint

pymnts.com · 2026-10-28 · Puntuación: 28

Nvidia Opens 30B Nemotron 3.5 Transcribe and 463K-Hour Granary v2 Speech Dataset Across 40 Languages

siliconangle.com · 2026-10-28 · Puntuación: 27

Malaysian Customs Seize $12.1M of AI Server Chips at Kuala Lumpur Airport in Fifth 2026 Smuggling Haul

scmp.com · 2026-10-28 · Puntuación: 22

TSMC Reportedly Weighs 20% CoWoS Price Hike as Nvidia Blackwell and Rubin Overflow Packaging Capacity

trendforce.com · 2026-10-27 · Puntuación: 22

NVIDIA and KAIST's ThinkWorld VLA Hits 94.4% Real-World Macro Success Learning From Human Video

huggingface.co · 2026-10-28 · Puntuación: 26

SK Hynix Q3 Revenue Jumps 328% YoY to ~$78.8B as Operating Profit Hits Record $62.8B on HBM Demand

cnbc.com · 2026-10-28 · Puntuación: 23

The Information: OpenAI Plans to Buy Google TPUs, Posts Job to 'Lead the Optimization' of Frontier Models on Them

theinformation.com · 2026-10-27 · Puntuación: 23

Nvidia Floats $2,000/GPU Annual Software Fee for Running Agents on AI Factories

tomshardware.com · 2026-10-26 · Puntuación: 22

Linux Kernel Module 'gpu-unlock' Enables Pro FP/BF16 Throughput on Nvidia RTX 3000 GPUs

github.com · 2026-10-23 · Puntuación: 17

CNBC: Nvidia's $171.5B Neocloud Exposure Faces First Big Test as CoreWeave CDS Spread Tops 11%

cnbc.com · 2026-10-24 · Puntuación: 22

Cambricon Q3 Net Profit Jumps 148% to $210M on China AI Chip Push, But Revenue Misses by 44%

scmp.com · 2026-10-23 · Puntuación: 22

Humain Expands Nvidia Pact to 84MW and 27,000 GPUs Mixing Blackwell B300 and Vera Rubin

thenationalnews.com · 2026-10-22 · Puntuación: 26

Nvidia, Anthropic and OpenAI Set Q3 Lobbying Records at $2.2M, $2.1M and $1.5M as Antitrust Talks Begin

semafor.com · 2026-10-21 · Puntuación: 24

Lava Says It Traced 32 Nvidia Blackwell Ultra B300 Chips to China Telecom's Network Despite US Export Controls

theinformation.com · 2026-10-22 · Puntuación: 23

AW-0 Jointly Denoises Code, Video, and Action, Hits 71.1% Real-World Average Across 8 Robot Tasks

huggingface.co · 2026-10-22 · Puntuación: 24

ALERTA Nvidia Pulls Six Partners Into 2.5x Substrate, 300% Packaging and 15x Optics Capacity Build

nvidianews.nvidia.com · 2026-10-21 · Puntuación: 28

Nvidia Expands Isaac With Agile ONE SN Humanoid Reference, Isaac Lab 3.0, and OpenShell Agent Sandbox

blogs.nvidia.com · 2026-10-21 · Puntuación: 27

ALERTA Flapping Airplanes Lands $1B at $6B From Index and Lux, Four Times Its January Seed Valuation

thenextweb.com · 2026-10-21 · Puntuación: 28

ALERTA Nvidia Launches DSX POD, Containerized Vera Rubin AI Factory That Cuts Deployment From Six Months to 14 Days

datacenterdynamics.com · 2026-10-21 · Puntuación: 30

Nvidia's JCA Co-Generates Replayable 3D Motion and Video From Arbitrary Character Rigs in One Pass

huggingface.co · 2026-10-20 · Puntuación: 19

Nvidia in Talks to Invest Hundreds of Millions in Firmus After Australian AI Cloud Pulled Its IPO

theinformation.com · 2026-10-20 · Puntuación: 22

Super Micro Preannounces $18.5B–$19.5B Fiscal Q1, Beating Guidance by $4B on AI Server Demand

bloomberg.com · 2026-10-20 · Puntuación: 23

AWS CFO Jokes Amazon's AI Unit Took Firm Free-Cash-Flow Negative as GB300 Racks Sit in Warehouses

businessinsider.com · 2026-10-19 · Puntuación: 23

Pigment Raises $250M at $2.3B With Nvidia and Scaleup Europe to Challenge Microsoft Office

bloomberg.com · 2026-10-20 · Puntuación: 22

Google Launches TorchTPU, Open-Source PyTorch for TPUs With Agent Suite to Lure AI Developers Off Nvidia

techcrunch.com · 2026-10-20 · Puntuación: 26

OpenAI Goes Quiet on China Chip Export Controls, Pulling the Rug on Lame-Duck Restrictions

politico.com · 2026-10-20 · Puntuación: 22

Nscale in Talks for Second Anthropic Deal Worth ~$45B, 460MW of Vera Rubin at West Virginia Campus

bloomberg.com · 2026-10-19 · Puntuación: 23

Modal Picks Nvidia Vera as First CPU for Hosting AI Agents, Joining Its Intel and AMD Mix

reuters.com · 2026-10-19 · Puntuación: 19

ALERTA Amazon Opens TorchNeuron, a Native PyTorch Backend for Trainium Chips, as Apache 2.0 on Oct 20

pytorch.org · 2026-10-19 · Puntuación: 30

Tel Aviv's doubleAI Debuts GPU-Kernel Optimizer, Raises $220M and Acquires 1,000 Nvidia B300s

wsj.com · 2026-10-19 · Puntuación: 23

Information: Industry Execs See Only 7-10 of Hundreds of Neoclouds Surviving as Nvidia Backstops With $20B in Leases

theinformation.com · 2026-10-18 · Puntuación: 21

Microsoft Cancels Nscale UK Anchor Deal for 23K Nvidia Chips at Essex Site, Clouding $35B IPO

telegraph.co.uk · 2026-10-18 · Puntuación: 23

Nvidia's Huang Tells Bloomberg Berlin AI Market Rout Will 'Pass' as SOX Posts Longest Losing Streak Since 2008

bloomberg.com · 2026-10-16 · Puntuación: 21

CoreWeave Co-Founders Have Sold $3.3B of Stock Since March 2025 IPO, $2.4B of It in 2026 as Shares Fall 60% From Peak

bloomberg.com · 2026-10-15 · Puntuación: 23

ALERTA Reflection AI Open-Weights Beam, a 501B Apache 2.0 Model Hitting ~80% on Terminal-Bench 2.1 at 25K Tokens

venturebeat.com · 2026-10-16 · Puntuación: 32

Adobe and NVIDIA Deepen Agentic Creation Pact: 2x on Photoshop/Premiere With RTX Spark, 5x Frame.io Embeddings

nvidianews.nvidia.com · 2026-10-15 · Puntuación: 24

Taiwan to Fund Up to $4B Texas Industrial Park Anchoring Nvidia AI Supply Chain

bloomberg.com · 2026-10-16 · Puntuación: 21

ALERTA Nvidia Open-Weights Nemotron 3.5 Super VL, a 120B MoE With 12B Active Parameters and 1M Context

venturebeat.com · 2026-10-15 · Puntuación: 32

Tom's Hardware: Nvidia's RTX Spark Beats M5 Max MacBook Pro by ~25% on Qwen Agent Benchmarks

tomshardware.com · 2026-10-15 · Puntuación: 23

KAIST and Nvidia's ACCRUE Cuts Real-Robot Training Time 31-68% Via Continual Off-Policy RL

arxiv.org · 2026-10-14 · Puntuación: 18

Honeywell Launches Forge Cognition Building-AI Platform With Nvidia and Dell, Autonomy Locked 2-3 Years

fortune.com · 2026-10-14 · Puntuación: 22

Nvidia Rolls Out AI-Defined Fabs With Synopsys, Cadence, KLA, Lam and Applied Materials, Debuts cuPotential Library

nvidianews.nvidia.com · 2026-10-14 · Puntuación: 26

Nvidia's Huang Pledges $2B in Fresh Europe AI Deals, Takes Stakes in Four French Startups

semafor.com · 2026-10-13 · Puntuación: 20

NVIDIA's TacitVLA Matches Reasoning VLA Baselines With 3.4x Lower Latency by Decoupling Action From Text

huggingface.co · 2026-10-14 · Puntuación: 24

FT: Chinese Tech Firms Bought 1M+ Nvidia RTX Pro 6000D and 5000 Chips in 2026 for Basic AI Workloads

ft.com · 2026-10-13 · Puntuación: 23

ALERTA Nvidia Opens Vera Rubin Rack Designs via MGX 1.2 at OCP Summit, Meta Adopts Spectrum-6 for 100K+ GPU Factories

blogs.nvidia.com · 2026-10-12 · Puntuación: 30

Bloomberg Analysis: Equipping a 1GW Abilene AI Data Center Would Cost ~$30B, $17B of It on Chips

bloomberg.com · 2026-10-12 · Puntuación: 21

Nvidia in Early Talks to Acquire Reflection AI or Deepen Stake, Acqui-Hire Floated to Dodge Antitrust

ft.com · 2026-10-10 · Puntuación: 23

Nvidia to Invest in Inference-Chip Rival d-Matrix at ~$2B Valuation, Pulling It Into NVLink Fusion

theinformation.com · 2026-10-09 · Puntuación: 23

NVIDIA DCGM Exporter CVE-2026-47483 Lets Unauthenticated Attackers Crash GPU Monitoring on 2,000+ Exposed Servers

helpnetsecurity.com · 2026-10-09 · Puntuación: 25

Super Micro 'Fixer' Ting-Wei Sun Pleads Guilty in NY to $2.5B Nvidia AI Server Smuggling Scheme

bloomberg.com · 2026-10-09 · Puntuación: 23

Nvidia Pledges $1B Over Five Years to US Scientific Computing, Plans Seven DoE Supercomputers

theregister.com · 2026-10-08 · Puntuación: 27

MIT-Led Ataraxos Beats World Stratego Champion 15-1-4 Using 1% of DeepNash's Training Examples

news.mit.edu · 2026-09-30 · Puntuación: 25

ALERTA Trump signs voluntary AI accord with OpenAI, Anthropic, Google, Meta, xAI, Nvidia CEOs at White House

aljazeera.com · 2026-09-29 · Puntuación: 29

Efficient Computer raises $97M Series B at $650M valuation for dataflow AI chips

reuters.com · 2026-09-29 · Puntuación: 21

Nvidia Adds $150B to Share Buyback Program, Lifting Total Authorization to $235B

bloomberg.com · 2026-09-28 · Puntuación: 20

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

github.com · 2026-06-29 · Puntuación: 16

Números de la newsletter (45)

#541 Big Tech reports AI spending Wednesday as CoreWeave debt hits distress

2026-10-25 · 1 menciones

#535 AI got too expensive, so companies are moving to cheaper models

2026-10-06 · 2 menciones

Altman sold a $500B AI race. Now he wants the brakes.

2026-10-02 · 1 menciones

#528 What are companies building with AI? An Applied AI Deep Dive

2026-09-01 · 1 menciones

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

2026-08-24 · 9 menciones

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

2026-08-20 · 4 menciones

#521 The frontier just split into three markets

2026-08-12 · 2 menciones

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

2026-08-06 · 1 menciones

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

2026-07-29 · 4 menciones

#515 China's AI is redrawing the AI race

2026-07-20 · 2 menciones

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

2026-07-09 · 3 menciones

#508 The Cutting Edge, Across the Board

2026-06-28 · 3 menciones

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

2026-06-21 · 4 menciones

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

2026-06-21 · 3 menciones

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

2026-06-21 · 5 menciones

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

2026-06-21 · 8 menciones

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

2026-06-21 · 3 menciones

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

2026-06-19 · 1 menciones

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

2026-06-11 · 1 menciones

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

2026-06-07 · 1 menciones

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

2026-06-01 · 12 menciones

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

2026-05-26 · 2 menciones

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

2026-05-26 · 4 menciones

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

2026-05-26 · 1 menciones

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

2026-05-26 · 2 menciones

Frontier Research: reasoning is leaving the token stream

2026-05-21 · 1 menciones

Machine Learning: nobody trained bigger, everyone shrank the cache

2026-05-21 · 1 menciones

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

2026-05-21 · 3 menciones

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

2026-05-21 · 4 menciones

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

2026-05-21 · 2 menciones

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

2026-05-07 · 1 menciones

#489 PE built AI's new distribution layer

2026-05-04 · 4 menciones

ML this week: open weights closed the gap from underneath

2026-04-25 · 3 menciones

#485 When AI teaches AI, it teaches in secret

2026-04-19 · 5 menciones

World Models: Forrester just made physical AI Tier 1

2026-04-18 · 4 menciones

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

2026-04-18 · 4 menciones

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

2026-04-18 · 3 menciones

Frontier Research: Transformers just failed a forecast proof

2026-04-18 · 1 menciones

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

2026-04-18 · 1 menciones

Machine Learning: The dataset just became the alignment lever

2026-04-18 · 13 menciones

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

2026-03-31 · 1 menciones

#476 Weekly Intelligence Briefing: Tech, AI & Policy

2026-03-27 · 3 menciones

#458 Issue #458: From

2025-12-16 · 2 menciones

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

2026-01-29 · 2 menciones

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

2026-02-26 · 4 menciones