NVIDIA

ASEAN Tech 6 min A 450MW Batam Deal Is About Half the Island's Generating Capacity Firmus, Nvidia and DayOne plan 360MW and up to 170,000 accelerators at Kabil, on a 450MW supply agreement. Bat... DA Daniel Koh 4 Sep Business 6 min Equinix's Inference Exchange Arrives in Q1 2027, With No Price Attached Inference Exchange pairs Nvidia reference architectures with Together AI across Equinix data centres. No price... EV Eva Chin 4 Sep AI & ML 6 min Nvidia Confirms Its $12.93bn Hugging Face Deal, and the Seller Called First The deal is signed, and our 1 September caution is discharged. Delangue says he went to Huang, and the same co... MA Maya Lin 3 Sep Cybersecurity 6 min CrowdStrike Built an Offensive AI Model and Named It Red Tempest CrowdStrike has shipped two models built with Nvidia: one that attacks a replica of your network, one that def... PR Priya Nair 3 Sep Cloud & Infra 6 min Why AI Training Is Reviving Optical Circuit Switching Nvidia has now put US$6bn into photonics components and US$125m into a switching startup. It does not sell opt... KE Kenji Tanaka 3 Sep AI & ML 7 min Nvidia Buying Hugging Face Is Reported, Not Signed, and Not Confirmed Nvidia is reported to have agreed US$12.9bn for Hugging Face, against roughly US$150m of revenue. At about 86... MA Maya Lin 1 Sep Business 6 min Nvidia Licenses NVLink So Rivals' Chips Run on Its Fabric Licensing an interconnect to your competitors is not a revenue line. It means a rack of somebody else's accele... EV Eva Chin 1 Sep Business 6 min The Unimicron Raid Is a Taiwanese Criminal Case, Not a US Trade One The phrase attached to this is origin laundering, which implies US trade enforcement. The charges are forged d... EV Eva Chin 31 Aug Finance 6 min Lambda Borrowed $1bn for Nvidia Chips, Which Nvidia Is Reported to Lease Back Short-dated private debt arranged by JPMorgan, for accelerators leased to Microsoft, from a company Nvidia bac... SA Sarah Chew 30 Aug Cloud & Infra 6 min Nvidia Claims 30x More Work Per Megawatt, Against Its Own Last Generation Vera Rubin is in full production and the efficiency numbers are vendor claims measured against Nvidia's own pr... KE Kenji Tanaka 30 Aug Cloud & Infra 7 min A Startup Worth $1.05bn Wants Data Centres to Turn Themselves Down Emerald AI raised US$150m to slow, pause or move compute when a utility needs demand cut, backed by Nvidia and... KE Kenji Tanaka 30 Aug Finance 7 min Nvidia Paused Its Cloud Financing Programme in Under Two Months The scheme lent credit support to AI clouds and took a share of the revenue their Nvidia capacity earned. It s... SA Sarah Chew 29 Aug AI & ML 7 min Nvidia's Reported $12.9bn Hugging Face Deal Is Unconfirmed Reports put the price at US$12.9bn and several outlets have run it as settled. Neither company has confirmed a... MA Maya Lin 29 Aug Business 7 min Perplexity's Valuation Rose by Half and Its Multiple Nearly Halved Nvidia is reportedly in talks at more than $30bn, up from about $20bn a year ago. Annualised revenue went from... EV Eva Chin 27 Aug Business 7 min OpenAI's Jalapeño Beat Blackwell on Work Per Watt, Which Is the Expected Result A chip that only serves inference outperformed one that also trains, measured on a public third-party benchmar... EV Eva Chin 27 Aug Business 8 min Nvidia's $105bn for OpenAI's Ohio Campus Is a Guarantee, Not a Cheque The cash commitment is $1.5bn. The $105bn is a residual-value guarantee on leased infrastructure — a promise a... EV Eva Chin 25 Aug Consumer Tech 7 min Nvidia's Vera Has Six Dies and One of Them Holds Every Core Coverage has compressed the disclosure into 88 cores across six chiplets. The cores sit on a single monolithic... AM Amelia Wong 25 Aug Business 7 min Fifty of the Seventy-Four Smuggled AI Servers Went Through Indonesia Taiwan indicted nine people, including Nvidia and Super Micro staff, over B300 servers diverted to China. The... EV Eva Chin 25 Aug Business 8 min Brazil Bought Its AI Supercomputing From Both Sides Of 2.3bn reais announced, 1.3bn goes to a Rio de Janeiro project with Huawei and iFlytek and 1bn to a Rio Gran... EV Eva Chin 23 Aug Business 8 min Nvidia Paid $7bn For Poolside's Technology And Staff Without Buying Poolside A US$6bn non-exclusive licence to the model factory, 109 employees transferring, and US$1bn of equity at a US$... EV Eva Chin 22 Aug AI & ML 8 min Nvidia Is Talking To The Korean Startup Whose Chips Compete Where Nvidia Is Weakest Jensen Huang met Rebellions' chief executive in Santa Clara. The company designs inference NPUs, is valued nea... KE Kenji Tanaka 22 Aug Cloud & Infra 5 min Nvidia Is Reported in Talks to Guarantee $250 Billion of OpenAI's Ohio Data-Centre Debt The Wall Street Journal reports Nvidia would backstop the lease and construction financing for a 10-gigawatt c... KE Kenji Tanaka 29 Jul AI & ML 6 min Nvidia Assembles Fifty-Plus Firms Behind Open AI Security — Without OpenAI, Anthropic, Google or Meta The Open Secure AI Alliance launched on 27 July arguing defenders need open frontier models alongside closed o... AI AI Tools Desk 29 Jul AI & ML 8 min Beijing Weighs Letting Its AI Champions Buy the H200 — a Chip It Spent a Year Keeping Out China is reportedly weighing limited H200 purchases for Alibaba, ByteDance and DeepSeek — a partial reversal o... SA Sarah Chew 11 Jul