Nvidia22:00 GMT
Nvidia shares fall 4.27% as Jensen Huang affair prompts lawsuit
The board opened an inquiry into Huang's ties to a Chinese executive, and a securities class action alleges investors were misled.
Company · 28 stories
Nvidia
Nvidia designs the GPUs that train and run frontier AI models.
Nvidia
Fal raises $1.3 billion at $16 billion valuation
AI inference startup Fal has doubled its valuation in a $1.3 billion Series F led by Bessemer Venture Partners.
Nvidia
US probed Megaspeed executive as possible Chinese spy
A New York Times report, relayed by TechCrunch, says intelligence agencies watched Alice Huang for about a year; Nvidia denies the claim.
Nvidia
Nvidia releases Nemotron 3.5 Transcribe, open-weight speech model
The 30-billion-parameter model transcribes 40 languages and ships alongside version 2 of the Granary speech dataset.
Meta
Nvidia invests $3 billion in Meta in Muse partnership
Meta's Muse models get a bigger Nvidia footprint, with faster, cheaper training and inference as the goal.
xAI
SpaceX says it closed $40 billion debt deal for GPUs
Elon Musk announced the financing on X, though no filing or lender has confirmed it.
Meta
AI stocks sink global markets; Nvidia, Meta, CoreWeave slide
The S&P 500 had its worst day since July as big-tech losses outweighed gains in two of every three stocks.
Nvidia
Nvidia releases open Nemotron 3.5 Super VL, 120B parameters
Nvidia says customised versions beat Claude Opus 5 and GPT-6.1 Sol on specialised tasks, but the base model trails rivals on a general index.
Nvidia
Nvidia reportedly eyes deal for open-weights startup Reflection AI
The Financial Times says Nvidia is in talks to acquire or invest more in the US startup, possibly as an acquihire.
Nvidia
Microsoft launches Nvidia-powered Surface Laptop Ultra, Dev Box
Microsoft's two new Surface machines use Nvidia's RTX Spark to run large AI models locally, with prices from $2,600 to $5,900 for the laptop.
Nvidia
Ex-Groq engineers sue board over $20bn Nvidia deal
Two former engineers allege in a Delaware court that the licensing and acqui-hire deal short-changed common shareholders and left Groq a hollowed-out shell.
Nvidia
Jensen Huang puts AI doom odds by 2030 at 0%
Nvidia's chief executive has become the loudest critic of AI doom warnings, calling them irresponsible while lab leaders urge a slowdown.
AMD
AMD buys Fei-Fei Li's World Labs for $8.2 billion
The deal makes Li chief scientist at AMD as the chipmaker chases Nvidia into robotics and 3D-world AI models.
Anthropic
Nvidia launches AI agent safety platform: what happened and why it matters
A quick look at Nvidia's new two-part system for containing AI agents.
Nvidia
Nvidia adds $150 billion to buyback, its largest increase ever
The board's move lifts total remaining authorisation to $235 billion, which Nvidia plans to spend by fiscal year 2028.
OpenAI
'Model fatigue' as four labs ship in one week
Claude Fable 5.1, Meta and Google updates, then GPT-6 Astra — all within seven days.
Open-weight models
Nvidia to buy Hugging Face for $12.93bn
Confirmed 3 September. Nvidia's second-largest acquisition, and the open-model registry changes hands.
Nvidia
Nvidia posts record $96.2bn quarter, up 106% year on year
Data-centre revenue hit $89 billion as the company guided to $108 billion for the next quarter.
Nvidia
Nvidia tells customers AI server prices to rise over 15%
Soaring memory costs are pushing up the price of Vera Rubin and Grace Blackwell systems shipping in early 2027.
Anthropic
Nvidia's AVO harness lifts Claude Opus 5 from 30% to 100% on ARC-AGI-3
The same model solved every public puzzle once wrapped in a system with memory, tools and a supervisor.
OpenAI
Nvidia backs $105bn financing for OpenAI's Ohio data centre
The chipmaker will guarantee financing for a 4.25-gigawatt campus it also supplies with compute, reviving circularity concerns.
Anthropic
Anthropic books $10bn compute deal with six-month-old startup
The AI lab is racing to lock in chips faster than it can build data centres itself.
AMD
AMD to invest up to $5bn in Anthropic
Two gigawatts of Instinct MI450 from H1 2027, with equity tied to deployment milestones.
Apple
Apple briefly overtakes Nvidia as most valuable company
A sharp Nvidia selloff let Apple take the crown for hours on 17 July before Nvidia closed back on top.
Anthropic
Anthropic and Samsung in early talks on a custom AI chip
The brief: Anthropic is reportedly exploring a custom AI chip with Samsung, which could become its fourth silicon supplier.
Chips & compute
US extends AI-chip export controls to Chinese firms' overseas units
The loophole just closed — and it may have been open for hundreds of thousands of chip servers.
Chips & compute
Nvidia posts record $81.6bn quarter on AI demand
The AI boom, in one income statement. The brief.
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