Company
Nvidia
Nvidia designs the GPUs that train and run frontier AI models.
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 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.
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.
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.
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 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.
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 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.
'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.
Nvidia to buy Hugging Face for $12.93bn
Confirmed 3 September. Nvidia's second-largest acquisition, and the open-model registry changes hands.
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 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.
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.
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 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 to invest up to $5bn in Anthropic
Two gigawatts of Instinct MI450 from H1 2027, with equity tied to deployment milestones.
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 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.
Where humanoid robots stand in 2026
From prototypes to paid pilots. The brief on physical AI.
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.
Nvidia posts record $81.6bn quarter on AI demand
The AI boom, in one income statement. The brief.