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Nvidia
62 TokenPost stories are tagged Nvidia. The newest appear first.
Latest Nvidia stories
- a16z Says AI Infrastructure Spending Now Exceeds Railroad-Era GDP Share
Hyperscaler capital spending is projected to reach about $780 billion in 2026 and top $1 trillion annually beginning in 2027.
· Business
- GMI Cloud Completes $668 Million Financing With NVIDIA Participation
The financing includes $223 million in equity and $445 million in credit, with ARCHIV leading the equity round.
· Business
- Trump Joins Six AI Firms in Voluntary Frontier Safety Accord
The framework calls for internal monitoring, external evaluations and board oversight, but includes no stated penalties or common implementation deadline.
· Regulation
- TSMC Sets Oct. 15 Earnings Call as AI-Chip Demand Comes Into Focus
The chipmaker expects third-quarter revenue of $44.6 billion to $45.8 billion, with gross profit margins of 65% to 67%.
· Business
- AWS Plans October Update to EC2 Capacity Block Pricing
AWS has not specified the update date or percentage. Capacity Block prices are set when purchased and do not change afterward.
· Technology
- Trump Unveils Voluntary AI Accord Signed by OpenAI, Google and Nvidia
The pact calls for internal controls, independent audits and board oversight but sets no penalties or government enforcement mechanism.
· Regulation
- CoreWeave Puts NVIDIA Vera Rubin NVL72 Into Production for Cloud Customers
Cognition’s early tests found up to 4.8 times the total token throughput of NVIDIA’s GB200 NVL72 in software-engineering AI inference tasks.
· Technology
- Nebius Signs AI Capacity Deal With Meta Worth Up to $27 Billion
The five-year agreement includes $12 billion in dedicated capacity starting in early 2027 and up to $15 billion in additional purchases.
· Technology
- Bitdeer Secures More Than $1.7 Billion in Johor AI Contracts
The five-year agreements cover more than 70% of the facility’s 21.7-megawatt capacity. Bitdeer expects total revenue backlog to reach about $2.9 billion.
· Technology
- White House Pushes AI Firms Toward Voluntary Safety Commitments
The agreement calls for internal monitoring, independent reviews and external testing, while Congress has no bill or timeline to formalize the framework.
· Regulation
- Nvidia Authorizes Record $150 Billion Share Buyback Increase
The authorization lifts Nvidia’s remaining repurchase capacity to $235 billion, with execution planned through fiscal 2028.
· Business
- Nvidia Targets More Than $500 Billion in Third-Party AI Capital
Nvidia signed memorandums of understanding with six financial firms, but the arrangements may not lead to definitive agreements.
· Technology
- General Compute Lists Cerebras Systems in Its AI Platform
The platform assigns Nvidia hardware to prefill and positions Cerebras among systems used for decoding, with more than 7 megawatts planned for deployment in early 2027.
· Technology
- Anthropic Discloses Up to $84.5B SpaceX Compute Agreement
The agreement covers Nvidia-based AI computing capacity through 2029 and largely allows either side to cancel with 90 days’ notice.
· Technology
- Nvidia, AMD Seek China AI-Chip Access as U.S. Rules Shift
Both chipmakers have sought or obtained licenses for China-specific products as Washington moves toward case-by-case reviews with security conditions.
· Regulation
- U.S. 10-Year Treasury Yield Hits 5.24% as Stocks Decline
The benchmark yield reached its highest level since June 2007, while Brent crude fluctuated around $100 a barrel ahead of PCE-related data and the September jobs report.
· Investing
- Samsung Commits $1 Billion to KKR-Backed AI Infrastructure Firm
Samsung Electronics will provide $500 million, while five affiliates fund the balance as Helix expands data-center and power infrastructure.
· Business
- AI Infrastructure Stocks Slide as Arm, Credo Lose More Than 8%
Semiconductor and storage shares mostly declined Monday, while optical communications and neocloud stocks fell broadly. Nvidia and Seagate posted gains.
· Investing
- Nvidia Agreed to Buy Hugging Face for About $13 Billion
The deal would be Nvidia’s second-largest acquisition and expands its role in open-source artificial intelligence infrastructure.
· Business
- Nvidia CEO Jensen Huang Calls AI Distillation Competition, Not Theft
Huang said companies can study competitors’ products, as U.S. officials weigh measures against overseas firms accused of extracting capabilities from American AI systems.
· Technology
- Nvidia Says New AI Tools Could Have Prevented Hugging Face Attack
OpenShell limits AI-agent behavior, while Sentry can cut connections during attempted container escapes. Nvidia developed OpenShell with Arm and Intel to ensure compatibility.
· Technology
- Nvidia’s Portfolio Covers 242 Companies as Anthropic Contracts Top $180B
The chipmaker has invested in 13 public companies and 229 private firms. Nvidia also raised its stock buyback authorization by $150 billion.
· Business
- NVIDIA Adds $150 Billion to Buyback Plan, Raising Total to $235 Billion
The company expects to complete the remaining repurchases by the end of fiscal 2028 as it continues investing in artificial intelligence and accelerated computing.
· Business
- Nvidia Approves Additional $80 Billion Share Buyback Authorization
The board approved the authorization without an expiration date as fiscal first-quarter revenue climbed 85% to $81.6 billion.
· Business
- Nvidia Expands Share-Buyback Authorization by $150 Billion
The increase lifts Nvidia’s remaining authorized repurchases to $235 billion, with the company expecting to complete the plan by the end of fiscal 2028.
· Business
- Nvidia Raises Stock-Buyback Authorization to $235 Billion
The company added $150 billion to its repurchase authorization in an announcement issued Monday morning Eastern time.
· Business
- Nvidia Launches Open Agent Safety Platform After AI Sandbox Escapes
The platform includes OpenShell for limiting agent capabilities and Sentry for monitoring activity on network chips rather than CPUs or GPUs.
· Technology
- Chinese Chip, Optical Stocks Slide as CSI 300 Touches One-Year Low
The CSI 300 fell as much as 2.4% to a one-year low, while Chinese chip and optical-communications stocks dropped at least 5%.
· Investing
- Nvidia’s $5.4 Trillion Market Cap Surpasses Russell 2000
Nvidia’s equity value reached $5.43 trillion on Sept. 25, exceeding the Russell 2000’s $3.5 trillion aggregate capitalization measured April 30.
· Investing
- China Signals Intent to Approve Nvidia Chip Purchases by ByteDance, Alibaba
The possible purchases involve a newly released chip for high-end professional computers, not the familiar data-center GPU. The model and purchase scale were not provided.
· Regulation
- LG Electronics Joins Nvidia Partner Program for AI Data-Center Cooling
The partnership targets hyperscale and colocation facilities as demand for new data-center capacity worldwide concentrates in North America.
· Technology
- Court Upholds Pentagon Exclusion of Anthropic as IPO Terms Remain Unset
A 2-1 ruling preserves the Pentagon-specific restriction while Anthropic’s possible IPO remains preliminary, with no offering price or confirmed timing.
· Regulation
- SpaceX Plans to More Than Double Nvidia GPU Count by Year-End
Colossus 2 currently uses 110,000 GB200 chips and 440,000 GB300 chips, with additional deployments planned through December.
· Technology
- Anthropic Discusses Potential Lease for Up to 1 Gigawatt of Compute Capacity
The potential buildout would require at least $40 billion and may use Google-designed TPUs, Nvidia GPUs or other AI chips.
· Technology
- AI Infrastructure Spending Is Modeled at $7.6 Trillion Through 2031
Annual spending is estimated at $765 billion in 2026 and $1.6 trillion in 2031, with chip replacement cycles driving the capital needs.
· Technology
- Supermicro, SpaceXAI Plans Point to Gigawatt-Scale AI Buildout
Supermicro’s Vera Rubin systems are designed to scale from 5 megawatts to gigawatt capacity as SpaceXAI expands infrastructure for Grok.
· Technology
- Nscale Secures $3.36 Billion Convertible Financing Led by Third Point
The first $2.36 billion has closed, while Nvidia has committed an additional $1 billion expected in November 2026.
· Business
- Nscale Files for NYSE IPO With $3.1 Billion Financing Agreements
The AI infrastructure company reported $140.6 million in first-half revenue and a net loss of approximately $1.02 billion.
· Business
- Nvidia CEO Jensen Huang Says Uncontainable AI Labs Should Shut Down
Huang said companies should not release systems they cannot evaluate and align with safety standards, while CEOs remain responsible for release decisions.
· Technology
- Camus Energy Joins Alliance to Speed Flexible AI Data Center Connections
The AI Energy Management Alliance says flexible facilities could unlock 100 gigawatts of capacity from the existing U.S. power system.
· Technology