News/NVIDIA
Nvidia’s $4B venture strategy creates broad AI ecosystem lock-in
Nvidia is leveraging a multi-billion-dollar venture capital strategy through its NVentures arm to cement its dominance in the AI ecosystem, participating in 21 deals in 2025 alone compared to just one in 2022. This aggressive investment approach creates a symbiotic network where Nvidia's financial backing directly fuels demand for its GPUs and CUDA software platform, ensuring the company remains central to AI development as the industry expands. The big picture: Nvidia's venture capital strategy operates as "ecosystem engineering," strategically targeting three core areas to maintain its technological moat. Cloud-Scale AI Infrastructure investments back startups that rent, optimize, or virtualize Nvidia...
read Oct 17, 2025Asus launches first GB10 Superchip desktop at $4.1K while Dell’s remains unavailable
Asus has launched the Ascent GX10, becoming the first company to bring Nvidia's GB10 Superchip to market in a compact AI desktop form factor, beating Dell's similar but unavailable Pro Max GB10 to retail availability. The $4,100 system delivers up to one petaflop of computing power in a package small enough for individual workstations, bringing data center-level AI capabilities to researchers and developers who previously needed access to large server clusters. What you should know: The Ascent GX10 is currently available for immediate purchase while competing systems remain in pre-order status. Asus's system can be ordered now from Viperatech for...
read Oct 13, 2025Nvidia launches $3K desktop AI supercomputer with petaflop performance
Nvidia has launched its DGX Spark "personal AI supercomputer" for sale this week, priced at $3,000 and designed to fit on a desktop while delivering data center-level AI performance. The compact machine democratizes access to sophisticated AI computing power that was previously only available through expensive, energy-intensive data centers, potentially transforming how researchers, students, and data scientists engage with AI development. What you should know: The Spark delivers enterprise-grade AI capabilities in a desktop form factor that can run on standard power outlets. The system features Nvidia's GB10 Grace Blackwell Superchip, 128GB of unified memory, and up to 4TB of...
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Microsoft commits $33B to secure 100K Nvidia chips from neocloud providers
Microsoft has committed $33 billion to partnerships with "neocloud" providers like Nebius, CoreWeave, and Lambda, securing access to over 100,000 of Nvidia's newest GB300 chips without building additional infrastructure. This strategy allows Microsoft to rapidly scale its AI capabilities while reserving its own data centers for paying customers, revealing how tech giants are navigating the intense competition for scarce GPU resources. What you should know: Microsoft's $19.4 billion deal with Nebius, a specialized cloud computing provider, alone provides access to more than 100,000 Nvidia GB300 chips through temporary leasing arrangements. Each Nvidia GB300 NVL72 server rack contains 72 high-end B300...
read Oct 9, 2025Microsoft Azure launches world’s first GB300 supercomputer for OpenAI
Microsoft Azure has unveiled the world's first production-scale NVIDIA GB300 NVL72 supercomputing cluster, specifically designed for OpenAI's most demanding AI workloads. This milestone represents a significant leap in AI infrastructure capabilities, featuring over 4,600 NVIDIA Blackwell Ultra GPUs that will power next-generation reasoning models and agentic AI systems while reinforcing American leadership in artificial intelligence. What you should know: The new NDv6 GB300 VM series delivers unprecedented computational power through liquid-cooled, rack-scale systems that integrate cutting-edge hardware into a unified supercomputer. Each rack contains 72 NVIDIA Blackwell Ultra GPUs and 36 NVIDIA Grace CPUs, providing 37 terabytes of fast memory...
read Oct 6, 2025Meta targets chip startup Rivos in multibillion-dollar deal to reduce Nvidia dependence
Meta is reportedly looking to acquire chip startup Rivos in a multibillion-dollar deal aimed at strengthening its in-house semiconductor program and reducing dependence on Nvidia. The acquisition would give Meta greater control over its AI infrastructure as the company prioritizes artificial intelligence development over its previous metaverse ambitions, with AI spending commitments reaching tens of billions of dollars. What you should know: Meta executives have grown frustrated with the slow pace of internal chip development, prompting leadership to explore external acquisitions to accelerate progress. The company already operates its own chip project called Meta Training and Inference Accelerator (MTIA), but...
read Oct 3, 2025Nvidia and Fujitsu partner to build Japan’s AI infrastructure by 2030
Nvidia and Fujitsu announced a strategic partnership to develop AI infrastructure and smart robotics technology in Japan, with CEO Jensen Huang declaring that "the AI industrial revolution has already begun." The collaboration aims to establish comprehensive AI infrastructure across Japan by 2030, initially targeting the Japanese market before potential global expansion. What you should know: The partnership will focus on building foundational AI systems across multiple industries using Nvidia's graphics processing unit (GPU) technology. The companies plan to develop AI applications for healthcare, manufacturing, environmental solutions, next-generation computing, and customer services. Fujitsu will leverage its decades of experience in the...
read Oct 3, 2025Microsoft to replace Nvidia GPUs with its own Maia accelerators
Microsoft CTO Kevin Scott announced the company plans to transition most of its AI workloads from Nvidia and AMD GPUs to its own homegrown Maia accelerators in the coming years. The strategic shift reflects Microsoft's pursuit of better price-performance ratios and greater control over its datacenter infrastructure, positioning the company to compete more effectively with Amazon and Google, who have been developing custom silicon for years. What you should know: Microsoft is betting big on its second-generation Maia accelerator to challenge GPU dominance in its datacenters. The company successfully moved OpenAI's GPT-3.5 to its first-generation Maia 100 chips in 2023,...
read Sep 30, 2025Meta acquires RISC-V chip startup Rivos to reduce Nvidia dependence
Meta is acquiring chip startup Rivos, a RISC-V architecture specialist backed by Intel CEO Lip-Bu Tan, according to sources familiar with the matter. The deal represents Meta's continued push to reduce its reliance on expensive Nvidia chips by developing in-house semiconductor capabilities for its AI infrastructure. What you should know: Meta has been one of Rivos' biggest customers and had been in discussions about a potential acquisition. The Santa Clara-based startup focuses on designing chips based on RISC-V architecture, an open-source alternative to traditional architectures from Arm, Intel, and AMD. Deal terms remain undisclosed, and neither Meta nor Rivos responded...
read Sep 29, 2025NVIDIA unveils open-source robotics platform with physics simulation and AI reasoning
NVIDIA unveiled a comprehensive robotics development platform at the Conference on Robot Learning (CoRL) in Seoul, introducing open-source tools designed to accelerate the transition from research labs to real-world robotic applications. The semiconductor giant's latest announcements center on solving fundamental challenges in robotics development: creating realistic simulations for training, enabling human-like reasoning in robots, and bridging the gap between virtual testing and physical deployment. The new platform combines three core technologies that work together as an integrated system. The Newton Physics Engine provides realistic simulation environments where robots can safely learn complex tasks. The Isaac GR00T foundation model serves as...
read Sep 26, 2025In the money: Nvidia’s $100B OpenAI bet sparks $12B equity fund surge
U.S. equity funds attracted $12.06 billion in net inflows during the week ending September 24, reversing two consecutive weeks of outflows as investor sentiment improved following Nvidia's announcement of a potential $100 billion investment in OpenAI. The renewed appetite for equities signals growing confidence in AI-driven market opportunities, with large-cap funds leading the charge while bond funds also experienced their strongest weekly performance since February 2021. What you should know: The equity fund turnaround represents a dramatic shift from the previous week's massive $39.91 billion outflow. Large-cap equity funds dominated the inflows with $16.94 billion in net investments, marking the...
read Sep 25, 2025Nvidia open-sources Audio2Face AI tool for realistic 3D avatar animations
Nvidia has open-sourced Audio2Face, its AI-powered tool that generates realistic facial animations for 3D avatars based on audio input. The move allows developers worldwide to integrate the technology into games and applications, potentially accelerating the development of more lifelike digital characters across the entertainment and tech industries. What you should know: Audio2Face analyzes acoustic features in voice recordings to automatically generate facial expressions and lip movements for 3D characters. The tool can create animations for both pre-scripted content and real-time livestreams, offering flexibility for different use cases. Developers gain access to the underlying models, software development kits, and training frameworks...
read Sep 24, 2025Alibaba Cloud integrates Nvidia’s Physical AI tools into PAI service
Alibaba will integrate Nvidia's complete suite of AI development tools for "Physical AI" into its cloud software platform. This partnership positions Alibaba to leverage advanced robotics and embodied AI capabilities within its Platform for AI (PAI) service, potentially expanding its competitive edge in the enterprise AI market. What you should know: The integration brings Nvidia's Physical AI software stack directly into Alibaba Cloud's existing AI platform infrastructure. Alibaba Cloud's Platform for AI (PAI) will now include access to Nvidia's full suite of development tools designed specifically for Physical AI applications. Physical AI refers to artificial intelligence systems that can understand...
read Sep 24, 2025TELUS launches Canada’s first sovereign AI factory in $1.5B push
Canada has positioned itself as a leader in sovereign AI development, with NVIDIA joining government officials and industry leaders at the All In Canada AI Ecosystem event in Montreal this week. The gathering highlights Canada's commitment to building domestic AI capabilities while TELUS launches the country's first fully sovereign AI factory and RBC Capital Markets develops AI agents for financial services, underscoring the nation's push for digital independence in the age of artificial intelligence. What you should know: Canada's AI Minister Evan Solomon emphasized digital sovereignty as the most pressing policy issue of our time, declaring that nations must develop...
read Sep 22, 2025Castle built on sand: Nvidia and Abu Dhabi launch Middle East’s first AI robotics lab
Nvidia and Abu Dhabi's Technology Innovation Institute have launched the Middle East's first joint AI and robotics research lab, marking a significant milestone for the region's technological development. The collaboration establishes a dedicated hub for developing next-generation AI models, robotics platforms, and humanoid technologies that will accelerate innovation across multiple industries. What you should know: The TII-NVAITC Joint Lab combines Nvidia's accelerated computing platforms with TII's multidisciplinary research capabilities across AI, robotics, autonomous systems, and high-performance computing. This represents the first NVAITC lab established in the Middle East, positioning the region as a strategic hub for advanced AI and robotics...
read Sep 19, 2025Boston emerges – or rather continues – as top tech hub with NVIDIA quantum center launch
Boston has emerged as a leading tech hub in the U.S. office market, with a new Colliers report highlighting the city's resilience amid national real estate challenges. The report positions Boston among the top markets shaping the future of tech office activity, bolstered by NVIDIA's March 2025 announcement to launch its Accelerated Quantum Research Center in the city. What you should know: Boston's competitive advantage stems from three key strengths that distinguish it from other tech markets. The city maintains a deep venture capital network, world-renowned universities, and a highly educated tech workforce — a combination that attracts and retains...
read Sep 19, 2025Nvidia evaluates $500M investment in UK self-driving AI startup Wayve (not Waymo)
Nvidia is evaluating a $500 million investment in Wayve, a UK-based developer of embodied artificial intelligence for autonomous vehicles. The potential investment underscores growing confidence in Wayve's AV2.0 approach to self-driving technology, which learns to drive through experience rather than explicit programming, and could accelerate the development of production-ready autonomous driving solutions for automakers. What you should know: Wayve has signed a letter of intent with Nvidia to evaluate the investment ahead of its next funding round, building on a collaboration that began in 2018. Nvidia previously participated in Wayve's $1.05 billion Series C funding round in May 2024, which...
read Sep 18, 2025Nvidia, Microsoft, and OpenAI back UK AI startup with $700M
Nvidia, Microsoft, and OpenAI have collectively backed London-based AI infrastructure company Nscale with $700 million to dramatically expand the UK's AI computing capacity. The partnership positions the UK as a major player in the global AI infrastructure race, with plans to deploy up to 58,640 Nvidia GPUs across the country and potentially scale to 300,000 globally. What you should know: The investment transforms Nscale from a crypto mining spinoff into a cornerstone of Britain's AI ambitions. Nscale emerged from Arkon Energy, a cryptocurrency mining company, and only exited stealth mode last year. The company didn't exist when OpenAI launched ChatGPT...
read Sep 18, 2025Dairy state data: Microsoft builds world’s most powerful computing hub in Wisconsin
Microsoft has announced plans to launch the Fairwater AI data center in Wisconsin by early 2026, which the company claims will be the "world's most powerful" AI facility. The $3.3 billion project transforms Foxconn's abandoned LCD factory site into a massive computing hub designed to accelerate Microsoft's AI training capabilities while addressing environmental concerns through innovative cooling technology. What you should know: The Fairwater data center represents a massive scale of AI infrastructure housed in repurposed industrial buildings.• The facility spans 1.2 million square feet across three buildings on 315 acres of land, utilizing the site of Foxconn's failed LCD...
read Sep 18, 2025NVIDIA buys $5B Intel stake to forge chip manufacturing partnership
NVIDIA has agreed to purchase $5 billion worth of Intel stock at $23.28 per share, making it a major shareholder in the struggling chipmaker just weeks after the U.S. government acquired a 10% stake. The strategic investment will create a new partnership where Intel manufactures NVIDIA chips while incorporating NVIDIA's RTX GPU chiplets into its own PC processors, potentially reshaping the competitive dynamics in both AI infrastructure and consumer computing markets. What you should know: The deal creates a mutually beneficial manufacturing and technology partnership between the two chip giants. Intel will build NVIDIA-custom x86 CPUs that NVIDIA will integrate...
read Sep 18, 2025Trump openly confused by AI amid US-UK tech deal that includes 120K Nvidia chips
U.S. President Donald Trump acknowledged on Thursday that artificial intelligence is "taking over the world" during a state visit to Britain, candidly admitting his limited understanding of the technology while addressing tech leaders including Nvidia CEO Jensen Huang. The comments came as Trump and British Prime Minister Keir Starmer signed a major "Tech Prosperity Deal" that includes AI healthcare development, quantum computing expansion, and civil nuclear projects—highlighting how world leaders are grappling with AI's rapid advancement while relying heavily on tech executives to guide policy decisions. What they're saying: Trump's remarks to the assembled business and tech leaders were notably...
read Sep 17, 2025Nvidia CEO invests £500M in UK cloud firm, calls Britain future AI superpower
Nvidia CEO Jensen Huang announced a £500 million investment in British cloud computing firm NScale, declaring that "the UK is going to be an AI superpower." The investment comes as part of an £11 billion computing infrastructure push that Huang says will deliver 100 times the performance of Britain's fastest current supercomputer, positioning the UK as a major player in the global AI race. What you should know: Huang's investment represents a significant vote of confidence in Britain's AI capabilities at a time of intensifying geopolitical competition in artificial intelligence.• Nvidia is taking an equity stake in NScale and predicts...
read Sep 17, 2025Tencent Cloud shifts to Chinese AI chips amid $50B Nvidia standoff
Tencent Cloud has fully integrated Chinese AI chips into its computing infrastructure, marking another significant step in China's push for semiconductor self-sufficiency amid escalating U.S. export restrictions. The move positions Tencent as the latest major Chinese tech company to embrace domestic processors, while highlighting Beijing's broader strategy to reduce reliance on foreign semiconductors like those from Nvidia. What you should know: Tencent Cloud president Qiu Yuepeng announced the company had "fully adapted to mainstream domestic chips" within its AI computing infrastructure during the annual Global Digital Ecosystem Summit. The integration spans multiple domestic chip partnerships, with Tencent working to deploy...
read Sep 16, 2025CoreWeave secures $6.3B Nvidia deal with guaranteed cloud capacity buyback
CoreWeave has signed a $6.3 billion initial order with Nvidia, securing a deal where the AI chipmaker guarantees to purchase any cloud capacity not sold to customers. The agreement provides CoreWeave with crucial financial protection against potential declines in AI computing demand while cementing its position as a key Nvidia cloud partner. What you should know: The deal extends through April 2032 and builds on CoreWeave's existing partnership with Nvidia from April 2023.• CoreWeave operates AI data centers in the U.S. and Europe, offering access to Nvidia's highly sought-after GPUs used for training and running large AI models.• Shares of...
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