NVIDIA
NVIDIA designs the GPUs that train and run virtually every major AI model, from the H100 to the Blackwell generation. Its CUDA software stack and data-center chips made it one of the most valuable companies on Earth and the bottleneck of the AI boom. All our NVIDIA coverage: chips, earnings and ecosystem news.

Jensen Huang showed how Nvidia is redefining agentic AI infrastructure
At GTC 2026, Nvidia showed that agentic AI requires not just more GPUs, but a new combination of CPUs, orchestration, agent control, and high-quality enterprise…

TSMC to further prioritize AI orders amid a 3nm chip shortage by the end of the third quarter of 2026
By the end of the third quarter of 2026, the shortage of TSMC's 3nm capacity may intensify: the company is allocating lines to AI chips and major contracts, leaving…

Fujitsu to have Rapidus produce a 1.4 nm AI chip, aims to integrate it into servers by 2030
Fujitsu plans to develop a 1.4 nm NPU for AI servers, with Rapidus handling production — backed by Japanese subsidies and aimed at integration with Nvidia by 2030.

Cerebras seeks up to $4 billion in IPO, targets valuation of about $40 billion

SpaceX, Google, and Starcloud eye orbital data centers for AI

Microsoft, NVIDIA, and IBM made the list of the 19 leading AI red teaming tools of 2026

NVIDIA introduced Nemotron OCR v2: multilingual OCR trained on 12.2 million synthetic documents

Cursor in talks for a $2B+ round at a $50B valuation amid enterprise growth
Cursor, according to TechCrunch, is in talks for a funding round of more than $2 billion at a $50 billion valuation amid explosive growth in enterprise revenue and…

NVIDIA showed how Gemma 4 with voice and a webcam runs on Jetson Orin Nano Super
NVIDIA published a demo in which Gemma 4 decides on its own when to activate the webcam and responds by voice — all locally on Jetson Orin Nano Super with 8 GB of…

Meta unveiled a roadmap for four MTIA AI chips for inference, but without abandoning Nvidia and AMD

How Del Complex, a fake floating AI data center with H100, fooled X and major tech media

Nvidia to invest $2 billion in Nebius and help former Yandex build a global AI cloud

NVIDIA to invest $2 billion in Nebius and help deploy more than 5 GW of AI capacity by 2030

Habr AI showed how to build a Linear Layer in C++ and CUDA as part of the From MNIST to Transformer series

Selectel added high-end servers for model training and expanded its image catalog

Dell and the U.S. Department of Energy build national AI infrastructure for science and government missions

AWS showed how to fine-tune NVIDIA Nemotron Speech for accurate ASR in niche scenarios
AWS outlined an end-to-end approach to fine-tuning the NVIDIA Nemotron speech model on Amazon EC2: with synthetic audio data, ASR can be adapted more precisely to…

Cambricon turns annual profit for the first time amid China’s AI chip boom
Chinese AI chip developer Cambricon ended the year in profit for the first time as demand rose amid Nvidia restrictions and Beijing’s push for domestic accelerators.






