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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.

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In the glossary:Deep LearningNeural NetworkTransformer
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NEWHugging Face BlogLiquid AI releases LFM2.5-24B-A2B: an agent model with 2B active parametersHugging Face BlogPyTorch 2.15 speeds up MoE models on Mac by 5–6.5x and adds FP8Latent Space (swyx)Anthropic files S-1 for IPO at $2 trillion valuation: 85% margin, profitable Q2Hugging Face BlogNVIDIA Kumo Relational Beats Supervised ML on 41 Tasks Without Any TrainingNVIDIA AI BlogNVIDIA Releases 120B Nemotron 3.5 Super VL and Bolt Models for Local AgentsLatent Space (swyx)Goodfire: Agentic Analysis Decodes Neurons Once Written Off as ChaosHugging Face BlogMeta open-sources Muse Spark Open: an 816B-parameter MoE with a 1M-token contextInterconnects (Nathan Lambert)DeepSeek Open-Sources DeepInfer as the US and China Prepare Controls on Open Models
Liquid AI releases LFM2.5-24B-A2B: an agent model with 2B active parameters
LLM·Hugging Face Blog

Liquid AI releases LFM2.5-24B-A2B: an agent model with 2B active parameters

Oct 28, 2026·3 min
PyTorch 2.15 speeds up MoE models on Mac by 5–6.5x and adds FP8
LLM

PyTorch 2.15 speeds up MoE models on Mac by 5–6.5x and adds FP8

Oct 28, 2026·4 min
Anthropic files S-1 for IPO at $2 trillion valuation: 85% margin, profitable Q2
LLM

Anthropic files S-1 for IPO at $2 trillion valuation: 85% margin, profitable Q2

Oct 28, 2026·3 min
NVIDIA Kumo Relational Beats Supervised ML on 41 Tasks Without Any Training
LLM

NVIDIA Kumo Relational Beats Supervised ML on 41 Tasks Without Any Training

Oct 28, 2026·3 min
NVIDIA Releases 120B Nemotron 3.5 Super VL and Bolt Models for Local Agents
LLM·NVIDIA AI Blog

NVIDIA Releases 120B Nemotron 3.5 Super VL and Bolt Models for Local Agents

NVIDIA opened Nemotron 3.5 Super VL, a 120B-parameter model with a 5x speed gain, plus two Bolt models. Bolt 74B-A9B fits in 24 GB thanks to 2-bit quantization.

Oct 28, 2026·3 min
Goodfire: Agentic Analysis Decodes Neurons Once Written Off as Chaos
LLM·Latent Space (swyx)

Goodfire: Agentic Analysis Decodes Neurons Once Written Off as Chaos

Goodfire's Nick Cammarata argues neural networks are "already clean": in 2023 only about 2% of neurons were considered readable, and many famous polysemanticity…

Oct 28, 2026·3 min
Meta open-sources Muse Spark Open: an 816B-parameter MoE with a 1M-token context
LLM·Hugging Face Blog

Meta open-sources Muse Spark Open: an 816B-parameter MoE with a 1M-token context

Meta has released Muse Spark Open, an open-weight model with 816B parameters, 42B active per token, text, image, audio and video input, and tuning for agentic…

Oct 28, 2026·3 min
DeepSeek Open-Sources DeepInfer as the US and China Prepare Controls on Open Models
LLM·Interconnects (Nathan Lambert)

DeepSeek Open-Sources DeepInfer as the US and China Prepare Controls on Open Models

DeepSeek open-sourced its internal DeepInfer inference stack, with estimated gross margins up to 90%, as DHS bars it from federal procurement and MOFCOM proposes…

Oct 28, 2026·3 min
Top themes
01Anthropic Files S-1: $11.6 Billion in Quarterly Revenue and $780 Billion in CommitmentsOct 28, 2026·3 min02DeepSeek open-sources DeepInfer: 155 trillion tokens a day and an 80% marginOct 28, 2026·3 min03Cline squeezes 11 840 tokens/s out of a single NVIDIA DGX StationOct 28, 2026·3 min04T-Bank replaces a swarm of LLMs with a single 32B model and cuts query costs by 2.8–3.9xOct 28, 2026·3 min05The $448 Billion Paradox: Why 95% of Corporate AI Pilots Deliver Zero P&L ImpactOct 27, 2026·3 min
Getty Images Says It Will File for Bankruptcy to Go Private; Shares Fall 68%
LLM·vc.ru

Getty Images Says It Will File for Bankruptcy to Go Private; Shares Fall 68%

Oct 26, 2026·3 min
OpenAI Cuts 2026 Revenue Forecast to $50 Billion From $70 Billion
LLM·Guardian

OpenAI Cuts 2026 Revenue Forecast to $50 Billion From $70 Billion

Oct 26, 2026·2 min
Lumentum is sold out of optics for AI servers through early 2029
LLM·Bloomberg Tech

Lumentum is sold out of optics for AI servers through early 2029

Oct 26, 2026·2 min
Musk to Rename SpaceXAI as SpaceXSI as the Valley Falls in Line With Trump's AI Rebrand
LLM·The Verge

Musk to Rename SpaceXAI as SpaceXSI as the Valley Falls in Line With Trump's AI Rebrand

Oct 26, 2026·2 min
Open source unlocks hidden RTX 4090 power: Tensor Core throughput doubles
LLM·Jiqizhixin (机器之心)

Open source unlocks hidden RTX 4090 power: Tensor Core throughput doubles

An open method that needs no changes to NVIDIA's driver lifted some RTX 4090 Tensor Core operations from 165.6 to 331.6 TFLOPS. It works on other cards too.

Oct 26, 2026·2 min
a16z: Token Prices Fall, but H100 Rental Rates Hold Steady — the Jevons Paradox in AI
LLM·The Decoder

a16z: Token Prices Fall, but H100 Rental Rates Hold Steady — the Jevons Paradox in AI

a16z data shows a Jevons paradox: token prices are falling while H100 rental rates hold or rise. Demand is outrunning cost cuts, the best-case scenario for Nvidia.

Oct 26, 2026·2 min
Open AI Models: Democratization vs. Cyber Threats
LLM·MIT Technology Review

Open AI Models: Democratization vs. Cyber Threats

Anthropic has labeled GLM-5.3 a cybersecurity threat, but the debate over open models runs deeper: AI democratization versus safety. Nvidia and Anthropic sit on opposite sides.

Oct 25, 2026·3 min
Harvard, Berkeley and NVIDIA Look for a Scaling Law for Robots: +37.4 Points Across Five Benchmarks
LLM·Jiqizhixin (机器之心)

Harvard, Berkeley and NVIDIA Look for a Scaling Law for Robots: +37.4 Points Across Five Benchmarks

Oct 25, 2026·2 min
Ukrainian Drones Disable Yandex Data Center Used to Train AI Model
LLM·Ars Technica

Ukrainian Drones Disable Yandex Data Center Used to Train AI Model

Oct 25, 2026·2 min
Odyssey launches Odyssey-3: one world model drives robots, cars, and drones
LLM·TNW

Odyssey launches Odyssey-3: one world model drives robots, cars, and drones

Oct 25, 2026·2 min
Five Tech Giants Pledge $2.4 Billion in AI Credits for US Federal Science
LLM·TNW

Five Tech Giants Pledge $2.4 Billion in AI Credits for US Federal Science

Oct 25, 2026·2 min
Microsoft Prepares to Install Gigawatts of Its Own Chips in Data Centers
LLM·Bloomberg Tech

Microsoft Prepares to Install Gigawatts of Its Own Chips in Data Centers

Oct 25, 2026·2 min
Maia 300: How Microsoft Is Cutting Its Dependence on Nvidia GPUs With Its Own AI Chip
LLM

Maia 300: How Microsoft Is Cutting Its Dependence on Nvidia GPUs With Its Own AI Chip

Oct 25, 2026·2 min
Nvidia in talks to acquire or invest more in Reflection AI
LLM

Nvidia in talks to acquire or invest more in Reflection AI

Oct 25, 2026·2 min
Google Open-Sources TorchTPU: PyTorch Gets TPU as a Native Device
LLM

Google Open-Sources TorchTPU: PyTorch Gets TPU as a Native Device

Oct 24, 2026·3 min
Artificial Analysis launches Decision Index: Jev 1.13 leads with 58 points
LLM·Artificial Analysis

Artificial Analysis launches Decision Index: Jev 1.13 leads with 58 points

Artificial Analysis launched a benchmark for decision models that pick an answer in a single call. Jev 1.13 scored 58 at $42 per million tasks, ahead of GLiDE and…

Oct 24, 2026·3 min
Nvidia in talks to buy Reflection AI, a startup valued at $8 billion
LLM·Hacker News AI

Nvidia in talks to buy Reflection AI, a startup valued at $8 billion

Financial Times reports Nvidia is in talks to acquire Reflection AI, a US open-model developer valued at $8 billion in 2025 after a $2 billion round.

Oct 24, 2026·2 min