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.
CUDA makes Nvidia not a chipmaker, but a software company
Nvidia’s real competitive advantage in GPUs lies not in hardware, but in the CUDA ecosystem — a development platform that has made switching to competitors…
Runway wants to turn video generation into world models and surpass Google in the AI race
Startup Runway, known for its video-generation tools, sees video data as the main path to world models and is trying to move beyond the creative niche into direct…
OpenAI introduced MRC — a network protocol for 100,000-GPU AI training clusters
Through the Open Compute Project, OpenAI released the MRC protocol, which distributes traffic across hundreds of routes and helps large AI clusters ride out…
Meta cuts hundreds of staff in Reality Labs and sales while ramping up AI spending
Oracle’s credit risk hits a record as the market fears debt from the company’s AI bet
Colusa Indian Energy and Strata Expanse to build AI campus on tribal lands in California
Jensen Huang showed how Nvidia is redefining agentic AI infrastructure
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.
Hugging Face transfers Safetensors to the PyTorch Foundation for neutral governance of the format
Amazon sued by YouTube creators over training Nova Reel on third-party videos
Kepler Communications opens the largest orbital cluster of 40 Nvidia Orin chips
Madison Air raised $2.23 billion in its IPO and bet on data center infrastructure
NVIDIA introduced Nemotron OCR v2: multilingual OCR trained on 12.2 million synthetic documents
NVIDIA showed how it built Nemotron OCR v2: the model was trained on 12.2 million synthetic documents to recognize multiple languages with a single engine and…
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…