Semiconductor company
Appears in 62 stories · Last updated Nov 11, 2026
Operates the RoboLab-120 benchmark; hardware partner
Runway announced Praxis-1 in September 2026 as an early-access model for a handful of robotics partners. On November 11, it put the full weights online under the Apache 2.0 license, meaning anyone can download, run, and sell products built on it without paying Runway.
Updated 18 minutes ago
Subject to new semiconductor export rules
China's trade surplus passed $1 trillion for a second straight year, reaching $1.04 trillion in the first 10 months of 2026. October exports rose 35.2% from a year earlier, led by AI hardware, while imports jumped 41.6%.
Updated Yesterday
Under scrutiny over its Megaspeed dealings; says it cooperates with government
A U.S. investigation into whether Nvidia AI chips were being smuggled to China through Singapore stopped moving at the Commerce Department in late 2025. The pause followed contact from Nvidia's general counsel to the agency that oversees chip export controls.
Updated 2 days ago
Fell more than 9% on November 5 and another 2.6% on November 6; quarterly results are due November 17
The Philadelphia Semiconductor Index fell 12.25% on November 5, 2026, to 9,011.14, its worst day since March 2020. The drop pushed the Nasdaq Composite into a correction, closing at 24,315.00, about 12% below the record it set on October 6.
Updated 3 days ago
Investor in both sides of the deal
Marvell Technology agreed on November 2 to buy Lumentum for about $115 billion in stock, offering 4.5 Marvell shares for each Lumentum share. The value of that fixed exchange ratio has since fallen with Marvell's stock: at the November 6 close it was worth about $635 per Lumentum share, down from $1,132 at signing.
Advocates a one-step move to 800V DC in data centres
Envision's Galaxy campus in Ulanqab, Inner Mongolia, is planned for up to 800MW of IT capacity, according to a SemiAnalysis site visit published on Nov. 7. The analysis says the first 120MW phase was delivered within a year at about a fifth of US costs, and that all four phases are built to suit two internet giants.
Third-largest shareholder in Naver
Nvidia paid 1.34 trillion won ($1 billion) for 6.56 million new Naver shares on November 6, giving it a 4.13% stake. That makes the chipmaker Naver's third-largest shareholder, behind the National Pension Service and BlackRock.
Updated 5 days ago
Strategic investor in Ayar Labs; Ayar joined its NVLink Fusion ecosystem in June 2026
When engineers double a copper cable's data rate, electrical noise doubles and usable length halves—strangling the AI industry. As graphics processing units (GPUs) push toward 224 gigabits per second per lane, passive copper cables inside data centers reach less than one meter before the signal degrades.
Updated Nov 2
Anchor customer for SK hynix high-bandwidth memory
SK hynix posted a record quarterly operating profit of 83.3 trillion won (about US$62.5 billion) for July through September, up sevenfold from a year earlier and above analyst expectations. Revenue crossed 100 trillion won for the first time, at 104.6 trillion won.
Investing in Naver's AI data-center buildout
South Korea's chip buildout is producing contracts on several fronts. On November 2, Industry Minister Kim Jung-kwan said the three mega projects total 1,600 trillion won, about 60% of GDP in the year work starts, and promised faster permits to bring fab start-ups forward by more than two years. Samsung and SK Hynix have signed long-term memory supply deals with customers, and OpenAI's Sam Altman visited Seoul to talk with SK Group about HBM and data centers.
On both sides of the deal
SpaceX signed a binding commitment for a $40 billion lease that lets an Apollo Global Management entity buy Nvidia chips and rent them back to the company. The Vera Rubin hardware is due in the first half of 2027, and the deal is expected to close before the end of 2026.
Updated Nov 1
Named in earlier coverage; participation not confirmed
The Financial Times reported on November 3 that OpenAI is seeking up to $20 billion at a $1.25 trillion valuation, about a third less than the $30 billion it first pitched. The round is still open, with roughly $11 billion in commitments, and the figures could change.
Supplies the Jetson AGX Orin module inside GMS's AI add-on
A military vehicle's mission computer is usually replaced when it needs new capability, not upgraded. General Micro Systems says it can bolt a graphics processor, 64 terabytes of storage or a 100-gigabit network switch onto an existing platform through a cable.
Updated Oct 31
GPU supplier powering Akamai's AI clusters
Akamai launched two beta services Tuesday: Akamai Inference, which serves open-weight models through OpenAI-compatible application programming interfaces (APIs), and Akamai Agent Sandbox, which runs AI agents inside isolated WebAssembly environments. WebAssembly is a technology for running code in a tightly bounded sandbox.
Updated Oct 30
Secures photonics supply chain with $4B investments amid hyperscaler capex surge
The four largest cloud providers—Microsoft, Meta, Alphabet, and Amazon—are planning up to $725 billion in combined AI infrastructure spending for 2026, up sharply from $410 billion in 2025, and all four reported first-quarter results on April 29, 2026. Microsoft delivered the clearest signal: $77.7 billion in revenue (up 18% year-over-year), Azure cloud growth of 40% (above its 37% guidance), and earnings per share of $4.13 versus analyst estimates of $3.67.
Updated Oct 29
Supplier of GPUs for Colossus 2
Colossus 2, xAI's second Memphis supercomputer, is running and the company says it will train Grok 5, the next version of its chatbot. On an October 20 earnings call, Elon Musk said SpaceX, xAI's parent since this year's merger, is adding roughly 200,000 Nvidia GB300 chips a month.
Updated Oct 26
Backer and principal chip supplier to Firmus; in talks to invest hundreds of millions of dollars more after the company scrapped its ASX listing
Firmus pulled its $5 billion Australian listing on October 9 after investors balked at a $30.6 billion valuation for a company that has built 46 megawatts of a 912-megawatt pipeline. Nvidia is now weighing hundreds of millions of dollars in fresh support as Firmus tries to raise $2-3 billion privately.
Updated Oct 25
Reserving test, packaging and optics capacity through prepayments to suppliers
Nvidia is paying testing companies in advance to reserve capacity. On October 21 it disclosed agreements with six suppliers covering substrates, advanced packaging, chip testing and optical engines, including a $1.1 billion advance to King Yuan Electronics signed on October 13.
Updated Oct 24
Provider of the physical AI software stack inside the toolchain
Amazon runs more than a million robots inside its own fulfillment network. In October 2026 it packaged the lessons from that operation into an open-source platform, the AWS Physical AI Toolchain, for companies building machines that perceive, decide, and act in the physical world.
Updated Oct 22
Reserving packaging, substrate and testing capacity with prepayments and multi-year agreements while carrying $279 billion of supply commitments as of July 26
AI chips aren't finished at the foundry. They are mounted with memory onto a base called an interposer and tested in a back-end step, advanced packaging, where demand has outrun supply. NVIDIA committed $1.3 billion to Amkor on October 21 for South Korea capacity, which Amkor says brings its multi-year NVIDIA agreements in Arizona and South Korea to $3 billion. The two disclosed amounts, $1.5 billion in July and $1.3 billion this week, add up to $2.8 billion.
Building native multi-node checkpointing via NCCL; GA expected by end of 2026
Clockwork.io's TorchPass can capture the state of a multi-node AI training job in under 20 seconds, without changes to the training code. When a GPU or server fails, the job resumes from where it stopped instead of rolling back hours of work.
Updated Oct 21
Research collaborator on RFD3
An international team published the complete blueprint for RFdiffusion3, an artificial intelligence that designs proteins and nucleic acids atom by atom. The system, detailed in Science, invents enzymes from scratch that carry out their intended chemistry in real laboratory tests.
Updated Oct 20
Committed $1 billion to super intelligence research on October 8, 2026
Federal agencies are moving at different speeds to replace 'artificial intelligence' with 'Super Intelligence.' NASA pushed its second round of website and title changes live on October 16, two weeks early, while other agencies have made only partial switches.
Dominant AI GPU supplier facing Meta AMD diversification, $51.2B datacenter revenue Q3 2025
ChatGPT's November 2022 launch triggered the fastest infrastructure buildout in tech history. Hyperscalers are now on track to spend over $1 trillion in 2026, a figure roughly equal to the entire GDP of Turkey or the Netherlands.
Updated Oct 19
Signatory to the accord
Six leading AI developers signed the White House Accord on Super Intelligence on September 29, pledging internal controls, an internal monitoring team, an external auditor, and board review. Anthropic is the first signatory to act, giving six staffers from METR, a nonprofit that evaluates frontier models, employee-like access to test its models and publish findings.
Updated Oct 17
As of October 2026: RTX Spark Superchip launched at Computex; three-generation roadmap to 2030 disclosed; eight OEM partners confirmed
On June 1 in Taipei, Nvidia CEO Jensen Huang unveiled what the company is calling the RTX Spark Superchip, a 20-core Arm processor co-designed with MediaTek carrying a Blackwell GPU with 6,144 CUDA cores. Microsoft confirmed Windows on Arm support the same morning. ASUS, Dell, HP, Lenovo, Microsoft Surface, and MSI committed to shipping RTX Spark laptops this fall, with Acer and GIGABYTE announced as follow-on brands.
Updated Oct 8
As of October 2026: AI design partner providing Nemotron models and test infrastructure
The fastest cyberattacks now break out in 27 seconds, far quicker than a person can react. On September 1, CrowdStrike and NVIDIA unveiled SafeMind, an autonomous security platform meant to defend at machine speed.
Updated Oct 3
As of September 2026: Provides GPU acceleration for Sentira and Atera
10x Genomics announced Sentira on September 29, a cloud platform that analyzes spatial gene-expression data using NVIDIA GPU acceleration. For users of its Xenium and Atera instruments, Sentira cuts processing from hours to minutes, and early access is free. The announcement landed the same day Atera, 10x's whole-transcriptome spatial instrument, began shipping to customers.
Updated Sep 30
As of September 2026: Provided cuQuantum SDK and CUDA-Q platform for quantum-GPU simulation
Hybrid quantum optimization has a cost problem: each subproblem needs a custom circuit tuned by trial and error, often hundreds of runs. IonQ, Oak Ridge National Laboratory (ORNL), NVIDIA, and the University of Tennessee, Knoxville (UT) showed a trained generative model can write those circuits directly. That removes the tuning loop.
Updated Sep 23
As of September 2026: Maker of the Vera Rubin NVL72 platform
CoreWeave has become the first cloud provider to run NVIDIA's newest AI chips at multi-rack scale. On September 16 it brought up seven Vera Rubin NVL72 racks — 504 Rubin GPUs — as a single production cluster spanning two regions.
Updated Sep 17
As of September 2026: Platform developer
Designing software for fault-tolerant quantum computers has meant rebuilding the toolchain every time a hardware maker changes its qubit type or error-correction code. Nvidia's CUDA-Q Logical, announced Sep 14, gives researchers a single programmable layer to model algorithms, error-correction methods, and processor architectures side-by-side before building hardware.
Updated Sep 15
As of September 2026: Expanding AI for Media suite at IBC 2026
At the IBC 2026 trade show in Amsterdam, NVIDIA expanded its AI for Media suite with new tools for broadcasters, sports leagues and streaming platforms. Its Synthetic Video Detector now identifies AI-generated footage with 99.3% accuracy on text-to-video content and 97.7% on image-to-video content, up from earlier this year.
Updated Sep 11
As of September 2026: Buyer in confirmed $12.93 billion deal
Nvidia confirmed on Sept. 3 that it agreed to buy Hugging Face for $12.93 billion. The signed deal includes an $11.9 billion payment to shareholders plus up to $1 billion in stock for employees.
Updated Sep 5
As of September 2026: Investor; dominant supplier of AI processors
Nvidia is spending $3.5 billion to help its biggest customers build their own artificial intelligence (AI) chips. The money goes to Taiwanese chip designer MediaTek in exchange for convertible bonds, marking Nvidia's largest direct investment outside the United States.
Updated Sep 1
As of August 2026: Lambda's exclusive chip supplier, an investor, and its largest customer
Lambda, a San Francisco company that buys Nvidia chips and rents computing power to businesses, raised $1 billion in private debt on August 28. JPMorgan arranged the deal; the money buys GPUs that Microsoft has already agreed to lease. It is Lambda's second major debt raise in a month and part of more than $400 billion in AI infrastructure borrowing worldwide in 2026.
Updated Aug 29
As of August 2026: Technical partner for planned GPU assembly
One of Indonesia's largest telecom operators has spun off its fiber network into a new independent company. RAIA Grid, launched Wednesday by Indosat Ooredoo Hutchison and the Arsari Group, operates 86,000 kilometers of fiber across the archipelago.
Updated Aug 27
As of August 2026: Co-developed Portable Computer with Perplexity
Perplexity launched Portable Computer on Tuesday, a version of its agentic Computer platform that runs entirely on a user's own hardware. Local work costs no tokens, and nothing leaves the machine unless the user approves a specific cloud step.
As of August 2026: Made the H200 GPU used in IBM's benchmarks
IBM says two new models turn spoken English into text more than twelve thousand times faster than real time — about 3.5 hours of audio per second on one Nvidia H200 GPU. Each compact Granite Speech 5.0 model packs just 470 million parameters.
Updated Aug 26
As of August 2026: New investor in Starcloud
A dorm-fridge-sized box carrying a single NVIDIA chip ran an AI model in space last year. On August 21, 2026, the startup behind it, Starcloud, said investors handed it $250 million to build something far bigger.
Updated Aug 22
As of August 2026: Buyer of the license and talent; equity investor
Nvidia will pay $6 billion to license Poolside's 'Model Factory,' the system the startup uses to build AI coding models, and will hand job offers to about 109 of its engineers. It is not buying the company.
Updated Aug 21
As of August 2026: Now selling inference-specific silicon too, after paying $20 billion in December 2025 to license Groq's chip design and hire its team; launched the Groq 3 LPX inference rack in March 2026
Nvidia still runs roughly four of every five AI chips sold today. In December 2025, Nvidia paid $20 billion to license rival Groq's chip design and hire its founding team. It then built its own inference-only rack from that technology, launched at Nvidia's GTC conference in March 2026.
Updated Aug 19
As of August 2026: Guarantor and exclusive chip supplier
Nvidia sells OpenAI its chips. It has also agreed to guarantee up to $105 billion of OpenAI's rent and power bills for a huge new data center in rural Ohio, according to a securities filing made public August 17.
Updated Aug 18
As of July 2026: Dominant AI chip supplier now facing in-house rivals
Chip stocks lost more than $1 trillion in market value on July 28, 2026. Memory maker SK Hynix fell about 14% and Samsung dropped over 10%, pulling South Korea's Kospi down roughly 9%. Nvidia slid more than 5% and briefly handed the title of world's most valuable company back to Apple.
Updated Jul 28
As of July 2026: Set the physical-AI agenda with its Rubin platform
For years, the buzz at CES was software: apps, chatbots, voice assistants. In 2026, the biggest crowds gathered around machines that walk, lift, and drive themselves.
Updated Jul 20
As of July 2026: Largest customer for SK Hynix memory
SK Hynix rang the Nasdaq opening bell on July 10 and raised about $26.5 billion. No foreign company has ever raised more in a US share sale.
Updated Jul 10
As of July 2026: Has committed more than $40 billion to equity investments in 2026, extending its ecosystem strategy from NVLink Fusion chip partners to fiber infrastructure and AI cloud operators
Since May 2025, Nvidia has committed more than $40 billion to companies building AI infrastructure, a total dominated by a $30 billion stake in OpenAI confirmed in February 2026. May brought two more deals: $3.2 billion for glass and fiber maker Corning, and $2.1 billion for data center operator IREN.
Updated Jul 2
As of June 2026: Largest customer; its qualification decides the winners
Modern AI chips can crunch numbers faster than memory can feed them data. On June 18, 2026, SK hynix said it shipped samples of HBM4E, a stacked memory chip built to narrow that gap, to major customers.
Updated Jun 18
As of June 2026: Rival consolidator; has bought several inference and optimization startups
Training an AI model is a one-time cost. Running it for millions of users, every day, is the bill that never stops. On June 16, 2026, Amsterdam-based cloud company Nebius closed a $643 million deal for Eigen AI, a 20-person U.S. startup whose only product is squeezing more answers out of each chip.
Updated Jun 16
As of June 2026: Strategic backer of the round
A robot that costs about €98,000 and a company with no disclosed 2025 revenue just attracted up to $1.4 billion. Neura Robotics, based in the small German town of Metzingen, says it is the largest funding round a full-stack robotics company has ever raised. The backers include Nvidia, Amazon, Qualcomm and the stablecoin issuer Tether, which led the round.
Updated Jun 11
As of June 2026: Existing backer through its venture arm
Engineers spend weeks running simulations to learn how a jet engine, a turbine blade, or a chip will behave under heat and stress. PhysicsX, a London startup, says its AI can return similar answers in seconds. On June 9, 2026, it closed a $300 million Series C round that values it at about $2.4 billion.
Updated Jun 9
As of June 2026: Reported record Q1 FY2027 revenue of $81.6 billion; guiding Q2 to $91 billion. Effectively excluded from China's data-center market after H200 licensing program produced no revenue.
Nvidia reported Q1 fiscal-2027 revenue of $81.6 billion on May 20, beating Wall Street's $78 billion consensus by $3.6 billion. Data center revenue hit $75 billion, up 92% from a year earlier. The company guided Q2 to $91 billion, above the $85 billion estimate, but the stock closed down 1.8% the next day as analysts said the beat was already priced in.
Updated Jun 3
As of May 2026: Participated in Ineffable's seed round; in May 2026 announced a formal engineering partnership to co-design reinforcement learning infrastructure on Grace Blackwell chips
In April 2026, London AI lab Ineffable Intelligence raised $1.1 billion at a $5.1 billion valuation, the largest seed round in European history. The founder, David Silver, is a University College London professor who led Google DeepMind's AlphaGo and AlphaZero, programs that learned board games entirely through self-play.
Updated May 31
As of May 2026: Building competing open-source robotics foundation models
For decades, industrial robots have been powerful but rigid. Google DeepMind's Gemini Robotics-ER 1.6, released April 14, 2026, is the latest version of a new approach: it gives robots the flexible reasoning that powers chatbots, tailored to understand and act in physical space. Paired with an agentic vision system, it reads pressure gauges, thermometers, and digital readouts with 98% accuracy—a capability that emerged from collaboration with Boston Dynamics, which deploys the Spot robot in industrial facilities.
As of May 2026: Platform provider for orbital AI computing
Earth observation satellites generate petabytes of imagery every day, but only about two percent of it ever reaches the ground. The bottleneck is physics: a satellite in low Earth orbit gets maybe ten minutes of ground-station contact per pass, and radio bandwidth cannot keep up with sensor resolution that doubles every few years. Nvidia's answer, announced at its annual developer conference on March 17, 2026, is to stop trying to move the data down and instead move the AI up. The Vera Rubin Space-1 Module packs 25 times the compute power of Nvidia's H100 chip into a radiation-hardened package designed to run large language models and foundation models directly in orbit.
Updated May 30
As of May 2026: Dominant supplier of autonomous vehicle computing hardware
Nvidia and Uber announced plans to deploy 100,000 Level 4 autonomous robotaxis across 28 cities on four continents by 2028, using Nvidia's new DRIVE Hyperion 10 platform and Alpamayo, an open-source reasoning model. Five automakers—BYD, Geely, Stellantis, Lucid, and Mercedes-Benz—will manufacture vehicles with Nvidia's hardware pre-installed. Commercial rides begin in Los Angeles and San Francisco in the first half of 2027.
As of May 2026: Dominant AI chip supplier, expanding into enterprise AI software
Nvidia has spent four years on an annual architecture cadence that no semiconductor company has sustained before. At GTC 2026, Jensen Huang unveiled Vera Rubin (a single-GPU system delivering 50 petaflops, five times Blackwell's performance, at one-tenth the cost per token) and NemoClaw, an open-source platform letting companies deploy autonomous AI agents without cloud-provider lock-in.
As of May 2026: Infrastructure partner and co-developer of Evo 2
It took thirteen years and $2.7 billion to read the first human genome. Now a single AI model, trained on 9 trillion DNA base pairs from more than 128,000 species, can predict whether an uncharacterized mutation in a breast cancer gene is dangerous with 90 percent accuracy without being trained on that gene.
As of May 2026: Technology partner powering Caterpillar's edge AI and autonomy systems
For more than three decades, giant autonomous trucks have hauled billions of tonnes of rock out of mines with no one behind the wheel. Now Caterpillar, the world's largest construction equipment manufacturer, is moving that technology to ordinary job sites.
As of May 2026: Finalized $30B equity investment and committed to providing 5GW of Vera Rubin capacity to OpenAI
After the $122 billion round closed at the end of March, OpenAI ended its Azure cloud exclusivity and capped Microsoft's revenue share at $38 billion through 2030. On May 18, a jury dismissed Elon Musk's suit seeking $134 billion and the reversal of OpenAI's for-profit structure.
Updated May 29
As of May 2026: Primary customer driving HBM demand; claimed exclusive HBM4 access through 2026
For decades, chip packaging was the unglamorous final step—stacking and connecting silicon dies after the real engineering was done. Now it's the constraint holding back AI.
Updated May 20
As of May 2026: Acquiring Groq's assets and team for $20B
On Christmas Eve 2025, Nvidia paid $20 billion for Groq's assets—nearly triple the AI chip startup's $6.9 billion valuation from three months earlier. The deal brings Groq's founder Jonathan Ross, who created Google's original Tensor Processing Unit, and his breakthrough inference technology into Nvidia's fold. It's Nvidia's largest acquisition ever, nearly three times bigger than its $7 billion Mellanox purchase.
Updated May 16
As of May 2026: Seller of the H200 chip; lobbying for access to China while navigating export-control swings
The Trump administration just did the thing Washington has spent years swearing it wouldn't do: let China buy a near-top-tier Nvidia AI chip again. Now a China hawk in Congress is demanding the Commerce Department explain, in detail, why this isn't a strategic own-goal.
Updated May 15
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