NVIDIA
Source reports covering NVIDIA. Stories will appear when analysis and community reactions are ready.
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Source reports
Nvidia backs Indian startup helping companies run AI models with fewer GPUs
news
4 min read
Nvidia participated in Bengaluru-based Simplismart’s $14 million Series B funding round, which was led by Dallas Venture Capital and also included Accel, Shastra VC, and Micromax. The all-primary round values the four-year-old AI-inference software startup at about $100 million, including the new capital. Founded in 2022 by former Oracle engineer Amritanshu Jain and former Google engineer Devansh Ghatak, Simplismart employs 58 people and plans to use the funding to expand in the United States, hire staff, and further develop its software. Simplismart’s software operates between AI models and computing infrastructure, automating deployment and management settings to balance response speed, request volume, and GPU consumption for each customer’s requirements. Customers can run models through Simplismart’s platform or within existing cloud and on-premises systems; the company also provides fine-tuning, autoscaling, monitoring, and software for cloud providers’ inference services. Simplismart says InVideo reduced GPU serving costs by 56% with its software, while HeyGen, Higgsfield, Ema, and Indian cloud provider Yotta are also customers or users. Jain said Simplismart’s annualized revenue run rate grew 14-fold in six months to an undisclosed eight-figure figure, with more than half of revenue coming from the U.S. Nvidia has also worked with Simplismart on integrations involving its Dynamo inference software and introduced it to prospective customers and partners, Jain said.
Uber rival inDrive eyes 2027 robotaxi tests in Central Asia with Pony.ai and Nvidia
news
3 min read
Ride-hailing company inDrive has signed a memorandum of understanding with Chinese autonomous-driving company Pony.ai and Nvidia to explore robotaxi service in Kazakhstan. The companies plan to begin testing in Astana, Kazakhstan’s capital, during the first half of 2027. Initial tests will include a safety operator, while fully driverless rides are the eventual objective. Under the proposed arrangement, Pony.ai would provide its Gen-7 robotaxis, inDrive would list and operate the vehicles through its ride-hailing app in Kazakhstan, and Nvidia would supply AI technology including its Hyperion platform and Halos safety system. Nvidia says Hyperion can reduce robotaxi-development costs by providing pre-integrated sensors and computing hardware. Pony.ai aims to operate more than 3,500 robotaxis in over 20 cities globally by the end of 2026, compared with 1,975 vehicles at the end of June. Kazakhstan announced plans last month for autonomous-taxi services to launch in 2027, with trials planned in Astana and two other cities, and has established rules for testing autonomous vehicles on specified public roads. Astana, home to roughly 1.7 million people, experiences months of snow and ice that could test autonomous-driving systems in harsh winter conditions. inDrive operates in more than 1,200 cities across 47 countries.
Nvidia agrees to acquire Hugging Face for $13B
news
2 min read
Nvidia has held acquisition talks in recent weeks with Hugging Face that could value the open-source AI platform at more than $13 billion, according to a person familiar with the matter. No agreement has been reached, and the discussions could still collapse. Nvidia and Hugging Face did not respond to requests for comment. Microsoft also met with Hugging Face, but two people familiar with the situation said those talks are no longer ongoing. Hugging Face hosts millions of AI models and datasets used by developers building with open-source technology. Nvidia already participated in Hugging Face’s $235 million funding round in 2023, when the company was valued at $4.5 billion. The Financial Times previously reported that Hugging Face rejected a $500 million Nvidia investment offer late last year that would have valued it at $7 billion, saying it did not want a dominant investor able to influence its decisions. Nvidia has expanded its investments and acquisitions as it builds on its cash reserves. The company said it had committed $18 billion to equity investments for the rest of its fiscal year and held $47.9 billion in private companies. Nvidia ownership could expand its relationship with developers using Hugging Face, but it could also raise questions about the platform’s neutrality because Hugging Face supports models and hardware from Nvidia competitors including AMD and Intel.
Hot Chips 2026: CUDA Targets RISC-V – By Chester Lam
news
5 min read
Nvidia is extending CUDA support toward RISC-V CPUs, potentially allowing server-class RISC-V systems to host Nvidia GPU compute workloads. CUDA currently supports x86-64 and AArch64 CPUs. Nvidia requires RISC-V systems to use the RVA23 profile and comply with RISC-V server SoC and platform specifications, which cover baseline reliability, availability, serviceability and security features. Nvidia also requires hardware features beyond those specifications, including vector extensions, PCIe cache coherency and peer-to-peer PCIe communication between devices. PCIe coherency prevents GPU DMA transfers from missing modified CPU-cache data or leaving CPUs with stale cached data after GPU writes. Without it, CUDA software would need explicit cache invalidation handling. Peer-to-peer PCIe support allows device-to-device buffer transfers without routing data through CPU memory. ACPI support was another initial obstacle, but the UEFI Forum added RISC-V ACPI support in 2025, and the ratified RISC-V Boot and Runtime Services specification includes ACPI. Nvidia said it is partnering with SiFive, which plans to demonstrate a CUDA-capable system at Hot Chips; the cited example specifications indicate a high-core-count server processor. Nvidia also described NVLink Fusion, which lets partners integrate Nvidia NVLink IP with custom CPUs or accelerators, including potential RISC-V designs, subject to CUDA requirements and support for frameworks such as DOCA and NCCL.
Nvidia AVO scores 100% on the ARC-AGI-3 interactive reasoning benchmark
news
1 min read
NVIDIA said its general-purpose coding agent, NVIDIA AVO, scored 100% on the ARC-AGI-3 interactive reasoning benchmark. The company said AVO completed all 183 levels across 25 public environments. NVIDIA said the agent determined what actions to take without instructions, explicit rules, or stated goals. The result concerns ARC-AGI-3’s interactive reasoning benchmark and NVIDIA’s reported performance on its public environments.
What Happens If OpenAI Dies?
opinion
44 min read
Writer Ed Zitron argues that OpenAI faces a severe financing risk because its compute commitments, operating losses and capital requirements greatly exceed its current revenue and available funding sources. He cites reported figures that OpenAI lost $20.9 billion on $13.07 billion of revenue in 2025, generated $5.7 billion in revenue in the first quarter of 2026 while spending $12.1 billion on cost of revenue and training, and is approaching a $40 billion annualized revenue run rate in August 2026. Zitron criticizes annualized revenue as a promotional metric based on a recent four-week period rather than full-year results. Zitron estimates that OpenAI has more than $800 billion in compute-related obligations through 2030, including at least $147 billion expected through the end of 2027 across major cloud and infrastructure providers. He says OpenAI may need to raise $100 billion to $200 billion annually before reaching projected profitability, while its $122 billion March funding round valued it at $852 billion and relied primarily on Amazon, Nvidia and SoftBank. He argues that an Anthropic IPO could make an OpenAI listing more difficult by exposing both companies’ losses and economics to public-market scrutiny. Zitron speculates that a cash shortfall could lead to a rescue fundraising round, a Microsoft acquisition, a merger with Anthropic, or a collapse that disrupts cloud providers and infrastructure companies dependent on OpenAI spending.
Nvidia dramatically reduces amount of OpenAI infra financing it may guarantee
news
1 min read
Nvidia is scaling back its potential $250 billion guarantee for OpenAI's data center financing. This reduction reflects a shift in Nvidia's commitment to supporting OpenAI's infrastructure needs.
Red queen hypothesis – A new way forward for self-improving AI
research
5 min read
Researchers from NVIDIA and Flower Labs have developed a method for recursive self-improving AI agents that allows them to enhance their own code without reaching an evaluation ceiling. This advancement addresses a significant challenge in the development of self-improving AI.
Nvidia Nemotron 3.5 Lightning and NeMo Switchyard
tool
5 min read
NVIDIA has launched the Nemotron 3.5 Lightning model, designed for high efficiency in long-running agentic AI workloads. This release enhances the Nemotron 3 family, following the introduction of Nemotron 3 Nano, and aims to improve accuracy and speed in AI applications.
Don't Look Up
opinion
40 min read
A premium newsletter is available for $70 a year or $7 a month, offering weekly content ranging from 5,000 to 18,000 words. The newsletter includes detailed analyses of NVIDIA, Anthropic, and OpenAI's finances, as well as insights into the AI bubble and guides on private credit and equity.
Nvidia Nemotron 3.5 Lightning
tool
39 min read
NVIDIA-Nemotron-3.5-Lightning-30B-A3B-NVFP4 is available for use with libraries such as Transformers for tasks like text generation. Users can implement this model by importing the pipeline from the Transformers library and specifying the model for text generation tasks.
Nvidia's Risky Business
opinion
19 min read
Nvidia is navigating significant risks as it expands its business in the AI sector. The company's investments and market strategies are critical to its future growth amidst competitive pressures and technological advancements.
The AI Demand Bubble
opinion
39 min read
The AI demand bubble is analyzed through detailed financial assessments of companies like NVIDIA, Anthropic, and OpenAI. Subscription to a premium newsletter provides in-depth insights into the AI sector and related financial topics.
Moonshot’s Kimi uses 20k Nvidia chip cluster from Alibaba
news
1 min read
Moonshot has secured a computing power agreement with Alibaba to utilize approximately 20,000 Nvidia chips. This partnership highlights China's dependency on Western semiconductors for its AI advancements, specifically for Moonshot's Kimi models.
Commodification of Intelligence: Good, Bad, and Ugly Circular AI Deals
opinion
8 min read
AI companies are facing criticism for circular financing and customer relationships, with examples including OpenAI raising funds from Microsoft to spend on Microsoft servers and CoreWeave financing debt through Nvidia purchases. Analysts draw parallels to the dot-com bubble of 1999, suggesting that current circular investments may lead to a similar outcome.
Nvidia's $750B in Deals Reignite Circular AI Fears
news
1 min read
Nvidia Corp. is pursuing AI deals exceeding $750 billion, raising concerns about inflated demand and valuations in the industry. A partnership with SK Group will involve over $500 billion in business between the two companies.
When is NVLink worth it?
research
7 min read
Nvidia no longer supports NVLink on consumer GPUs, with the last supported model being the RTX 3090. NVLink bridges currently range in price from $200 to $400, and tests are being conducted to evaluate the benefits of NVLink for AI workloads using dual RTX 3090s.
Benchmarking 15 "E-Waste" GPUs with Modern Workloads
research
11 min read
Decommissioned NVIDIA enterprise GPUs, such as the K80, P100, and V100, are available at prices ranging from $60 to under $200. A project has been initiated to benchmark these Tesla GPUs to assess their usability in modern applications.
Nvidia, CoreWeave, and Nebius: Inside the Circular Financing of the GPU Boom
news
21 min read
Neoclouds are experiencing significant hyperscaler demand as companies accelerate AI infrastructure scaling, leading to substantial revenue and backlog growth. CoreWeave and Nebius provide access to the latest Nvidia GPUs while optimizing compute utilization, despite concerns about hyperscalers offloading their capital expenditures.
Nvidia Halos
tool
4 min read
NVIDIA Halos is a comprehensive safety system that integrates safety elements across vehicle architecture, AI models, chips, software, tools, and services for autonomous vehicle development. It provides guardrails throughout the full development lifecycle, including design-time, deployment-time, and validation-time safety measures.
Thermodynamics rules future orbital data centers
news
14 min read
Cooling GPUs in space presents significant challenges due to the need for innovative designs to manage heat dissipation. Companies like SpaceX and Google are investing in orbital data centers, with SpaceX planning a constellation of these facilities and Google launching Project Sunc.
Nvidia is proposing a beast of a CPU system for Windows PCs
news
1 min read
Nvidia is proposing a beast of a CPU system for Windows PCs. It has 128 GB of shared memory and comes with up to 6,144 state-of-the-art CUDA cores. CPU wise, the chip has 10 performance cores and 10 efficiency cores. The performance cores are based on the Cortex-X925. These Bạn mới làm quen với X ư? Đăng ký ngay để nhận dòng thời gian cá nhân hóa của riêng bạn!
Use your Nvidia GPU's VRAM as swap space on Linux
tool
5 min read
c0deJedi's nbd-vram enables the use of NVIDIA GPU VRAM as swap space on Linux, particularly for laptops with soldered memory. This solution allows high-priority swap allocation, significantly increasing total addressable memory by utilizing unused VRAM.
AI Doesn't Have ROI
opinion
39 min read
AI investments currently lack a clear return on investment (ROI) metric. Detailed analyses of companies like NVIDIA, Anthropic, and OpenAI provide insights into the financial dynamics of the AI sector.
How is Groq raising more money?
news
4 min read
Groq, an AI chip company, is raising $650 million despite being licensed by Nvidia, which hired key technical executives but did not acquire the Groq corporate entity. Groq continues to operate independently while leveraging its technology.
Nvidia Cosmos 3
tool
10 min read
NVIDIA Cosmos 3 is an open-source foundation model designed for physical AI, integrating physical reasoning, world generation, and action generation. It aims to enhance the capabilities of robots, autonomous vehicles, and smart spaces by enabling them to understand and predict real-world scenarios.
Nvidia RTX Spark
tool
1 min read
NVIDIA RTX Spark features the Blackwell RTX GPU and an ultra-efficient CPU, delivering up to FP4 AI performance and unified memory. The chip is designed for slim laptops and small desktops, enabling creative applications and gaming with advanced ray-tracing technology.
Surface Laptop Ultra
tool
3 min read
Surface Laptop Ultra is designed for creators and innovators, featuring powerful hardware engineered with NVIDIA and optimized for RTX Spark. It runs on Windows and is the most powerful Surface Laptop ever built.
Nvidia Vera CPU Benchmarks: Olympus Cores Delivering Great Performance
news
5 min read
NVIDIA Vera CPU Benchmarks: Olympus Cores Delivering The Best Performance Ever Seen On ARM NVIDIA's Vera data center CPU isn't ramping up until later this year but I recently had the opportunity to try out this new ARM-based CPU designed for agentic AI workloads. NVIDIA's Vera CPU with its in-house-designed Olympus CPU cores ends up packing a heavy-hitting punch with competitiveness to Intel/AMD x...
Making LLM Training Faster with Unsloth and NVIDIA
tool
10 min read
Unsloth and NVIDIA collaboration achieves approximately 25% faster LLM training without sacrificing accuracy. The new algorithms are automatically enabled on RTX laptops, data center GPUs, and DGX Spark machines with an Unsloth update.
China Bans AI Layoffs as Nvidia CEO Says AI Created 500K Jobs in 2 Years
news
2 min read
China's courts have ruled against the use of AI for layoffs, stating that replacing workers with AI cannot be solely a cost-cutting measure. Nvidia's CEO claims that AI has created 500,000 jobs over the past two years, suggesting that concerns about job losses may be exaggerated.
AI can cost more than human workers now
news
2 min read
Some companies are now spending more on AI technologies than on employee salaries, leading to increased IT budgets. Bryan Catanzaro from Nvidia noted that the cost of compute exceeds employee costs, while Uber's CTO has already exceeded the full 2026 AI budget due to high token expenses.
The AI Gold Rush Just Entered Its Most Dangerous Phase
opinion
7 min read
Google is competing with Nvidia for dominance in the AI chip market, which has significant implications for the global economy. Nvidia previously held a monopoly on AI chip supply, leading to high demand and a market cap exceeding $3 trillion, but this era is coming to an end as new challengers emerge.
Data centers are transitioning from AC to DC
news
4 min read
New chip architectures presented at the Nvidia GTC conference are driving a shift toward DC power configurations in hyperscale data centers. Companies like Delta, Vertiv, and Eaton are introducing designs that aim to replace inefficient AC to DC power conversions in response to the increasing demands of AI technology.
Nvidia NemoClaw
tool
6 min read
NVIDIA NemoClaw is an open source stack that facilitates the secure installation and operation of OpenClaw always-on assistants. It integrates the NVIDIA OpenShell runtime, part of the NVIDIA Agent Toolkit, ensuring a secure environment for autonomous agents with inference processed through NVIDIA cloud.
Nvidia Launches Vera CPU, Purpose-Built for Agentic AI
news
5 min read
NVIDIA launched the Vera CPU, which operates with twice the efficiency and 50% faster than traditional CPUs. Collaborating customers include Alibaba, ByteDance, Meta, and Oracle Cloud Infrastructure, with manufacturing partners such as Dell Technologies, HPE, and Lenovo adopting the new CPU.
China's ByteDance Outsmarts US Sanctions With Offshore Nvidia AI Buildout
news
2 min read
ByteDance is planning a significant AI hardware deployment in Malaysia, including approximately 500 Nvidia Blackwell computing systems, equivalent to around 36,000 B200 chips. The initiative, facilitated by Aolani Cloud, is expected to exceed $2.5 billion in costs.
Oracle is building yesterday's data centers with tomorrow's debt
news
2 min read
Oracle's data centers are being built with outdated technology, while advancements in AI chips are outpacing construction timelines. OpenAI has decided not to expand its partnership with Oracle in Abilene, Texas, due to a preference for newer Nvidia graphics processing units.
Revealed: UK's multibillion AI drive is built on 'phantom investments'
news
9 min read
The UK's multibillion-pound AI initiative is reportedly plagued by "phantom investments" and questionable accounting practices. Successive governments have announced significant deals for new datacentres, job creation, and supercomputer development, primarily involving two firms associated with Nvidia.
Nvidia backs AI data center startup Nscale as it hits $14.6B valuation
news
2 min read
Nscale has raised $2 billion, achieving a valuation of $14.6 billion, amid the ongoing AI infrastructure boom. The Series C funding round included participation from Nvidia, Aker ASA, and 8090 Industries, among others, and Nscale appointed three new directors to its board, including Sheryl Sandberg.
Nvidia PersonaPlex 7B on Apple Silicon: Full-Duplex Speech-to-Speech in Swift
tool
5 min read
NVIDIA PersonaPlex 7B enables full-duplex speech-to-speech communication on Apple Silicon, allowing simultaneous listening and speaking. The qwen3-asr-swift library processes audio in real-time, streaming generated audio chunks without a multi-step pipeline.
Jensen Huang says Nvidia is pulling back from OpenAI and Anthropic
news
4 min read
Nvidia CEO Jensen Huang announced that the company's recent investments in OpenAI and Anthropic will likely be its last, as both companies are expected to go public later this year. Nvidia is currently profiting significantly from its chip sales, which may influence its investment strategy.
Nvidia’s Jensen Huang Rules Out $100 Billion OpenAI Investment
news
1 min read
Nvidia CEO Jensen Huang stated that the company is unlikely to invest $100 billion in OpenAI, citing the startup's plans to go public by the end of the year. He made these comments during a Morgan Stanley conference in San Francisco.
OpenAI eyes global domination with $110B Amazon and NVIDIA raise, value hits $840B
news
3 min read
OpenAI has raised $110 billion in funding, achieving a valuation of $840 billion. This funding round includes $30 billion from SoftBank, $30 billion from NVIDIA, and $50 billion from Amazon, with additional investors potentially joining.
Parakeet.cpp – Parakeet ASR inference in pure C++ with Metal GPU acceleration
tool
5 min read
Frikallo/parakeet.cpp provides an ultra-fast and portable implementation of NVIDIA's Parakeet models for on-device speech recognition in C++. It achieves approximately 27ms encoder inference on Apple Silicon GPUs for 10 seconds of audio, making it 96 times faster than CPU processing, and utilizes the Axiom tensor library for automatic Metal GPU acceleration without heavy dependencies.
15 years of FP64 segmentation, and why the Blackwell Ultra breaks the pattern
research
7 min read
The RTX 5090 delivers 104.8 TFLOPS of FP32 compute and only 1.64 TFLOPS of FP64 compute, resulting in a 64:1 FP64 to FP32 ratio. Over the past fifteen years, this ratio has widened on consumer GPUs, reflecting a growing divide between consumer and enterprise silicon, which is now being challenged by advancements in AI.
Nvidia CEO Says AI Capital Spending Is Appropriate, Sustainable
news
1 min read
Nvidia CEO Jensen Huang stated that current capital spending on AI infrastructure is appropriate and sustainable. He projected that the build-out of AI infrastructure will continue for the next seven to eight years due to incredibly high demand.
Intel will start making GPUs
2 min read
Intel will begin producing graphics processing units (GPUs) to enter a market currently dominated by Nvidia. GPUs are specialized processors used for gaming and training artificial intelligence models, differing from Intel's traditional focus on central processing units (CPUs).
Nvidia shares are down after report that its OpenAI investment stalled
3 min read
Nvidia's stock dropped 1.1% following reports that its $100 billion investment in OpenAI is stalled. Uncertainty surrounding the deal has been reported by company insiders.
The $100B megadeal between OpenAI and Nvidia is on ice
2 min read
Nvidia's plan to invest up to $100 billion in OpenAI to support its AI model training has stalled due to internal doubts within Nvidia. The agreement, initially announced last September, included a commitment to build at least 10 gigawatts of computing power for OpenAI.