/Infrastructure
Nvidia $3.5 billion deal boosts MediaTek shares 10%
Nvidia invests $3.5 billion in convertible bonds to integrate its NVLink Fusion platform with MediaTek’s custom AI chip business, expanding data‑center capabilities.
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NVIDIA Corporation
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Coverage includes a positive note on NVIDIA’s investment in GMI Cloud, a critical piece about Amazon’s Trainium chips reducing reliance on NVIDIA hardware, and a neutral mention of a self‑policing AI accord involving NVIDIA.
Latest coverage
/Infrastructure
AWS Adds 2 Million Nvidia GPUs—Its AI Bet Triples in Five Months
Amazon Web Services announces a plan to deploy 2 million additional Nvidia GPUs across its global cloud infrastructure, expanding its AI compute capacity.
/Technology
Nasdaq, S&P 500 lifted by Nvidia's forecast; investors eye speech by Fed's Warsh
Nvidia’s robust revenue forecast fuels gains in technology stocks, reinforcing the AI boom and boosting investor sentiment.
/Technology
Nvidia’s AI advantage is moving beyond the GPU
Nvidia is expanding its edge from GPUs to full data‑center orchestration, building systems that keep AI workloads efficient at gigawatt scale.
/Infrastructure
Morning Bid: Nvidia vaults over high bar
Nvidia’s Q2 results beat expectations, with data‑center revenue doubling and the company announcing plans to acquire Hugging Face, underscoring its dominance in AI infrastructure.
/Business
Nvidia forecasts 70% sales growth next year, signals AI dominance
Nvidia’s management projected a 70% revenue increase for fiscal 2028, underscoring the company’s leading position in AI chip supply and its growing influence in the AI ecosystem.
/Web3
Coinbase Enters the Tokenized Stock Wars
Coinbase launched tokenized stocks on its Base network, offering 1:1 backed shares of Nvidia, Meta, Apple, and Google, marking a new era for on‑chain equities.
/Infrastructure
Nvidia to invest $6 billion to build U.S. open‑weight AI model alternative to China’s DeepSeek, Kimi K3, and Qwen
Nvidia is committing roughly $6 billion to a sweeping deal with AI startup Poolside, aiming to build a powerful U.S. open‑weight AI model and challenge China’s growing lead in downloadable models.
/Technology
Nvidia denies report it is rolling out China AI chip by year‑end
Nvidia refuted claims that it would ship a language‑processing unit tailored for Chinese customers, saying no such product is on its roadmap.
/Technology
Nvidia just showed that the harness, not the AI model, is now the real hero
Nvidia researchers demonstrate that a custom harness can dramatically improve long‑horizon task performance, outperforming even Claude Opus 5 on a benchmark.
/Business
Callosum Raises $100 Million to Make AI Tasks Cheaper
AI startup Callosum secured $100 million in early financing to match AI tasks with the right models and chips, aiming to reduce costs for enterprises.
/Technology
NVIDIA Adds Firefox to GeForce NOW’s Supported Browsers for Cloud Gaming on Windows
NVIDIA expands GeForce NOW support to Firefox on Windows, enabling users to stream over 2,000 PC games without downloads or upgrades.
/Technology
Google Strikes $12.2 B Marvell Deal to Expand Its Custom AI Chip Push
Google deepens its bet on custom AI silicon with a $12.2 B stake in Marvell, aiming to compete with Nvidia and Broadcom for AI infrastructure.
/Infrastructure
Groq raises $350 M to fuel its pivot from AI chips to neocloud
Groq, once an AI‑chipmaker, secured $350 million to transition into a neocloud provider of GPU and AI infrastructure services.
/Technology
Nvidia's AI moat is shifting from chips to capital
Nvidia announced a pact with Wall Street firms to pursue $500 billion in GPU financing and will back an OpenAI data center in Ohio with up to $105 billion, signaling a new focus on capital as an AI moat.
/Technology
Big investors hunt for tomorrow's AI winners as capex angst fades
Reuters analysis notes that investors are shifting focus to AI infrastructure and neocloud providers, with big tech firms like Microsoft, Amazon, Meta and Nvidia leading the way.
/Startups
River AI's $1.1B Raise: Inside the Bet to Rebuild the AI Stack
River AI closed a $1.1 billion round, led by General Catalyst and AMP, with strategic investment from NVIDIA and AMD, positioning itself as a major player in open‑weight model customization.
/AI
NVIDIA Nemotron 3.5 Lightning and NeMo Switchyard Deliver Faster, Smarter, More Efficient Agentic AI
NVIDIA expands its Nemotron family with a 30‑billion‑parameter model that boosts agentic AI performance, paired with a new open‑source routing library to streamline model selection.
/Infrastructure
AI infrastructure debt and leverage draw market scrutiny
CNBC reports that Nvidia’s push for AI infrastructure financing is under scrutiny as hyperscalers raise debt and leverage to fund data‑center expansion.
/Infrastructure
Kog is going deeper to squeeze more inference out of GPUs
French startup Kog claims its software can unlock up to 30× faster LLM inference on existing GPUs, targeting enterprise AI workloads.
/Infrastructure
NVIDIA AI Factory Compute Is Becoming an Investable Asset Class
NVIDIA announces partnerships with major financial institutions to create financing platforms for AI infrastructure, positioning AI factories as a new asset class.
/Business
Nvidia, Wall Street asset managers partner on $500B AI push
CNBC reports a partnership between Nvidia and leading asset managers to invest $500 billion in AI infrastructure and talent.
/Infrastructure
IBM and Together AI Sign Multi‑Year Agreement to Scale Open‑Source AI Inference with NVIDIA AI Infrastructure on IBM Cloud
IBM partners with Together AI to deploy a large‑scale inference cluster on IBM Cloud using NVIDIA HGX B300 systems, aiming to accelerate open‑source AI workloads for enterprises.
/Infrastructure
Firebird Launches CIS Region’s Largest AI Factory in Armenia
Firebird opens a new AI factory in Armenia powered by NVIDIA accelerated computing, expanding AI infrastructure in frontier markets.