NVIDIA ARM laptop chip delayed 6-8 months due to video output issues

Announced new Windows SoC for AI PCs targeting on-device inference

Released Nemotron 3 Ultra, a 550B open-weight model

Blackwell confidential computing disables NVLink multicast, causing 61% regression on SGLang Qwen3.5 397B

Hopper confidential computing had unencrypted NVLink, compounding security issues

NVIDIA Vera CPU benchmarks published by Phoronix showing performance against Intel and AMD server CPUs

CoreWeave raised 2026 capex guidance to $35B

Achieved top speed and price-performance for Kimi K2.6 in Artificial Analysis benchmark

Raised $1 billion through a high-yield junk bond offering for AI data center infrastructure.

Raised $1 billion through a high-yield junk bond offering jointly with Google for AI infrastructure