Coverage (30d)
3vs73
This Week
1vs16
Evidence
2 articlesRelationships
1Timeline
Nvidia2026-05-03
US export controls reduced Nvidia's China market share to zero, per Jensen Huang
Nvidia2026-05-03
Nvidia invested $2 billion in Marvell to deepen NVLink Fusion partnership
Nvidia2026-05-03
Published research on NeMo RL speculative decoding achieving 1.8× rollout speedup at 8B parameters
Nvidia2026-05-02
Nvidia partners with Invenergy and Emerald AI to develop flexible AI factories
Nvidia2026-04-30
Nvidia invested $2B in Marvell for NVLink Fusion partnership
Nvidia2026-04-28
NVIDIA paying half the capital expenditure to expand supplier fabs for critical thin-film material.
Huawei2026-02-26
Huawei joins Agentic AI Foundation alongside OpenAI and Google
Huawei2023-01-01
Huawei launched Ascend 910B chip competing with Nvidia H100
Ecosystem
Huawei
developedAscend 910B1 src
competes withNvidia1 src
partneredAgentic AI Foundation1 src
Nvidia
developedBlackwell20 src
developedH10013 src
developedNemotron 3 Super13 src
developedNemotron-Cascade 212 src
investedOpenAI7 src
developedNeMoClaw5 src