Timeline
US export controls reduced Nvidia's China market share to zero, per Jensen Huang
Nvidia invested $2 billion in Marvell to deepen NVLink Fusion partnership
Published research on NeMo RL speculative decoding achieving 1.8× rollout speedup at 8B parameters
Nvidia partners with Invenergy and Emerald AI to develop flexible AI factories
Plans to deploy thousands of Nvidia B200 units by May 2026.
Nvidia invested $2B in Marvell for NVLink Fusion partnership
NVIDIA paying half the capital expenditure to expand supplier fabs for critical thin-film material.
Seeking to raise $500-600M in a pre-IPO funding round at a ~$4B valuation.
Plans to file draft prospectus for an IPO within weeks, aiming to raise a similar amount as the pre-IPO round.
Plans to deploy an additional batch of more than 20,000 Nvidia B300 processors.