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30 articles about nvidia in AI news

Biren Raises $893M to Ramp GPU Production, Challenge Nvidia in China

Biren raises $893M at a discount to fund GPU production and challenge Nvidia in China's AI chip market.

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Nvidia's Next-Gen AI Rack Delayed to 2028, SemiAnalysis Says

Nvidia's next-gen AI rack delayed to 2028 on manufacturing snags per SemiAnalysis. Delay benefits AMD and custom silicon rivals.

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Nvidia Renting Back GPU Capacity from Neoclouds Signals Demand Softening

Nvidia renting back GPU capacity from neoclouds signals demand softening. Analyst @edzitron claims the market cannot absorb current supply.

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NVIDIA Blackwell Cuts DeepSeek V4 Token Costs 5x in One Month

NVIDIA claims Blackwell inference stack cut DeepSeek V4 token costs 5x in one month, per a newly published report shared by @rohanpaul_ai.

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Claude Hits Azure on Nvidia GB300 Blackwell, GA for Agent Workloads

Microsoft launched Claude models on Azure with Nvidia GB300 Blackwell GPUs, targeting enterprise agentic AI. First Blackwell deployment for Anthropic in a major cloud.

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NVIDIA Drops Fast-FoundationStereo: 10× Faster Depth Estimation

NVIDIA released Fast-FoundationStereo, a real-time foundation model for zero-shot stereo depth estimation that is 10× faster than FoundationStereo with matching accuracy.

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NVIDIA Vera Rubin: One Rack Matches TOP500, 35 EU Labs Deploy

NVIDIA's Vera Rubin NVL72 delivers TOP500-class performance in a single rack, with 35 European labs deploying the system for AI and HPC.

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LANL Taps NVIDIA Vera CPUs for 7x Agentic AI Speed on Scientific Workloads

LANL selects NVIDIA Vera CPUs for three supercomputers, claiming 7x performance on agentic AI workloads over x86. Systems Mission, Vision, Veritas deploy by 2027.

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Nvidia Rubin Runs 45°C Liquid Cooling, Cuts Water Use to Near Zero

Nvidia's Rubin servers run 45°C liquid cooling, enabling 100% liquid cooling with zero fans and cutting water use from 2.6M gal/MW/year to near zero.

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Intel Targets Nvidia, AMD with New AI Chip Launch by End 2026

Intel plans to launch a new AI data center chip by end of 2026, targeting Nvidia and AMD in the AI infrastructure market.

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Nvidia Commits $6.5B to Photonics in Supply Chain Bet on AI's Next Bottleneck

Nvidia has invested over $6.5 billion across four photonics suppliers since March 2026, pairing equity stakes with multi-billion-dollar purchase commitments. The deals coincide with capacity expansion announcements from Coherent, Nokia, and Japan's JX Advanced Metals, and signal that optical interco

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AWS Beats Cloud Rivals to NVIDIA Blackwell with EC2 G7 — 4.6x AI Inference Gain Over G6

AWS launched EC2 G7 instances on June 19, 2026, becoming the first major cloud to offer NVIDIA RTX PRO 4500 Blackwell Server Edition GPUs. The instances claim 4.6x AI inference performance over G6, backed by 700 Gbps EFA networking and 32 GB GDDR7 per GPU. The move arrives the same week AWS confirme

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NVIDIA, GENCI Launch AI Factory France Compute Access for Startups

NVIDIA and GENCI launched AI Factory France at VivaTech, giving European startups free access to AI supercomputers. The program includes compute, tools, and expert support for NVIDIA Inception members.

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Nvidia Vera Rubin NVL72 Cloud Rollout Hits Europe Ahead of H2 Deployments

Nvidia expands Vera Rubin NVL72 cloud rollout to Europe with H2 2026 deployments, offering 72 GPUs per rack for AI workloads.

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Amazon, Nvidia, AMD Lead $310M Odyssey ML Round at $1.45B Valuation

Odyssey ML raised $310M at $1.45B from Amazon, Nvidia, AMD to build 3D world models simulating physics beyond LLMs.

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Vultr Picks HPE, Nvidia GB300 for Inference Shift at HPE Discover 2026

Vultr selects HPE and Nvidia GB300 systems for inference, as enterprise demand shifts from training to production workloads.

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NVIDIA Blackwell Sweeps MLPerf Training 6.0, GB300 Hits 1.6x Speedup

NVIDIA Blackwell swept MLPerf Training 6.0 across all seven benchmarks. GB300 NVL72 delivered 1.6x speedup over GB200 NVL72 using NVFP4 and 8,192 GPUs.

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Nvidia Raises $20B in Bond Sale, Joins AI Debt Wave

Nvidia raises $20B in bond sale, first since 2021. Joins AI debt wave as hyperscalers borrow heavily for infrastructure.

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Nvidia Cosmos 3 Unifies Physical AI — Action as Token

Nvidia's Cosmos 3 unifies physical AI perception, simulation, and action in one model via action-as-token. No benchmark data disclosed yet.

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Nvidia RTX Pro 6000 Hits $13,250, Up 55% in a Year

Nvidia raised RTX Pro 6000 Blackwell to $13,250, up 55% in a year. Memory shortage and AI demand drive prices.

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Cerebras Claims Performance Parity With Nvidia H100 on AI Training

Cerebras claims wafer-scale chips match Nvidia H100 on AI training performance per watt, challenging Nvidia's dominance.

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Nvidia Denies Anthropic's China Chip Smuggling Claims via Latin America

Nvidia's Latin America chief denied Anthropic's allegations of chip smuggling to China via the region, expressing frustration with U.S. export controls. The denial highlights tensions between AI safety and hardware sales.

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NVIDIA Blackwell Ultra Leads First Agentic AI Benchmark, 20x Agents/MW vs Hopper

NVIDIA Blackwell Ultra NVL72 leads the first AgentPerf benchmark for agentic AI, delivering 20x more agents per megawatt than Hopper.

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Nvidia Buys Kumo AI for $400M to Predict from Business Data

Nvidia acquired Kumo AI for $400M+ to bring foundation model predictions to enterprise relational data, filling a gap left by LLMs.

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OpenAI Eyes 10GW Ohio Data Center with Nvidia Backing

OpenAI is negotiating a 10GW Ohio data center with Nvidia backing, potentially costing $500B on federal land.

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Trillion Labs Builds Industrial World Models on NVIDIA Omnibus

Trillion Labs announced Industrial World Models for AI Factories using NVIDIA Omniverse and Nemotron to optimize data centers and power plants.

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NVIDIA NVFP4 on Blackwell Cuts JAX Training by 1.8x in MaxText

NVIDIA NVFP4 on Blackwell achieves 1.8x training speedup over FP8 in JAX/MaxText with no claimed accuracy loss for models up to 70B, but larger-scale validation is needed.

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Nvidia, LG Group Build AI Factory for Physical AI and Robotics

Nvidia and LG Group are building an AI factory for physical AI, robotics, and autonomous driving, integrating Nvidia's full-stack AI platform with LG's consumer electronics and manufacturing expertise.

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Nvidia Qualifies HBM4 for Vera Rubin, SK Hynix Gets 60-70% Share

Nvidia qualified HBM4 from all three DRAM suppliers for Vera Rubin, with SK Hynix taking 60-70% share, clearing a key bottleneck for 2026 production.

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Spirit AI Tops RoboArena, Beats Nvidia and Physical Intelligence

Spirit AI tops RoboArena benchmark at GTC Taipei 2026, beating Nvidia and Physical Intelligence, marking China's rise in embodied AI.

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