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  3. Nvidia News

Nvidia News — Page 10

Nvidia designs the GPUs that power most AI training and inference. This hub covers its chips, earnings, export controls, data center deals and competition.

223 briefs, newest first.

Alphabet Boosts 2026 AI Capex to $205 Billion, Fueling Nvidia and Broadcom
Big Tech
3 months ago•1 min read

Alphabet Boosts 2026 AI Capex to $205 Billion, Fueling Nvidia and Broadcom

Zubiqo Take

“The cloud providers are trapped in an endless hardware arms race they can't afford to back out of.”

BullishMag 8
CryptoBriefing
US Agency Probes Chinese AI Firms Renting Banned Nvidia Chips Overseas
← Newer stories

More topics

OpenAIAnthropicAppleGoogleMicrosoftMetaTeslaSpaceXAmazonDeepSeekBitcoin
Regulation
3 months ago•2 min read

US Agency Probes Chinese AI Firms Renting Banned Nvidia Chips Overseas

Zubiqo Take

“Regulating physical hardware borders is an outdated playbook when compute is a borderless cloud commodity.”

Mag 7
Bloomberg
Generative AI Crosses Biology Milestone by Designing 16 Functional Viruses From Scratch
AI
3 months ago•2 min read

Generative AI Crosses Biology Milestone by Designing 16 Functional Viruses From Scratch

Zubiqo Take

“The era of AI-generated pathogens has arrived, and it's starting with a cure for antibiotic resistance.”

Mag 8
CryptoBriefing
Anthropic Confirms Custom AI Chip Division to Escape Nvidia Bottleneck
AI
3 months ago•2 min read

Anthropic Confirms Custom AI Chip Division to Escape Nvidia Bottleneck

Zubiqo Take

“Every frontier lab finally figured out that subsidizing Nvidia's gross margins is a permanent ceiling on their own valuation.”

Mag 8
Business Insider
Foxconn Hits Record NT$946.5B Monthly Sales On Surge In Nvidia AI Demand
Big Tech
3 months ago•1 min read

Foxconn Hits Record NT$946.5B Monthly Sales On Surge In Nvidia AI Demand

Zubiqo Take

“Hyperscalers are spending heavily on AI server hardware regardless of immediate software ROI.”

BullishMag 7
Crypto Briefing
NVIDIA Drops 34B Open VLA Model for Autonomous Driving
Big Tech
3 months ago•2 min read

NVIDIA Drops 34B Open VLA Model for Autonomous Driving

Zubiqo Take

“NVIDIA doesn't give away these weights for charity; because of their compute dominance, this move exists solely to commoditize the software layer—which forces auto manufacturers to buy even more silicon instead of funding proprietary models in-house.”

BullishMag 7
MarkTechPost
SpaceX Selects NVIDIA Vera Rubin GPUs Exclusively to Build 10 GW AI Data Centers
AI
3 months ago•1 min read

SpaceX Selects NVIDIA Vera Rubin GPUs Exclusively to Build 10 GW AI Data Centers

Zubiqo Take

“A ten-gigawatt compute footprint turns a rocket company into one of the biggest power consumers on Earth.”

BullishMag 8
Crypto Briefing