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01 HIVE has a $350M Nvidia AI Cloud Contract that puts its $200M ARR Goal Within Reach

02 Nvidia Mulls $10 Billion Anthropic IPO Backing, Reuters Says

03 Nvidia Agrees to Buy Open Source AI Platform Hugging Face For $12.9 Billion

04 Nvidia’s board increases chipmaker’s share buyback plan by $150 billion

05 Investors can quickly gauge the market by focusing on bonds, oil and Nvidia.

06 HIVE Digital’s Stock Jumps 14% On News Of Nvidia Deal

07 Taiwan detained a current Nvidia staffer in connection with a China AI chip smuggling probe.

08 Nvidia Will Back First Phase of OpenAI Project With as Much as $105 Billion

09 Nvidia Stock And 2 US AI Infrastructure Plays Tied To Federal Defense Spending

10 NVIDIA Alpamayo 2 Super is for safe, level 4 robotaxi development.

11 OpenAI received warrants as part of SB Energy's IPO filing

12 Nvidia is in talks to finance OpenAI.

13 The AI boom is dangerously reliant on Nvidia

14 Nvidia versus Micron is a better AI stock pick for 2027

15 Nvidia executives have given conflicting public statements about the expected operational lifespan of its AI chips.

16 Six of Wall Street's biggest financial institutions say 'yes' to Nvidia

17 Nvidia slips 4% as blockbuster AI spending spree triggers balance sheet jitters

18 Jensen Huang’s $500 Billion Wall Street AI Deal Sounds Brilliant — Until You Consider the Risks

19 Nvidia bets $5bn on Ilya Sutskever’s AI breakthrough

20 Nvidia-backed Nscale buried ByteDance deal in push to $35bn IPO

21 Foxconn and Taiwan’s leading medical centers are deploying NVIDIA-powered special agent workforces.

22 Elon pledges to give Nvidia a virtual monopoly over the stars

23 Nvidia is the central bank of AI

24 Nvidia disclosed a 9.3% stake in Nebius and committed $2 billion in investment.

25 NVIDIA and Marvell are both AI infrastructure stocks.

26 OpenAI is close to landing a $500 billion data center with Nvidia’s backing.

27 Nvidia’s earnings can’t answer the $1.5 trillion question.

28 PE consortium weighs $500 billion AI infrastructure financing for Nvidia

29 Nvidia is turning to insurers to offset AI risks.

30 SpaceX will build exclusively with Nvidia

31 Firmus scrapped its Australian IPO, citing market conditions.

32 Nvidia is using land and electricity deals to lock in its hardware bundle.

33 Hugging Face goes from a 'scrappy' startup named after an emoji to $13 billion Nvidia acquisition

34 Nvidia launches new safety program after AI regulation uproar

35 Nvidia nears a deal to guarantee roughly $100 billion in credit for OpenAI

36 Tenstorrent hits $6.2B valuation to scale open-weight AI chips

37 Firmus Adds OpenAI.

38 Nvidia-Backed IPO’s Cratering Demand Sends Warning on AI Funding

39 Nvidia projects 70% strong growth next year

40 Everything Nvidia does is about avoiding a consolidated world.

41 Big Tech is paying for the AI boom, and chipmakers are cashing in.

42 Nvidia is behind a $50 billion lease on a Texas data center.

43 Nvidia’s rising CDS the talk of Wall Street amid circular financing fears

44 Firmus’ planned $5.5 billion initial public offering is facing uncertainty after the deal failed to garner enough support.

45 NVIDIA DRIVE Hyperion is robotaxi-ready.

46 Nvidia has agreed to buy Hugging Face for $12.9B

47 Nvidia turns to insurers to spread the risk of AI build-out

48 SK Telecom plans to build a gigawatt-scale AI Cloud in Korea using the NVIDIA DSX™ platform.

49 NVIDIA Stock Rises as Microsoft Sustains Massive AI Spending

50 Intel aims to boost AI turnaround with new GPU chips to take on Nvidia

51 Nvidia’s AI advantage is moving beyond the GPU to smarter traffic control in data center systems.

52 Nvidia's revenue guidance reassured investors that AI demand remains strong.

53 Nvidia funds security firm Verkada.

54 OneRail is launching a new platform with Nvidia to use AI to help retailers make faster and more efficient delivery decisions.

55 Confidential computing can secure AI agents by protecting data in use.

56 Nvidia's $150 billion worth of additional buyback firepower is a major step in the right direction.

57 Nvidia customers notified about AI-related price hikes above 15%

58 Nvidia to Invest $1 Billion in South Korea’s Naver for AI Data Center Expansion

59 Nvidia has agreed to invest $2 billion into Lancium, the power infrastructure developer behind the OpenAI and Oracle AI campus in Texas, plus $1 billion more if it hits certain thresholds.

60 NVIDIA Halos for Robotics is the industry’s first full-stack, comprehensive safety system for robotics and physical AI.

61 Nvidia’s data center revenue catapulted to $89 billion in Q2 2027 despite ongoing memory supply challenges.

62 Nvidia drops nearly 5%, leading chip stocks lower amid renewed worries of circular financing

63 Nvidia-Backed AI Infrastructure Financing Push Could Be A Game Changer For BlackRock (BLK)

64 Nvidia says it can cut data center water use with next-generation immersion cooling systems.

65 Cloverleaf Infrastructure has entered into a strategic partnership with NVIDIA to advance digital infrastructure development across the United States.

66 Nvidia reportedly eyes $3B investment in SB Energy tied to OpenAI data center deal

67 Nvidia is looking to spend hundreds of billions of dollars buying its stock at a time when it's historically cheap based on earnings expectations.

68 Chinese open-weight models are gaining steam against leading offerings from American companies.

69 AI fears are reaching fever pitch but I’m not slowing down my Nvidia accumulation

70 Nvidia is trying to expand its customer base by creating new financing options that allow for more clients to purchase its costly systems.

71 Nvidia is in talks with chip startup Rebellions for a potential deal.

72 Nvidia has a plan to make sure its GPUs won't lose value.

73 Nvidia’s startup investments and acquisitions are designed to build a cohesive, full-stack AI ecosystem that benefits developers and enterprises alike.

74 Nvidia, Microsoft and other leading vendors joined a pair of initiatives to recognize open-source and open-weight AI models as essential cybersecurity tools.

75 AMD launches Helios system in direct challenge to Nvidia's AI dominance

76 Taiwanese prosecutors indicted nine people, including employees of Nvidia and Super Micro, for allegedly helping illegally export AI servers to China.

77 Safe Superintelligence has announced a long-term partnership with Nvidia as it prepares to scale to its next phase.

78 Nvidia is partnering with chip competitors as a hedge against competition.

79 Nvidia just bet $5 billion on an AI startup most people have never heard of.

80 The massive supply deals feeding the AI frenzy are no sure thing.

81 Reflection AI's first model will rival top Chinese open-weight models

82 Goldman Sachs is in talks with investors on a Nvidia financing deal after landing a prized role.

83 Every one of my engineers would rather build agents than write code.

84 Nvidia is in talks to invest $3 billion in SB Energy as part of OpenAI Data Center Deal

85 Nvidia AI Financing Is The $500 Billion Risk Investors Aren’t Watching

86 Fei-Fei Li just said what Nvidia CEO told fellow CEOs on doomsday scenario

87 CoreWeave Shares Plummet 11% After Jensen Huang’s Endorsement

88 Nvidia partners with Japan robotics firms on AI development

89 Trump purchased up to $5M each in Broadcom, Meta, Amazon, Apple, Microsoft, and Nvidia stocks on July 23, the same day he unveiled his AI action plan.

90 Reported OpenAI deal raises circular deal fears

91 TeraWulf Jumps 6% as NVIDIA’s Guidance Reignites the Compute Trade

92 Nvidia is trying to connect GPU customers with Nordic data-center operators as cheap power and available land fuel the region’s AI infrastructure boom.

93 Strong AI chip demand fuels Nvidia’s Q2 results well beyond Wall Street’s expectations

94 Nvidia, Palantir and others ask employees to stop using OpenAI and Anthropic AI models

95 Nvidia is in talks with OpenAI to guarantee $250 billion financing for a data center.

96 SK Group and NVIDIA announced plans for a $500-billion-plus comprehensive partnership to establish AI infrastructure serving the surging demand for global compute.

97 Nscale secured $3.36B in convertible financing from Third Point, Nvidia, and others ahead of its US IPO.

98 Nvidia formed a PAC to bolster its influence on chips and AI policy in Washington.

99 Nvidia looks well placed to benefit from the next stage of the AI boom

100 Nvidia was founded because of [Microsoft's early Windows]

101 Nvidia Will Be The World’s First $10 Trillion Company

102 Nvidia will acquire Hugging Face for $12.93 billion as part of its push for open artificial intelligence systems.

103 RTX Spark reinvents Windows PCs for the era of personal AI agents.

104 A $21 billion 'Kids in Chips' startup is scooping up Nvidia talent.

105 Hugging Face is too important to fall into Nvidia's hands.

106 Nvidia and OpenAI are in talks for up to $250 billion dollar backstop to fund AI infrastructure plans

107 Nvidia stock approaches $6 trillion market cap milestone.

108 Cosmos 3 is built on a breakthrough mixture-of-transformers architecture that combines vision reasoning, world generation and action prediction in a single system.

109 Nvidia’s Q2 revenue tops $96.2 billion on strong AI chip demand

110 GPU server prices have become highly unpredictable due to supply chain constraints, surging AI demand, and geopolitical export controls.

111 Nvidia is hiring for a new AI safety team to address one of the biggest ‘AI threats’

112 Companies say electronics, sensors and engineering will allow the robots to work alongside people.

113 Goldman Sachs is in talks with investors on a Nvidia financing deal after landing a prized role.

114 Nvidia to invest billions in Ilya Sutskever’s AI venture

115 Nvidia intensified due diligence and cut its authorized AI chip customers in Singapore, Malaysia, and Japan by 50%+ to prevent China diversions

116 The value of Nvidia's equity investments has increased 10x in the past year to $99B.

117 NVIDIA is about to spend $750 billion on AI.

118 SpaceX seeks $40 billion in debt financing for Nvidia AI chips

119 Intel's CEO just made a bold AI prediction relevant to NVIDIA investors

120 Nvidia to Buy Hugging Face for $12.9 Billion

121 Nvidia goes green to keep grid capacity from zapping its revenues

122 Nvidia shares are priced for everything to go wrong

123 There is a $1 billion reason why Nvidia stock is in focus.

124 Nvidia ends week up more than 10% as AI chip fears ease

125 NAVER will expand sovereign AI infrastructure starting at 55 megawatts with plans to move to gigawatt scale using the NVIDIA DSX™ platform.

126 CoreWeave is targeting insurers' 'unlimited' capital to fund tens of billions in chip and data center spending.

127 Nvidia stock hits new all-time high, market cap at $5.7 trillion

128 Larry Ellison’s net worth jumped back above $200 billion—overtaking Nvidia’s Huang

129 Google can buy up to $12.2 billion in Marvell shares as part of an AI chip deal.

130 Nvidia built a nearly $5 trillion company while making employees pay for their own lunch

131 Honeywell Technologies launches a 'brain behind the building' with Nvidia and Dell.

132 NVIDIA has a $500 billion private capital deal.

133 Nvidia eyes investing $3 billion in SoftBank's SB Energy under OpenAI data center deal

134 Cerebras shares hit an all-time low due to pressure from chip giant Nvidia, plus a post-lockup selloff.

135 Apple overtook Nvidia to claim the title of the world's most valuable company on Monday

136 Nvidia may invest up to $10 billion in Anthropic’s IPO

137 NVIDIA Acquires Hugging Face for $13 Billion

138 Reports of Nvidia backing OpenAI's data center expansion revived memories of the financing arrangements that preceded the dot-com crash.

139 Chipmakers and other high-flying stocks slide as AI trade wobbles

140 Nvidia found $1B under the couch to help secure American scientific computing dominance

141 Wistron opened a $700 million Texas site producing AI 'superchips'

142 Nvidia is a victim of the compute marketplace it created

143 Nvidia discloses $21bn stake in SpaceX

144 The Gulf has billions to spend on AI but still needs Nvidia.

145 Wall Street just endorsed Jensen Huang's 'big concept' for AI.

146 SpaceX Wants to Borrow $40 Billion to Buy Nvidia Chips

147 SB Energy has filed for an IPO with Nvidia backing.

148 Nvidia announced planned investments in four German startups

149 The day before President Donald Trump walked back his tariff policy turned out to be one of his busiest days of 2025 for stock buying.

150 Nvidia Is Acquiring Hugging Face For Almost $13 Billion

151 Samsung committed $1.0 billion to an AI infrastructure firm backed by KKR and Nvidia.

152 Palantir, Nvidia curb AI model use, claims report

153 Nvidia backing $105 billion in financing for OpenAI data center in Ohio

154 Donald Trump called Nvidia CEO Jensen Huang mid-interview and tells everyone he cannot take him on.

155 Broadcom stock jumps on Apple AI chip deal

156 Nvidia's Jensen Huang meets Lutnick amid China scrutiny

157 Nvidia customers were notified about AI-related price hikes above 15%.

158 NVIDIA announced new software, open source models and partnerships with the world’s leading software platform providers to build autonomous AI agents for industries and enterprises across engineering, healthcare, software development and business operations.

159 Nvidia eyes investing $3 billion in SB Energy under OpenAI data center deal

160 Nvidia launches new tool to keep AI agents from going rogue

161 Nvidia is touting a software tool to contain runaway AI.

162 Reported OpenAI deal raises circular deal fears

163 Nvidia reassures investors on its AI roadmap.

164 The next AI winners may look nothing like Nvidia or Micron

165 NVIDIA is investing $3 billion in infrastructure to support the power, thermal, and packaging demands of AI computing.

166 AGI is here, Nvidia CEO Jensen Huang has declared.

167 PreussenElektra is working with Nvidia to assess whether Germany's idle nuclear plants could be turned into data centers.

168 Anthropic Could Land Nvidia as $10 Billion IPO Investor

169 OpenAI's growth disappoints

170 Nvidia shares have underperformed in 2026 as Wall Street shifts to companies powering the infrastructure AI buildout.

171 Wall Street mobilizes $500 billion consortium with Nvidia to underwrite AI infrastructure.

172 There exists a circular financing arrangement among Nvidia, CoreWeave, and Nebius driving the GPU boom.

173 Nvidia is making a $279 billion supply-chain investment.

174 Nearly 80% of Nvidia employees are now millionaires, survey says

175 VMware uses Nvidia-favored 'AI factory' brand to build something with rival AMD

176 Nvidia is bringing a 'cash bucket' to fatten the wafer-thin GPU supply chain to help the world gorge on GPUs.

177 Nvidia and D-Matrix announced a joint AI chip system.

178 Nvidia releases software it says can prevent AI agents from going rogue

179 Nvidia narrowly retains Wall Street’s crown over Apple

180 Nvidia dismisses 'circular financing' and says every $1 it invests brings back $100

181 Nvidia to invest $1 billion in Naver’s AI Project

182 Nvidia reported $99 billion in equity holdings as it backs AI labs, cloud providers and infrastructure companies across the sector.

183 Nvidia's Groq acquihire is on the DOJ's radar, but it's already too late

184 Nvidia's Jensen Huang defends Chinese AI amid Kimi panic

185 Nvidia CEO Jensen Huang said that with Hugging Face, the chipmaker will 'expand access to AI for developers and institutions worldwide.'

186 Nvidia denies report it is rolling out China AI chip by year-end

187 Blue Owl funds are financing NVIDIA AI Infrastructure deployment for IREN.

188 Sam Altman said the AI 'Singularity' has arrived.

189 NVIDIA plans to finance $250 billion OpenAI buildout

190 Nvidia Strength Is Masking ‘A Whole Lot of Pain’ in the Broader Market

191 Cerebras says latest offering is 'fastest AI accelerator in the industry'

192 Nvidia says it will acquire Hugging Face

193 NVIDIA Drops 50% of Asian AI Chip Clients in China Crackdown

194 The Global Market for Computing and AI for Data Centers Report 2026–2040 evaluates GPUs, Custom ASICs, Arm vs x86, and Strategies of Nvidia, AMD, Google, and AWS

195 Nscale locked in $900 million for data-center buildout

196 Nvidia to invest in chip rival d-Matrix as its challengers choose partnership.

197 Nvidia is close to a deal to guarantee about $100 billion in credit for OpenAI.

198 The IPO of Nvidia-backed data center provider Firmus is uncertain after failing to attract adequate support.

199 Nvidia pledges $100bn backing for OpenAI data centre in Ohio

200 Firmus has withdrawn its planned IPO amid market volatility.

201 Huawei's homegrown AI chip sales top Nvidia's in China

202 Waymo has built a custom ASIC chip that will improve its robotaxis' reflexes and navigational skills and help it diversify away from third parties like Nvidia.

203 Nvidia to reportedly pay $6 billion in licensing and hiring deal with AI model startup Poolside

204 AI companies, including Nvidia and Mistral, urge policymakers to avoid broad restrictions on open-weight AI models

205 An Indian engineer from a small Karnataka village now earns ₹2.6 crore a year at NVIDIA.

206 OpenAI's data center could generate $600 billion in revenue

207 Nvidia's credit default spikes, raising AI debt concerns

208 The partnership will advance next-generation memory for the global AI factory buildout.

209 NVIDIA upsized its share buyback program to $235B amid the release of an AI safety tool.

210 Nvidia Is Spending $6 Billion to Build a Powerful U.S. Alternative to Chinese AI

211 Apple ends day as world's most valuable company, passing Nvidia.

212 Nvidia’s Hugging Face deal would reshape the open AI ecosystem.

213 AI is a circular financing web with Nvidia in the middle

214 Nvidia is exploring a deal with a $2.3 billion AI chip rival.

215 Nvidia's Q2 earnings will test the resurgent AI trade.

216 Nvidia forms $500 billion AI ‘Partnership’ With Memory Chip Giant SK

217 Nvidia has become the bank of AI

218 inDrive plans to begin testing Pony.ai's robotaxis in Kazakhstan's capital in the first half of 2027.

219 Nvidia Deal Is Good for Stock and Bad for Anthropic and OpenAI

220 Nvidia nears $12.9 billion deal to buy open-source AI platform, Hugging Face

221 Nvidia is sending GPUs to the moon

222 NVIDIA Vera BlueField-4 STX defines a new class of secure-by-design storage for agentic AI factories.

223 Palantir’s NVIDIA AI Collab Could Be a Game-Changer That Marks a Turn in the Stock

224 Huawei Speeds Up AI Chip Launch to Challenge Nvidia

225 Cybersecurity will be the next major AI use case

226 Apple joins Nvidia in the $5 trillion valuation club.

227 Software engineers at Nvidia love how AI is changing their role

228 Nvidia’s new $500B plan is risky but brilliant, especially for aging GPUs

229 Nvidia is weighing a financing guarantee for OpenAI.

230 1 Critical Metric Shows Which Artificial Intelligence (AI) Chipmaker Is the Better Buy After Earnings

231 NVIDIA BioNeMo Agent Toolkit provides domain-specific tools and skills for the agentic life sciences era.

232 Nvidia, Salesforce, and Meta CEOs oppose AI regulation by asking companies to make their AI models responsible

233 Nvidia releases software platform to stop AI agents from misbehaving

234 Anthropic signs $35 billion cloud deal backed by Nvidia

235 OpenAI data center deal with Nvidia comes in $145 billion lower than reported

236 Nvidia’s Show of Financial Force Soothes Jittery Credit Markets

237 Nvidia’s $13bn deal cements its $5.5tn advantage

238 NVIDIA will host a conference call on Wednesday, August 26, at 2 p.m. PT (5 p.m. ET) to discuss its financial results for the second quarter of fiscal year 2027, which ended July 26, 2026.

239 AI will not wipe out humanity

240 Nvidia introduced a toolkit of software and hardware products that add independent security layers around AI agents.

241 Cramer is closely watching Nvidia's massive buyback.

242 SiMa.ai aims to compete with Nvidia's CUDA-based hardware

243 Nvidia has a $500 Billion AI Plan that has received Wall Street backing.

244 Nvidia unveils security platform to stop AI agents from going rogue

245 Microsoft is increasing reliance on its own AI chips to reduce dependence on Nvidia.

246 BBVA is collaborating with Nvidia to explore how security and governance can be embedded into AI agents from the design stage.

247 Wall Street giants bet Nvidia’s AI chips will defy the laws of finance

248 Nvidia will sell twice as many chips next year.

249 Nvidia says AGI is here.

250 Nvidia can keep printing money to fund the AI boom

251 Nvidia's growing financial support for AI companies carries low risk.

252 Nvidia has an 'investible asset'

253 The week-old Open Secure AI Alliance, spearheaded by Nvidia and grown to over 120 companies, already has proposals out for defending against AI agents.

254 3 AI Networking Stocks Dominating a Quiet Niche

255 Nvidia quietly offered one of its key cloud part [sic] to cloud startups in response to hearing about Google selling AI chips to them.

256 Nvidia may bankroll Anthropic's massive IPO

257 The integration accelerates transformer fine-tuning.

258 Michael Burry calls Nvidia’s $500B Wall Street tie-up a 'sign of desperation' — and rising default expectations aren't helping

259 Nvidia aims to broaden its AI dominance with Hugging Face deal.

260 Nvidia turns to insurers to spread the risk of AI build-out.

261 NVIDIA Vera Rubin delivers world-class supercomputers for science.

262 AI Boom Spurs Insider Selling by Nvidia, CoreWeave Billionaires

263 Nvidia leads the defense of open-source AI with a new cybersecurity initiative.

264 AI is creating big growth for Nvidia, Salesforce and others.

265 Nvidia to provide up to $105 billion guarantee for OpenAI's Ohio data center

266 New AMD launches might help it challenge Nvidia’s dominance this week

267 Nvidia’s $750 Billion Deals Revive Fear of AI Circular Financing

268 Nvidia puts $500 billion on the table, challenges banking as we know it

269 Nvidia plans $250bn push to bolster OpenAI’s infrastructure ambitions

270 Nvidia Credit Risk Jumps in Swaps Market on AI Deal Talk Reports

271 Nvidia is in talks for a $250B guarantee to OpenAI for the largest AI data center build.

272 WEKA zeros in on AI data storage, infrastructure

273 Our demand is much greater than 70%.

274 Anthropic said to reach $35 billion compute deal with Nvidia-backed Lambda.

275 The desperate hunt for AI computing power is upending Silicon Valley.

276 The jockeying between Apple and Nvidia reflects a debate about the future of AI that has preoccupied investors this summer.

277 OpenAI sparked Hugging Face bids with early investment offer ahead of Nvidia's $13 billion deal

278 Nvidia pauses revenue-sharing deals with AI cloud companies

279 Domestic AI chip budgets in China now account for 46% of total AI chip budgets.

280 Nvidia's AI moat is shifting from chips to capital.

281 Valar Atomics raised $1 billion at a $6 billion valuation after signing a development deal with Nvidia in June.

282 Nvidia's stock has started to come alive. Here's 3 reasons why it can continue

283 Nvidia's potential $250B backstop for OpenAI is another strike against the AI trade

284 Magnificent Seven stocks shed $2.2tn in market value during Wall Street tech rotation.

285 Nvidia to back OpenAI data center with upwards of $105 billion

286 OpenAI isn't a public supporter of Nvidia's Open Agent Safety Platform, but it is privately working with Nvidia.

287 Nvidia needs CoreWeave

288 Nvidia forms alliance to build a power flexible AI data center

289 Nvidia scaled back its $250 billion OpenAI data center guarantee

290 Nvidia's bet that its chips can finance the AI boom gets a Wall Street reality check

291 Nvidia's first Groq 3 LPU benchmarks tell us about its $20B gamble

292 Salesforce, CrowdStrike, and Nvidia all faced major tests with investors and crushed expectations.

293 Nvidia is in talks on $250 billion backing for OpenAI Hub

294 Reducing the costs, time and complexity of building physical AI workflows at scale.

295 Nvidia has told some of its largest customers that the prices of servers containing its AI chips could move more than 15% higher.

296 Nvidia’s $3.5B investment into MediaTek reveals its plan for tackling Big Tech’s AI chip buildout.

297 Nvidia downsized plans for a $250 billion guarantee of OpenAI data center infrastructure.

298 Nvidia made a $13 billion bet on Hugging Face to define the next AI battleground.

299 Nvidia to finance $105B for an OpenAI data center

300 Pope Leo pushes back on Nvidia’s Jensen Huang over AI regulation

301 Nvidia’s embrace of Hugging Face burnishes its AI kingmaker status.

302 Nvidia Soars 7% In Premarket As It Leads Chip Stock Rally After Earnings

303 Hugging Face was bought by NVIDIA.

304 Wall Street giants partner with Nvidia on $500bn AI financing deal

305 OpenAI announces massive data center in Ohio with Nvidia guarantee

306 Apple Stock Shows Why The AI Trade Is Moving Beyond Nvidia

307 Amazon has held talks with investors about a deal to spin off $8B of Grace Blackwell chips into an SPV, then lease them back for its US data centers.

308 The $20B 'non-exclusive' acqui-hire deal between Groq and Nvidia in 2025 short-changed former Groq engineers by excluding them from compensation or equity benefits.

309 Nvidia and ChipAgents have launched an evaluation for AI-powered chip design.

310 Nvidia Partners With Major Financial Firms to Raise Over $500 Billion for AI Infrastructure

311 Nvidia’s Valuations Show AI Rally Isn’t a Bubble

312 A record 35 NVIDIA AI HPC supercomputers are in development across Europe.

313 King Charles will press Nvidia, OpenAI, and Anthropic leaders on AI safety at a summit.

314 Nvidia scales back $250 billion OpenAI data center guarantee.

315 Nvidia and Wall Street giants are joining hands for chip and data centre push amid a $500 billion AI boom.

316 Nvidia dramatically reduces amount of OpenAI infra financing it may guarantee

317 Nvidia discusses $2.5 billion investment in Mira Murati’s Thinking Machines Lab

318 Nvidia to spend $13 billion on Hugging Face, which will remain an open source platform

319 Nvidia, Microsoft and Meta are helping push stocks to records even as surging Treasury yields pressure much of the broader market.

320 Nvidia is leaning hard into the trend of enterprise companies wanting to run their own open models in their own data centers and also trying to make on-device, private AI agents a thing.

321 Nvidia has committed $30 billion to support Perplexity AI’s infrastructure and growth.

322 ServiceNow delivers industry-first personal enterprise agent and policy enforcement with NVIDIA, extending AI governance across software and silicon

323 Nvidia reported record quarterly sales.

324 Nvidia is the engine of the AI revolution

325 Nvidia's Jensen Huang Beats Zuckerberg, Bezos for Trump's AI Favor as Stock Climbs

326 Broadcom stock jumps on Apple AI chip deal

327 Nvidia’s 'circular financing' isn’t novel.

328 Apple considers return to server market

329 Chip stocks down: AMD, Nvidia, Intel, and Sandisk lead market selloff after AI bosses call for a pause

330 Apple became the first company to join Nvidia in the $5 trillion club.

331 NVIDIA CEO sees $4 trillion AI infrastructure boom as demand outpaces supply

332 Nvidia says it has $18B committed to equity investments for the rest of the fiscal year and held $47.9B in private companies as of late July.

333 Nvidia’s AI chip supply commitments remain credible and on track despite investor concerns about capacity and export controls.

334 Nvidia's next-gen AI rack system delayed to 2028 on manufacturing snags

335 Nvidia-backed Nscale and Anthropic are in talks for a new $45 billion AI cloud deal.

336 Nvidia Has an Employee Turnover Rate of Just 3.7 Percent.

337 Marvell (MRVL) Is Down 22.6% After NVIDIA’s $2 Billion AI Bet And Index Exit

338 Nvidia’s $500 Billion Plan Envelops Wall Street in Its AI Frenzy

339 Nvidia employee charged with smuggling advanced chips into China

340 Qualcomm issued $4 billion worth of stock warrants to Amazon as part of an AI infrastructure deal.

341 Nvidia halves Asia buyer list in China chip crackdown

342 Salesforce CEO Marc Benioff thinks Nvidia is 'exquisite'

343 HPE and NVIDIA enable enterprises to operationalize AI at scale

344 Broadcom Is Building an AI Business Unlike Nvidia’s.

345 We don’t need AI regulation — leave safety to us, Nvidia’s Jensen Huang says

346 Nvidia is shifting risk to institutional capital, which may expose investors if AI revenues fail to materialize.

347 Nvidia and Dell back AI cloud startup Volta at $2.4 billion value.

348 Nvidia and others in Silicon Valley oppose a U.S. ban on Chinese AI because it would harm global innovation and U.S. competitiveness.

349 Nvidia reportedly agreed to buy Hugging Face for $12.9 billion

350 Nvidia considered a last-minute OpenRouter bid, telling its leadership it was prepared to make a generous offer, but OpenRouter didn't want to wait.

351 Anthropic and AMD are signing a major AI chip deal.

352 Nvidia is introducing a new software tool that helps keep agents from escaping containment.

353 King Charles will convene senior tech leaders today as the debate around the risks involved in AI development ramps up.

354 Nvidia acquired Hugging Face for $12.9 billion.

355 Michael Burry is not happy with reports of Nvidia investing $250 billion in Sa

356 Nvidia and AI chip startup d-Matrix are combining their hardware in a new system to power AI models.

357 Big Tech is increasingly using residual value guarantees for off-balance sheet AI spend, giving Nvidia and Broadcom a way to support their customers' purchases.

358 Talk of AI pause slams Nvidia, AMD and Intel as fears of doomsday scenarios spread

359 Foxconn and Super Micro’s recent infrastructure moves confirm the AI boom is accelerating and irreversible.

360 Jensen Huang emerges as Trump's top ally in AI safety debate

361 RTX Spark will deliver GPU performance similar to an RTX 5070 mobile GPU.

362 Apple overtakes Nvidia to become the world's most valuable publicly traded company, two years after it lost the crown, closing at a $4.9T market cap on Monday

363 NVIDIA Isaac GR00T is the first open humanoid robot reference design built on Jetson Thor and the Isaac GR00T open development platform.

364 Volvo is leveling up its automated driving system through an expansion of its nearly decade-long partnership with Nvidia that will extend beyond its battery electric vehicles.

365 Hon Hai beats sales estimates due to AI frenzy

366 NVIDIA Vera is the first CPU built for AI agents.

367 Regulatory restrictions on open-weight models would be premature and harmful to innovation and safety.

368 NVIDIA Buys Hugging Face After OpenAI Hack.

369 Anthropic is reportedly in talks with Samsung Electronics about manufacturing a custom AI chip.

370 Nvidia shares rose on Thursday after the chip giant's revenue guidance reassured investors that AI demand will remain strong.

371 Nvidia, Micron, AMD sink after SK Hynix results fail to impress, AI trade unwinds

372 Pope Leo criticises Nvidia’s Jensen Huang over AI safety

373 NatWest and Nvidia refined the speech recognition capabilities of its conversational AI spending assistant to handle a broader range of British regional accents and everyday financial language more effectively.

374 Nvidia is in talks to guarantee $250 billion for a mega Ohio data center.

375 NVIDIA will hold its 2026 Annual Meeting of Stockholders online on Wednesday, June 24, at 9 a.m. PT.

376 Nvidia CEO Jensen Huang rejects Dario Amodei and Sam Altman’s 'AI will kill us all warnings'

377 Everybody loves Nvidia — but then, they can’t afford not to

378 TSMC is using NVIDIA accelerated computing and AI to advance semiconductor design and manufacturing.

379 Jim Cramer said this AI firm has more orders than 'almost anybody' other than NVIDIA

380 Nvidia denies report its next-generation AI server faces delays, says roadmap is intact.

381 Nvidia will take a cut of some customers’ cloud revenues.

382 Nvidia and Salesforce earnings upended two bear narratives

383 Hon Hai’s sales beat on continued AI demand

384 Capable of running frontier AI models of up to 1 trillion parameters locally.

385 Nvidia is in talks with OpenAI to guarantee $250 billion financing for a data center.

386 China may reopen Nvidia's AI market.

387 Amazon wants investors to finance $8 billion of Nvidia chips.

388 Nvidia Eyes $3 Billion SB Energy Investment for OpenAI Ohio Data Center

389 AI is building out the new Industrial Revolution

390 Nvidia’s AI chip sales in China stall.

391 HPE Partners With NVDA: Can it Help Challenge SMCI & DELL?

392 Meta, Microsoft, Nvidia and Others Sign Letter Defending Open-Source AI

393 Goldman Sachs is in talks with investors on financing Nvidia’s deal with leading asset managers to build AI infrastructure.

394 NVIDIA (NVDA) [can] keep dominating the AI Infrastructure Boom

395 Nvidia’s $100 billion dealmaking juggernaut will go next to unspecified AI infrastructure targets.

396 Nvidia and Palantir want to speed up the AI buildout.

397 Nvidia and Microsoft urge US to avoid broad restrictions on open AI models

398 Nvidia paused some deals with AI cloud providers in the revenue-sharing program it announced in July

399 Germany and NVIDIA expanded their AI partnership with a $10 billion commitment to advance sovereign AI capabilities.

400 Apple briefly leapfrogs Nvidia as world’s most valuable company

401 Demand for AI chips is getting even hotter.

402 Anthropic clinched a $10 billion AI compute deal with an Nvidia-backed startup.

403 Nvidia buys Hugging Face for $12.9B, promises not to squeeze too hard

404 Nvidia’s Trillion-Dollar Chip Market Has Friends and Foes Closing In

405 Nvidia said the buyback boost marks the largest share repurchase authorization increase in history.

406 Qatar’s Ooredoo, Nvidia, and Nokia unveil multi-billion-dollar AI compute platform—and Southeast Asia is their target

407 Nvidia has become a banker to the AI boom

408 Nvidia and AMD just hit record highs, but tech stocks still look cheap

409 The two companies will work on integrating Nvidia technology with MediaTek's custom AI chip business as well as other areas such as PCs and cars.

410 Nvidia will grow an astounding 70% next year.

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