Nvidia is a US chip company that designs GPUs and AI computing platforms, and its CUDA software stack is widely used to train and run AI models. Recent coverage has centered on its stock and valuation: Apple overtook Nvidia as the world's most valuable company on Oct. 30, and Nvidia shares fell as much as 5.3% that day, with FQ2 revenue of $96 billion, up 106% year over year. Nvidia also plans a $1 billion investment in Naver for a 4.54% stake.
Nvidia and Anthropic CEOs split on AI safety at DreamforceAt Dreamforce, Nvidia and Anthropic CEOs differed on AI safety pacing; Nvidia argued the choice between speed and pacing is false and that safety need not halt progress. The exchange highlights ongoing industry debate over balancing innovation and oversight.
Huang: AI Industry Needs No New LawsNvidia CEO Jensen Huang told Bloomberg that AI security does not require new laws, arguing market forces will lead companies to innovate safely. His view bears on regulatory debate and industry self-governance.
Nvidia vs. Micron: which AI chip stock?Yahoo Finance compares Nvidia and Micron as AI semiconductor investments over the next five years, weighing market performance and long-term value considerations.
AI labs still have a data trust problemThe piece says AI firms’ promises not to train on customer data haven’t resolved trust issues: Anthropic’s decision to retain Fable usage logs for 30 days prompted Palantir, Nvidia and Booz Allen Hamilton to pull back on sensitive work.
Every megawatt matters. The NVIDIA DSX AI Factory Platform helps AI factories maximize AI output, improve energy efficiency, and intelligently adapt to changing grid conditions. #AIInfraSummit 🔗
NVIDIA Shows Grid-Flexible AI Factory OperationsNVIDIA describes a case with Emerald AI and Silicon Valley Power where an AI factory used Conductor and DSX Flex to respond to grid signals, automatically adjusting workloads across thousands of GPUs; the site has handled over 200 demand signals successfully.
Nvidia CEO Takes Call from Trump, Downplays AI RiskBloomberg reports Nvidia CEO Jensen Huang took a live call from Donald Trump during a panel, during which Trump dismissed AI dangers as a “hoax,” drawing attention to public discussion of AI risks.
The 2026 Inference Hardware RevolutionBy 2026 the AI focus shifted from training to inference: reasoning models, chain-of-thought outputs and agentic AI have sharply increased inference load, prompting vendors like Tensordyne to build inference chips (Napier) and Nvidia to call it an "inflection point of inference" at GTC 2026. Data centers and vendors are adjusting products and investments for continuous, high-volume inference.
Jensen Huang projects $3–4T AI market by 2030NVIDIA CEO Jensen Huang said the semiconductor industry will keep growing and projected the AI market could be worth $3–4 trillion by 2030, arguing demand for smarter models will drive expansion; the piece also notes Nvidia’s recent revenue growth acceleration.
Salesforce debuts Koa reasoning model on Nvidia NemotronAt Dreamforce Salesforce unveiled Koa, its first reasoning model built on Nvidia's open-weight Nemotron, optimized for sales, marketing and customer-support tasks. Koa offers enterprises an open-weight alternative that was post-trained without ingesting customer data, integrates into Agentforce, and aims to reduce token costs while meeting data-security requirements.
AI is transforming how we build, work, and grow economies. At #AllInSummit, @JensenHuang joined @theallinpod to discuss what comes next — from sensible regulation and open models to continued investment in AI infrastructure. 🎥 Full conversation: [Quoting @th…
Oklo Seen Promising but Stock SinksAnalysts say Oklo could supply clean power for AI data centers, but its stock has fallen about half this year and it lost $153 million over the past 12 months, making near-term risk high despite long-term potential.
Minebea Mitsumi Pauses M&A to Chase AI DemandMinebea Mitsumi has paused acquisitions to focus on producing ball bearings, motors and actuators for AI hardware, aiming to capture lucrative component demand from Nvidia and others.
RTX 5090 Vanishes from US RetailNvidia's RTX 5090 disappeared from US online retail listings, with third-party sellers asking up to about $9,500 for the top GPU.
UkisAI releases Swift‑Qwen3.8‑27BUkisAI post‑trained Qwen 3.8 27B to penalize tokens tied to “overthinking,” using On‑Policy Distillation to cut thinking tokens by 58%, speed up 1.95×, and keep accuracy loss under 1%. The model is open‑sourced on Hugging Face and a free NVIDIA‑backed OpenAI‑compatible API is available (5 RPM limit).
Perplexity Portable Computer Now on Windows with NVIDIA RTXPerplexity launched Portable Computer in its Windows app for NVIDIA GeForce/RTX PRO PCs, running local agents accelerated by NVIDIA GPUs. It ships with a local model (e.g. Qwen 3.8 27B), keeps sensitive data on-device, and can escalate tasks to cloud models with user permission.
Y Combinator and Nvidia Lead Active Investing in AugustCrunchbase data shows Y Combinator was the most active US startup investor by deal count in August; Nvidia took part in nine disclosed rounds of at least $5M and led/co-led financings totaling $1.3B, while global VC reached $42B, up 122% YoY.
Nvidia's $99B AI investment portfolioNvidia reported roughly $99 billion in investments as of its fiscal Q2 close (July 26), split into $47.7B in public equities, $47.9B in non-marketable securities, and $3.3B in equity-method investments; public holdings include Intel, SpaceX and CoreWeave, and Nvidia invested $5B in Intel last September while its SpaceX stake came from xAI’s merger conversion.
Nvidia rebuts 'circular financing' claimsA Hacker News thread covers Nvidia denying 'circular financing' allegations and claiming each $1 it invests returns $100. The post links to the HN discussion for community debate.
Roundhill CHAT vs State Street XLK ETFThe piece compares two tech ETFs: State Street’s XLK offers low cost (0.08% expense ratio) and concentrated exposure to IT giants (Nvidia, Apple, Microsoft), while Roundhill’s CHAT is a thematic generative-AI fund with a higher dividend (~1.9%). Expense ratio, holdings, and thematic focus are the main trade-offs.
Nvidia as AI's central bankA Hacker News thread frames NVIDIA as the core infrastructure provider for AI, highlighting its dominant role in chips, compute, and the supply chain and the implications for market dynamics and costs. It argues a single vendor can shape the pace and economics of AI development.
Nvidia says AGI is here; how China labs catch upSouth China Morning Post covers Nvidia's claim that AGI has arrived and examines how China's top AI labs are responding with R&D and deployment strategies to close the gap. The article focuses on the technological race and pathways to catch up.
Nvidia may back Anthropic IPO with up to $10BBloomberg, citing Reuters, reports Nvidia is considering investing up to $10 billion in Anthropic's IPO, which could make the offering one of the largest ever if it proceeds.
China AI chip IPO boom continues as challenger jumps 200%Business Insider reports China's AI chip IPO boom continues as another Nvidia challenger surged 200% on its market debut. The move reflects strong market speculation and interest in domestic AI chips.
Robotaxis are hitting the road. And NVIDIA is helping power them. From training & simulation to the in-vehicle compute, every major robotaxi program operating at commercial scale today is building with NVIDIA technology. See what’s driving this next era:
Huang says Nvidia could grow 70% next yearNvidia CEO Jensen Huang reiterated at a Goldman Sachs conference that the company expects revenue to grow 70% next year, arguing Nvidia delivers massive interconnected GPU systems rather than consumer chips. He said one 36 Grace + 72 Blackwell system is growing 27% month-over-month; analysts expect this fiscal year’s revenue near $400 billion, so 70% growth implies about $680 billion.
SoL-Pi: Four efficiency extensions for PiNVIDIA released SoL‑Pi, a standalone, opt‑in extension for Pi that adds four mechanisms (Action Fusion, ObservationPack, Evidence‑Preserving Reducer, Online Context Compact) to cut repeated model turns, context replay, oversized observations, and long‑log reads, lowering token and inference cost while preserving evidence.
Huang says cybersecurity is next big AI marketNvidia CEO Jensen Huang said cybersecurity will be the next major market for AI, and advances in AI will disrupt the industry focused on defending computer systems.
Skild AI launches S1 robot foundation model learning from one videoSkild AI introduced S1, a robot foundation model that learns new, long‑horizon tasks from a single video without weight updates; the company reported a $100M annual revenue run rate, over 60 deployment partners, and collaboration with NVIDIA for training and deployment.
NVIDIA: robotaxis are physical AI's breakthroughNVIDIA says the global robotaxi market could reach $400 billion by 2035 with over 6 million commercial vehicles. Scaling fleets requires massive compute; NVIDIA offers an open platform—from DGX training systems to simulation and in-vehicle computing—and says major commercial robotaxi programs use its stack.
The A.I. Daily