Nvidia

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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.

Basecamp Research raises $140M to train AI on evolution data

London-based Basecamp Research has raised $140 million from investors including Nvidia and Anthropic's Anthology Fund. The startup trains AI models on genetic material from rainforests, oceans and hot springs to design antibiotics and cell-therapy tools. Its CTO says biology is a far harder problem for AI than language, and that good benchmark scores do not guarantee good molecules.

The Decoder ·

Economics of Open-Weight Inference: Older GPUs Retain Value

A paper finds open-weight inference costs about one-fifth of comparable closed models, with self-hosting at $0.12-$0.35 per million output tokens. On gpt-oss-120b, the A100 is cheaper than the H100, and A100 five-year rental prices retain 80% of one-month prices, showing older GPU families keep multi-year earning life.

Hacker News ·

NVIDIA: Scaling physical AI demands safety at every layer

NVIDIA highlights that physical AI is rapidly moving from research to large-scale deployment. ABI Research projects 49 million level 3-5 autonomous vehicles by 2035, while Omdia estimates roughly 60 million industrial robots will be deployed between 2026 and 2035. Safety must span hardware, software, AI, operating environment, and deployment lifecycle—not a one-time check—and emerging standards like ISO/IEC TS 22440 are beginning to address AI behavior assurance.

NVIDIA Blog ·

Egypt's AI ecosystem reaches production scale

At an event at the Grand Egyptian Museum, NVIDIA executives and Egypt's AI ecosystem participants discussed the country's AI growth. The NVIDIA Deep Learning Institute learner base in Egypt grew more than tenfold in a year, and Hassan Allam Data Centers received a license to build and operate data centers. Hassan Allam Utilities and A15 agreed to develop a new data center with an estimated $400 million investment.

NVIDIA Blog ·

NVIDIA: AI Security Is an Engineering Problem, Needs Full-Stack Controls

An NVIDIA security blog argues AI security is fundamentally an engineering problem requiring defined requirements, enforceable controls, named owners and verification. Because AI agents reason and use tools, risk spans the model, harness and runtime layers—for example, malicious document instructions could push an agent to exfiltrate data, requiring network policy blocks and auditable logs.

NVIDIA Blog ·

Hugging Face releases tokenizers v1 with big speed gains

Hugging Face released a v1 release candidate of tokenizers focused on performance, saying it is often tens of times faster than v0.23. The team says tokenization can bottleneck large-scale training, high-concurrency serving and long inputs, leaving GPUs idle. IBM, NVIDIA and the ExecuTorch team contributed patches and cross-hardware testing.

Hugging Face Blog ·

Nvidia GPUs contain 10 to 40 RISC-V cores each

Nvidia estimates it shipped over a billion RISC-V cores in 2024, placed in small management processors inside its GPUs rather than shader cores; each GPU has 10 to 40 depending on model. The cores are not user-programmable and are cryptographically verified, and one has handled much graphics-driver work since 2018, after a decade of Nvidia's proprietary Falcon microcontrollers.

Hacker News ·

Nvidia vs. Micron: AI stock picks for 2027

A Motley Fool comparison of AI stocks Nvidia and Micron notes Nvidia's $5.3 trillion valuation versus Micron's $1.1 trillion, with Micron DRAM chips used in Nvidia GPUs. It cites forecasts that the big five hyperscalers will spend nearly $800 billion on data center capex in 2026 and $1.3 trillion in 2027, while warning Micron's memory price gains may fade as new supply comes online.

The Motley Fool ·
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