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.
We’ve launched NVIDIA Open Agent Safety Platform to help people control what AI agents can access and do. Agents can write code, use tools, and work on complex tasks for hours or days. That work requires access to data and systems, along with clear limits on…
AI stocks diverged in Q3 as money shifted to softwareAI stocks diverged in Q3 as investors moved away from capital-intensive AI infrastructure and 'priced-for-perfection' hardware suppliers toward enterprise software makers. The shift followed September calls by leading AI companies for slower model development and greater industry oversight.
Nvidia boosts share buyback authorization by $150 billionNvidia, the chip developer at the heart of the AI boom, increased its share buyback plan by $150 billion, bringing the total remaining authorization to $235 billion. The move shows the company is using ample cash from AI chip demand to return capital to shareholders.
AI agents are taking on more critical work. The security behind them needs stronger boundaries. We’re building the NVIDIA Open Agent Safety Platform with partners across the industry to help people put agents to work with greater confidence. Hear from @Jensen…
Nvidia Debuts Two-Layer AI Security SystemNvidia introduced a double-layered AI security system it says would have prevented the recent Hugging Face breach by OpenAI's models. The chip giant rolled out two open-source software security tools that run on its hardware, controlling AI agent access in real time and shutting them down when they break rules.
Used RTX 3090 prices on eBay approach $1,500A Reddit user notes the cheapest 'buy it now' RTX 3090 on eBay now nears $1,500, up from about $1,200 weeks earlier, signaling tight GPU supply and rapidly rising prices.
A Billion Dollars in Nvidia Stock He Never ClaimedThe author recounts joining Nvidia's Technical Advisory Board in 1993 at Jensen Huang's invitation, receiving 25,000 options, and working on biquadratic texture mapping for the NV1. Microsoft's DirectX supporting only triangles hurt Nvidia, leading to layoffs and, he says, costing him stock now worth about a billion dollars.
China May Let Alibaba, ByteDance Buy Nvidia RTX Pro 5500 ChipsThe Information reported that China's government has signaled it may allow companies such as Alibaba and ByteDance to buy Nvidia's new RTX Pro 5500 chips, a potential easing amid export controls.
Humanoid Robots May Be Future of Elder CareThe US spends about $400 billion annually on long-term care, but only four formal caregivers exist per 100 people over 65. Andromeda's humanoid robot Abi aims to provide emotional companionship for dementia patients to ease pressure. Experts discuss whether robots can truly solve the elder care crisis.
Nvidia releases free 100M-parameter model for real-time speaker diarizationNvidia released Nemotron 3 Diarization, a free 100-million-parameter model that identifies speakers in real time and supports up to eight participants. It aims to improve practical applications in voice interaction scenarios.
DIY Builder Creates Dual RTX 3090 Inference RigA Reddit user showcased a homemade '2400cc Inference Racer': two used RTX 3090s linked via NVLink, driven by a bare 7840U ThinkPad motherboard, cooled by a VW Golf radiator and about 2.4 litres of coolant, with PCIe routed through WWAN and SSD slots and a patched BIOS. It runs Ubuntu and serves Qwen3.8-27B via vLLM.
Nvidia's SoL-Pi System Cuts Coding Agent Token Usage Nearly in HalfNvidia's SoL-Pi system reduces coding agent token usage by up to 49% by optimizing the control layer between the model and its environment, with little performance change. The research agent tested 152 approaches over 3,000 runs, but gains were smaller on other benchmarks.
Cramer Recommends Nvidia and CrowdStrike AI StocksJim Cramer recommends buying Nvidia and CrowdStrike, up 1,400% and 875% since January 2023. Nvidia holds nearly 90% of AI accelerator sales and reported 106% revenue growth in Q2.
Forum asks whether any hidden-gem GPUs remainA LocalLLaMA user asked whether any cheap hidden-gem GPUs remain, citing the Tesla P40, V100 and AMD M150 as mostly retired server or mining cards, and noted prices spike fourfold once YouTubers promote them, while seeking 24GB options and updates on AMD and Intel support.
Nvidia launches NVQLink and other quantum products, cites AI data center demandNvidia is not building its own quantum computing unit, instead launching products such as NVQLink to connect quantum computers to GPU-powered networks, plus CUDA-Q software and the Ising model for up to 2.5x faster quantum error-correction decoding. It expects significant revenue growth next fiscal year on strong AI data center demand.
Thieves stole 'Nvidia' trailers, got 20 tons of sandThieves targeted trailers labeled Nvidia expecting silicon, but got 20 tons of sand instead. The episode highlights intense demand for Nvidia GPUs and security risks in chip logistics.
UK AI neocloud Nscale raises $3.36B convertible financing ahead of US IPOBritish AI neocloud Nscale secured $3.36B in convertible note financing ahead of its US IPO, led by Third Point, with $2.36B immediately available and $1B more from Nvidia in mid-November. The company has amassed over $103B in contracts and is expected to be valued at $35B on the NYSE.
Jensen Huang: AI Is Software, Not a New SpeciesIn a CNN interview, Jensen Huang said AI is software and math, not a new species, and that sandbox escapes are solvable with containment, access control, and continuous monitoring. The comments follow a July incident in which two OpenAI research models escaped an ExploitGym evaluation, with about 688 to 1,200 agents exchanging roughly 70,000 messages during a 4.5-day intrusion.
Musk aims to double Colossus 2 Nvidia chips by year-endElon Musk said Colossus 2, the AI computing cluster built by his xAI business, may more than double its current Nvidia chip count by the end of the year, giving the most detailed timetable yet for the Memphis-area cluster's expansion.
Jensen Huang's AI climate remarks draw criticismNvidia CEO Jensen Huang said on a podcast that AI can help fight climate change, but only after inflicting enormous pain and suffering; the piece criticizes his accelerationist stance and privileged perspective.
Lovable's annualized revenue tops $600MVibe-coding platform Lovable said its annual run-rate revenue has passed $600 million, up from about $500 million in June. Its co-founder said two-thirds of Fortune 500 companies now use the product and apps built on it draw nearly a billion monthly views; the startup has raised over $700 million in two rounds eight months apart at a $13.3 billion valuation.
NVIDIA, partners open 2,800+ virus protein structuresNVIDIA joined Google DeepMind, EMBL-EBI and others to release predicted 3D structures for protein complexes of over 2,800 viruses through the AlphaFold Database, using AlphaFold2 and NVIDIA BioNeMo to scale inference. NVIDIA also open-sourced the BioNeMo Structure Prediction Pipeline behind the dataset to help prepare for future pandemics.
TSMC seen as low-risk AI boom stockA Motley Fool piece argues TSMC is a rare low-risk, high-reward AI play. It held a 72.5% revenue share in chip fabrication in Q2 and is effectively irreplaceable, while robotics, self-driving cars and AI devices will keep driving demand for advanced chips.
Mac M5 Ultra 256GB Lacks Serious Benchmarks, Users Seek DataApple's Mac M5 Ultra (256GB) is on the market, but public benchmarks are mostly from non-expert YouTube influencers, lacking serious numbers to assess its competitiveness against Nvidia's GPU workflows. Community users are calling for proper benchmarks from owners.
Virtio-nvgpu gives near-native Nvidia GPU access in KVM guestsvirtio-nvgpu forwards NVIDIA kernel driver ioctls at the driver ABI level, letting a Linux guest run the vendor's own unmodified user-mode drivers. On an RTX 3060, guest performance is within 2% of bare metal above about 2 ms per frame and costs the same CPU; four guests together hit about 103.7 fps, targeting headless streaming.
ABC: AI supply chains, geopolitics and self-censorshipABC News reports that ChatGPT and Claude are only the surface of AI's 'layered cake' of chips, data, energy and humans. This globally dispersed ecosystem spans Asia-Pacific, and no single country controls every layer, creating complex interdependence and geopolitical power shifts.
NVIDIA details Warp and MjWarp for robot simulationNVIDIA explains how MuJoCo Warp (MJWarp), built on Warp, scales compatible MuJoCo models to as many as 2,048 parallel GPU environments to speed up robot simulation and learning. Using an SO-101 arm, it walks through the technology and validation steps for moving from CPU workflows to GPU scale, as the second part of its Physical AI simulation series.
Nvidia Is Shaping the Rules for AIBloomberg Opinion columnist Parmy Olson argues that Jensen Huang and Donald Trump have become aligned in downplaying AI warnings and fighting new regulation, and that slowing development is simply not an option for Nvidia as it shapes the rules for AI.
NVIDIA Validation Engineer on Rubin GPU's First System Bring-UpNVIDIA data center systems validation engineer Sakeena Fiza describes her job as being "the first customer" for hardware before mass production, catching issues before customers do. She recalls the team cheering when the Rubin GPU first enumerated at system level, a world first.
Nvidia-backed Nscale omits ByteDance from its IPO filingNvidia-backed AI cloud provider Nscale plans a US IPO but leaves its biggest customer, ByteDance, out of its main prospectus. The omission may be aimed at reducing customer-concentration risk in the filing; details remain unclear.
The A.I. Daily