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.
Analysis favors SK Hynix over Micron as AI memory stockA Motley Fool piece argues HBM and advanced DRAM are becoming critical to the AI chip chain. Citing Counterpoint Research, it says SK Hynix held 50% of global HBM revenue in Q2, nearly matching Samsung, and the author would pick SK Hynix over Micron as a single five-year AI memory holding.
Four major open-weight releases in 72 hours; only NVIDIA's fits 24GBMeta, NVIDIA, Reflection and DeepSeek shipped open-weight models within days. Meta's 816B Muse Spark Open needs multiple high-memory Mac Studios, while NVIDIA's 2-bit Nemotron 3.5 Bolt fits in 22GB. DeepSeek's V4.1 Flash is MIT-licensed and Reflection's Beam Apache 2.0, making licenses as notable as parameter counts.
AI stocks diverge as Nvidia, TSMC slip but earnings stay strongMaeil Business Newspaper reported Nvidia fell about 8% and TSMC about 4% in the week to the 15th, with GPU-leasing NeoCloud firms dropping more, reflecting worries over AI infrastructure profitability and financing. Chip demand remains strong: TSMC's Q3 net profit rose 68.7% year on year to a sixth straight record and it kept capex at $60-64 billion, while ASML posted €11.7 billion revenue and €4.96 billion net profit.
Nvidia confirms RTX 5090 not discontinued, will keep shippingNvidia SVP of Personal Computing Jeff Fisher explicitly denied recent rumors that the RTX 5090 is being discontinued, saying at a post-event interview in Taipei that the GPU will continue shipping.
Llmspeed lets you preview local LLM speed before buying hardwareLlmspeed is an open-source tool for estimating how fast a local LLM will feel before buying hardware. It covers dozens of devices, from the RTX 4090 to the Mac Studio M5 Ultra and H100, plus models such as Qwen, Llama and DeepSeek, blending community benchmarks with spec-derived projections.
User recounts local LLM journey with llama.cppA Dutch user recounts running local LLMs since March 2025, starting with Mistral Nemo through SillyTavern and llama.cpp, then upgrading to dual RTX 5060 Ti 16GB cards in hopes that llama.cpp will add tensor parallel and NVFP4 support.
NVIDIA releases Nemotron-Labs-Dory1.0-4B modelAccording to a r/LocalLLaMA post, NVIDIA posted the NVIDIA-Nemotron-Labs-Dory1.0-4B-BF16 model on Hugging Face. The post gives no benchmark or training details and only links to the model page.
Reflection AI CEO says AI risks 'certainly worry me'Reflection AI CEO Misha Laskin discussed the release of the company's open-weight model Beam, its valuation, and reports of Nvidia expanding its stake, while saying the risks of AI 'certainly worry me.'
Nvidia CEO on AI Market Turmoil: 'All of This Is Going to Pass'Nvidia CEO Jensen Huang took a sanguine view of the latest AI stock-market rout, saying the technology's benefits will soon outweigh investor concerns.
Ex-Nvidia exec: robotics still in its 'Lego era'Amulya Vishwanath, who led product marketing for Nvidia's robotics platforms for seven years and is now a VC, says robotics is in its 'Lego era' because building blocks like actuators, hands, software and safety standards are still being rebuilt, so a ChatGPT moment has yet to arrive.
Huang and Tan See the AI Boom From Slightly Different PlacesNvidia CEO Jensen Huang and Broadcom CEO Hock Tan offer slightly different views on the AI boom, addressing different investor concerns and reflecting differing outlooks across segments of the AI supply chain.
The next decade of driving, built together. We’re expanding our strategic partnership with @MercedesBenz AG to develop the next generation of driver assistance and automated driving systems. All while upholding the high safety standards expected from a Merced…
NVIDIA and IIT Madras Release 2.8T-Token Indic Pretraining DatasetNVIDIA and IIT Madras' AI4Bharat lab released Nemotron-pretraining-Indic-v1, about 2.8 trillion tokens covering 22 constitutionally recognized Indian languages, plus an open GPU-accelerated data generation pipeline with prompts, LLM workflows and quality checks that developers can reuse to produce more data.
Taiwan to Fund $4B Texas Complex for AI Supply ChainTaiwan plans to raise billions of dollars to develop industrial parks in the US, including a $4 billion Texas complex, to build a comprehensive supply chain base for Nvidia and other AI hardware makers.
AI has a lot to learn from the Nordics. Tonight, Jensen celebrated the builders combining their expertise with NVIDIA technology to tackle challenges in manufacturing, medicine, and beyond. Thanks for an inspiring evening, Stockholm. 📍Next stop: Berlin.
Nvidia releases FP4 quant of Qwen3.8-Flash-NextA community post notes that Nvidia's FP4 quant of Qwen3.8-Flash-Next is only 102GB, smaller than the 133GB NVFP4 version, with users hoping Qwen3.8-FN-specific engines will support it.
The feeling is mutual. 💚 [Quoting @elonmusk]: Old friends are the best friends. Jensen rocks. The Star Mind computer being co-engineered by SpaceX and Nvidia is far better than almost anyone expects and will reach volume production next year. Working with th…
When the brand synonymous with car safety for almost 100 years teams up with AI, amazing things happen. 🚗 We’re expanding our partnership with Volvo Cars to advance safe automated driving: Volvo’s safety expertise will come together with the NVIDIA Hyperion,…
An idea can only go so far without the computing power to test it. @JensenHuang joined Wallenberg Investments’ Marcus Wallenberg, @Spotify’s @eldsjal, and Sferical AI’s Jenny Nordlöw to celebrate the launch of Sferical One, a shared AI supercomputer powered b…
Nvidia releases Nemotron 3.5 Super VL open modelNvidia launches Nemotron 3.5 Super VL, an open multimodal model with 120 billion parameters for enterprise agents, plus two compact Bolt models for local machines. Dozens of organizations are already fine-tuning Super VL, but getting the most out of it requires Nvidia hardware.
Huang Says CoreWeave Improving, No Backstop NeededNvidia CEO Jensen Huang said CoreWeave, a data center operator that Nvidia supplies with computers, is getting financially stronger and does not need a backstop. The remark eases some concerns about CoreWeave's financial health.
Today, we’re expanding our Nemotron family of open models with Nemotron 3.5 Super VL. Bringing visual understanding, reasoning, and tool use together to help AI agents complete more work in less time. Open models ➡️ more control to customize, deploy, and bu…
NVIDIA DLSS 4.5 Controls Arrive on GeForce NOWNVIDIA added DLSS 4.5 controls to its GeForce NOW cloud gaming service, offering Super Resolution, Dynamic Multi Frame Generation and Ray Reconstruction so members can tune visuals and performance without the latest hardware. Ten new games joined this week, including the 1.0 release of Enshrouded and Warhammer 40,000: Boltgun 2 at launch.
NVIDIA Partners with EU to Provide Open Learning Resources and Compute for European ScienceAt the AI in Science Summit in Dublin, NVIDIA announced it is joining the European Commission's AI in Science Enablers Initiative to provide Europe's research community with accelerated computing tools, models, compute, cloud resources, and training. NVIDIA has released over 250 open models, 250 datasets, and 1,400 open source projects to help smaller labs and startups overcome barriers to research.
Broadcom, Intel CEOs say capital may be AI's biggest bottleneckThe CEOs of Broadcom and Intel say capital, not memory or energy, may be the biggest bottleneck for AI data centers, as long lead times and huge price tags could slow expansion, benefiting certain suppliers.
TSMC Q3 Profit Beats ExpectationsTSMC's Q3 net income rose 69% to NT$763.1 billion ($23.6 billion) on a 51% sales jump to $47 billion, both beating expectations. As the exclusive chipmaker for Nvidia and Apple's most advanced semiconductors, the results underscore strong AI demand.
Hello, Stockholm. 🇸🇪 From the podcasts we discover to the robots working in factories, the Nordics are building with NVIDIA. Spotify is making podcast recommendations more efficient. ABB Robotics is helping engineers train and test robots in simulation. And…
Nordics Accelerate AI Infrastructure ExpansionThe Nordics are emerging as one of Europe's fastest-growing infrastructure hubs, with a projected 1GW of AI cloud capacity by end-2027. Sweden's Sferical One supercomputer runs 16 racks of NVIDIA DGX GB300 systems with 1,152 GPUs, while companies like Spotify build proprietary intelligence on NVIDIA infrastructure.
Nvidia CEO Says He Would Cut Off Customers Who Build Unsafe AINvidia CEO Jensen Huang said he would halt chip supply to customers developing unsafe AI software, though he believes current concerns about the technology are unwarranted.
Trump announces $2.4B super intelligence initiativeTrump announced a $2.4 billion federal computing plan to advance US super intelligence research and secure leadership in advanced computing. It pairs federal funding with corporate commitments, with NVIDIA and other chipmakers pledging billions in compute credits to ease resource bottlenecks for non-corporate researchers.
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