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 expands confidential computing with Confidential Bare MetalNVIDIA added Confidential Bare Metal to its confidential computing lineup, letting frontier model builders run sensitive workloads on third-party cloud and dedicated infrastructure while retaining control of models and data. The architecture also covers confidential containers and VMs and extends across Grace Blackwell and Rubin systems.
Jensen Huang calls for open-weight models and AI sovereigntyNvidia CEO Jensen Huang's first X post shared a letter titled 'Open Weights and American AI Leadership,' arguing open models strengthen safety, speed innovation and enable sovereignty. The article notes US export controls briefly suspended global access to Anthropic models this summer.
NVIDIA expands Agent Toolkit to ground enterprise agents in company dataNVIDIA's open source Agent Toolkit gains Agent Knowledge Foundation, Nemotron Retriever and Kumo models, plus the OpenShell secure runtime and NemoClaw blueprints, helping enterprises customize, monitor and govern agents on their own data without moving it or rebuilding workflows.
NVIDIA expands open model family for Europe's sovereign AINVIDIA unveiled open models including Nemotron 3.5 Super VL and Bolt, Kumo, and Cosmos 3.5, spanning language, robotics, biology and quantum computing. They target customization with local data on controlled infrastructure, with European partners such as Mistral contributing.
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Our CEO Jensen Huang is LIVE at #NVIDIAGTC Berlin. Watch the keynote now ⬇️
Nvidia CEO Jensen Huang to Speak at GTC BerlinNvidia CEO Jensen Huang is set to speak at GTC Berlin, with the session's content and any announcements not yet disclosed.
Amazon open-sources TorchNeuron to push Trainium chips against NvidiaAmazon has open-sourced TorchNeuron, AI software for its Trainium chips, aiming to lower the barrier for developers and challenge Nvidia's dominance in AI accelerators. The move continues Amazon's strategy of using in-house chips and an open software ecosystem to win AI compute share.
ByteDance, Alibaba, Tencent reportedly order over $35B of Nvidia chipsA post on r/LocalLLaMA claims ByteDance, Alibaba and Tencent placed over $35 billion in Nvidia chip orders, citing roughly 3 million RTX 5500 Pro cards at $11.4 each for LLM inference and AI video generation. The claim comes from a forum post and is unconfirmed.
Nvidia in Talks to Back Firmus After IPO FlopNvidia is in talks to invest hundreds of millions of dollars in Australian AI cloud company Firmus Grid after it abandoned its IPO, The Information reported.
Nvidia-backed Pigment raises $250M to challenge MicrosoftFrench AI company Pigment raised $250 million at a $2.3 billion valuation, led by Scaleup Europe Fund with participation from Nvidia and others. The funding supports its push to challenge Microsoft Excel and PowerPoint.
NVIDIA unveils Cosmos3-H-Dreams surgical generative simulatorNVIDIA released Cosmos3-H-Dreams, built on Cosmos 3 and FlashDreams, learning from clinical cholecystectomy video and robot kinematics to run interactively on one RTX PRO 6000 GPU; NVIDIA calls it the first real-time generative surgical simulator with live kinematic control trained on clinical recordings.
CSU uses AI to improve hail forecastingColorado State University, funded by the National Science Foundation, is combining an NVIDIA-developed nowcasting model with its existing machine learning model to extend hail warnings from under 30 minutes to hours or days, addressing rising insurance costs from more frequent hailstorms.
Ex-Nvidia exec: physical AI still in its 'LEGO era'Amulya Vishwanath, who spent nearly seven years at Nvidia and now leads Techable Ventures, says physical AI has not yet had its ChatGPT moment and is more in a 'LEGO era,' with basics like robotic hands and actuators being rebuilt. She sees talent as a key moat.
European cloud providers adopt NVIDIA Vera CPUs for local infrastructureAI cloud providers Nebius, Nscale and Verda will use NVIDIA Vera CPUs for the data processing and software execution behind agentic workloads, with Dell, HPE, Lenovo and others building Vera systems. NVIDIA says Vera sustains speed across thousands of concurrent tasks.
ISTA-DASLab Uses Prefiller Model to Boost Qwen3.8-27B Low-Quant AccuracyISTA-DASLab demonstrated a prefiller model approach that recovers low-quant accuracy for Qwen3.8-27B while retaining low VRAM usage and fast decoding. It requires an Nvidia Blackwell GPU and shows no speed penalty for contexts longer than ~4k tokens.
Spanish startups accelerate innovation with BSC AI FactoryThe Barcelona Supercomputing Center (BSC) AI Factory Accelerator Programme is fully operational, offering startups sovereign compute, technical support and training; several participants are NVIDIA Inception members, and some BSC services are now available via the Inception portal. Since its April 2025 launch, the AI Factory has delivered over 800 services, with Qatium, OneCareAI and another Inception member named 'AI Champions'.
Germany knows how to build, and now it’s bringing that expertise to industrial AI. 🇩🇪 Tonight in Berlin, @JensenHuang and Chancellor @_FriedrichMerz discussed combining German engineering with NVIDIA AI to advance manufacturing and automotive. We’re also ba…
Germany and NVIDIA sign joint declaration to advance industrial AIAt the Invest in Germany Summit in Berlin, the German federal government signed a Joint Declaration of Intent with NVIDIA to combine German engineering strengths with frontier AI and advance models for physical AI. Chancellor Merz and Jensen Huang also discussed automotive, digital twins and AI adoption by SMEs.
Modal says Nvidia Vera doubles sandbox throughputAI cloud company Modal plans to run its agent sandbox product on Nvidia's Arm-based Vera CPU, its first move away from x86. In its own unverified tests, Vera handled up to twice as many container-packed tasks as an Intel server, which Modal credits to memory bandwidth. The sandbox product generates $300M a year.
Mercury 3 launches as most capable diffusion LLM, running 4–8x fasterMercury 3, a new diffusion-based LLM, claims to outperform GPT-6 Luna and Claude Haiku 5.5 on several benchmarks while running 4–8x faster at 1,068 tokens per second. It is over 40x larger than Mercury 1 and supports 1M-token context, priced at $0.20 per million input and $0.70 per million output tokens, with a 50% launch discount. The maker says scaling laws hold for diffusion too, and early partners use it for voice support, tutoring and web navigation.
Nvidia unveils open agent models for enterprise and PCsNvidia released open-weight models for enterprise agents and edge computing, including the 120B-parameter Nemotron 3.5 Super VL, which it says matches the larger Nemotron 3 Ultra on instruction-following and tool use. Two lightweight Bolt models run locally on RTX Spark AI PCs and DGX Spark workstations. Nvidia claims Super VL, after post-training on specific agentic tasks, completes them faster than rival models from Anthropic and OpenAI.
Nvidia, EBU expand agentic security for mediaAt a Berlin creative industry event, the European Broadcasting Union and Nvidia expanded their sovereign framework to include sovereign clouds, open models and integrators, defining how broadcasters deploy AI agents while retaining data control. Adobe Frame.io is also using Nvidia GPUs to accelerate video agent search for German producer UFA.
Microsoft, Nvidia urge provenance checks for open-weight AIMicrosoft and Nvidia published a joint paper warning that fine-tuning, quantization or configuration changes can weaken safeguards in open-weight AI models while task performance remains intact. The paper identifies 30 risk types across five categories, including cybersecurity, data protection, content, human-AI interaction and bias, and urges enterprises to verify provenance and reassess risks after changes.
Entire industries will be built on open models. Developers need the freedom to build them. @JensenHuang on why keeping these models open and accessible matters.
AI cloud shakeout looms, with Nvidia most exposedIndustry executives expect only 7–10 of hundreds of AI cloud providers to survive. CoreWeave lost about a quarter of its market value, and Microsoft pulled a deal to buy 23,000 Nvidia chips from Nscale. With non-hyperscaler customers at 45% of Nvidia's data center revenue, the company is heavily exposed.
Korean AI server distributors boom on GPU demandKED Global reports Korean AI server distributors such as Kolon Benit and Etevers are on track for record revenue as firms scramble for GPU capacity, though 4-5% operating margins remain a challenge. It also notes KT and KT Cloud's 6 trillion won ($4.4B) five-year data center plan and Naver's planned unit to sell Nvidia-Brookfield-backed AI factory compute.
Nscale faces pushback on $30 billion IPO valuationNscale, a data center developer backed by Nvidia, is pursuing an IPO at a valuation of about $30 billion but is facing opposition to that target, according to people familiar with the matter.
From model training to deployment optimization: an AI engineer's career reflectionAn AI engineer with a PhD describes moving from model training at a startup to network deployment at a FAANG company. He believes frontier LLMs now outdo him at proposing training ideas, while edge deployment knowledge is confidential and empirical, making LLMs less useful there; he sees the move as likely correct despite FOMO about training.
Motley Fool: What $10,000 of Nvidia stock could be worth by 2030The Motley Fool notes $10,000 of Nvidia stock has grown to nearly $179,000 in four years. Nvidia is now the world's largest company at a $5.2 trillion market cap, posted $177.8 billion in first-half fiscal 2027 revenue (up 96%) and guides fiscal Q3 to $108 billion; analysts expect 91% full-year growth to $411.6 billion.
The A.I. Daily