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-backed Zankore launches $3.1 billion GPU loanZankore, an Indonesian AI infrastructure platform backed by Nvidia, is syndicating a $3.1 billion loan to the broader market, according to people familiar with the matter. The deal adds to a flurry of financing for Asia's AI buildout.
AI memory demand surges, Micron stock may rallyMicron, a leading maker of AI memory chips, has seen its stock soar 225% this year but trades about 24% below its all-time high. Amazon raised its 2026 capex to $220 billion due to higher memory costs, and Alphabet lifted its forecast to $195-205 billion. The global memory shortage could dominate earnings discussions and drive Micron shares higher.
Oracle to Offer Cerebras Computers in AI Cloud ServiceOracle will offer cloud services built on Cerebras Systems' computers in its data centers, adding another major customer for the Nvidia challenger. Cerebras says its giant-chip design delivers much faster AI inference than rivals. Oracle Cloud Infrastructure will deploy the gear starting in the first half of 2027.
NVIDIA and C-BRAIN use AI to speed dementia researchThe 18-member C-BRAIN consortium, launched in November 2025, is using NVIDIA-powered AI to harness previously inaccessible Alzheimer's research data. With 57 million dementia patients worldwide and over 10 million new cases yearly, NIH funding at $3.9B annually has still not yielded a disease-stopping treatment.
Nvidia backs Simplismart in $14M Series B roundIndian startup Simplismart raised a $14M all-primary Series B led by Dallas Venture Capital, with Nvidia, Accel, Shastra VC and Micromax participating, valuing it at about $100M. Its software optimizes model deployment so companies run AI with fewer GPUs and lower cost; annualized revenue grew 14-fold in six months, with the U.S. contributing over half.
Nvidia invests $3B in Meta as Meta buys more Nvidia chipsNvidia will invest $3 billion in Meta's planned equity offering, the Wall Street Journal reports, as the two expand their partnership around Meta's AI product Muse. Meta plans to run next-gen AI agents on Vera Rubin systems and Vera CPUs, and aims to raise up to $95 billion via stock offerings for AI infrastructure. AMD and Broadcom signaled interest in up to $5 billion combined.
Practical notes for GPU kernel dev setupAn r/MachineLearning post collects setup pitfalls for GPU kernel development: CUDA 13 drops Maxwell, Pascal and Volta, so toolkits must match compute capability; PyTorch's bundled CUDA runtime says nothing about nvcc availability; and GPU launches are async, so naive timing measures queueing and requires warmup, sync and CUDA events.
Explaining FP32-accumulation GPU unlocks on NVIDIA consumer cardsA technical post explains recent NVIDIA consumer-GPU unlocks: factory fuses cap FP32-accumulated tensor throughput at half speed for market segmentation, and unlocking restores full speed without adding SMs or VRAM. Turing, Ampere and Ada can be unlocked via the driver-loaded Booter firmware, but consumer Blackwell cannot.
After a breast cancer diagnosis, one of the hardest questions is whether it will come back. @SimBioSys is helping doctors and patients better understand that risk. Powered by NVIDIA technology, its FDA-cleared TumorSight Risk analyzes an existing breast MRI a…
Nvidia reportedly stops RTX 5090 orders from board partnersA report shared on Reddit says Nvidia is reportedly no longer accepting RTX 5090 orders from board partners, with even backorders unavailable. The claim is unconfirmed; if true, it could worsen supply constraints for the flagship GPU.
CSU uses AI to improve hail forecastingColorado State University researchers are developing an AI hail forecasting system to provide warnings hours or days in advance, up from the current 30 minutes. Funded by the NSF, it combines an NVIDIA nowcasting model with an existing ML model.
Nvidia Reportedly Eyes $2,000-per-GPU Yearly Software RevenueNvidia is reportedly looking to software revenue as a growth driver, with a figure of $2,000 per GPU per year cited from Huang. If realized, it would shift the company toward recurring revenue tied to its hardware.
SpaceX closes $40B debt deal to buy Nvidia chipsMusk said SpaceX closed a $40 billion debt raise to buy Nvidia GPUs for its AI ambitions. He cited its investment-grade ratings plus Starlink and launch revenue for the off-balance-sheet deal, distinguishing SpaceX from neoclouds facing scrutiny over heavy borrowing.
Europe is building its AI future, and we’re all in. From AI factories and AI agents to robotics and healthcare, Jensen took the stage at #NVIDIAGTC Berlin to show how AI is taking shape across the continent. Here's a look back at the highlights:
Nvidia open-sources Flora, cutting robot video labeling costs 125xNvidia has open-sourced its data engine Flora, which labels an hour of robot video for just $0.72 versus $88 with GPT-6 Astra, while achieving slightly higher quality. Built on three fine-tuned Qwen3.5 models, Flora more reliably catches errors in robot actions and is a key piece of Nvidia's strategy to control the robotics value chain.
SpaceX Q3 AI revenue jumps 830%, seen as boost for Nvidia and CoreWeaveSpaceX reported third-quarter revenue up 161% year over year to $14.6 billion, with its Super Intelligence AI segment revenue surging 830% to $7.6 billion and AI capex reaching $16.4 billion. The article argues that strong AI compute demand benefits Nvidia and CoreWeave.
Unlock tool boosts LLM performance on NVIDIA RTX 30/40 GPUsA Reddit r/LocalLLaMA post claims a new unlock tool inspired by the CMP170HX delivers up to 30x/40x compute gains and up to 2x prefill speedup on NVIDIA RTX 30 and RTX 40 GPUs. The claim is unverified by NVIDIA, and the poster notes GPU prices are also rising.
Europe has spent generations mastering science, engineering, and manufacturing. That knowledge and expertise can now power AI of its own. “Let’s work together to build Europe’s AI economy and put AI to work.” — @JensenHuang at GTC Berlin
AI Debt Monster: Hidden Risks in Infrastructure SpendingAI uncovered a PHP vulnerability affecting 70% of the internet but also fueled exploits, highlighting a paradox. However, the bigger risk is AI infrastructure debt: $3.5 trillion in global spending by 2030, with US hyperscaler capex hitting $800 billion in 2026. Hidden commitments and circular investments could trigger an 'AI Enron' financial crisis.
Nvidia Warns: Lack of Computing Power Threatens Europe's AI CompetitivenessNvidia CEO Jensen Huang warned in Berlin that Europe holds only 5% of global AI computing capacity versus 75% for the US, hindering competitiveness. He unveiled the modular 'Vera Rubin DSK Pod,' which cuts data center setup from months to days, and announced $10 billion in investments.
RTX 5090 seen in Chinese labs, with dies and 32GB VRAM harvested for AI serversA Reddit post says RTX 5090 cards are not gone but appear in Chinese labs, where technicians remove their dies and 32GB VRAM to build AI servers. The practice highlights how high-end GPUs are being dismantled and reused amid AI compute demand.
A new look for a classic. 💚 RTX Remix for Minecraft: Java Edition gives creators tools to remaster the game with realistic path-traced lighting and AI powered DLSS for maximum performance. Available on @NVIDIAGeForce and @NVIDIARTXSpark.
Nvidia CEO demos Microduck robots, preorders exceed 20,000A viral video of Nvidia CEO Jensen Huang playing with Microduck robots at GTC Berlin led to over 20,000 preorders by the next day. The open-source robots, produced by Hugging Face's Pollen Robotics and trained with Nvidia's tech stack, are expected to ship before Christmas.
NVIDIA releases Nemotron-3.5-Bolt-E4B small modelNVIDIA's new small model is post-trained from Gemma-4-E4B-it for low-memory, low-latency local voice assistants and edge devices, improving multi-turn tool use, instruction following and grounding. It is cleared for commercial and non-commercial use, with GGUF quantizations and a BF16 version available.
Nvidia-backed Nokia grows AI revenue 123%, analyst calls it a buyA Motley Fool piece argues Nvidia-backed Nokia is leveraging its telecom infrastructure to become an AI networking equipment supplier, with AI revenue up 123%, and calls the stock a buy at current levels.
Post explains locked FP32 accumulation on RTX consumer cardsA LocalLLaMA post claims Nvidia deliberately throttles FP32-accumulation throughput on consumer GPUs for market segmentation: RTX cards from Turing to Blackwell 2.0 see halved FP16/BF16 (and FP8 on Ada and later) performance, hurting LoRA training, diffusion and LLM prefill, while pro and data-center cards are unaffected.
A country’s data carries its culture, history, and values. It belongs to its people. @JensenHuang on why that knowledge is a natural resource for Kazakhstan’s AI future.
ASUS unveils enterprise agentic AI servers in BerlinAt GTC Berlin 2026, ASUS launched an enterprise agentic AI offering combining its AI HUB governance layer, NVIDIA AI Enterprise software and servers built on Vera Rubin NVL72, claiming 30x higher throughput per megawatt and 45x lower token cost.
Nvidia's Jensen Huang to visit Kazakhstan for the first timeCNBC reports that Nvidia CEO Jensen Huang is heading to Kazakhstan for the first time, noting he is not the only one with big plans there. No further details beyond the headline and dek are available.
Nvidia, TCV invest in AI video startup Higgsfield's Series B extensionHiggsfield, an AI video startup founded by a former Snap executive, attracted investment from Nvidia and TCV to fund global infrastructure and hiring to meet growing demand. The amount was not disclosed.
The A.I. Daily