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Nvidia has launched Vera, its first CPU designed specifically for AI agents and large-scale AI infrastructure. The processor promises up to 1.8 times faster performance than traditional x86 CPUs and will be adopted by major AI labs, cloud providers, and server manufacturers.
Nvidia has unveiled its first Arm-based PC processor, the RTX Spark superchip, which will power a new generation of Windows laptops and desktops.
Starcloud reaches $1.1B valuation to build orbital AI data centers, launching GPU-powered satellites and targeting space-based compute infrastructure.
Mistral AI has raised $830 million in debt to build a new data center near Paris, expanding its AI infrastructure across Europe.
Samsung plans HBM4 memory chip production for Nvidia next month, targeting AI accelerator demand while competing with SK Hynix in advanced memory supply.
Taiwanese electronics manufacturer Pegatron, a supplier to Apple, is building its first U.S. factory in Texas to produce AI server products, including those using Nvidia chips.
The Trump administration approved China-bound sales of Nvidia’s H200 AI chips under new restrictions. The move sets review and allocation limits aimed at balancing trade and security concerns.
Nvidia is reportedly planning to increase production of its H200 AI training chips following approval to sell them in China.
The U.S. Commerce Department will let Nvidia export H200 AI chips to approved Chinese customers, with a 25% revenue share going to the U.S., despite Congressional concerns over national security.
Nvidia’s newest AI server accelerates mixture-of-experts models by 10x, leveraging 72 chips and high-speed interconnects, maintaining an edge over AMD and competitors.
Nvidia is investing $2 billion in Synopsys to integrate its AI hardware with Synopsys’s chip-design software, enhancing GPU-based workflows and solidifying its influence in semiconductor design.
Nvidia asserts it is “a generation ahead” in AI chips after reports that Google may supply Meta with its processors, spurring market competition.
SoftBank has sold its entire $5.83 billion stake in Nvidia to help fund a $22.5 billion investment in OpenAI, part of its broader push into artificial intelligence and advanced robotics.