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NVIDIA
The hardware company whose GPUs, CUDA stack, and research underpin the industry.
9 approved stories · official site ↗
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SemiAnalysis (Dylan Patel) · Sep 11, 2026, 3:11 PM EDT
Nvidia’s Backstop Universe – Heads I Win, Tails Who Loses?
Nvidia now backstops $530B of the AI buildout off its balance sheet, so a demand shortfall would land partly on its own books.
CIO · Sep 3, 2026, 5:12 PM EDT
What Nvidia’s $13B acquisition of Hugging Face means for AI model choice
Teams that build on Hugging Face have no full open alternative if its new owner, Nvidia, ever tilts the platform toward its own hardware.
SemiAnalysis (Dylan Patel) · Aug 25, 2026, 11:43 AM EDT
OpenAI Jalapeño: Better Than Nvidia Blackwell
OpenAI's first custom chip beat every Nvidia, AMD, and Google chip in the authors' benchmarks, a result that could erode Nvidia's grip on inference economics.
CIO · Aug 24, 2026, 9:32 PM EDT
Nvidia to hike prices by 15%, on top of an even larger increase in July
Budgets for AI infrastructure face another hit: a reported 15% Nvidia server price increase for early-2027 deliveries, on top of July's 30% hikes.
Tech Funding News · Aug 24, 2026, 6:13 AM EDT
Nvidia reportedly eyes Perplexity at a $30B+ valuation as AI search becomes an agent business
Nvidia doubling down on Perplexity at a reported $30B-plus valuation would price the AI search startup near 40x revenue, setting a benchmark for agent businesses.
Latent Space · Aug 21, 2026, 2:43 AM EDT
Poolside gets $12B reverse-execuhire to NVIDIA; founders stay for $1B, employees go for $6B, Infraco scaling to 7GW neocloud
Poolside's talent and technology moving into NVIDIA shows frontier-model startups can no longer raise compute capital fast enough to stay independent.
CIO · Aug 12, 2026, 12:12 AM EDT
Nvidia’s half-trillion-dollar AI investment fund could impact enterprise chip pricing, availability
Analysts warn Nvidia's $500B-plus financing fund could push enterprise AI infrastructure costs higher and deepen the data-center chip shortage.
NVIDIA Developer Blog · Jul 30, 2026, 5:12 PM EDT
NVIDIA Exemplar Cloud: Lessons for Unlocking Full Performance on AI Infrastructure
Misconfiguring kernel settings on new Blackwell or H100 clusters can silently waste up to 12% of your compute throughput, costing millions at scale.
NVIDIA Developer Blog · Jul 30, 2026, 5:12 PM EDT
How to Self-Host a Validated AI Coding Assistant with NVIDIA NeMo Guardrails
Provides a concrete architectural pattern for deploying secure, compliant, and auditable AI coding assistants in regulated enterprise environments.