SiFive, backed by Nvidia, reached a $3.65 billion valuation as demand surges for open RISC-V chip architectures designed to power next-generation AI workloads.

A Chinese Nvidia cloud partner acquired 300 servers with banned H100/H200 AI GPUs worth $92M, as Sharetronic shares plummet following a Super Micro smuggling arrest.

President Trump's goal of boosting global sales of American AI chips is being undermined by licensing bottlenecks and staffing attrition at the Bureau of Industry and Security.

Nvidia has reserved most of TSMC's cutting-edge chip packaging capacity, with analysts warning this step could become the next major bottleneck in AI hardware.

Nvidia-backed Firmus Technologies raises $505 million in a Coatue-led round, valuing the Australian AI data center builder at $5.5 billion.

Nvidia's acquisition of SchedMD, maker of open-source Slurm job scheduler, has alarmed AI and supercomputer specialists worried about future software access.

Nvidia has taken a $2B stake in Marvell Technology, enabling custom AI chip integration and sparking a 13% rally in Marvell's stock price.

Reports indicate Nvidia could resume selling its second-most-advanced AI chips to China after the Trump administration issued conditional export licenses, a move White House AI czar David Sacks argues discourages Chinese competitors from investing in domestic chip development.

Micron Technology has commenced high-volume production of HBM4 memory chips for NVIDIA's next-generation Vera Rubin GPU, positioning the company at the center of an AI-driven memory shortage that analysts project could last until 2030, while Micron's revenue nearly tripled year-over-year.

NVIDIA CEO Jensen Huang sparked global debate by claiming AGI has already been achieved, redefining the term around AI's ability to build billion-dollar businesses, during an appearance on the Lex Fridman Podcast.

Following the launch of its Language Processing Unit chip at GTC 2026, NVIDIA updated its data center product roadmap to include three generations of GPU, LPU, and CPU hardware through 2028, including the Groq 3 LPX, Rubin Ultra, and Feynman platforms, cementing an annual release cadence for AI infrastructure.

At GTC 2026, NVIDIA revealed the Vera Rubin POD — a five rack-scale system AI supercomputer built on seven co-designed chips delivering 60 exaflops and 10 PB/s bandwidth, targeting the agentic AI workload era.

Nvidia's GTC 2026 keynote unveiled the Vera Rubin platform and a $27B Nebius-Meta infrastructure pact, marking the industrialization of the AI token economy and the dawn of agentic scaling.

Nvidia CEO Jensen Huang called OpenClaw the most successful open-source project in history and unveiled NemoClaw, an enterprise-grade autonomous AI agent platform, at GTC 2026 in San Jose.

NVIDIA's Jensen Huang delivered a sweeping GTC 2026 keynote covering DLSS 5 AI gaming software, the NemoClaw AI agent security layer, the NVIDIA AI Agent Toolkit, 110 AI-powered robots, and a vision for the first space-based data center, Vera Rubin Space-1.

At GTC 2026, NVIDIA CEO Jensen Huang unveiled the Groq 3 LPX dedicated inference rack, Vera Rubin platform expansions, NemoClaw AI agent guardrails, and a $1 trillion AI chip demand forecast through 2027, signaling NVIDIA's bid to own the entire AI infrastructure stack.

Nvidia announced the Nemotron Coalition at GTC 2026, uniting eight leading global AI research labs to collaboratively develop open-source frontier AI models, challenging the dominance of closed proprietary systems.

Nvidia unveiled the Vera Rubin Space-1, a radiation-hardened AI compute module designed for orbital data centers, marking the company's first foray into space-based AI infrastructure at GTC 2026.

Nvidia CEO Jensen Huang kicked off GTC 2026 with the Vera Rubin GPU platform reveal and a stunning projection of $1 trillion in cumulative Blackwell and Rubin chip orders through 2027, signaling explosive AI infrastructure demand.

The US Commerce Department quietly withdrew a draft rule that would have required foreign operators of large AI clusters to invest in American AI infrastructure, effectively removing a major regulatory burden on Nvidia and AMD's international sales.