- News
Anthropic's $35B Cloud Deal With Nvidia-Backed Lambda
Anthropic's six-year, $35B cloud deal with Lambda and Nvidia signals a new era of AI compute scale and what it means for businesses running Claude.
- News
Nvidia Moves to Buy Hugging Face for $12.9 Billion
Nvidia's reported $12.9B deal for Hugging Face signals a major power shift in AI, from chips to the platform where developers pick their models.
- News
OpenAI Jalapeño Beats Nvidia Blackwell on Inference
OpenAI published Jalapeño benchmark results at Hot Chips showing 1.5-1.9x more work per watt and 2-4x faster agentic workloads than Nvidia GB300.
- News
Nvidia Q2 Earnings: What They Tell Enterprise AI Teams
Nvidia reports Q2 FY2027 results with $91B revenue expected, doubling year-ago figures and revealing the true scale of enterprise AI infrastructure investment.
- News
Nvidia Pays $6B to License Poolside's AI Model Factory
Nvidia strikes a $6B non-exclusive deal with Poolside AI, plus a $1B investment, to access the startup's Model Factory for building enterprise coding AI.
- News
Nvidia Eyes $20B Mercor Stake: What It Signals for AI Data
Nvidia is in talks to invest in Mercor, valuing the AI data labeling firm at $20 billion. The story reveals where the next AI bottleneck lives.
- News
Nvidia's $105B Guarantee for OpenAI's Ohio Data Center
Nvidia finalizes a $105B guarantee for OpenAI's 8GW Ohio data center at PORTS-Pike, the largest AI infrastructure commitment in history.
- News
Nvidia Backs $500B Wall Street AI Infrastructure Push
Nvidia signed MOUs with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to mobilise $500B for AI data centers.
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NVIDIA NOOA: Build AI Agents With One Python Class
NVIDIA Labs released NOOA, a Python framework that turns AI agent development into standard software engineering - one class, half the tokens.
- News
Anthropic Signs $10B Deal With New AI Cloud Startup Volta
Anthropic signed a six-year, $10B deal with Volta, a cloud startup founded just months ago, to secure Nvidia Vera Rubin capacity in Norway.
- News
Nvidia's $5B Bet on Safe Superintelligence Explained
Nvidia's $5B investment in Ilya Sutskever's secretive AI safety lab signals where the AI supply chain is heading. Here's what it means for businesses.
- News
Open Secure AI Alliance Launched After First AI Cyberattack
Nvidia led 37+ companies including Microsoft, SpaceX, and Palantir to launch the Open Secure AI Alliance after closed AI models failed cyber defenders.
- News
Nvidia Eyes $250B Guarantee for OpenAI's 10GW Ohio Hub
Nvidia is in talks to backstop $250B in financing for OpenAI to lease a massive SoftBank-built AI data center in southern Ohio.
- News
58 Companies Back Open AI Models: What It Means for Business
NVIDIA, Microsoft, Meta, Google, and OpenAI are among 58 companies demanding the US keep open AI models accessible. Amazon and Anthropic stayed out.
- News
NVIDIA and SK Group Sign $500B+ AI Factory Deal
NVIDIA and SK Group announced a $500B+ AI infrastructure partnership July 25, with a 2GW AI factory and a multi-year HBM4 memory co-development deal.
- News
Japan's National AI Factory: What the NVIDIA Deal Signals
Japan and NVIDIA launched the world's first national AI infrastructure on July 16, a 27,500-GPU factory backed by up to $6.1B in government funding.
- News
Apple Unseats Nvidia: What It Signals for Enterprise AI
Apple reclaimed the top market cap spot from Nvidia on July 17, signaling investors now believe AI deployment beats AI infrastructure.
- News
SK Hynix Lists on Nasdaq in Historic $26.5B IPO
SK Hynix begins trading under ticker SKHY, raising $26.5B in the biggest foreign listing in US history, signalling massive confidence in AI chip demand.
- News
Nvidia Backs Gradium's $100M Voice AI Seed Round
Paris-based Gradium raises $100M total in seed funding, with Nvidia joining to back its low-latency voice AI models for enterprise customer workflows.
- News
Claude Now Generally Available in Microsoft Foundry on Azure
Anthropic's Claude models launched in Microsoft Foundry on June 29, running on NVIDIA Blackwell Ultra GPUs with full Azure-native billing and governance.
- News
Qualcomm Buys Modular for $4B to Challenge Nvidia CUDA
Qualcomm's $4B acquisition of Modular targets Nvidia's grip on AI inference. Here's what hardware-agnostic AI means for enterprise teams.
- News
OpenAI and Broadcom Unveil Jalapeño AI Inference Chip
OpenAI and Broadcom revealed Jalapeño on June 24, a custom AI chip designed in 9 months targeting 50% lower inference cost than Nvidia GPUs.
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Groq Raises $650M to Rebuild After NVIDIA's $20B Deal
Groq confirms a $650M raise and new leadership as it pivots to an AI inference cloud after NVIDIA licensed its chip technology for $20B in December 2025.
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China Drafts $295B AI Plan to Lock Out NVIDIA and AMD
Beijing is drafting a 2 trillion yuan plan to build a nationwide AI data center network using 80% domestic chips, effectively excluding NVIDIA and AMD.
- News
NVIDIA Acquires Kumo AI to Own Enterprise Predictions
NVIDIA acquired Kumo AI to embed instant churn, demand, and fraud predictions directly into Snowflake and Databricks workflows.
- News
Glean Adds NVIDIA's Nemotron 3 Ultra for Enterprise AI
Glean added NVIDIA's Nemotron 3 Ultra open model on June 4, giving enterprises 91% of frontier AI performance at open-model pricing.
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NVIDIA Builds the First CPU Designed Entirely for AI Agents
The first CPU purpose-built for AI agents: NVIDIA Vera ships with 88 Olympus cores, 1.8x x86 performance, and support from Anthropic, OpenAI, and Dell.
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NVIDIA Puts a Trillion-Parameter Supercomputer on Your Desk
NVIDIA's DGX Station for Windows brings 20 petaflops of local AI compute to enterprise desks, running frontier models with no cloud dependency.
- News
NVIDIA Launches Enterprise Agent Toolkit With 16 Partners
NVIDIA's Agent Toolkit unites 16 enterprise platforms for AI agent building, with a new open model delivering 5x faster inference at 30% lower cost.
- News
NVIDIA Launches NemoClaw Enterprise AI Agent Platform
NVIDIA unveiled NemoClaw and Nemotron 3 Ultra today, an open-source agent stack with 5x faster inference and 30% lower cost for enterprise deployment.
- News
Blue Yonder and NVIDIA Build an AI Model Factory
Blue Yonder's partnership with NVIDIA marks a shift from renting frontier AI to owning domain-specific models built on four decades of supply chain data.
- News
Nvidia Q1 FY2027: Record $81.6B as 'Agentic AI Has Arrived'
Record Q1 FY2027 results show enterprises aren't experimenting with AI agents. They're building infrastructure on them at a scale no one predicted.
- News
Dell and NVIDIA Launch AI Factory 2.0 for Enterprise
Dell and NVIDIA unveil enterprise AI infrastructure with Blackwell-powered servers and on-premise agentic AI capabilities for businesses.
- News
NVIDIA and SAP Build a Trust Layer for Enterprise AI Agents
At SAP Sapphire 2026, NVIDIA and SAP unveiled a governance framework that decides when and how AI agents can act inside enterprise systems.
- News
US Clears Nvidia H200 Sales to 10 Chinese Firms
The Trump-Xi summit produced a concrete AI chip outcome: Alibaba, Tencent, ByteDance and others cleared to buy H200s, but Beijing is stalling.
- News
Nvidia Commits $40 Billion to AI Equity Deals in 2026
In four months, Nvidia topped $40B in AI equity bets, $30B to OpenAI alone. What this tells businesses about where the AI supply chain is heading.
- News
ServiceNow and NVIDIA Put an AI Agent on Every Desktop
Project Arc is an enterprise desktop AI agent secured by NVIDIA OpenShell and governed by ServiceNow AI Control Tower, announced at Knowledge 2026.
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ServiceNow Knowledge 2026: AI Workers Replace IT Tickets
ServiceNow opens Knowledge 2026 today with Jensen Huang, the Australia platform GA, and the first out-of-the-box AI specialist that does your IT support.
- News
NVIDIA Nemotron 3 Nano Omni Powers Enterprise AI Agents
NVIDIA launched an open multimodal model that unifies vision, audio, and language for enterprise AI agents, at 9x the throughput of comparable open models.
- News
NVIDIA: 88% of Enterprises Now See Revenue Gains From AI
NVIDIA's State of AI 2026 report of 3,200 businesses finds AI ROI is no longer theoretical. 88% report revenue gains and 87% report cost savings.
- News
Anthropic Is Building Its Own AI Chips to Power Claude
Reuters reports Anthropic is weighing custom chip design as Claude demand surges past $30B ARR, mirroring similar moves by OpenAI and Meta.
- News
CoreWeave Signs $6.8B Deal to Power Anthropic's Claude
Anthropic signs a $6.8B multi-year GPU deal with CoreWeave for Vera Rubin compute, as 9 of 10 top AI providers consolidate on one cloud platform.
- News
Meta's $21B CoreWeave Deal Reveals AI's True Cost
Meta commits $21B to CoreWeave through 2032, showing what it actually costs to run frontier AI and what that means for businesses using AI tools.
- News
Nvidia Invests $2B in Marvell to Open Up Its AI Ecosystem
Nvidia's $2B stake in Marvell and the NVLink Fusion platform signals a fundamental shift: Nvidia is moving from closed GPU dominance to open ecosystem builder.
- News
NVIDIA's Open Agent Toolkit: 17 Enterprise Giants Sign On
NVIDIA's Agent Toolkit gives enterprises a secure open framework for AI agents at scale. Adobe, Salesforce, and SAP are among 17 launch partners.
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