Company
Nvidia
Nvidia designs the GPUs that train and run frontier AI models.
Nvidia's open Nemotron 3.5 Super VL targets rivals' enterprise niches
Nvidia says customised versions of its free 120B vision-language model beat Claude Opus 5 and GPT-6.1 Sol on specialised tasks, but production use runs through a paid licence.
Nvidia eyes Reflection AI in a deal that could dodge antitrust
The chip giant is reportedly in talks to buy or deepen its stake in the US open-weights startup, possibly as an acquihire.
Microsoft's Surface line goes to $6,000 to chase local AI work
The Surface Laptop Ultra and RTX Spark Dev Box, both built on Nvidia's RTX Spark, put Microsoft in the high-priced market for running large models on the desk.
Groq engineers sue board over Nvidia's $20bn acqui-hire deal
Two former engineers say common shareholders were short-changed in a deal that left Groq a shell, a challenge that lands as US regulators scrutinise acqui-hires.
Nvidia's Huang fights AI slowdown calls as lab chiefs urge limits
The CEO of the company that sells the chips behind every frontier lab is the loudest voice against doom warnings and new AI regulation.
AMD spends $8.2bn on Fei-Fei Li's World Labs to chase Nvidia into robotics
AMD's second-largest deal ever hands it spatial-intelligence models and a marquee chief scientist as the AI market pivots from text to physical world.
Nvidia stakes a claim on AI safety infrastructure with 100+ partners on board
By pairing free software with proprietary hardware monitoring, Nvidia is positioning itself as the toll booth for agent safety, not just the chip supplier behind the scenes.
Nvidia's $150 billion buyback boost bets big despite AI bubble fears
The chipmaker will spend $235 billion buying back its own shares by fiscal 2028, the largest such authorisation in its history.
When your GPU supplier calls it frothiness, believe him
Four frontier releases in seven days. The criticism is coming from people who profit from every one of them — which is the only reason to take it seriously.
Nvidia just bought the referee
$12.93bn for a company doing ~$150m in revenue. Nobody pays 86x sales for a website. They pay it for a chokepoint.
Nvidia's $96bn quarter shows AI spending has no ceiling yet
Data-centre revenue jumped 117% year on year, and Nvidia's forecast implies the next quarter will be bigger still.
Nvidia's 15% price hike shifts AI's cost burden onto cloud giants
Memory shortages are driving up the price of Vera Rubin and Grace Blackwell servers, handing pricing power to Samsung, SK Hynix and Micron.
Nvidia's AVO turns Claude Opus 5's 30% into 100% on ARC-AGI-3
The jump came entirely from the agent harness wrapped around an unchanged model, not from Anthropic's technology.
Nvidia backstops $105bn of OpenAI's Ohio data centre bet
The chipmaker is guaranteeing financing for a 4.25-gigawatt campus it will also supply with compute, deepening its financial ties to its biggest customer.
Anthropic bets $81 billion on compute it doesn't yet own
A six-month-old start-up just landed a $10 billion Anthropic contract, capping a 60-day, $71 billion financing spree built entirely off balance sheet.
AMD didn't buy compute demand. It bought someone to fix ROCm
Up to $5bn into Anthropic, two gigawatts of MI450, and a clause putting Claude to work on AMD's software stack. Guess which part AMD actually needed.
Apple's brief pass of Nvidia exposes a rotation away from chip risk
A single trading day showed investors trimming Nvidia exposure over AI valuation worries and rewarding Apple's lighter capital spending.
Anthropic's Samsung chip talk is really about escaping Nvidia
Four silicon suppliers isn't diversification for its own sake — it's a bet on cutting the Nvidia tax before buyers cut it for you.
Humanoid robots: less sci-fi, more spreadsheet
Ignore the backflip videos. The only number that matters is how fast a robot reaches its second paying job.
The US just made the chip ban follow the owner, not the address
Spin up a subsidiary in Singapore? Doesn't matter anymore. The rule asks who your parent is — and Commerce quietly admitted it failed to ask for a year.
Nvidia made $81.6bn in a quarter. The boom is extremely real.
Every AI debate eventually runs into one company's income statement. Here's what the numbers actually say — and the part that should unsettle you.