NVIDIA

NVIDIA designs the GPUs and AI accelerators that dominate model training and inference, and has extended that position into networking (via its Mellanox/InfiniBand and NVLink lines) and full-rack systems (NVL72, Grace Blackwell). Its data-center segment now accounts for the large majority of revenue, driven by hyperscaler capex on AI infrastructure. CEO Jensen Huang (see jensenhuang) sets the annual GPU architecture cadence that the rest of the compute stack largely builds around.

Recent

• 2026-10-01/02 A Bloomberg investigation found Nvidia chips still reaching China through a smuggling network with serial stickers removed; separately a California man was criminally charged for allegedly shipping $300M+ in Nvidia-chip-equipped servers to China. Nvidia says it has cut more than half its previously authorized Asian buyers. Bloomberg (independent) · Bloomberg (independent)

• 2026-10-02 Morgan Stanley reinstated NVIDIA as its semiconductor “Top Pick” ($300 target) after meeting jensenhuang and CFO Colette Kress, citing a new product cycle and plans to double CPU revenue from $20B (2026) to $40B (2027). GuruFocus (independent)

• 2026-09-29 jensenhuang signed the White House Accord on Superintelligence alongside darioamodei, gdb, elonmusk, Zuckerberg, and Pichai; Trump also signed an executive order renaming AI “Super Intelligence” across the federal government. Separately, OpenShell (the runtime behind Nvidia’s Open Agent Safety Platform below) is now trending on GitHub, +990 stars in a day. White House (primary) · GitHub

• 2026-09-29 Launched the Open Agent Safety Platform: OpenShell, an open-source sandboxed runtime that enforces agent permissions from outside the agent process, paired with Sentry monitoring on BlueField-4 DPUs. Supports Claude Code, Codex, OpenCode, GitHub Copilot CLI, and OpenClaw; early adopters include Cadence, Slack, and Gecko Robotics. NVIDIA Newsroom (primary) · NVIDIA Technical Blog (primary)

• 2026-09-28 Board authorized an additional $150B in share repurchases, the largest single buyback increase in company history, bringing total remaining authorization to $235B. NVIDIA Newsroom (primary) · CNBC (independent)

• 2026-09-28 China’s MIIT reportedly signals it will let ByteDance and Alibaba buy the new RTX Pro 5500 workstation chip (Blackwell-based, 84GB GDDR7, positioned outside the datacenter category US export controls target). Reporting originates with The Information; Reuters says it can’t independently verify, and neither MIIT nor NVIDIA nor the buyers have confirmed. Seeking Alpha (independent)

• 2026-09-27 NVIDIA/Model-Optimizer (quantization, distillation, and pruning toolkit for cutting inference cost) picked up meaningful GitHub trending traction today, +301 stars. GitHub

• 2026-09-24 At today’s Trump-Xi White House summit, USTR Jamieson Greer confirmed AI chip export controls are explicitly off the agenda; the outcome analysts expect is a new AI-incident communication channel between the two governments, not any change to Blackwell/Rubin restrictions. CNBC (independent)

• 2026-09-19 Published SkillSpector, an open-source security scanner for Claude Code, Codex, and MCP skills, as part of its Verified Skills pipeline that scans, evaluates, and signs agent skills before they’re published to NVIDIA’s skills catalog. GitHub

• 2026-09-16 Fed hiked rates to 3.75%-4% (first hike since 2023); Nasdaq closed nearly flat (25,978.42, -0.01%) after a session that swung over 400 points, and chip stocks stabilized following a report that sk-hynix is in talks with Intel on US memory manufacturing. CNBC (independent) · BBNTimes (independent)

• 2026-09-15 Selloff extended to a second straight day: PHLX Semiconductor Index -5.9%, NVDA -3.4%, broadcom -4%, micron over 5%, Marvell -7%. The pacing-debate selloff from Sept 14 compounded with the 10-year Treasury yield breaking above 5% ahead of the Fed’s Sept 16 rate decision. TradingKey (independent) · Yahoo Finance (independent)

• 2026-09-14 NVDA fell about 2% premarket as AI and chip stocks slid broadly (Broadcom, Intel, Marvell down 3-7%; SK Hynix off over 6% in Seoul; SoftBank down 10-11% in Tokyo) after darioamodei’s pacing essay plus sama and elonmusk’s public backing raised doubts about near-term AI growth. Separately, Reuters reported Nvidia is in talks to anchor Anthropic’s IPO with up to $10B, a deal that could value the offering near $2-2.3T. CNBC (independent) · Bloomberg (independent)

• 2026-09-09 Zankore, an Nvidia-backed AI infrastructure platform in Indonesia (also backed by Indosat Ooredoo Hutchison and Nokia), signed a $3.1B loan to fund GPU deployment, targeting 200MW capacity by H1 2027. Bloomberg (independent)

• 2026-09-03 Confirmed acquisition of Hugging Face for ~$12.93B (~$11.9B to shareholders plus up to $1B in retention equity), NVIDIA’s second-biggest purchase after Groq assets. Deal expected to close H1 2027 pending regulatory approval. Huang says NVIDIA compute won’t be required to build on or deploy through Hugging Face. NVIDIA 8-K filing (primary) · TechCrunch (independent)

• 2026-09-01 Alphabet also bought into MediaTek’s $3.9B convertible bond offering (see mediatek) alongside Nvidia’s $3.5B, undisclosed amount; deal expected to close around Sep 8. CryptoBriefing (independent)

• 2026-08-31 Agreed to invest $3.5B via convertible bonds into MediaTek (see mediatek), its largest direct investment outside the US. MediaTek adopts NVLink Fusion to build custom accelerators and AI-vehicle silicon for Nvidia’s rack-scale systems. Bloomberg (independent) · TechCrunch (independent)

• 2026-08-28 Total supply and capacity commitments jumped to $279B this quarter from $119B last quarter, per post-earnings coverage of the Aug 26 Q2 FY27 report; underlines the FY28 ~70% revenue growth guide already on file below. Fortune (independent)

• 2026-08-27 Stock closed up 8.7% at $227.98, its biggest one-day pop since April 2025, as the market kept digesting Tuesday’s Q2 beat and raised guidance. Fortune (independent)

• 2026-08-26 Q2 FY27 revenue hit $96.2B (+106% YoY, +18% QoQ), beating $92.2B consensus; data center revenue $89B (+117% YoY); non-GAAP EPS $2.22 beat $2.09 estimate. Guided Q3 to $108B ±2% (vs. $103.9B consensus) while still assuming zero China data-center compute revenue, despite H200 shipments already landing at ByteDance and Tencent. Huang guided to 70% revenue growth for FY28. Separately, AWS and NVIDIA announced AWS will deploy 2 million additional GPUs plus new Vera CPU infrastructure through 2028, including a 100,000-GPU secure buildout for the US government. Stock rose about 4% after hours. NVIDIA Newsroom (primary) · Fortune (independent) · CNBC (independent)

• 2026-08-24 Groq 3 LPX inference accelerator hit full production; Nebius named first cloud customer, claiming 3,400 tok/s at 100K context and up to 4x faster agentic response than the nearest alternative platform. Same day, NVIDIA was reported in talks to invest $30B+ in Perplexity, over 50% above its valuation from about a year ago, as Perplexity’s annualized revenue climbs past $750M. NVIDIA (primary) · SiliconANGLE (independent) · The Information (independent)

• 2026-08-21 Jensen Huang met Rebellions co-founder Sunghyun Park in Santa Clara to discuss a possible technical partnership, investment, or acquisition of the Korean NPU startup (~$2.3B valuation). Talks are early-stage; any acquisition-shaped outcome would likely draw US and Korean antitrust scrutiny given NVIDIA’s existing compute share. Bloomberg (independent) · Dataconomy (independent)

• 2026-08-19 First H200 shipments reached mainland China: ByteDance and Tencent each received roughly 10,000 units, the first meaningful movement of the chips into mainland China since export approval last December. Beijing has been steering firms to keep the chips in Hong Kong instead to protect domestic chipmakers. Tom’s Hardware (independent) · Benzinga (independent)

• 2026-08-19 NVDA stabilized near $219, halting a three-day slide, ahead of FOMC minutes and the Aug 26 Q2 FY27 earnings call. GuruFocus (independent)

• 2026-08-18 NVDA fell 2.3% as the 30-year Treasury yield hit a 19-year high (~5.34%), triggering the S&P 500’s worst day since July 29 and a broader semiconductor selloff; a WSJ analysis cited alongside put off-balance-sheet AI infrastructure commitments across nine major tech firms at roughly $3T. TheStreet (independent) · 24/7 Wall St (independent)

• 2026-08-18 NVIDIA’s $500B AI compute financing platform (announced Aug 10 with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, KKR) drew a second wave of coverage from Bloomberg and Yahoo this week. Structure treats GPU capacity as an asset class to borrow against; no partner has disclosed a dollar commitment and no first project has been named. Q2 FY27 earnings land Aug 26 after close; Street looking for $93-95B revenue on Blackwell ramp. NVIDIA press release (primary) · CNBC (independent) · intellectia earnings preview (independent)