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Nvidia

147 stories · 19 sources · updated every week
Nvidia is actively expanding its AI ecosystem, investing $4 billion in Meta and discussing billions for a 460MW data center with Anthropic. However, a 2025 Commerce Department probe involving Megaspeed and Jensen Huang presents a compliance risk. Watch for updates on the Nscale deal and the Commerce Department investigation.

Timeline

Groww Opens US Stocks, ETFs to Indian Investors

Mint

Anthropic's path to the Nasdaq just got a lot bumpier

CNBC

Nvidia may back Nscale's West Virginia AI data center

TechCrunch

Intel Plunges Nearly 30% in Worst Drop in 50 Years

Decrypt

Hitachi’s nuclear revenue rises as SMR delivery date approaches

Utility Dive

Inside Nscale's 2,250-acre, 8GW Monarch Compute Campus in West Virginia, which has been hit by construction issues, local opposition, and financing risks (Financial Times)

TechMeme

Can AI data centers be mass-produced like cars? This startup aims to find out

TechCrunch

Indian Investors: Currency, Liquidity and Tax Risks

Mint

Sources: DeepSeek doubled its latest round's size due to surging black market Nvidia Blackwell chip prices, with Chinese state-owned investors representing 27% (The Information)

TechMeme

Intel Stock Drops 29% on Israel Plant Blast, Weak Guidance

CNBC

Nvidia Talks Billions for Nscale's 460MW Data Center

TechMeme

Intel Plunges 21% on Weak PC Outlook

CNBC

Cohere Closes First Tranche of $5B Round at $20.5B

TechMeme

U.S. Spy Probe Linked Megaspeed Exec to Jensen Huang

TechCrunch

AI Boosts Formal Code Verification Startups

Wired

Alphabet earnings miss reflects first real sign that AI is taking a bite out of search

CNBC

Megaspeed Exec Called Chinese Asset by U.S. Officials

TechMeme

Alphabet reports higher cash burn on back of heavy cloud spending, shares dive

Globe and Mail Business

Microsoft Stock Jumps 4% on Azure Revenue Beat

CNBC

Nvidia debuts Nemotron 3.5 Transcribe, an open-weight model for multilingual audio transcription and translation, and Granary v2, its open-source speech dataset (Kyt Dotson/SiliconANGLE)

TechMeme

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