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Jensen Huang tells Carnegie Mellon’s class of 2026 their career starts at the AI revolution

NVIDIA’s CEO delivered the keynote at CMU’s 128th commencement on Sunday and received an honorary doctorate. The address framed AI as a reindustrialisation moment for the US, and pressed both engineers and policymakers to advance capability and safety in step. NVIDIA founder and CEO Jensen Huang delivered the keynote address at Carnegie Mellon University’s 128th […]

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NVIDIA tops $40bn in AI equity bets in 2026, anchored by $30bn OpenAI investment

$30bn went to OpenAI; the rest is spread across CoreWeave, IREN, Corning, Nebius, and roughly two dozen private rounds. The pattern is closer to vertical integration than to venture investing, and is starting to draw the inevitable circular-deal questions. NVIDIA has committed more than $40 billion to AI equity investments in the first four months […]

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NVIDIA takes $2.1bn warrant in IREN as part of 5GW AI data-centre deal

NVIDIA will invest up to $2.1bn in IREN as part of a deal that pairs the chipmaker’s reference architecture with the data-centre operator’s 5-gigawatt infrastructure pipeline. The two companies announced the partnership on Thursday. The structure is unusual. Rather than a straight equity round, IREN has issued Nvidia a five-year warrant for up to 30 […]

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The Thai end of the Supermicro chip-smuggling case has a name, and it sits inside Bangkok’s national AI plan

US prosecutors believe a company at the centre of Thailand’s national AI strategy helped move billions of dollars in Nvidia-equipped Supermicro servers into China, with Alibaba among the eventual customers, Bloomberg reported on Friday. The company is OBON Corp., a Bangkok-based AI infrastructure firm that has been a public partner of Thailand’s National AI Strategy […]

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NVIDIA takes warrants for $500m in Corning stock as fibre-optics partnership goes structural

The deal pairs a 15-million-share warrant at $180 with a pre-funded warrant for 3 million more, against a Corning commitment to build three new US optical-connectivity plants and grow capacity tenfold. Corning shares closed up roughly 14 per cent. NVIDIA is taking an equity-linked stake of $500m in fibre-optics manufacturer Corning as part of a […]

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ASML CEO Christophe Fouquet: No one is coming for us

Christophe Fouquet, who became ASML’s CEO in 2024 after more than a decade at the company, sat down with this editor on the rooftop deck of his Beverly Hills hotel Tuesday morning ahead of his appearance at the Milken Institute Global Conference. Dressed in a blue suit and white shirt, he was relaxed — even when the conversation turned to the rivals.

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Nvidia B300 servers sell for $1 million in China, nearly double the US price

Prices have surged from roughly 4 million yuan late last year to 7 million yuan ($1 million) today, driven by the Supermicro co-founder’s arrest, tighter enforcement, and voracious demand from Chinese AI companies unwilling to hold restricted hardware on their own books. NVIDIA’s B300 AI servers are now selling in China for approximately 7 million […]

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NVIDIA and Atlassian back Legora’s $600m Series D in a $50m extension that values the legal AI startup at $5.6 billion

The Stockholm-founded company, which crossed $100m in ARR in 18 months, has now raised $866m in total, and Nvidia’s entry marks the chip giant’s first investment in legal tech. Legora has added $50 million to its Series D round, bringing the total to $600 million and maintaining its $5.6 billion valuation, the company exclusively told […]

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NVIDIA and Atlassian back Legora’s $600m Series D in a $50m extension that values the legal AI startup at $5.6 billion Read More »

LG Electronics and Nvidia are in talks on robotics, AI data centres, and mobility

The discussions, triggered by a visit from Nvidia’s Madison Huang, would deepen LG’s physical AI ambitions and give Nvidia another major consumer electronics partner at a moment when physical AI is moving from lab to factory floor. LG Electronics confirmed on Wednesday that it has been in discussions with Nvidia over potential cooperation in three […]

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