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Nvidia and Palantir are selling a sovereign AI stack, starting with Nvidia’s own supply chain

Nvidia and Palantir have announced today a joint product for running AI over corporate supply chains without handing the underlying data to anyone else, and the first customer is Nvidia, which is using it on its own. It pairs Palantir’s Foundry, its Artificial Intelligence Platform and its Ontology with Nvidia’s open Nemotron models and cuOpt […]

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Nvidia signs eight Australian data centre partners for up to 2GW of AI capacity by 2027

Nvidia has signed eight Australian data centre and cloud companies to build what it calls AI factory capacity, in an arrangement the chipmaker says could support up to two gigawatts of AI compute in Australia by 2027. The partners named in the announcement are Firmus, Sharon AI, IREN, Megaport, ResetData, CDC, NextDC and AirTrunk. IREN’s Bundey campus […]

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The Justice Department is investigating whether Nvidia structured its Groq deal to avoid antitrust review

The US Justice Department is examining whether Nvidia deliberately structured its licensing deal with inference chip designer Groq in a way that avoided antitrust review, according to a New York Times report. The Justice Department opened its inquiry shortly after the deal was announced in December and has since sent Nvidia a formal request for […]

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Nvidia-backed Zankore raises a $3.1bn loan to buy Nvidia GPUs for Indonesia

Zankore has secured a senior term loan facility of up to $3.1bn to buy and deploy Nvidia GPUs across Indonesia and Southeast Asia. Nvidia is one of the company’s backers and also the supplier of the hardware the financing will pay for. Citi acted as exclusive debt adviser, while Citi, ING, Natixis CIB, Qatar National […]

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GPUThor breaks the error correction Nvidia recommended against Rowhammer

Last year Nvidia told GPU owners worried about Rowhammer to switch on error correction. Four researchers at the University of Toronto have now shown that the same attack, aimed harder, goes straight through it. Their technique, GPUThor, is the first Rowhammer attack to defeat ECC on Nvidia GPUs. It works on four Ampere-generation workstation cards: […]

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Jensen Huang says AGI has arrived, and 400,000 more GPUs are coming

Jensen Huang said it in four words. “AGI has arrived,” the Nvidia chief executive wrote on X late on Sunday, congratulating OpenAI on GPT-6 Astra. By Monday morning the post had passed 10 million views. The rest of the post is the part worth reading. Huang wrote that OpenAI trained Astra on more than 100,000 […]

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Nvidia now holds $99bn in shares of the companies that buy its chips

Nvidia sells the chips that the AI industry runs on. It now also owns $99bn of the industry. The figure sits in the company’s own quarterly filing. CNBC’s Kai Nicol-Schwarz pulled it out. Nvidia equity investments stood at $99bn as of 26 July. A year earlier the figure stood at about $7bn. Two years earlier, […]

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The US paid for a peace deal in Nvidia chips

When Armenia opened the biggest AI factory in its region last month, we filed it under compute diplomacy. The Wall Street Journal now reports what the compute actually bought. Robbie Whelan reported on Friday that US negotiators used the promise of access to Nvidia’s AI chips to help secure a peace deal. Armenia and Azerbaijan […]

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