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Nvidia GPUs, CUDA, data-center demand, export rules, and the company's role in AI compute, tracked from primary sources.
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9 storiesIndustry
Nvidia-backed AI cloud provider Nscale plans US listing with $35 billion valuation
Nscale, a UK-based AI cloud provider backed by Nvidia, has submitted an S-1 registration statement to the US Securities and Exchange Commission and plans to list on the New York Stock Exchange with a potential valuation of $35 billion.tradingkey.comEnterprise
Anthropic speeds up IPO preparations as OpenAI delays listing
Anthropic accelerates IPO preparations as OpenAI delays listing. The company behind the AI model Claude reportedly chooses NASDAQ for its IPO. Valuation expected to be around $2 trillion, with NVIDIA considering a $100 billion investment.mk.co.krIndustry
Nscale IPO filing reveals 1,252% revenue surge and $30 billion valuation target
Nscale's US IPO filing details a 1,252% revenue increase to $140.6 million in H1 2026, a $1.02 billion net loss, and a $3.1 billion convertible bond deal including $1 billion from Nvidia, as it targets a $30 billion valuation.tbsnews.netBreaking
China to see major shift to Huawei for AI model training in 2027
Huawei Technologies expects a major domestic shift towards its artificial intelligence computing infrastructure for model training next year, as its Ascend processors gain ground on Nvidia in China.amp.scmp.comIndustry
Huawei predicts major shift to Ascend for AI training in 2027
Huawei's rotating chairman stated that domestic AI model training will largely shift to its Ascend infrastructure next year, citing overtaken market share from Nvidia in China.scmp.comInnovation
Google, NVIDIA, and Emerald AI launch alliance to advance flexible AI data centers
Google, NVIDIA, and Emerald AI have launched a coalition to advance flexible AI data centers that can dynamically manage their electricity use in response to grid conditions.irei.comIndustry
Apple reportedly evaluating Nvidia NVLink for M8 Ultra AI servers
Tom's Hardware reports that Apple is considering Nvidia's NVLink Fusion technology for interconnects in its upcoming M8 Ultra-based AI servers, a potential partnership between the two companies that remains unconfirmed.tomshardware.comInnovation
NVIDIA Vera Rubin NVL72 posts leading MLPerf Inference v6.1 results
NVIDIA released preview results showing Vera Rubin NVL72 achieves up to 3.7x higher throughput than GB300 NVL72 on Qwen3-VL and 2.5x on DeepSeek-R1 in the MLPerf Inference v6.1 suite.
blogs.nvidia.comPolicy
Meta CEO Mark Zuckerberg sides with Nvidia's Huang on AI safety and slowdown debate
Meta CEO Mark Zuckerberg sides with Nvidia's Huang on AI safety and slowdown debate Meta CEO Mark Zuckerberg shared his view of artificial intelligence safety on Tuesday, taking a stance that's more akin to the perspective of Nvidia CEO Jensen Huang rather than Anthropic chief Dario Amodei. Zuckerberg believes AI…cnbc.com
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