Nvidia
Coverage of Nvidia: GPU and AI chip launches, data-centre demand, earnings and valuation, research and the deals that rely on its hardware.
NVIDIA’s Jetson Kiosk Demo: A Coding Agent Puts a Vision Model on the Device
An NVIDIA tutorial shows OpenAI's Codex coding agent turning a Jetson Orin Nano into a self-starting kiosk that captions a live webcam feed with Google's small Gemma 4 E2B model, running on the device. What the demo shows, what "No Mac required" means, and why local inference matters.
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AM Intelligence’s extra 20,000 Nvidia Rubin GPUs: company plans for India and Malaysia
AM Intelligence says two further binding orders for ~20,000 Nvidia Rubin GPUs take committed capacity to ~29,000 GPUs and close to 100 MW, with plans for another 300 MW backed by more than $20bn. Company-reported.
SpaceX’s reported $40bn Nvidia chip loan: early talks, unnamed sources
Business Standard relays Bloomberg/FT reporting that SpaceX is in early talks to borrow about $40bn for Nvidia chips. Claims rest on unnamed sources; talks may not close. Not company-confirmed.
Foxconn’s Q3 jump: AI server demand shows up in the numbers
Foxconn’s July–September revenue rose 47% to NT$3.03 trillion (about $95.4 billion), beating estimates as AI server demand stayed strong, Reuters reported via Moneycontrol.
Reactor’s Series A: NVentures and Sapphire join the real-time world-model bet
Reactor says NVIDIA’s NVentures and Sapphire Ventures joined its Lightspeed-led Series A to scale real-time world-model infrastructure. Secondary outlets report about $74 million in total funding.
Nvidia’s Record Run: The AI Chipmaker Edges Towards a $6 Trillion Valuation
Nvidia shares closed at a record $238.90 on 5 October, briefly lifting its market value to about $5.78 trillion, according to Seoul Economic Daily. Here is what is driving the rally and what the numbers do and do not mean.
Microsoft’s Sovereign AI Pitch: Not One Model, but the Right Model for Each Job
A Microsoft white paper on "sovereign AI" with Nvidia technologies argues that governments should decide how much control they need workload by workload. It is useful, but it is vendor guidance, not independent policy.
Nvidia and Foxconn’s robot yields: rare numbers from the AI factory floor
Nvidia and Foxconn reported robot success rates above 95% on GB300 NVL72 tester-tray busbar assembly and 90–95% on multi-connector insertion, according to coverage of Nvidia’s technical blog. Figures are company-reported.
Another Open Model, Not a New Leader: What Reflection’s Reported Release Would Change
If the Axios scoop is right, the open-weight field gets another entrant, and the top of the US market does not. Reflection has not confirmed it, and there is still nothing to download.
It Sounds Like It Remembers: The Memory AI Models Still Don’t Have
A model can answer as if it knows you. It doesn't. Close the chat and the facts leave with it. A long prompt is not a memory, and a cache is not a memory.
China’s AI Stack Goes Vertical: How DeepSeek V4 Just Changed the Game
China's AI Stack Goes Vertical: How DeepSeek V4 Just Changed the GameA year ago, a Chinese startup called DeepSeek dropped a bomb on Silicon Valley. Its AI...
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