Platform Profile
NVIDIA
NVIDIA provides the dominant GPU and software infrastructure powering modern AI training and inference.
Role
Infrastructure leader
Stack
CUDA, GPUs, full stack
Status
Active
NVIDIA's hardware and software ecosystem underpins the majority of frontier AI development.
Related Coverage
- TCS HyperVault Commits About $7.4 Billion for a 1 GW AI Campus in Hyderabad
On September 5, 2026, Tata Consultancy Services said subsidiary HyperVault and partners will invest up to ₹70,000 crore (~$7.4 billion) in a phased 1 GW liquid-cooled AI data-center campus on 264 acres in Hyderabad, Telangana.
- Nvidia Agrees to Buy Hugging Face for $12.93 Billion
On September 3, 2026, Nvidia and Hugging Face signed a definitive agreement: $11.9 billion to shareholders plus up to $1 billion in retention equity, close targeted for the first half of 2027, with Huang promising the Hub stays multi-hardware.
- Anthropic’s Reported $35 Billion Lambda Deal Puts Nvidia on the Lease in Texas
On September 1, 2026, Bloomberg and DCD reported Anthropic signed about $35 billion of cloud with Nvidia-backed Lambda for roughly 350 MW at Hut 8’s Beacon Point campus in Nueces County, Texas, with Nvidia holding the lease. Anthropic declined comment.
- Nvidia Puts $3.5 Billion Into MediaTek Convertibles and Opens NVLink Fusion for Custom XPUs
On August 31, 2026, Nvidia and MediaTek deepened their partnership: Nvidia buys $3.5 billion of MediaTek convertible bonds, and MediaTek adopts NVLink Fusion so hyperscalers can drop custom XPUs into Nvidia rack-scale factories, alongside multi-gen RTX Spark / DGX Spark and automotive work.
- Nvidia’s Q2: $96.2 Billion, 70% FY28 Growth, and Vera Rubin Already One-Fifth of Data Center
On August 26, 2026, Nvidia reported fiscal Q2 2027 revenue of $96.221 billion, up 106% year over year, guided Q3 to $108 billion ±2% with no China data-center compute, and said Vera Rubin was already about one-fifth of data-center revenue this quarter.
- AWS Adds 2 Million More Nvidia GPUs for 2027–28, Plus Vera CPUs and 100,000 Government GPUs
On August 26, 2026, Amazon and Nvidia said AWS will add two million more Nvidia GPUs in 2027–2028 on top of the GTC 2026 million-plus commitment, bring Vera CPUs to AWS, and put 100,000 GPUs on IL6+ AWS for U.S. federal AI factories.
- Anthropic to Pay Nscale About $45 Billion for 460 MW of Vera Rubin in West Virginia
On August 26, 2026, Bloomberg and Reuters reported Anthropic will pay Nscale about $45 billion over six years for roughly 460 megawatts of Nvidia Vera Rubin compute at Nscale’s Monarch campus in Mason County, West Virginia, from late 2027. Anthropic declined comment.
- OpenAI Publishes Jalapeño Inference Numbers Against Blackwell
On August 25, 2026, OpenAI’s Engineering post “Jalapeño’s first results” reported the first measured InferenceX numbers for its Broadcom-co-developed inference ASIC: 1.5–1.9× more AI work per watt at peak throughput and 1.7–3.6× lower end-to-end latency versus GB200/GB300, with first-party deployment planned by year-end.
- Taiwan Indicts Nine, Including an Nvidia Manager, Over B300 Server Exports to China
On August 24, 2026, Taiwan’s Keelung District Prosecutors Office said it had indicted nine people—including an employee of Nvidia’s Taiwan unit and Super Micro staff—over the alleged illegal export of Nvidia B300 AI servers to China. Reuters: the scheme dressed 130 B300 systems as staying in Taiwan; later coverage cites 74 shipped via Japan and Indonesia and 56 seized.
- SpaceXAI Will Deploy Nvidia Vera CPUs and Take Vera Rubin Into Orbit
On August 24, 2026, Nvidia said SpaceXAI will deploy Vera CPUs—the 88-core Olympus CPU Nvidia bills as built for agents—to orchestrate Grok’s next agentic workloads, scale Grok infrastructure on Vera Rubin toward gigawatts, and base its first-generation Starmind AI satellite on an optimized Vera Rubin NVL72 rack.
- Nvidia Puts Groq 3 LPX Inference Racks Into Full Production
On August 24, 2026, Nvidia said Groq 3 LPX—the interactive inference accelerator that extends Vera Rubin—is in full production. Artificial Analysis measured 3,431 output tokens per second on Gemma 4 31B at 100K context. Nebius is the first named cloud; Groq will follow with Dell. Each LPX rack holds 256 LP30 accelerators.
- Nvidia Discusses Backing Perplexity at a $30 Billion-Plus Valuation
On August 23, 2026, The Information reported that Nvidia is discussing an investment in Perplexity as part of an equity round that would value the AI search and agent startup at more than $30 billion. Reuters relayed the exclusive Sunday night. The round is talks, not a signed deal; Nvidia had also considered a licensing-plus-hire structure.
- Nvidia Customers Told AI Server Prices Rise More Than 15% as Memory Soars
On August 22, 2026, Bloomberg reported that contract builders for Microsoft, Google, and Oracle have notified hyperscalers that servers with Nvidia AI chips—including Vera Rubin and Grace Blackwell—will cost more than 15% extra on many configurations shipping early next year, driven by DRAM/HBM. Nvidia did not comment; Reuters could not independently verify. Earnings are due August 26.
- Nvidia Pays Poolside $6 Billion to License Model Factory and Hires 109 Engineers
On August 20, 2026, Newcomer published Poolside’s investor letter: Nvidia will pay $6 billion for a non-exclusive license to Model Factory, invest $1 billion at a $12 billion pre-money valuation, and offer jobs to 109 Laguna engineers. Founders stay; Poolside says it is not an acquisition. Bloomberg and The Information confirmed August 21.
- Groq Raises $350 Million at $3.5 Billion as It Rebuilds as a Neocloud
On August 17, 2026, Groq announced a $350 million Series A led by Disruptive with planned Nvidia participation, valuing the inference operator at $3.5 billion—about half its 2025 peak after Nvidia’s licensing deal hired away founder Jonathan Ross—and bringing 2026 capital to $1 billion as it targets 200+ MW in 2027.
- Nvidia and OpenAI Sign PORTS-Pike: $1.5 Billion Into SB Energy and a $105 Billion Backstop
On August 17, 2026, Nvidia and OpenAI confirmed a signed Ohio campus deal: Nvidia invests $1.5 billion in SoftBank’s SB Energy, takes exclusive compute at PORTS-Pike, and—per Reuters, CNBC, and Nvidia’s 8-K—provides up to $105 billion of credit support for an initial 4.25 IT-GW with an option on 3.75 more; OpenAI is the 20-year tenant for about 8 IT-GW.
- Nvidia in Talks to Put $3 Billion Into SoftBank’s SB Energy for OpenAI’s Ohio Campus
On August 15, 2026, The Information reported Nvidia is negotiating up to $3 billion of equity in SoftBank’s SB Energy—the developer of OpenAI’s planned 10-gigawatt Ohio data-center campus—with half at deal signing and half at a planned SB Energy IPO, alongside the ~$100 billion credit wrap already in talks.
- Nvidia Scales Back OpenAI Ohio Data-Center Guarantee Toward $100 Billion
On August 14, 2026, the Wall Street Journal reported Nvidia is now expected to initially guarantee less than $120 billion—down from the $250 billion discussed in July—for OpenAI’s proposed 10-gigawatt Ohio data-center lease, with the two sides nearing a first-phase backstop; The Information later put the figure at about $100 billion.
- NVIDIA Ships Nemotron 3.5 Lightning and NeMo Switchyard
On August 11, 2026, NVIDIA released Nemotron 3.5 Lightning—a 30B open MoE model with ~3B active parameters for high-volume agent execution—and NeMo Switchyard, an open-source model router that sends each agent step to the cheapest capable model, claiming up to 4× throughput in class and large cost cuts when paired with frontier planners.
- CoreWeave Posts $2.58B Q2 Revenue and $104B AI Backlog
On August 11, 2026, CoreWeave reported second-quarter 2026 results: about $2.58 billion in revenue (roughly +112% year over year), a contracted revenue backlog of $104.2 billion (+246% YoY), and continued heavy interest costs as the pure-play AI cloud scales GPU capacity for frontier labs and enterprises.
- NVIDIA and Wall Street Target $500B+ for AI Compute Financing
On August 10, 2026, NVIDIA signed memorandums of understanding with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to establish AI compute infrastructure financing platforms aimed at mobilizing more than $500 billion in third-party capital—treating NVIDIA GPUs and data-center capacity as an investable asset class.
- Firebird Opens CIS Region’s Largest NVIDIA AI Factory in Armenia
On August 8, 2026, Firebird inaugurated its Hrazdan, Armenia AI factory—the largest NVIDIA DSX-style AI factory in the CIS region—with phase-one Blackwell capacity, a roadmap past 70,000 Rubin and Blackwell GPUs by end-2027, NVIDIA investment intent, and Kazakhstan as a second market toward a 2 GW global pipeline by end-2028.
- White House Exempts Open-Weight Models From Voluntary AI Safety Tests
On August 4, 2026, Trump administration officials told OpenAI, Anthropic, Google, Meta, and Nvidia that voluntary pre-release AI safety tests will target closed frontier models with state-of-the-art cyber capabilities—and will not put open-weight systems such as Meta’s Llama line and Nvidia’s Nemotron through the same review.
- Nvidia, Microsoft, Meta Lead 25-Firm Letter Defending Open-Weight AI Models
On July 24, 2026, Nvidia CEO Jensen Huang’s first X post shared a joint letter—signed by Nvidia, Microsoft, Meta, IBM, Dell, Palantir, Hugging Face, a16z and others—urging U.S. policymakers to avoid premature restrictions on open-weight AI models as the White House weighs limits on Chinese open models.