# NVIDIA

[https://timesof.ai/platform/nvidia](https://timesof.ai/platform/nvidia)

NVIDIA provides the dominant GPU and software infrastructure powering modern AI training and inference.

NVIDIA's hardware and software ecosystem underpins the majority of frontier AI development.

## Coverage

- [Nscale Says Its Anthropic Contracts Pushed It Into Chip Orders It Cannot Cancel, and It Needs New Financing to Pay for Them](https://timesof.ai/2026/11/nscale-amended-s1-needs-financing-anthropic-monarch-purchase-orders) — Nscale's amended S-1 says some chip orders tied to its $44.6B Anthropic deal can't be cancelled and it needs new financing for 2027. Nine-month loss $1.69B.
- [Reuters Finds $3.2 Billion of Chinese AI Projects Designed Around Nvidia Chips the US Restricts, a Bet That Now Rests on Washington](https://timesof.ai/2026/11/reuters-3-2b-chinese-ai-projects-built-on-restricted-nvidia-chips) — Reuters found 23B yuan of Chinese AI computing projects planned around restricted Nvidia H100, H200 and H800 chips. The total includes buildings and power.
- [Six Chinese Open-Weight Models Carry a Blackwell Fingerprint, an Independent Weight Analysis Finds, but It Cannot Say Where the Chips Were](https://timesof.ai/2026/11/blackwell-fingerprints-deepseek-moonshot-minimax-ant-open-weights-unemployment-labs) — An Unemployment Labs analysis says DeepSeek, Moonshot, MiniMax and Ant Group models were initialized on Nvidia Blackwell GPUs. Location and legality unproven.
- [SoftBank Leads $500 Million Round Valuing Agile Robots at $8.5 Billion, Less Than the Round Discussed in June](https://timesof.ai/2026/11/agile-robots-500m-series-f-8-5b-valuation-softbank-nvidia) — Munich robotics firm Agile Robots closed a $500M Series F at $8.5B led by SoftBank, with Nvidia and Hitachi, to expand in the US and build capacity.
- [Chinese AI Firms Rush to Lock In Overseas Nvidia Capacity Before Washington Closes the Cloud Loophole, Reuters Reports](https://timesof.ai/2026/11/chinese-ai-firms-rent-overseas-nvidia-capacity-remote-access-reuters) — Reuters: Chinese AI firms are trying to reserve overseas Nvidia compute, fearing allegations around former CEO Jensen Huang speed the Remote Access Security Act. Firms unnamed.
- [Runway Opens the Weights of Its Video-Trained Robot Model, the Top World Action Model on Nvidia's Leaderboard but Fifth Overall](https://timesof.ai/2026/11/runway-praxis-1-open-weights-robot-model-robolab) — Runway's 27B Praxis-1 world action model is open-weight. It leads world action models on RoboLab-120 at 46.2% but ranks fifth overall on the leaderboard.
- [A Blacklisted Chinese Defence University Bought Nvidia H200s Through a Local Supplier, Reuters Finds in Procurement Records](https://timesof.ai/2026/11/nvidia-h200-northwestern-polytechnical-entity-list-reuters) — Reuters: Entity-listed Northwestern Polytechnical bought two H200s via a local supplier and rented H200 servers, showing export-control gaps. Nvidia did not respond.
- [Mercor Raises $750 Million at $20 Billion to Sell Frontier-Lab Training Work to Enterprises Building Their Own Models](https://timesof.ai/2026/11/mercor-750m-series-d-20b-valuation-enterprise-evals) — Mercor's $750M Series D at $20B, including an employee tender, funds expert-built evals and post-training for enterprises fine-tuning open models. Mercor's own account.
- [Anthropic's IPO Draws About Six Times the Orders It Can Fill, Bloomberg Reports, With Trading Set for November 19](https://timesof.ai/2026/11/anthropic-ipo-price-range-70-78-1-4-trillion-chipmakers-26b) — Bloomberg: Anthropic's $70-$78 IPO drew about six times the shares on offer, existing backers first. Pricing Nov. 18, Nasdaq trading as ANT on Nov. 19.
- [Nvidia's GR00T 2 Robot Model Claims 71% Success From One Demonstration, on the Same Day Anthropic Claimed a Robotics Benchmark Lead](https://timesof.ai/2026/11/nvidia-gr00t-2-world-action-model-71-percent-one-demo-corl) — Nvidia's open GR00T 2 world action model averaged 71% across 50 tasks with one demonstration each and 95% with five, Nvidia says. Foxconn and Siemens test it.
- [NYT: U.S. Cleared Nvidia H200s for Chinese Firms With Empty Offices and Ties to Blacklisted Companies](https://timesof.ai/2026/11/us-cleared-nvidia-h200-chinese-firms-empty-offices-nyt) — The NYT says Commerce cleared New Matrix, an empty-office Beijing firm tied to blacklisted Wise Road, to assemble Nvidia H200 servers. BIS says it vets all applications.
- [About 600,000 Nvidia H200 Chips Are Stuck in Hong Kong as Beijing Withholds Import Approval, Reuters Reports](https://timesof.ai/2026/11/nvidia-600000-h200-chips-hong-kong-china-withholds-approval) — Reuters says about 600,000 Nvidia H200 chips sit in Hong Kong as Beijing withholds approval for large imports, pushing up grey-market server prices.
- [Revolut Made a Self-Hosted Chinese Open-Weights Model Its Default for 2,000 Engineers and Says AI Coding Now Costs About a Tenth](https://timesof.ai/2026/11/revolut-self-hosted-glm-default-coding-model-2000-engineers) — Revolut runs Z.ai's GLM-5.3 on 56 B200 GPUs as the default coding model for about 2,000 engineers, cutting AI coding costs about 90%, The Register reports.
- [Fal Doubles Its Valuation to $16 Billion in Six Months With a $1.3 Billion Round to Buy More Compute for Image and Video Models](https://timesof.ai/2026/11/fal-raises-1-3b-at-16b-valuation-bessemer-generative-media-inference) — AI inference startup Fal raised $1.3 billion at a $16 billion valuation, double April's, to buy more compute after rate-limiting customers this summer.
- [Nvidia Lowered Vera Rubin's Published Memory and NVLink Bandwidth, Calling the Original Figures Preliminary Targets](https://timesof.ai/2026/11/nvidia-vera-rubin-spec-sheet-hbm4-nvlink-bandwidth-lowered) — Nvidia now lists Vera Rubin at 19.2 TB/s HBM4 and 3 TB/s NVLink per GPU, down from 22 and 3.6. It says early figures were targets; benchmarks used production specs.
- [Meta Built a Humanoid Prototype Called Max With China's Fourier and Started a Second Version in September, The Information Reports](https://timesof.ai/2026/11/meta-fourier-max-humanoid-prototype-the-information) — The Information reports Meta and Fourier built the Max humanoid in about three months and began Max 2 in September. Meta says it is research, not for sale.
- [AI Selloff Hits the Suppliers Hardest: Intel Closes Down 28.6% and the Chip Index Falls 7.2% While the Hyperscalers Slip 1% to 2%](https://timesof.ai/2026/10/ai-chip-selloff-oct-30-nasdaq-100-worst-day-since-june-intel-29pct) — Intel closed down 28.6% (AP) and the chip index fell 7.2% (NBC News) on Oct. 30, while Microsoft, Meta, Amazon and Alphabet fell only 1% to 2% (Reuters).
- [Canada Will Take an Equity Stake of Up to C$1.6 Billion in Cohere, Whose Series E Targets C$7 Billion at a C$35.7 Billion Valuation](https://timesof.ai/2026/10/cohere-series-e-cad-7b-canada-1-6b-stake) — Cohere's Series E targets up to C$7B at a C$35.7B valuation, led by Schwarz Group. Canada invests up to C$1.6B in stages tied to jobs, compute and HQ commitments.
- [Senate Calls Huang and Lutnick to Testify as Bessent Says Commerce Held the Pen on Blacklisting Megaspeed](https://timesof.ai/2026/10/nyt-megaspeed-exec-chinese-intelligence-asset-jensen-huang) — Senate Banking asked Jensen Huang to testify Dec. 3 and Lutnick Dec. 10. Bessent says Commerce has the pen on Megaspeed. DOJ: no spy conclusion yet.
- [NVIDIA's Open Nemotron 3.5 Transcribe Puts Transcripts, Speaker Labels and Translation in One Model, for Recorded Audio Only](https://timesof.ai/2026/10/nvidia-nemotron-3-5-transcribe-open-asr-granary-v2) — NVIDIA's open Nemotron 3.5 Transcribe handles transcription, translation and speaker labels in one 30B model for recorded audio. Leaderboard claims are NVIDIA's.
- [FuriosaAI Raises $620 Million at a $2.9 Billion Valuation, With Korea's State Growth Fund Supplying Almost Half](https://timesof.ai/2026/10/furiosaai-620m-series-d-2-9b-rngd) — FuriosaAI raised a $620M Series D at $2.9B, with Korea's National Growth Fund putting in about $280M. It says it will produce 20,000 RNGD inference cards in 2026.
- [S&P Turns Meta's Outlook Negative Over AI Spending, Days After Its $25 Billion Share Sale and $12.5 Billion of Convertibles](https://timesof.ai/2026/10/meta-95b-equity-raise-ai-infrastructure) — S&P moved Meta's outlook to negative, forecasting cash-flow deficits of $39B in 2026 and $71B in 2027. Meta disagrees. Earlier: $25B stock and $12.5B convertibles priced.
- [Bedrock Robotics Raises $600 Million at a $4.1 Billion Valuation, Saying Its Autonomous Excavators Now Do Paid Work on Live Construction Sites](https://timesof.ai/2026/10/bedrock-robotics-600m-series-c-autonomous-excavators) — Bedrock Robotics raised $600 million at a $4.1 billion valuation. It says its autonomous excavators do paid work on live sites; the company gives no machine counts or revenue.
- [xAI Launches a Grok Partner Network for Consultancies and Plugin Makers After 130 Companies Joined Early Access](https://timesof.ai/2026/10/xai-spacex-super-intelligence-partner-network) — xAI's new partner network for Grok has deployment and plugin tracks, 130+ early-access companies, and launch partners including Bain and Databricks.