Nvidia Pledges $1 Billion to U.S. Science, a Sum The Register Calculates at One-Sixtieth of a Quarter's Profit
Five years, one billion dollars, a Washington event, and a footnote about fractions.
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Reflection AI, Valued at $25 Billion, Prepares to Ship Its First Open-Weight Model, Which Is Expected to Be Slightly Worse Than the Closed Ones
Nvidia-backed Reflection is reportedly about to release an open model pitched as a Western alternative to DeepSeek and Qwen, backed by $7 billion in committed compute and a single shipped product.
Report: Inspur's U.S. Subsidiary Exported Billions in Nvidia-Equipped Servers to Southeast Asia
The New York Times reported that Aivres, whose parent is on the Entity List but which is not itself listed, shipped at least $5.6 billion in technology, including more than $3 billion in Blackwell-equipped computers.
DeepSeek Open-Sources a Toolkit to Help Huawei Chips Do What Nvidia's Software Does, for Free
TileLang and a set of matching libraries now run on Huawei's Ascend accelerators. Whether anyone migrates from CUDA is, as ever, the part nobody can open-source.
Nscale Raises $3.36 Billion Ahead of Its IPO, $1 Billion of It From Nvidia, Which Is Also Its Supplier
The British data-center builder closed a convertible round led by Third Point, with Nvidia's tranche due in mid-November, ahead of a NYSE listing it hopes will raise $3 billion at a $35 billion valuation.
AMD Joins the Trillion-Dollar Club on the Strength of a Bet Nobody's Cashed Yet
AMD stock is up 185% this year and just crossed a $1 trillion market cap, on data-center revenue about one-thirteenth the size of Nvidia's. Wall Street is pricing the GPU market AMD might win, not the one it currently has.
A Former Bitcoin Mining Company Is About to Pull Off Australia's Second-Biggest IPO Ever
Firmus Technologies pivoted from crypto mining to AI data centers in 2019, and is now seeking a $50 billion valuation with a co-CEO who did two years for insider trading and a lead investor who is also its chip supplier and revenue-sharing partner.
Nvidia Buys the One AI Company That Wasn't Nvidia's Yet
For $12.9 billion, the company that already makes the chips, funds the data centers, and holds the leases now owns the open-source hub 18 million developers use — and it would like everyone to know it will remain 'open.'
Nvidia Asks Six Richest Firms on Earth for Half a Trillion Dollars; None Say No
Jensen Huang approached exactly six financial institutions about mobilizing $500 billion for AI infrastructure and went six for six, a conversion rate previously achieved only by gravity.