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Nvidia News: Latest Releases & Events

Nvidia enters November 2026 with H100 rental prices up roughly 21% since March, as AWS and OpenAI push CUDA and chip alternatives. In October it unveiled the DSX Pod, after agreeing in September to buy Hugging Face for about $12.93 billion. In December 2025 it struck a $20 billion Groq deal, its largest-ever acquisition.

All 50 Nvidia entries of the AI News timeline, newest first.

2026

November 2026

2026-11-07

  • H100 rental prices rise 21%
    SemiAnalysis reported that one-year H100 contract rental prices have risen roughly 21% since March 2026, with customers committing to those rates for a full year, a key indicator of sustained AI compute demand. The firm also estimated that only 2-3 GW of the ~50 GW of datacenter capacity due online in 2027 is actually at risk. (x.com)

2026-11-06

  • Huawei's Horinger data center: 7% of Colossus 2
    An Epoch AI analysis using satellite imagery and chip sales estimates finds that Huawei's Horinger campus in Inner Mongolia, likely one of China's largest AI data centers, runs about 105,000 Ascend 910C chips delivering roughly 81,000 H100-equivalents of compute — just 7% of SpaceX's Colossus 2, the world's largest AI data center. The report attributes the gap to Ascend chips being less efficient than Nvidia's export-controlled chips, projects the campus will add over 70% more compute (with next-gen Ascend 950 chips) by early 2028, and concludes China's compute constraints are unlikely to ease in the next two years despite abundant energy. (epoch.ai)
    Huawei SpaceX

2026-11-03

  • US midterms signal tougher AI regulation ahead
    Democrats took control of Congress in the November 3, 2026 midterms as voters in many states backed ballot measures restricting data center development, with incoming lawmakers promising sworn testimony from AI leaders, possible tightening of chip export controls, and calls for a 'full-on pause' on AI development. Analysts expect a fragmented state-led regulatory landscape, a six-month-plus slowdown in data center approvals, and market volatility that hit AI chipmakers AMD, Micron and Nvidia, urging enterprises to treat AI governance as a core business practice. (aibusiness.com)
    OpenAI Anthropic Google

October 2026

2026-10-21

  • Recursive releases Flint 40B open coding MoE
    Recursive Superintelligence open-sourced Flint, its first model: an Apache 2.0-licensed mixture-of-experts coding LLM with 39.8B total parameters (~2.5B active per token) and a 262K context window, scoring 54.9% on Terminal-Bench 2.1, 89.7% on SWE-bench Pro v2, and 74.2% on SWE-bench Verified. The model, built by Recursive's automated 'Eureka Machine' research system, debuted with ecosystem support including OpenRouter hosting and day-0 vLLM support achieving 500 TPS on a single GB200 via NVFP4 kernels, and NVIDIA featured Flint as a local coding model optimized for RTX Spark and DGX Spark hardware. (huggingface.co)
    Recursive OpenRouter

  • Nvidia unveils DSX Pod plug-in AI data center
    At Nvidia's GTC in Berlin, CEO Jensen Huang unveiled the DSX Pod, a modular "plug-and-play" AI data center packed with Vera Rubin compute racks that can come online in 14 days instead of months or years, pitched as the key to closing Europe's AI infrastructure lag. Huang also declared humanoid robotics the "next great industry," announcing a full-stack robotics platform, the Agile One reference robot due in Q1, and autonomous vehicle partnerships with VW and Mercedes. (wired.com)
    Volkswagen Mercedes-Benz

  • SemiAnalysis Deep Dive: Huawei-DeepSeek Symbiosis
    SemiAnalysis publishes a technical deep dive into the Huawei-DeepSeek partnership, anchored by DeepSeek's September 30 release of Ascend support across six open-source repositories (TileLang, DeepGEMM, DeepEP, TileKernels, FlashMLA, DeepSelect) plus new Ascend 950PR microbenchmarks. The analysis finds that while Ascend hardware remains roughly five years behind Nvidia, Huawei's software ecosystem is at the frontier, and DeepSeek will likely run primarily on Huawei's stack by 2027-2028 as pressure builds for a fully domestic Chinese AI ecosystem. (newsletter.semianalysis.com)
    Huawei DeepSeek

  • NVIDIA Showcases Local AI Lineup at GTC Berlin
    At GTC Berlin, NVIDIA showcased its local AI hardware lineup — RTX Spark for personal agents on Windows PCs, DGX Spark for developers, and DGX Station for enterprise teams — announcing a 64GB DGX Spark variant rolling out Oct. 23, NVIDIA Sync support for clustering up to eight DGX Sparks (1TB unified memory), and DGX Station for Windows arriving in December with manufacturing app and agent harness support. The announcements also include day-0 support for new Nemotron, GLM, DeepSeek, Qwen, MiniMax and FLUX.3 models, NVIDIA Cloud Functions early access for DGX Station, and Recursive Superintelligence's open-source Recursive Flint coding model (40B-parameter MoE) optimized for RTX Spark. (blogs.nvidia.com)

2026-10-19

  • AWS launches TorchNeuron to challenge Nvidia's CUDA lock-in
    Amazon Web Services released TorchNeuron, a PyTorch plugin that lets AI apps run on its Trainium chips with a one-line configuration change, directly attacking the CUDA software moat that has made Nvidia the default AI hardware choice — and Amazon is also contributing upstream code changes to make PyTorch itself hardware-agnostic. Hugging Face announced native TorchNeuron support across Transformers, Diffusers, and Kernels, with 89% of the top 100 text-generation model architectures supported out of the box, ahead of the public beta starting October 20. (techcrunch.com)
    Amazon Hugging Face PyTorch Foundation

  • Germany and NVIDIA Sign Industrial AI Declaration
    At the Invest in Germany Summit in Berlin, Chancellor Friedrich Merz's government signed a Joint Declaration of Intent with NVIDIA to jointly develop cutting-edge physical AI models and build a state-of-the-art industrial AI ecosystem in Europe, leveraging Germany's manufacturing and Mittelstand strengths. NVIDIA CEO Jensen Huang also announced new investments in four German startups (Agile Robots, Avelios Medical, Mirelo, Reflex Aerospace) as part of a nearly $10 billion commitment across Europe. (blogs.nvidia.com)

2026-10-17

  • NVIDIA RTX Spark AI Laptops Launch Worldwide
    NVIDIA's RTX Spark laptops became available starting at $2,399 from ASUS, Dell, HP, Lenovo, Microsoft and MSI, pairing a Blackwell RTX GPU with a Grace CPU to deliver up to 1 petaflop of AI compute and up to 128GB of unified memory for local AI, content creation and gaming on portable Windows PCs. NVIDIA marked the launch with retail celebrations in six cities worldwide, including a surprise appearance by founder and CEO Jensen Huang at the Berlin event. (blogs.nvidia.com)

2026-10-16

  • NVIDIA reportedly bars AMD-adopting neoclouds from GTC Berlin
    SemiAnalysis reported that multiple neoclouds were refused access to NVIDIA's GTC Berlin after adding AMD GPUs, TPUs, or other competing chips to their cloud offerings, while hyperscalers with greater buying power were exempt. The move suggests escalating pressure on independent GPU cloud providers to remain NVIDIA-exclusive as they diversify their hardware. (x.com)
    AMD

September 2026

2026-09-14

  • OpenAI's LLMs Designed Jalapeño Chip in Record Time
    IEEE Spectrum detailed how OpenAI used its own LLMs, from o3 up to internal precursors of GPT-6 Astra, to design its debut AI accelerator chip Jalapeño, compressing the timeline from first concept to first silicon to under 20 months, with only nine months from first RTL to tape-out, achieved by a team of fewer than 100 people partnering with Broadcom. OpenAI claims Jalapeño cuts end-to-end inference latency up to 3.6x versus Nvidia's GB300 while consuming less power, and that AI-driven software optimization lifted a DeepSeek attention kernel benchmark from 0.31% to 88.94% of its theoretical ceiling in roughly 40 hours. (spectrum.ieee.org)
    OpenAI Broadcom

2026-09-03

  • NVIDIA to Acquire Hugging Face for $12.93 Billion
    NVIDIA announced it has agreed to acquire Hugging Face, the open-model platform serving more than 18 million developers and over 200,000 companies with 3 million shared models, for approximately $12.93 billion. NVIDIA pledged that Hugging Face will remain an open platform supporting multi-cloud, multi-accelerator development, and that NVIDIA compute will not be required to build on or deploy through it. (blogs.nvidia.com)
    Hugging Face

August 2026

2026-08-25

  • OpenAI's Jalapeño inference chip beats Nvidia Blackwell
    SemiAnalysis published detailed benchmarks of OpenAI's first custom inference ASIC, Jalapeño, built with Broadcom and taped out in roughly 16 months, finding it beats every Nvidia, AMD, and Google chip tested on InferenceX throughput per MW without speculative decoding, and surpasses Vera Rubin's published perf/MW figures while matching its TCO. The results, achieved via extreme hardware-software co-design and Codex-driven kernel development, suggest a credible threat to Nvidia's CUDA moat, with production ramping through 2027. (newsletter.semianalysis.com)
    OpenAI Broadcom AMD

2026-08-05

  • Volta Infra Emerges From Stealth With $10B AI Factory Deal
    AI infrastructure startup Volta Infra emerged from stealth mode after raising $300 million in funding, revealing plans to build a $10 billion AI factory in Norway in partnership with Bitdeer. The facility aims to deliver 133 megawatts of compute capacity powered by Nvidia's Vera Rubin hardware system. (aibusiness.com)
    Volta Infra Bitdeer

2026-08-04

  • NVIDIA Alpamayo 2 Super Released for Commercial Use
    NVIDIA announced the commercial availability of Alpamayo 2 Super, a frontier open reasoning foundation model for robotaxis and autonomous vehicles. The model features open commercial licensing and benchmark-leading reasoning capabilities to help developers handle complex, long-tail driving scenarios. (blogs.nvidia.com)

July 2026

2026-07-31

  • EU Pledges $11.5B for Seven AI Gigafactories
    The European Commission launched a tender committing $11.5 billion in public funding to build up to seven AI gigafactories across Europe, aiming to close the compute infrastructure gap with the U.S. and China. The initiative could attract an additional $23 billion in private investment, with AMD, Nvidia, and Qualcomm signing letters of intent to supply hardware for the facilities. (aibusiness.com)
    European Commission AMD Qualcomm

June 2026

2026-06-28

  • Open AI model ecosystem expands in diversity
    An overview of the open model ecosystem highlights a trend of increasing diversity, driven by pure model makers, Big Tech, and product companies. The review features notable recent releases including NVIDIA's Nemotron-3-Ultra, Cohere's Command A+, GLM-5.2, Zyphra's ZAYA1, and Poolside's Laguna-M.1. (interconnects.ai)
    Cohere Zhipu AI Zyphra

2026-06-24

  • Qualcomm Acquires AI Startup Modular for $4 Billion
    Qualcomm announced it is acquiring AI platform developer Modular for approximately $3.92 billion in stock. The acquisition aims to bolster Qualcomm's AI infrastructure capabilities across edge devices and data centers, offering a hardware-agnostic alternative to Nvidia's CUDA ecosystem. (aibusiness.com)
    Qualcomm Modular

2026-06-11

  • Neura Robotics Raises $1.4B for Physical AI
    German startup Neura Robotics closed a Series C funding round of up to $1.4 billion, which the company claims is the largest investment into a full-stack robotics company to date. Backed by Nvidia, Amazon, Qualcomm, Bosch, and others, the capital will fund humanoid robot production, the Neuraverse skill-sharing platform, and next-generation physical AI systems. (aibusiness.com)
    Neura Robotics Amazon

May 2026

2026-05-28

  • OpenRouter Raises $113M, Valued at $1.3B
    OpenRouter, an AI model aggregation platform that provides a unified API to access and route across hundreds of AI models, raised $113 million in a Series B round led by CapitalG (Alphabet), with participation from NVentures (Nvidia), ServiceNow Ventures, and others, reaching a $1.3 billion valuation—more than double its previous $547 million valuation. The company now processes 25 trillion tokens per week and serves over 8 million users, underscoring enterprise demand for multi-model routing as agentic AI deployment scales. (aibusiness.com)
    OpenRouter Google ServiceNow

2026-05-11

  • WIRED Analysis: CUDA as Nvidia's AI Moat
    A WIRED analysis piece examines how Nvidia's CUDA software platform—rather than its hardware—constitutes the company's true competitive moat in AI, creating deep lock-in effects that leave rivals like AMD (ROCm), Intel (oneAPI), and open standards like OpenCL unable to compete despite sometimes superior hardware specs. (wired.com)
    AMD Intel

2026-05-07

  • Nvidia Secures $2.1B Deal With Data Center Provider IREN
    Nvidia signed a partnership with data center operator IREN that includes an option to invest up to $2.1 billion over five years and a separate $3.4 billion contract for managed GPU cloud services. The collaboration aims to deploy up to five gigawatts of AI infrastructure, with IREN's two-gigawatt Sweetwater, Texas facility serving as the flagship deployment for Nvidia's DSX AI architecture. (aibusiness.com)
    IREN

2026-05-05

  • NVIDIA and ServiceNow Launch Enterprise Autonomous AI Agents
    NVIDIA and ServiceNow expanded their partnership at ServiceNow Knowledge 2026 to deliver governed autonomous AI agents for enterprises, introducing Project Arc, a long-running self-evolving desktop agent for knowledge workers built on NVIDIA OpenShell secure runtime and powered by NVIDIA accelerated computing and Nemotron open models. (blogs.nvidia.com)
    ServiceNow

April 2026

2026-04-28

  • NVIDIA Launches Nemotron 3 Nano Omni Multimodal Model
    NVIDIA released Nemotron 3 Nano Omni, an open omni-modal reasoning model that unifies vision, audio, and language capabilities into a single 30B-parameter mixture-of-experts architecture, delivering up to 9x higher throughput than comparable open multimodal models while topping six accuracy leaderboards for document intelligence, video, and audio understanding. (blogs.nvidia.com)

2026-04-23

  • OpenAI Releases GPT-5.5 Frontier Model
    OpenAI released GPT-5.5, its most capable model to date, with major gains in agentic coding, computer use, knowledge work, and scientific research, achieving state-of-the-art on benchmarks like Terminal-Bench 2.0 (82.7%) and OSWorld-Verified (78.7%). The model is served on NVIDIA GB200 NVL72 infrastructure, with NVIDIA reporting that over 10,000 employees saw 'mind-blowing' results in early testing, while Simon Willison noted the API is not yet available and the model is priced at twice the cost of GPT-5.4 ($5/$30 per 1M input/output tokens). (openai.com)
    OpenAI

2026-04-09

  • Meta and CoreWeave Sign $21B AI Compute Deal
    Meta and AI neocloud provider CoreWeave have signed a $21 billion deal for CoreWeave to supply compute capacity through 2032, building on a prior $14.2 billion contract from September 2025. The capacity, partially powered by Nvidia's Vera Rubin platform, will support Meta's expanding AI development and deployment workloads across multiple data center locations. (aibusiness.com)
    Meta CoreWeave

2026-04-02

  • Google DeepMind releases Gemma 4 open model family
    Google DeepMind released Gemma 4, a family of four open models (E2B, E4B, 26B MoE, 31B Dense) purpose-built for advanced reasoning and agentic workflows, all licensed under Apache 2.0. Built on the same technology as Gemini 3, the models deliver state-of-the-art intelligence-per-parameter, with the 31B model ranking as the #3 open model globally on the Arena AI text leaderboard and the 26B model at #6. Early testers noted strong quality progression across sizes, though the 31B GGUF had issues, and NVIDIA confirmed day-one optimization for RTX GPUs, DGX Spark, and Jetson edge devices, while Simon Willison tested the models in LM Studio and observed notable pelican-drawing quality improvements from E2B through 26B-A4B. (blog.google)
    Google

2026-04-01

  • OpenAI Valued at $852B After $122B Funding Round
    OpenAI closed its largest funding round to date, raising $122 billion at an $852 billion valuation, with major investments from Amazon ($50B), Nvidia ($30B), and SoftBank ($30B) leading the round. The company reported $2.6 billion in monthly revenue, 900 million ChatGPT weekly active users, and signaled plans for a potential IPO later this year. (aibusiness.com)
    OpenAI Amazon SoftBank

March 2026

2026-03-31

  • Nvidia Invests $2B in Marvell Technology for Custom AI Chips
    Nvidia invested $2 billion in custom chip vendor Marvell Technology, integrating Marvell's specialized XPU chips with Nvidia's NVLink Fusion platform to let customers build hybrid AI infrastructure combining both companies' hardware. The deal fills a gap in Nvidia's optical interconnect offerings and comes as major cloud providers increasingly design their own AI chips to reduce dependence on Nvidia GPUs. (aibusiness.com)
    Marvell

  • Nebius Plans 310MW AI Factory in Finland
    Nebius announced plans to build a 310MW AI data center in Lappeenranta, Finland, with phased deployment beginning in 2027. The facility will deploy Nvidia Blackwell and Rubin architectures, contributing to Europe's accelerating push to rival U.S. AI infrastructure. (aibusiness.com)
    Nebius

2026-03-30

  • Mistral AI Raises $830M for Paris AI Data Center
    French generative AI company Mistral AI secured $830 million in debt financing from a consortium of European banks to build a data center outside Paris equipped with 13,800 Nvidia GB300 GPUs, bringing 44 megawatts of compute capacity as part of its broader goal to reach 200 MW across Europe by the end of 2027. (aibusiness.com)
    Mistral AI

2026-03-10

February 2026

2026-02-27

  • OpenAI secures $110B Amazon, Nvidia, SoftBank deal
    OpenAI announced a $110 billion funding round with Amazon, Nvidia, and SoftBank at a $730 billion valuation, though the investments from Amazon and Nvidia are largely structured as compute infrastructure commitments. This strategic agreement secures gigawatts of capacity for Amazon Trainium and Nvidia Vera Rubin systems while SoftBank provides general operational funding. (go.theregister.com)
    OpenAI Amazon SoftBank

2026-02-16

  • SemiAnalysis releases InferenceX v2 benchmark suite
    SemiAnalysis released InferenceX v2, an open-source inference benchmark revealing that NVIDIA's GB300 NVL72 achieves up to 100x better performance than H100, while AMD's MI355X shows competitive results in FP8 but lags in FP4 composability. (newsletter.semianalysis.com)
    AMD

2026-02-09

  • 2026 Datacenter CPU Landscape Overview
    SemiAnalysis publishes a comprehensive review of the 2026 datacenter CPU landscape, highlighting a resurgence in demand driven by AI reinforcement learning and agentic workflows. The report details architectural evolutions and competitive dynamics between Intel, AMD, NVIDIA, and hyperscalers, emphasizing the renewed critical role of CPUs in supporting AI infrastructure. (newsletter.semianalysis.com)
    Intel AMD

2026-02-05

  • Nvidia, OpenAI $100bn deal evaporates
    The anticipated $100bn deal between Nvidia and OpenAI appears to have collapsed, raising questions about circular funding in the AI sector and causing Nvidia's stock to drop by 10%. Nvidia's CEO stated the investment was never binding, while reports suggest OpenAI is seeking alternative chip suppliers due to dissatisfaction. (theguardian.com)
    OpenAI

January 2026

2026-01-21

  • Jensen Huang outlines AI infrastructure at Davos
    At the World Economic Forum, NVIDIA CEO Jensen Huang described AI as the 'largest infrastructure buildout in human history,' framing it as a 'five-layer cake' spanning energy to applications that will drive global job creation. He urged nations to treat AI as critical infrastructure and emphasized that the technology creates jobs by shifting workers from tasks to purpose. (blogs.nvidia.com)

2026-01-09

  • Siemens, Nvidia Partner on Industrial AI Operating System
    Siemens and Nvidia expanded their partnership to co-develop an industrial AI operating system aimed at enabling fully AI-driven adaptive manufacturing and digital twins. This initiative includes the launch of the Digital Twin Composer and nine new AI-powered industrial copilots to streamline operations. (aibusiness.com)
    Siemens

2026-01-06

  • Mercedes CLA to debut Nvidia Alpamayo driving tech
    Nvidia announced that its new autonomous driving software, based on the open-source Alpamayo model family, will debut in the Mercedes CLA by late 2026. This collaboration marks the first production application of Nvidia's reasoning-based physical AI, designed to handle complex edge cases and improve vehicle safety. (aibusiness.com)
    Mercedes-Benz

2026-01-05

  • Nvidia releases Rubin platform and open models
    Nvidia launched the Rubin platform, consisting of six new AI chips (Vera CPU, Rubin GPU, NVLink 6 Switch, ConnectX-9 SuperNIC, BlueField-4 DPU, and Spectrum 6 Ethernet Switch) alongside new open models in the Nemotron and Cosmos families. This release highlights Nvidia's strategy of offering full-stack 'AI supercomputers' to maintain market leadership against growing competition. (aibusiness.com)

2025

December 2025

2025-12-25

  • Nemotron 3 Nano Model Release
    NVIDIA releases Nemotron 3 Nano, an open-source hybrid Mamba-Transformer language model optimized for agentic reasoning with 1M-token context support, claiming improved accuracy and 3.3x higher throughput vs comparable models like GPT-OSS-20B. (arxiv.org)

2025-12-24

  • NVIDIA acquires AI chip startup Groq
    NVIDIA announces a $20 billion deal to acquire intellectual property and talent from AI accelerator developer Groq, marking its largest-ever acquisition to strengthen its AI chip dominance. Groq's founders and executives will join NVIDIA while maintaining partial independence under new leadership. (cnbc.com)
    Groq

2025-12-11

2025-12-10

  • NVIDIA GPUs Dominate Supercomputing Benchmarks at SC25
    NVIDIA announced at SC25 that over 85% of the TOP100 supercomputers now use GPUs, marking a historic shift from CPUs to accelerated computing. Their GPUs also topped the Green500 and Graph500 benchmarks, showcasing superior energy efficiency and performance. (blogs.nvidia.com)

November 2025

2025-11-28

  • Google commercializes TPUv7 for external AI customers
    Google ramps up sales of its advanced TPUv7 chips to outside firms like Anthropic, which placed a massive 1GW+ order, positioning the hardware as a serious rival to Nvidia's dominance. This shift highlights a growing ecosystem challenging the established GPU leader with cost savings and strong performance. (newsletter.semianalysis.com)
    Google Anthropic

2025-11-25

2025-11-23

  • Interconnects.ai lists top US labs releasing open AI models
    A helpful roundup spotlights key US players like Ai2 with Olmo, Nvidia's Nemotron, and others dropping quality open models, amid rising buzz in open AI scenes on both sides of the Pacific. It's a timely snapshot as truly open releases pick up steam. (interconnects.ai)
    Ai2

2025-11-18

2025-11-13