FUNDING
Key Metrics
Revenue
$253.5B
As of Jul 2026Value Add VC entity registry
Company Snapshot
Nvidia is based in Santa Clara, California, USA, founded 1993 by Jensen Huang, Chris Malachowsky, Curtis Priem. Market cap $5.56T (As of Sep 4, 2026, companiesmarketcap.com).
Recent changes
- Sep 15, 2026Sep 15, 2026Euclyd Raises $231M To Challenge Nvidia On Inference Pulse story
- Sep 12, 2026Sep 12, 2026Nvidia May Put $10B Into Anthropic's IPO Pulse story
- Sep 10, 2026Sep 10, 2026DOJ Probes Nvidia's $20B Groq Deal For Antitrust Pulse story
- Sep 10, 2026Sep 10, 2026Nvidia Backs 2GW Of AI Factories In Australia Pulse story
- Sep 7, 2026Sep 7, 2026Nvidia's $12.9B Hugging Face Deal Faces Its Critics Pulse story
Earlier changes (8)
- Sep 6, 2026Sep 6, 2026What Nvidia's Anchor Checks Hide in AI IPO Filings Pulse story
- Sep 5, 2026Sep 5, 2026Nscale Lines Up $3.5B Pre-IPO War Chest From Nvidia Pulse story
- Sep 4, 2026Sep 4, 2026First reported market cap: $5.56T companiesmarketcap.com
- Sep 3, 2026Sep 3, 2026Nvidia Buys Hugging Face, the Platform OpenAI Hacked Pulse story
- Sep 3, 2026Sep 3, 2026Nvidia Confirms $12.93B Deal for Hugging Face Pulse story
- Sep 3, 2026Sep 3, 2026Nvidia Confirms $12.9B Deal to Buy Hugging Face Pulse story
- Jul 2026Jul 2026Revenue rose from $215.9B to $253.5B entity-registry reconciliation
- Jan 25, 2026Jan 25, 2026First reported revenue: $215.9B Nvidia Newsroom
Latest Pulse
- Sep 15, 2026Euclyd Raises $231M To Challenge Nvidia On InferenceDutch chip startup Euclyd raised more than $231 million in a Series A led by Samsung, with former ASML chief executive Peter Wennink joining as chairman to help commercialize a memory-centric architecture aimed at AI inference.→
- Sep 14, 2026Anthropic Data Fears Push Nvidia, Palantir To Restrict ModelsData-handling concerns about Anthropic's model training and retention practices have led Nvidia, Palantir and Booz Allen Hamilton to restrict how their employees use Claude internally, underscoring how enterprise trust has become a competitive variable among the AI labs selling to security-conscious buyers.→
- Sep 12, 2026Nvidia May Put $10B Into Anthropic's IPONvidia is in talks to invest up to $10 billion in Anthropic's IPO, an offering bankers say could raise $100 billion at a $2 trillion valuation and become the largest in history.→
- Sep 11, 2026Tencent-Backed Enflame Triples On Shanghai IPO DebutTencent-backed AI chipmaker Enflame nearly tripled on its Shanghai STAR Market debut, the latest Chinese Nvidia challenger to surge as Beijing pushes for semiconductor self-sufficiency.→
- Sep 11, 2026The AI Infrastructure Bill Is Coming DueBetween Microsoft's 38-gigawatt data-center plan, Nvidia's 2-gigawatt Australian buildout and a wave of double-digit-billion-dollar infrastructure rounds this week, 2026's AI capex cycle is starting to look like a bet nobody has fully underwritten.→
- Sep 10, 2026Nvidia Backs 2GW Of AI Factories In AustraliaNvidia is partnering with eight Australian data-center and cloud companies to build up to 2 gigawatts of AI computing capacity by 2027, a target that would more than double the country's existing compute base.→
- Sep 10, 2026DOJ Probes Nvidia's $20B Groq Deal For AntitrustThe Justice Department is investigating whether Nvidia structured its nearly $20 billion licensing-and-hire deal for AI chip startup Groq specifically to dodge a formal antitrust merger review.→
- Sep 9, 2026Samsung Deepens Chip Ties With OpenAISamsung and OpenAI are expanding a partnership covering memory supply and foundry capacity for OpenAI's next-generation AI accelerator, code-named Habanero, as OpenAI tries to cut its dependence on Nvidia and TSMC.→
- Sep 7, 2026Nvidia Now Sits on Every Side of the AI TradeNvidia is the chip vendor to Crusoe and Fluidstack, an equity investor in Ineffable and SB Energy, and as of this month the owner of Hugging Face -- the open-model registry the industry treats as neutral ground.→
- Sep 7, 2026Nvidia's $12.9B Hugging Face Deal Faces Its CriticsFour days after Nvidia confirmed its $12.9 billion acquisition, the argument has shifted from price to control: who arbitrates neutrality when the chip vendor owns the repository where 80 million users publish models.→
Coverage Timeline
newest first- Sep 15, 2026FUNDINGEuclyd Raises $231M To Challenge Nvidia On Inference$231M Series A→
- Sep 14, 2026AIAnthropic Data Fears Push Nvidia, Palantir To Restrict Models→
- Sep 12, 2026AINvidia May Put $10B Into Anthropic's IPO~$10B anchor stake in ~$100B IPO→
- Sep 11, 2026IPOTencent-Backed Enflame Triples On Shanghai IPO Debut~$912M raised in IPO→
- Sep 11, 2026AIThe AI Infrastructure Bill Is Coming Due→
- Sep 10, 2026AINvidia Backs 2GW Of AI Factories In Australia2GW targeted buildout by 2027→
- Sep 10, 2026REGULATIONDOJ Probes Nvidia's $20B Groq Deal For Antitrust$20B licensing deal→
- Sep 9, 2026AISamsung Deepens Chip Ties With OpenAI→
- Sep 7, 2026BIG TECHNvidia Now Sits on Every Side of the AI Trade→
- Sep 7, 2026BIG TECHNvidia's $12.9B Hugging Face Deal Faces Its Critics$12.9B acquisition→
- Sep 6, 2026AIAI's AGI Claim Meets an Accountability Reckoning→
- Sep 6, 2026IPOWhat Nvidia's Anchor Checks Hide in AI IPO Filings$1.5B + ~$2B anchor checks→
- Sep 5, 2026FUNDINGNscale Lines Up $3.5B Pre-IPO War Chest From Nvidia$3.5B Pre-IPO Financing→
- Sep 4, 2026IPOSB Energy Amends S-1 for a $439B Backlog Listing$5B-$7B targeted raise→
- Sep 4, 2026FUNDINGGimlet Labs Hits $3B Valuation on Chip-Agnostic AI Bet$300M Series B→
- Sep 4, 2026AIAMD's $100K Desk Machine Runs Trillion-Parameter Models$100K-$150K per system→
- Sep 3, 2026AINvidia Buys Hugging Face, the Platform OpenAI Hacked$12.9B→
- Sep 3, 2026FUNDINGSuperluminal Raises $60M for AI-Designed Obesity Pill$60M Series B→
- Sep 3, 2026BIG TECHNvidia Confirms $12.9B Deal to Buy Hugging Face$12.9B acquisition→
- Sep 3, 2026BIG TECHNvidia Confirms $12.93B Deal for Hugging Face$12.93B acquisition→
- Sep 3, 2026IPOMoonshot AI Confidentially Files for $3B HK IPO$3B target raise→
- Sep 3, 2026AIEnterprises Favor Non-Nvidia Chips Over Next-Gen GPUs→
- Sep 2, 2026FUNDINGiPronics Raises $125M for AI Data-Center Optics$125M Series B→
- Sep 1, 2026AIAnthropic Signs $35B Cloud Deal With Nvidia's Lambda$35B cloud deal→
- Sep 1, 2026AIAnthropic's $35B Lambda Deal Has Nvidia Playing Landlord$35B compute deal→
- Sep 1, 2026AICustom Silicon's Widening Front, After Nvidia-MediaTek→
- Sep 1, 2026AIMediaTek Jumps 10% on Nvidia's $3.5B Chip Bet$3.5B convertible bonds→
- Aug 31, 2026FUNDINGThe AI Capex Supercycle Now Dwarfs Global VC→
- Aug 31, 2026FUNDINGWhy Nvidia Just Pulled Back From Its Own Financing Plan$36B program paused→
- Aug 31, 2026AINvidia's $500 Billion Financing Platform, Three Weeks In$500B+ target→
- Aug 29, 2026REGULATIONTariffs Just Entered Every AI Infrastructure Deal→
- Aug 29, 2026FUNDINGWhy the AI Buildout Runs on Debt, Not VCs→
- Aug 28, 2026IPONew Fed Chair Warsh Rattles Markets on Inflation→
- Aug 28, 2026AIOpen-Weight Labs Become the Valley's Acquisition Target$26B+ in deals→
- Aug 28, 2026REGULATIONNvidia Pauses Its Own AI Cloud Financing Plan→
- Aug 28, 2026IPONvidia Now Carries $366B in Future Commitments$366B in commitments→
- Aug 28, 2026AINvidia Is Financing Its Own Demand Curve→
- Aug 28, 2026BIG TECHChip Stocks Slide as Marvell Miss Spooks AI TradeMarvell -16% premarket→
- Aug 28, 2026BIG TECHAWS to Deploy 2 Million More Nvidia GPUs by 2028$220B 2026 capex→
- Aug 28, 2026AIOpenAI's Chip Beats Nvidia Blackwell in First Benchmarks→
- Aug 27, 2026AINvidia's AI Servers Are About to Get 15% Pricier→
- Aug 27, 2026BIG TECHNvidia Agrees to Buy Hugging Face for $12.9B$12.9B acquisition→
- Aug 27, 2026AINvidia Adds $400 Billion in Value on Earnings+$400B market cap→
- Aug 27, 2026BIG TECHNvidia Posts $96.2B Quarter, Guides Even Higher$96.2B revenue, +106% YoY→
- Aug 27, 2026BIG TECHNvidia Posts $96B Quarter, Guides Even Higher$96.2B quarterly revenue→
- Aug 27, 2026AINvidia Backs Chinese AI Models, Warns of CrackdownPolicy risk→
- Aug 27, 2026AIJensen Huang's AGI Claim Is a Distraction→
- Aug 27, 2026AIHundreds of OpenAI Agents Attacked Hugging Face→
- Aug 26, 2026AIJensen Huang Defends Nvidia's AI Financing Boom→
- Aug 26, 2026AINvidia's Revenue Rose 106% Last Quarter$96.2B revenue→
- Aug 26, 2026AIAmazon Adds 2M More Nvidia GPUs to AWS Buildout→
- Aug 26, 2026FUNDINGAnthropic Signs $45B Cloud Deal With Nscale$45B→
- Aug 25, 2026AINvidia Details Vera CPU Architecture at Hot Chips 2026→
- Aug 25, 2026BIG TECHSpaceX, Nvidia to Launch AI Supercomputer Into Orbit→
- Aug 25, 2026AINvidia's Hyperscaler Dependence Faces Big Earnings Test→
- Aug 25, 2026AIPerplexity, Nvidia Launch Local AI Agent, Zero Tokens→
- Aug 24, 2026FUNDINGNvidia Says Groq Racks Go Live This Year After $20B Deal→
- Aug 24, 2026AINvidia Weighs Perplexity Investment Above $30B$30B+ valuation→
- Aug 24, 2026FUNDINGNvidia Invests in Power Firm, Preps Perplexity Deal→
- Aug 24, 2026REGULATIONTaiwan Indicts 9 Over Nvidia AI Server Smuggling→
- Aug 24, 2026AINvidia to Raise Flagship AI Chip Prices 17%→
- Aug 24, 2026AIThe Gaps in Nvidia's $500B Financing Pitch$500B→
- Aug 24, 2026AINvidia Announces New Vera CPU, Groq LPX Rack Customers→
- Aug 24, 2026AIJensen Huang's Manic Moves Keep Markets Guessing→
- Aug 24, 2026AIFirst Groq LPU Benchmarks Test Nvidia's $20B Bet$20B→
- Aug 23, 2026IPONvidia and Salesforce Earnings Take the Spotlight→
- Aug 23, 2026AINvidia Manager Linked to AI Server Smuggling Scheme→
- Aug 22, 2026AINvidia's Cloverleaf Deal Is Patching AI Bubble Cracks→
- Aug 21, 2026AINvidia Explores Deal With $2.3B Korean Chip Rival→
- Aug 21, 2026FUNDINGStarcloud Raises $250M for Orbital AI Data Centers$250M at $2.3B→
- Aug 20, 2026IPONvidia's Investment Pullback Is a Signal for 2026's IPO Class→
- Aug 20, 2026AIWhat Anthropic's In-House Chip Team Really Signals→
- Aug 20, 2026FUNDINGNvidia Pays Poolside $6B to License AI Models$6B license + $1B invest→
- Aug 20, 2026AIPoolside Strikes $6B Nvidia Deal, Raises $1B at $12B$6B licensing + $1B raise→
- Aug 20, 2026IPORebellions Bets on a Korea IPO as Nvidia Circles→
- Aug 20, 2026BIG TECHNvidia Pays $6B to License Poolside's Coding AI→
- Aug 20, 2026AINvidia Plots China Chip Comeback as Export Loophole Persists→
- Aug 19, 2026FUNDINGNvidia Plays Matchmaker as Nordic AI Data Centers Boom→
- Aug 19, 2026REGULATIONNvidia's H200 Chips Trickle Back Into China at 13% of Cap→
- Aug 18, 2026AINvidia's OpenAI Backstop Lands $145B Below Reports$105B capped guarantee→
- Aug 18, 2026IPONvidia's Moat Moves From Silicon to Its Balance Sheet$500B financing pact→
- Aug 17, 2026BIG TECHNvidia Backs $105B OpenAI Data Center in OhioUp to $105B→
- Aug 17, 2026FUNDINGChip Giants Backed $250B of Startup Rounds This Year$250B+ in rounds→
- Aug 17, 2026FUNDINGNvidia Discloses $21B Stake in SpaceX$21B disclosed stake→
- Aug 17, 2026FUNDINGGroq Raises $350M to Pivot From Chips to Neocloud$350M at $3.5B→
- Aug 17, 2026BIG TECHNvidia's Stock Comes Alive: Three Reasons Why→
- Aug 17, 2026AIChip Giants Have Backed 60+ Startup Rounds in 2026$250B+ across 60+ rounds→
- Aug 16, 2026BIG TECHNvidia's $51 Billion Bet Shows AI's Money Never Leaves→
- Aug 14, 2026FUNDINGNvidia Reveals $21B SpaceX Stake, $30B in Intel$21B + $30B stakes→
- Aug 13, 2026IPOSharonAI Amends IPO Filing as Neocloud IPO Wave Builds→
- Aug 13, 2026BIG TECHLenovo Posts Record Quarter as AI Revenue Jumps 60%$26.9B revenue, +43% YoY→
- Aug 12, 2026AINvidia Is Turning AI Compute Into an Asset for Pension Funds$500B+ financing platform→
- Aug 12, 2026AINvidia's Switchyard Router Cuts AI Agent Costs by Two-Thirds→
- Aug 12, 2026AINvidia Releases Nemotron 3.5 Lightning, Its First Open Model Since Huang's→
- Aug 11, 2026AINvidia's Nemotron 3.5 Lightning Targets AI Agent Speed→
- Aug 11, 2026BIG TECHNvidia's $500B AI Financing Bet Runs Into a China Problem→
- Aug 11, 2026AIIBM and Together AI Ink $240M Deal for Inference Cluster→
- Aug 10, 2026BIG TECHNvidia and SK Hynix Expand Their $500B AI Memory Bet→
- Aug 9, 2026AINvidia Is Becoming AI Infrastructure's Landlord→
- Aug 9, 2026AINvidia's Huang Told Investors to Buy the Dip. He Was Right.→
- Aug 7, 2026FUNDINGFirmus Grid Raises $2B for AI Factories in APAC$2B at $10.5B→
- Aug 7, 2026FUNDINGEx-Bitcoin Miner Firmus Raises $2B for AI Factories$2B at $10.5B+→
- Aug 6, 2026BIG TECHTesla and SpaceX Commit $16.8B to Texas Chip Fab$16.8B first phase→
- Aug 6, 2026BIG TECHAMD Buys AI Chip Startup Taalas to Challenge Nvidia→
- Aug 5, 2026BIG TECHFoxconn Posts Record Sales on AI Server Demand~$27.9B July revenue→
- Aug 5, 2026AIAnthropic Builds In-House Team to Design AI Chips→
- Aug 5, 2026IPOAMD Beats Estimates, Stock Falls on Musk's Nvidia Bet→
- Aug 5, 2026BIG TECHAMD Sinks as Musk Commits SpaceX Exclusively to Nvidia→
- Aug 5, 2026AIAnthropic Is Building Its Own AI Chip Design Team→
- Aug 4, 2026REGULATIONWhite House Won't Release Its AI Testing Rules→
- Aug 4, 2026BIG TECHAmazon Joins the $3 Trillion Club on AI Cloud Demand$3T market cap→
- Aug 4, 2026FUNDINGNvidia, Dell Back AI Cloud Startup Volta at $2.4B$300M @ $2.4B val→
- Aug 4, 2026IPOCerebras, Three Months Public: The Scorecard→
- Aug 4, 2026FUNDINGValar Atomics Triples to $6B for Factory Nuclear$1B Series B→
- Aug 3, 2026FUNDINGValar Atomics Raises $1B at $6B for Factory Nuclear$1B Series B→
- Aug 3, 2026BIG TECHMicrosoft's Capex Guidance Is a Nvidia Demand Signal→
- Aug 3, 2026FUNDINGSequoia Leads $1B Round for Nuclear Startup Valar$1B @ $6B val→
- Aug 3, 2026AId-Matrix Buys Wallaroo.ai in Second Deal in 4 Months→
- Aug 3, 2026FUNDINGOLIX's $312M Bet Against Nvidia's Chip Shortage$312M Series B→
- Aug 3, 2026FUNDINGMediaTek Commits $5B to Chase the AI Datacenter Boom→
- Jul 29, 2026FUNDINGNvidia Partner ChipAgents Raises $60M for AI Chip Design$60M Series A ext.→
- Jul 29, 2026BIG TECHMicrosoft, Meta Earnings Put Wall Street's AI Patience to the Test→
- Jul 29, 2026REGULATIONAnthropic Stands Alone on Open-Weight AI Policy→
- Jul 28, 2026REGULATIONNvidia's Huang Meets Lutnick Amid China Probe→
- Jul 28, 2026REGULATIONNvidia's Huang Defends Open-Weight AI on Capitol Hill→
- Jul 28, 2026IPOApple Crosses $5 Trillion Market Cap→
- Jul 28, 2026FUNDINGSovereign Wealth Is Becoming Silicon Valley's Biggest LP→
- Jul 28, 2026AINvidia's AI Security Alliance Lands Its First Gulf Backer→
- Jul 28, 2026FUNDINGFish Audio Raises $52M Seed To Build AI Voice Models$52M Seed→
- Jul 28, 2026AINvidia's $750B Deal Wave Reignites Circular-Financing Fears>$750B deals→
- Jul 28, 2026AIMoonshot Seeks More Blackwell Chips For Next Model→
- Jul 28, 2026REGULATIONTaiwan Detains Nvidia Employee In Chip Smuggling Probe→
- Jul 28, 2026FUNDINGWhy Nvidia Keeps Showing Up On Its Customers' Cap Tables$600B+ Financing Web→
- Jul 27, 2026BIG TECHApple Reclaims Title As World's Most Valuable Company~$4.94T cap→
- Jul 27, 2026BIG TECHApple Reclaims World's Most Valuable Company From Nvidia→
- Jul 27, 2026BIG TECHNvidia Weighs $250B Guarantee For OpenAI's Ohio Campus→
- Jul 27, 2026AINvidia In Talks For $250B OpenAI Data Center Backstop$250B guarantee→
- Jul 27, 2026FUNDINGNvidia Invests $5B In Ilya Sutskever's Safe Superintelligence~$5B Investment→
- Jul 27, 2026AINvidia Puts $5B Into Ilya Sutskever's Safe Superintelligence$5B equity→
- Jul 27, 2026BIG TECHNvidia, OpenAI Weigh $250B Ohio Data Center Backstop$250B Backstop→
- Jul 27, 2026AIJensen Huang: Chips Must Grow 10x for AI Agents→
- Jul 27, 2026BIG TECHNvidia's $750B AI Deal Spree Revives Circular-Financing Fears$750B AI Deal Spree→
- Jul 27, 2026FUNDINGNvidia Buys $1B Stake In Naver For AI Data Centers$1B Strategic Stake→
- Jul 25, 2026AINvidia, SK Group Unveil $500B+ Korea AI Buildout$500B+ Initiative→
- Jul 24, 2026AIInside the 25-Company Letter Backing Openweight AI Models→
- Jul 24, 2026REGULATIONNvidia, Microsoft, Meta Lead 25-Firm Open-Weight AI Plea→
- Jul 24, 2026REGULATIONNvidia, Microsoft, Meta Lead 25-Company Push for Openweight AI Models→
- Jul 24, 2026AINvidia, Amkor Ink $1.5B US Chip Packaging Deal$1.5B Packaging Deal→
- Jul 23, 2026REGULATIONWhite House Accuses Moonshot of Stealing Anthropic's AI→
- Jul 23, 2026FUNDINGAI Chip Startup Etched Hits $10.3B Valuation$300M Series C at $10.3B→
- Jul 23, 2026AINvidia, KAIST Launch Joint AI Lab to Advance Agentic AI→
- Jul 23, 2026REGULATIONMoonshot Accessed Banned Nvidia Chips via Thailand→
- Jul 22, 2026AINvidia's Jensen Huang Tells DC: Don't Fear Chinese AI→
- Jul 22, 2026BIG TECHAMD to Invest Up to $5B in Anthropic in Chip Mega-DealUp to $5B Investment→
- Jul 22, 2026AIAMD to Invest Up to $5B in Anthropic Chip Deal$5B investment→
- Jul 22, 2026AINvidia's Jensen Huang Defends Chinese AI Amid Kimi Panic→
- Jul 22, 2026BIG TECHJensen Huang Defends Chinese AI Amid Kimi K3 Panic→
- Jul 21, 2026AINvidia Details Next-Gen Vera CPU, Challenging AMD and Intel→
- Jul 20, 2026BIG TECHAMD Jumps as Microsoft Bets Azure on Helios Over NvidiaAMD +4-5% on deal news→
- Jul 20, 2026AINvidia's Agent Toolkit Now Lets AI Build Simulation-Ready Worlds→
- Jul 20, 2026FUNDINGBezos Backs CuspAI's $450M Round to Hunt Chip Materials$450M Series B→
- Jul 19, 2026FUNDINGWhy Corporates Wrote the Biggest Checks in AI This Week→
- Jul 18, 2026AIDeepSeek Is Reportedly Building Its Own AI Inference ChipIn-house inference chip→
- Jul 18, 2026AINvidia and Japan Launch 27,500-GPU Vera Rubin AI Factory140MW AI factory→
- Jul 17, 2026AIJensen Huang's Leather Jacket Sells for $960K$960,000→
- Jul 17, 2026BIG TECHApple, Nvidia Battle for Most Valuable CompanyMarket-cap race→
- Jul 16, 2026FUNDINGNvidia-Backed Fireworks AI Hits $17.5B Valuation$1.5B at $17.5B→
- Jul 16, 2026AINvidia Unveils New AI Model, Expands in Japan→
- Jul 16, 2026BIG TECHTSMC Adds $100B Arizona Bet After Profit Soars 77%$100B new investment→
- Jul 14, 2026AIThe Hyperscaler ASIC Shift Is Nvidia's Real Threat7GW to 14GW by 2027→
- Jul 14, 2026AIThe AI Trade Just Split in Two: Buyers vs. Sellers~$1T Nvidia repriced→
- Jul 13, 2026AINvidia's $1 Trillion Wipeout Since Its May Peak-3.39% on July 13→
- Jul 9, 2026FUNDINGAI Voice Startup Gradium Raises $100M Seed, Backed by Nvidia$100M→
- Jul 9, 2026FUNDINGNvidia Backs Paris Voice AI Startup Gradium's $100M Seed~$30M extension, $100M+ total seed→
- Jul 9, 2026FUNDINGGradium Extends Voice-AI Seed to $100M With Nvidia Backing$100M+ seed (extended)→
- Jul 7, 2026BIG TECHBroadcom and Apple Extend Custom Chip Pact Through 2031Multi-year extension through 2031→
- Jul 7, 2026AIBroadcom's Custom Chips Are Eating Nvidia's Growth StoryCustom silicon: 27% CAGR vs. 16% for merchant chips→
- Jul 7, 2026AIChina's Open-Weight Models Keep Closing the Gap$98B China chip self-reliance push→
- Jul 6, 2026IPOSK Hynix Files for Record $29 Billion Nasdaq IPOUp to $29.4B raise, 177.9M ADSs→
- Jul 6, 2026AINvidia Becomes the Black Sheep of 2026's Chip Rally$75.2B data-center revenue, +3.2% YTD stock→
- Jul 4, 2026AIMistral Is Building Its Own Anti-OpenAI PlaybookOpen-weight model: July 2026 access→
- Jul 2, 2026FUNDINGThiel Capital's Jack Selby Nabs Stakes in Hot Startups Like Etched Through Arizona Connections$300M Fund II (raising)→
- Jul 2, 2026BIG TECHAnthropic in Early Talks With Samsung on Custom 2nm AI ChipEarly-stage, no design contract yet→
- Jul 1, 2026FUNDINGTogether AI Raises $800M at $8.3B Valuation as Open-Source Inference Demand Triples$800M→
- Jul 1, 2026IPOQumulusAI Files S-1/A for Nasdaq Direct Listing as GPU-Cloud Provider to Underserved AI CustomersDirect listing filed→
- Jun 30, 2026FUNDINGNvidia Competitor Etched Hits $5B Valuation on $1B in AI Chip Sales$5B valuation→
- Jun 30, 2026BIG TECHNvidia Challenger Etched Hits $5B Valuation on $1B in AI Chip Orders$5B valuation→
- Jun 30, 2026BIG TECHQualcomm's $3.9B Modular Buy Hands GV a 27x Return as Chipmakers Race to Own AI Software$3.9B→
- Jun 30, 2026AIMeituan Open-Sources LongCat-2.0, a 1.6T Agentic Coding Model Trained Entirely on Chinese Chips1.6T parameters→
- Jun 27, 2026AIOnsemi to Acquire Synaptics for $7B All-Stock Deal, Expanding Edge AI and Robotics Silicon$7B→
- Jun 26, 2026AICerebras Runs OpenAI GPT-5.6 Sol at 750 Tokens per Second, Setting a New Frontier-Model Speed Record750 tok/sec→
- Jun 26, 2026FUNDINGStealthy AI-R&D Lab Mirendil Raises a $200M Seed From a16z and Kleiner Perkins$200M→
- Jun 26, 2026BIG TECHOpenAI, SpaceX and the Scramble to Build Custom AI Chips -- and Escape NvidiaCustom silicon→
- Jun 24, 2026AIOpenAI Unveils 'Jalapeño,' Its First Custom AI Chip, Built With Broadcom for Inference at ScaleFirst custom inference chip→
- Jun 24, 2026BIG TECHQualcomm Agrees to Buy Modular for ~$4B in All-Stock Deal, Taking Aim at Nvidia's CUDA Moat$3.92B→
- Jun 24, 2026BIG TECHQualcomm to Buy AI-Software Startup Modular for ~$3.9B to Attack Nvidia's CUDA Moat~$3.9B→
- Jun 23, 2026FUNDINGGroq Confirms $650M Raise and Rebuilds Leadership After Nvidia's $20B 'Not-Acqui-Hire'$650M→
- Jun 22, 2026AINvidia Says Its Rubin Data Center Design Runs Hotter to Use Far Less Water→
- Jun 22, 2026AISpaceX Signs a $6.3B Compute Deal to Rent GPUs to Open-Source Lab Reflection AI$6.3B→
- Jun 20, 2026AIHuawei-Led Team Post-Trains DeepSeek's 1.6-Trillion-Parameter Model on Ascend Chips, Not Nvidia→
- Jun 18, 2026AIAnthropic Locks 3.5-Gigawatt Google TPU Deal as It Passes OpenAI on Revenue→
- Jun 17, 2026FUNDINGOdyssey Raises $310M Series B at $1.45B to Build AI World Models$310M→
- Jun 17, 2026FUNDINGSandboxAQ Wins $500M CHIPS Award -- and Hands the US Government an Equity Stake$500M→
- Jun 17, 2026FUNDINGOdyssey Raises $310M at $1.45B -- Amazon and AMD Bet on World Models for Physical AI$310M→
- Jun 17, 2026FUNDINGHydra Host Raises $100M Series A -- Founders Fund and Nvidia Back Bare-Metal GPU Infra$100M→
- Jun 16, 2026AINvidia Ships Nemotron 3 Ultra -- a 550B Open Model to Seed Its Own Ecosystem→
- Jun 16, 2026FUNDINGHydra Host Raises $100M Series A to Broker Idle GPU Capacity for AI Labs$100M→
- Jun 9, 2026BIG TECHFAANG Is Dead -- Wall Street Crowns 'MANGOS' as the New Big Tech$10T+ combined market cap→
- May 14, 2026IPOCerebras (CBRS) Continues Hot Streak -- Up 68% Since May IPO$3.5B raise→
All Coverage
36 most recent shown — all 209 stories are in the timeline above
FUNDING$231M Series A
Euclyd Raises $231M To Challenge Nvidia On Inference
Dutch chip startup Euclyd raised more than $231 million in a Series A led by Samsung, with former ASML chief executive Peter Wennink joining as chairman to help commercialize a memory-centric architecture aimed at AI inference.
DEEP DIVE
AI
Anthropic Data Fears Push Nvidia, Palantir To Restrict Models
AI
Anthropic Data Fears Push Nvidia, Palantir To Restrict Models
Data-handling concerns about Anthropic's model training and retention practices have led Nvidia, Palantir and Booz Allen Hamilton to restrict how their employees use Claude internally, underscoring how enterprise trust has become a competitive variable among the AI labs selling to security-conscious buyers.
DEEP DIVE
AI
Nvidia May Put $10B Into Anthropic's IPO
AI~$10B anchor stake in ~$100B IPO
Nvidia May Put $10B Into Anthropic's IPO
Nvidia is in talks to invest up to $10 billion in Anthropic's IPO, an offering bankers say could raise $100 billion at a $2 trillion valuation and become the largest in history.
DEEP DIVE
IPO
Tencent-Backed Enflame Triples On Shanghai IPO Debut
IPO~$912M raised in IPO
Tencent-Backed Enflame Triples On Shanghai IPO Debut
Tencent-backed AI chipmaker Enflame nearly tripled on its Shanghai STAR Market debut, the latest Chinese Nvidia challenger to surge as Beijing pushes for semiconductor self-sufficiency.
DEEP DIVE
AI
The AI Infrastructure Bill Is Coming Due
AI
The AI Infrastructure Bill Is Coming Due
Between Microsoft's 38-gigawatt data-center plan, Nvidia's 2-gigawatt Australian buildout and a wave of double-digit-billion-dollar infrastructure rounds this week, 2026's AI capex cycle is starting to look like a bet nobody has fully underwritten.
TRACE'S TAKE
AI
Nvidia Backs 2GW Of AI Factories In Australia
AI2GW targeted buildout by 2027
Nvidia Backs 2GW Of AI Factories In Australia
Nvidia is partnering with eight Australian data-center and cloud companies to build up to 2 gigawatts of AI computing capacity by 2027, a target that would more than double the country's existing compute base.
DEEP DIVE
REGULATION
DOJ Probes Nvidia's $20B Groq Deal For Antitrust
REGULATION$20B licensing deal
DOJ Probes Nvidia's $20B Groq Deal For Antitrust
The Justice Department is investigating whether Nvidia structured its nearly $20 billion licensing-and-hire deal for AI chip startup Groq specifically to dodge a formal antitrust merger review.
DEEP DIVE
AI
Samsung Deepens Chip Ties With OpenAI
AI
Samsung Deepens Chip Ties With OpenAI
Samsung and OpenAI are expanding a partnership covering memory supply and foundry capacity for OpenAI's next-generation AI accelerator, code-named Habanero, as OpenAI tries to cut its dependence on Nvidia and TSMC.
DEEP DIVE
BIG TECH
Nvidia Now Sits on Every Side of the AI Trade
BIG TECH
Nvidia Now Sits on Every Side of the AI Trade
Nvidia is the chip vendor to Crusoe and Fluidstack, an equity investor in Ineffable and SB Energy, and as of this month the owner of Hugging Face -- the open-model registry the industry treats as neutral ground.
DEEP DIVE
BIG TECH
Nvidia's $12.9B Hugging Face Deal Faces Its Critics
BIG TECH$12.9B acquisition
Nvidia's $12.9B Hugging Face Deal Faces Its Critics
Four days after Nvidia confirmed its $12.9 billion acquisition, the argument has shifted from price to control: who arbitrates neutrality when the chip vendor owns the repository where 80 million users publish models.
FOLLOW-UP
AI
AI's AGI Claim Meets an Accountability Reckoning
AI
AI's AGI Claim Meets an Accountability Reckoning
The same week OpenAI called its newest model the start of artificial general intelligence, authors, regulators and Nvidia all moved on the question of who answers for what these systems actually do.
DEEP DIVE
IPO
What Nvidia's Anchor Checks Hide in AI IPO Filings
IPO$1.5B + ~$2B anchor checks
What Nvidia's Anchor Checks Hide in AI IPO Filings
Nvidia is now an investor in three companies preparing to list that will spend much of their raised capital buying Nvidia systems, and the disclosures make revenue quality harder to judge, not easier.
DEEP DIVE
FUNDING
Nscale Lines Up $3.5B Pre-IPO War Chest From Nvidia
FUNDING$3.5B Pre-IPO Financing
Nscale Lines Up $3.5B Pre-IPO War Chest From Nvidia
The London AI cloud firm is in talks for roughly $2 billion from Nvidia and $1.5 billion in Third Point-led convertible notes ahead of a planned New York listing, with contracts now topping $103 billion.
DEEP DIVE
IPO
SB Energy Amends S-1 for a $439B Backlog Listing
IPO$5B-$7B targeted raise
SB Energy Amends S-1 for a $439B Backlog Listing
SoftBank's data center and power arm filed an amended registration statement on September 4 as it moves toward a Nasdaq debut under SBE, with Nvidia committing $1.5 billion at the IPO price.
FOLLOW-UP
FUNDING
Gimlet Labs Hits $3B Valuation on Chip-Agnostic AI Bet
FUNDING$300M Series B
Gimlet Labs Hits $3B Valuation on Chip-Agnostic AI Bet
Andreessen Horowitz led a $300 million round for the startup that lets AI workloads run across Nvidia, AMD, and custom silicon interchangeably, with Arm and Microsoft's M12 joining as new backers.
DEEP DIVE
AI
AMD's $100K Desk Machine Runs Trillion-Parameter Models
AI$100K-$150K per system
AMD's $100K Desk Machine Runs Trillion-Parameter Models
Threadripper Halo pairs a 96-core CPU with up to four MI350P accelerators and 576GB of HBM3e, aimed squarely at Nvidia's DGX Station and at researchers who want frontier-scale models off the cloud.
DEEP DIVE
AI
Nvidia Buys Hugging Face, the Platform OpenAI Hacked
AI$12.9B
Nvidia Buys Hugging Face, the Platform OpenAI Hacked
Nvidia agreed to pay $12.9 billion for the open-model repository that OpenAI's own agents used as a coordination channel during an August incident, promising to keep it chip- and cloud-agnostic despite the obvious conflict.
DEEP DIVE
FUNDING
Superluminal Raises $60M for AI-Designed Obesity Pill
FUNDING$60M Series B
Superluminal Raises $60M for AI-Designed Obesity Pill
The Boston biotech's Series B, backed by Nvidia and Eli Lilly among others, funds Phase 1 trials of an oral MC4R agonist for rare genetic obesity designed by its de novo drug-discovery AI platform.
DEEP DIVE
BIG TECH
Nvidia Confirms $12.9B Deal to Buy Hugging Face
BIG TECH$12.9B acquisition
Nvidia Confirms $12.9B Deal to Buy Hugging Face
Nvidia formally confirmed its $12.9 billion acquisition of Hugging Face, the open-source AI model repository, converting a deal reported as unsigned in August into a completed agreement with public commitments on platform neutrality.
FOLLOW-UP
BIG TECH
Nvidia Confirms $12.93B Deal for Hugging Face
BIG TECH$12.93B acquisition
Nvidia Confirms $12.93B Deal for Hugging Face
Nvidia agreed to pay $12.93 billion for Hugging Face, the open-source AI model and dataset hub used by more than 18 million developers, with Jensen Huang pledging the platform stays open and compute-agnostic.
FOLLOW-UP
IPO
Moonshot AI Confidentially Files for $3B HK IPO
IPO$3B target raise
Moonshot AI Confidentially Files for $3B HK IPO
Moonshot AI, maker of the Kimi chatbot, confidentially filed to list on the Hong Kong Stock Exchange targeting a $3 billion raise at a $50 billion valuation, even as US officials weigh sanctions over its Nvidia chip use.
FOLLOW-UP
AI
Enterprises Favor Non-Nvidia Chips Over Next-Gen GPUs
AI
Enterprises Favor Non-Nvidia Chips Over Next-Gen GPUs
A VentureBeat survey of 170 AI infrastructure buyers found 39.4% plan to evaluate non-Nvidia accelerators like AWS Trainium, Google TPU and AMD Instinct over the next year, versus 25.3% for Nvidia's next-generation Blackwell-class GPUs.
DEEP DIVE
FUNDING
iPronics Raises $125M for AI Data-Center Optics
FUNDING$125M Series B
iPronics Raises $125M for AI Data-Center Optics
Spanish photonics startup iPronics raised $125 million co-led by Maverick Silicon and Light Street Capital, with Nvidia joining as a strategic investor, to scale optical circuit switches that reconfigure AI data-center networks in sub-millisecond time.
DEEP DIVE
AI
Anthropic Signs $35B Cloud Deal With Nvidia's Lambda
AI$35B cloud deal
Anthropic Signs $35B Cloud Deal With Nvidia's Lambda
Anthropic signed a $35 billion computing deal with Nvidia-backed cloud provider Lambda for roughly 350 megawatts of GPU capacity at a new Hut 8-developed data center in Nueces County, Texas, days after committing $45 billion to a separate West Virginia campus.
DEEP DIVE
AI
Anthropic's $35B Lambda Deal Has Nvidia Playing Landlord
AI$35B compute deal
Anthropic's $35B Lambda Deal Has Nvidia Playing Landlord
Anthropic will pay Lambda $35 billion for Nvidia-powered cloud capacity in Texas, in a deal where Nvidia itself holds the lease on the data center -- chip supplier, investor and landlord in the same transaction.
DEEP DIVE
AI
Custom Silicon's Widening Front, After Nvidia-MediaTek
AI
Custom Silicon's Widening Front, After Nvidia-MediaTek
Nvidia's $3.5B MediaTek bet is the same defensive playbook as its $500B Wall Street platform -- lock partners into Nvidia's technology stack rather than compete chip-for-chip with every hyperscaler's silicon program.
FOLLOW-UP
AI
MediaTek Jumps 10% on Nvidia's $3.5B Chip Bet
AI$3.5B convertible bonds
MediaTek Jumps 10% on Nvidia's $3.5B Chip Bet
Nvidia is investing $3.5 billion in MediaTek convertible bonds to deepen an AI chip partnership, and MediaTek shares jumped roughly 10% as investors priced in a bigger role supplying Nvidia's custom-silicon customers.
DEEP DIVE
FUNDING
The AI Capex Supercycle Now Dwarfs Global VC
FUNDING
The AI Capex Supercycle Now Dwarfs Global VC
Nvidia's $500B Wall Street platform and TSMC's $64B capex budget together outweigh all global VC raised in H1 2026 -- a scale mismatch that shows where AI's real money is flowing.
BY THE NUMBERS
FUNDING
Why Nvidia Just Pulled Back From Its Own Financing Plan
FUNDING$36B program paused
Why Nvidia Just Pulled Back From Its Own Financing Plan
Nvidia paused deals under its $36 billion AI Compute Partnership after employees flagged antitrust concerns -- a retreat that says as much about how AI infrastructure gets financed next as the $500B platform it announced weeks earlier.
DEEP DIVE
AI
Nvidia's $500 Billion Financing Platform, Three Weeks In
AI$500B+ target
Nvidia's $500 Billion Financing Platform, Three Weeks In
Nvidia's Aug. 10 deal with six Wall Street giants to mobilize $500 billion for AI infrastructure is still a memorandum of understanding -- here's what has to happen next for the number to become real capital.
DEEP DIVE
REGULATION
Tariffs Just Entered Every AI Infrastructure Deal
REGULATION
Tariffs Just Entered Every AI Infrastructure Deal
A proposed expansion of chip tariffs to laptops, servers and consoles lands the same week OpenAI's chip beat Nvidia's Blackwell in benchmarks and Stripe dropped its $53B PayPal bid -- three signs AI just got costlier to build and buy into.
DEEP DIVE
FUNDING
Why the AI Buildout Runs on Debt, Not VCs
FUNDING
Why the AI Buildout Runs on Debt, Not VCs
Nvidia's pause on financing smaller AI clouds, alongside a16z's new $1.1B hardware fund, shows two separate capital markets now underwriting AI: equity chasing the model layer, debt absorbing the risk of the physical buildout.
TRACE'S TAKE
IPO
New Fed Chair Warsh Rattles Markets on Inflation
IPO
New Fed Chair Warsh Rattles Markets on Inflation
Kevin Warsh used his first Jackson Hole speech as Fed chair to warn that underlying inflation trends haven't improved, pulling stocks off their Nvidia- and Salesforce-fueled rally.
DEEP DIVE
AI
Open-Weight Labs Become the Valley's Acquisition Target
AI$26B+ in deals
Open-Weight Labs Become the Valley's Acquisition Target
Nvidia's reported $13 billion Hugging Face agreement, its $6 billion Poolside deal and Stripe's $7 billion-plus OpenRouter purchase have consolidated the open-model layer, even as enterprise adoption sits at 6%.
FOLLOW-UP
REGULATION
Nvidia Pauses Its Own AI Cloud Financing Plan
REGULATION
Nvidia Pauses Its Own AI Cloud Financing Plan
Nvidia has paused parts of its AI Compute Partnership, a program that promised to rent GPU capacity from smaller cloud providers at a 50% revenue share, after employees flagged antitrust risk in how much control it gave Nvidia over customers' businesses.
DEEP DIVE
IPO
Nvidia Now Carries $366B in Future Commitments
IPO$366B in commitments
Nvidia Now Carries $366B in Future Commitments
Nvidia disclosed $366 billion of future commitments -- including $279 billion of supply and capacity, up from $119 billion -- while quarterly free cash flow fell from $48.5 billion to $21.3 billion.
DEEP DIVE
Value Add Research
- Company Deep Dive · Sep 16, 2026Cerebras (CBRS): Inside the AI Chip Maker Taking On Nvidia
- AI & Technology · Aug 31, 2026Nvidia's $3.5B MediaTek Bet: Defending the Moat Tech Builds Its Own Chips
- AI & Technology · Aug 28, 2026Nvidia's $12.9B Hugging Face Deal: Biggest Outright Acquisition Yet
- AI & Technology · Aug 22, 2026Nvidia's $7B Poolside Deal: The Reverse Acquihire Playbook
- Market & Trends · Aug 17, 2026Nvidia Cuts OpenAI Backstop Posts First Profit
- AI & Technology · Aug 16, 2026$12B Thinking Machines — After Failed $50B Round
- AI & Technology · Jul 28, 2026AI Chip Supply Ranked 2026: Nvidia, AMD, Broadcom, TSMC, and Who's Actually Unconstrained
- AI & Technology · Jul 28, 2026AI Networking Vendors Ranked 2026: Nvidia, Arista, Broadcom, and the InfiniBand vs Ethernet War
Sources & methodologyshow
Where these figures come from
- companiesmarketcap.comresearch database1 fact
- Value Add VC entity registryunspecified source1 fact
Figures are labelled Reported (a source states it), Estimated, Derived (computed from other facts) or Rumored (in talks / unconfirmed). Rumors never replace a confirmed figure. Each figure keeps its own as-of date; history is preserved rather than overwritten.