Articles Tagged “Nvidia”
25 articles found
Nvidia Vera Rubin NVL72 Targets 30x Tokens Per Watt
Nvidia detailed the Vera Rubin NVL72 rack at Hot Chips 2026: 72 GPUs, 2 ZFLOPS of NVFP4 inference and up to 30x more tokens per megawatt.
Nvidia Q2 FY27 Earnings: $91B Guidance Meets Aug 26
Nvidia reports Q2 fiscal 2027 results on August 26 against its own $91 billion guidance, roughly double the $46.7 billion it posted a year earlier.
Nvidia KV Cache Transfer Skips 7-Second Re-Prefills
Nvidia researchers moved a 32,768-token KV cache between model sizes in 278 milliseconds, replacing a 7-second re-prefill with closed-form linear math.
Nvidia Pays Poolside $6B to License Its Model Factory
Nvidia struck a reported $6B non-exclusive licensing deal with Poolside plus a $1B investment at a $12B pre-money valuation, with 109 staff getting offers.
Nvidia Invests $1.5B in SB Energy's Ohio AI Campus
Nvidia is putting $1.5B into SB Energy and backing up to $105B in credit to make the 4.25GW PORTS-Pike campus in Ohio an Nvidia-only compute site.
Nemotron 3.5 Lightning Puts 1M-Token Agents on RTX PCs
NVIDIA's Nemotron 3.5 Lightning is a 30B open model with 3B active parameters, a 1M-token context, and 4x faster output for local AI agents.
NVIDIA Magpie TTS Hits 12 Languages With Open Weights
NVIDIA's 364M-parameter Magpie TTS adds Arabic, Korean, and Brazilian Portuguese, and reaches 32ms time-to-first-audio on a B200 GPU with open weights.
Firmus Raises $2B for Renewable-Powered AI Factories
Firmus closed a fully subscribed $2 billion round at a $10.5 billion valuation to build renewable-powered AI data centers across Asia-Pacific.
NVIDIA NOOA Turns an AI Agent Into One Python Class
NVIDIA open-sourced NOOA, an agent framework where a 253-line agent hits 82.2% on SWE-bench Verified using half the tokens of rival harnesses.
NVIDIA Alpamayo 2 Super Ships an Open 34B AV Model
NVIDIA released Alpamayo 2 Super for commercial use — a 34B open reasoning model for robotaxis with 360-degree perception and a permissive OpenMDW license.
NVIDIA SkillSpector Scans AI Agent Skills for Risk
NVIDIA's open-source SkillSpector checks AI agent skills for 64 vulnerability patterns before install, scoring risk 0-100 and exporting SARIF for CI.
Open Secure AI Alliance Unites 40+ Firms on Defense
NVIDIA, Microsoft, IBM and 40+ others launched the Open Secure AI Alliance on July 27, pooling five open-source projects to defend AI agents.
CuspAI Raises $450M to Speed Up Materials Discovery
CuspAI raised $450M at a $2.6B valuation and launched an AI Materials Foundry with 45+ partners including NVIDIA, Meta, Samsung and Lam Research.
NVIDIA Jetson T3000 Packs 865 TFLOPS Into a Tiny Module
NVIDIA's Jetson T3000 delivers 865 FP4 TFLOPS with 32GB LPDDR5X on a 50x87mm module, while the T2000 hits 400 TFLOPS. Both arrive in Q1 2027.
NVIDIA Cosmos 3 Edge Puts World Models Inside Robots
NVIDIA Cosmos 3 Edge is a 4-billion-parameter world model doing spatial reasoning on Jetson and RTX hardware, adaptable to a robot in about a day.
NVIDIA NeMo Automodel Fine-Tunes Any Diffusers Model
NVIDIA and Hugging Face shipped distributed fine-tuning for any Diffusers model — FLUX.1-dev LoRA hits 53.73 images per second on eight H100s.
Jetson T3000 Brings Blackwell Edge AI to Small Robots
NVIDIA's Jetson T3000 packs 865 FP4 TFLOPS and 32GB LPDDR5X into a module half the size of the T5000, with both new modules shipping Q1 2027.
NVIDIA Cosmos 3: The First Fully Open Omni-Model for Physical AI
NVIDIA's Cosmos 3, launched early June 2026, is the first fully open omni-model for physical AI — reasoning first, then generating across modalities.
NVIDIA's Nemotron 3 Nano Omni Lands — A 30B Open Omni-Modal Reasoning Model With 9x Higher Throughput
NVIDIA released Nemotron 3 Nano Omni on May 13, 2026 — a 30B-A3B open omni-modal model that unifies text, image, video, and audio reasoning with 9x higher throughput than other open omni models.
NVIDIA's Ising Models Bring Open-Source AI to Quantum Computing
NVIDIA launched Ising today — the world's first open AI models for quantum error correction and calibration, delivering 2.5x faster performance and 3x higher accuracy.
Q1 2026 Earnings Season: Why AI Infrastructure Stocks Deserve a Fresh Look
AI infrastructure is projected to drive 87% of S&P 500 earnings growth in Q1 2026 — Wall Street is shifting from AI hype to AI ROI, and the setup looks compelling for long-term tech investors.
Wall Street's AI Infrastructure Playbook for Q1 2026: Record Earnings, Compressed Valuations
Wall Street analysts call AI infrastructure stocks like Nvidia 'ripe for gains' as Q1 2026 earnings growth outpaces the rest of the S&P 500.
NVIDIA's AI-Q Blueprint Brings Enterprise Agentic AI to Adobe, Salesforce, and SAP
NVIDIA's AI-Q Blueprint gives enterprises an open framework for building AI agents that perceive, reason, and act — slashing query costs by 50% with a hybrid routing architecture.
Ayar Labs Raises $500 Million to Mass-Produce Optical AI Interconnects — Backed by NVIDIA and AMD
Ayar Labs closes a massive Series E to scale optical chiplets that replace copper connections with light, delivering up to 20x more bandwidth per watt for AI data centers.
Nvidia Reports Q4 Earnings Today — Wall Street Expects $65 Billion in Revenue and All Eyes Are on Guidance
Nvidia’s fiscal Q4 FY26 earnings drop after market close today. Analysts expect $65.7B revenue and $1.53 EPS, but forward guidance will move the stock.