NVIDIA

Sep 15, 2026 policy

Trump called AI fears a hoax on Jensen Huang's speakerphone

On September 14, 2026, while Nvidia CEO Jensen Huang was on stage at the All-In Summit in Los Angeles, he took a call from President Donald Trump and put him on speakerphone. "I'm telling you, it's all a hoax," Trump said, and called data centers "the oil of the next 20, 25 years." The same day Trump wrote on Truth Social that "The only control or 'guardrails' that AI needs is a STRONG AND SMART (High IQ!) PRESIDENT" and attacked Anthropic CEO Dario Amodei by name. The posts came two days after Amodei's essay "We Must Pace the Frontier," which Sam Altman and Elon Musk publicly backed.

Sep 15, 2026 productsprivacy

Nvidia, Palantir and Booz Allen restrict Claude over data fears

The Information reported on September 14, 2026, according to Reuters, that Nvidia, Palantir and Booz Allen are restricting their use of Anthropic's models over concerns about their proprietary data. Nvidia limits Claude to less sensitive work, Palantir wants a zero-data-retention guarantee before offering Anthropic's models through its software, and Booz Allen barred staff from running Anthropic's commercial model on cybersecurity projects that touch proprietary data. On September 1, Anthropic announced Enterprise Frontier Safeguards, which let enterprise customers keep monitoring data in their own cloud accounts under their own encryption keys.

Sep 15, 2026 products

Perplexity's AI agent now runs locally on high-end RTX PCs

Perplexity and Nvidia announced on September 14, 2026, that Portable Computer, the local version of the Perplexity Computer agent, is available in Perplexity's Windows app. It needs an Nvidia GeForce RTX or RTX PRO GPU with 24GB or more of video memory and is available to Perplexity Pro and Max subscribers. The agent works on the user's files locally, and according to Nvidia it asks permission before sending anything to cloud models.

Sep 12, 2026 productsresearch

A modded DLSS 5 redraws GTA V's paused frame into smears

A widely shared clip shows an unofficial modded build of NVIDIA's DLSS 5 running while GTA V sits on its pause menu. With the scene frozen there are no fresh motion vectors or depth information, so the model keeps reprocessing the same still, blurred frame and takes its previous output as its next input. Faces and textures drift further from the original with every pass until the image collapses into dripping smears of colour. It is a mod rather than shipping NVIDIA behaviour.

Sep 5, 2026 policyinfrastructure

US used Nvidia chip access to help broker an Armenia peace deal

The Wall Street Journal reports that US negotiators used expanded access to Nvidia chips for Armenia's Firebird data center as an incentive in the Armenia-Azerbaijan peace talks. The Journal calls the approach 'chip diplomacy'.

Sep 4, 2026 moneyopen source

Nvidia confirms its $12.9 billion acquisition of Hugging Face

On September 3, 2026, Nvidia officially announced its agreement to acquire Hugging Face, the open-source AI hub where 18 million developers share more than 3 million models and 500,000 datasets. Per press coverage the terms are roughly $11.9 billion to shareholders plus up to $1 billion in retention equity, closing expected in the first half of 2027 pending regulators. Hugging Face CEO Clement Delangue told CNBC he personally approached Jensen Huang over the summer, a year after rejecting a $500 million Nvidia investment to stay independent.

Sep 4, 2026 productsopen source

Nvidia PAIR links idle home computers into one local AI cluster

Nvidia released PAIR, a free open-source tool that links the idle computers in a home into one local AI cluster. It routes tasks to whichever machine is free, works with Ollama and LM Studio, keeps all data on the local network, and supports Nvidia RTX 20-series GPUs and newer plus Apple M4 Macs.

Aug 27, 2026 moneyopen source

Nvidia closes in on buying Hugging Face for $12.9 billion

The Information reported on August 26, 2026 that Nvidia agreed to acquire Hugging Face for $12.9 billion, while Business Insider and Bloomberg described talks valuing the company above $13 billion with no signed agreement. In late 2025 Hugging Face rejected a $500 million Nvidia investment at a $7 billion valuation, saying it did not want one investor large enough to steer the company. Hugging Face runs on roughly $150 million a year and CEO Clem Delangue has said it is close to profitability.

Aug 19, 2026 researchrobotics

Nvidia's MotionBricks animates games and robots from one model

NVIDIA Research unveiled MotionBricks at SIGGRAPH 2026: a single universal character-animation controller trained on the BONES-SEED dataset of 350,000 production motion-capture clips. It generates any combination of locomotion, interaction and physics-driven movement in real time at 15,000 FPS with 2 ms latency, with no hand-crafted state machines, manual transition graphs or per-character fine-tuning. In an Unreal Engine 5 demo, typed natural-language commands such as "sit on the bench, stand up, pick up the sword, jump over the railing" produced all the intermediate motion live, and the same model drives the Unitree G1 humanoid robot through NVIDIA GR00T.

Aug 19, 2026 infrastructuremoney

Nvidia cut its backstop for OpenAI's Ohio data center

The Wall Street Journal reported on August 14, 2026 that Nvidia has cut its planned financial backstop for OpenAI's Ohio data center to under $120 billion, down from the roughly $250 billion discussed in July. The new structure covers only the first phase of the 10-gigawatt Piketon, Ohio campus developed by SB Energy, SoftBank's energy arm, with Nvidia guaranteeing the financing that lets OpenAI lease it. Investors had pushed back on how much risk Nvidia was absorbing for its biggest customer, taking about $130 billion of exposure off the table, and per the WSJ a deal could be signed within days.

Aug 9, 2026 policymoney

Anthropic and OpenAI set lobbying records in the second quarter

Fresh federal filings show Anthropic spent $1.97 million on lobbying in Q2 2026, up 26 percent quarter over quarter, more than Nvidia's $1.25 million and close to Oracle's $2 million, while OpenAI added $1.2 million, up 18 percent. Combined, the two labs hit $3.17 million, roughly double a year ago, and Anthropic's first half of 2026, over $3.5 million, already beats everything it spent in all of 2025. The filings list cybersecurity, copyright, cloud computing and defense procurement.

Aug 9, 2026 chipsinfrastructure

AMD and Cerebras split AI inference into two separate stacks

On July 23, 2026, AMD and Cerebras announced a partnership pairing AMD's Helios rack-scale systems with the Cerebras Wafer-Scale Engine in one disaggregated inference stack: Helios handles prompt processing and long context, Cerebras takes over memory-bandwidth-heavy token generation. The partners expect the combination to deliver up to 5x higher tokens per second per watt, a figure from AMD and Cerebras modeling that compares Helios plus the Wafer-Scale Engine against a Cerebras WSE-only configuration. Availability comes through Cerebras Cloud in the second half of 2026.

Aug 9, 2026 chipsmoney

Asian chip stocks fell as much as 7.5% in their worst day since March

On July 28, 2026, Bloomberg's gauge of Asian semiconductor shares fell as much as 7.5%, its steepest drop since early March, with Korean chipmakers hit hardest: Samsung Electronics and SK Hynix each slid more than 13%, and the US SOX index fell as much as 6% in its fourth straight losing session. Investors were spooked by a report that a Chinese state-backed company has begun mass producing deep ultraviolet lithography machines, fears of circular financing in AI deals where Nvidia acts as lender, supplier, investor and partner at once, and doubts that record AI capex will translate into matching revenue. The rout landed in a week loaded with Big Tech earnings and a Fed meeting.

Aug 9, 2026 chips

DFSX claims an AI chip with no HBM and double Nvidia's bandwidth

Dongfang Suanxin stacks DRAM directly on top of the compute die with 3D hybrid bonding, so its chips need no HBM, the memory hardest for Chinese firms to obtain under export controls. The company claims a TY64 SuperNode built from 14nm DF2000 chips delivers 960 TB/s of memory bandwidth against 576 TB/s for NVIDIA's GB200 NVL72. The numbers are self-reported and unverified.

Aug 9, 2026 infrastructurepolicy

Europe opens its call for seven AI gigafactories worth 30 billion euro

On July 30, 2026, the European Commission officially opened the call for up to seven AI gigafactories, combining advanced chips, cloud and data centers to train next-generation AI. Roughly 10 billion euro of public funding is designed to unlock about 20 billion euro in private investment; bids close November 12, winners are expected in early 2027, and sites should be operational around mid-2028. 76 consortia across 10 countries have signaled preliminary interest.

Aug 9, 2026 robotics

Hyundai rebrands as a physical AI company with Nvidia and Waymo

At the San Francisco AI Summit on July 25, 2026, Hyundai Executive Chair Chung Eui-sun unveiled a strategy to transform Hyundai Motor Group into a physical AI company spanning autonomous vehicles, robotics, AI factories and connected urban infrastructure. Concrete pieces include a Robot Reference Platform built with Nvidia, a strategic partnership with Waymo, and Boston Dynamics working with Google DeepMind. It fits a broader Korean push that includes Samsung's roughly $260 billion fab plan and $36 billion for HBM factories.

Aug 9, 2026 chipsmoney

Chinese GPU maker MetaX filed for a Hong Kong IPO

Shanghai-based GPU maker MetaX, founded by former AMD engineers, has confidentially filed for a Hong Kong listing targeting an IPO by the end of 2026, per SCMP. The move comes about six months after its December 2025 Star Market debut, when the stock surged nearly 700 percent on day one after raising 4.2 billion yuan (about $596 million). The plan is H shares of up to 5 percent of enlarged capital, funding next-gen GPU development as Beijing pushes Chinese AI firms off Nvidia silicon.

Aug 9, 2026 policymodels

The White House accuses Moonshot of distilling Claude to build Kimi K3

On July 22, 2026, White House OSTP Director Michael Kratsios stated that Moonshot AI built Kimi K3, a 2.8 trillion parameter model, by running large-scale distillation against Anthropic's Fable 5 and tapped export-restricted Nvidia GB300 chips through servers in Thailand. Anthropic earlier reported over 3.4 million Claude exchanges through fraudulent accounts, but experts note Fable 5 was public only 15 days before K3 shipped, and Moonshot denies wrongdoing. Treasury has floated sanctions.

Aug 9, 2026 infrastructuremoney

Musk calls a reported $52 billion Nvidia order fake news

Taiwan's Economic Daily reported that Foxconn had landed a SpaceX order for about 13,000 racks of Nvidia GB300 AI servers, nearly one million GPUs, which outlets priced at roughly $52 billion based on an estimated $4 million per rack. On July 20, 2026 Elon Musk called the report "fake news" on X. The figure was always an estimate built on an assumed per-rack cost, and no official source ever confirmed the deal.

Aug 9, 2026 moneyinfrastructure

Nscale will buy Ray maker Anyscale for a reported $1.65 billion

On July 30, 2026, UK-based, Nvidia-backed AI cloud Nscale agreed to acquire Anyscale, the company behind Ray, the open-source framework much of the AI industry uses to scale training and inference across GPUs. Bloomberg puts the deal at about $1.65 billion, citing a source familiar with the matter; the companies did not disclose a price. Closing is expected in the second half of 2026, and Ray stays open source.

Aug 9, 2026 chipspolicy

Nvidia cut its approved Asia chip buyers by more than half

Nvidia has cut its list of approved AI chip buyers and distributors in Asia by more than 50%, per the Financial Times on July 14, 2026, after months of tightening compliance in Japan, Singapore and Malaysia to keep chips from being smuggled into China. Vetting now includes in-person data center audits, contract verification and end-user interviews, with US Department of Commerce oversight. The crackdown mostly hit 'neoclouds' suspected of reselling compute across the border.

Aug 9, 2026 infrastructuremoney

Nvidia may backstop $250 billion for OpenAI's Ohio campus

The Wall Street Journal reported on July 26, 2026 that Nvidia is in talks to backstop roughly $250 billion in financing for OpenAI, letting it lease a 10-gigawatt campus that SoftBank's SB Energy is developing in Piketon, Ohio, with the first 800-megawatt phase expected in 2028. The companies are also discussing separate financing for up to $350 billion in OpenAI chip purchases, which could push the total project past $500 billion, the largest data center project announced to date. The talks are not finalized and could still fall through.

Aug 9, 2026 moneyresearch

Nvidia made a reported $5 billion bet on Sutskever's Safe Superintelligence

On July 27, 2026, Nvidia announced an investment in and long-term partnership with Safe Superintelligence, the startup founded by former OpenAI chief scientist Ilya Sutskever. Nvidia did not disclose the amount; Bloomberg reported the deal at $5 billion. SSI gets access to the next-generation Vera Rubin platform, which is expected to increase its compute by an order of magnitude. SSI previously raised $3 billion, most recently at a $32 billion valuation in February 2025, and two years after launch it still has no commercial product.

Aug 9, 2026 securitypolicy

Nvidia formed a security alliance without OpenAI or Anthropic

On July 27, 2026, Nvidia announced the Open Secure AI Alliance (OSAA), uniting nearly 40 companies including Microsoft, IBM, Adobe, Cisco, Cloudflare, CrowdStrike, SpaceX and Hugging Face around open-source tools for defending against AI-powered cyberattacks. Contributions include Microsoft's multi-agent vulnerability scanning framework, Hugging Face's Safetensors format, and IBM and Red Hat's signed patching system. The alliance formed days after the Hugging Face breach, and OpenAI, Google and Anthropic are notably absent.

Aug 9, 2026 roboticsmoney

Walden Robotics left stealth with a $300 million seed round

Walden Robotics emerged from stealth on July 15, 2026 with a $300 million seed round at a $1.1 billion valuation, a billion-dollar price tag before a Series A. The company spun out of Toyota Research Institute in January 2026, is led by MIT professor Russ Tedrake, and raised from co-leads Deviation Capital and Toyota alongside Nvidia, Boeing, Samsung Ventures and CoreWeave Ventures. Its robots, humanoid upper bodies on wheeled bases rather than bipeds, have been working real shifts at a Toyota plant in North America since February.