NVIDIA

On August 22, 2026, Bloomberg reported that contract builders for Microsoft, Google, and Oracle have notified hyperscalers that servers with Nvidia AI chips—including Vera Rubin and Grace Blackwell—will cost more than 15% extra on many configurations shipping early next year, driven by DRAM/HBM. Nvidia did not comment; Reuters could not independently verify. Earnings are due August 26.

On August 20, 2026, Newcomer published Poolside’s investor letter: Nvidia will pay $6 billion for a non-exclusive license to Model Factory, invest $1 billion at a $12 billion pre-money valuation, and offer jobs to 109 Laguna engineers. Founders stay; Poolside says it is not an acquisition. Bloomberg and The Information confirmed August 21.

On August 17, 2026, Groq announced a $350 million Series A led by Disruptive with planned Nvidia participation, valuing the inference operator at $3.5 billion—about half its 2025 peak after Nvidia’s licensing deal hired away founder Jonathan Ross—and bringing 2026 capital to $1 billion as it targets 200+ MW in 2027.

On August 17, 2026, Nvidia and OpenAI confirmed a signed Ohio campus deal: Nvidia invests $1.5 billion in SoftBank’s SB Energy, takes exclusive compute at PORTS-Pike, and—per Reuters, CNBC, and Nvidia’s 8-K—provides up to $105 billion of credit support for an initial 4.25 IT-GW with an option on 3.75 more; OpenAI is the 20-year tenant for about 8 IT-GW.

On August 15, 2026, The Information reported Nvidia is negotiating up to $3 billion of equity in SoftBank’s SB Energy—the developer of OpenAI’s planned 10-gigawatt Ohio data-center campus—with half at deal signing and half at a planned SB Energy IPO, alongside the ~$100 billion credit wrap already in talks.

On August 14, 2026, the Wall Street Journal reported Nvidia is now expected to initially guarantee less than $120 billion—down from the $250 billion discussed in July—for OpenAI’s proposed 10-gigawatt Ohio data-center lease, with the two sides nearing a first-phase backstop; The Information later put the figure at about $100 billion.

On August 11, 2026, NVIDIA released Nemotron 3.5 Lightning—a 30B open MoE model with ~3B active parameters for high-volume agent execution—and NeMo Switchyard, an open-source model router that sends each agent step to the cheapest capable model, claiming up to 4× throughput in class and large cost cuts when paired with frontier planners.

On August 11, 2026, CoreWeave reported second-quarter 2026 results: about $2.58 billion in revenue (roughly +112% year over year), a contracted revenue backlog of $104.2 billion (+246% YoY), and continued heavy interest costs as the pure-play AI cloud scales GPU capacity for frontier labs and enterprises.

On August 10, 2026, NVIDIA signed memorandums of understanding with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to establish AI compute infrastructure financing platforms aimed at mobilizing more than $500 billion in third-party capital—treating NVIDIA GPUs and data-center capacity as an investable asset class.

On August 8, 2026, Firebird inaugurated its Hrazdan, Armenia AI factory—the largest NVIDIA DSX-style AI factory in the CIS region—with phase-one Blackwell capacity, a roadmap past 70,000 Rubin and Blackwell GPUs by end-2027, NVIDIA investment intent, and Kazakhstan as a second market toward a 2 GW global pipeline by end-2028.

On August 4, 2026, Trump administration officials told OpenAI, Anthropic, Google, Meta, and Nvidia that voluntary pre-release AI safety tests will target closed frontier models with state-of-the-art cyber capabilities—and will not put open-weight systems such as Meta’s Llama line and Nvidia’s Nemotron through the same review.

On July 24, 2026, Nvidia CEO Jensen Huang’s first X post shared a joint letter—signed by Nvidia, Microsoft, Meta, IBM, Dell, Palantir, Hugging Face, a16z and others—urging U.S. policymakers to avoid premature restrictions on open-weight AI models as the White House weighs limits on Chinese open models.

On July 10, 2026, South Korea’s SK Hynix started trading on Nasdaq (when-issued SKHYV, then SKHY), after pricing about $26.5 billion of American Depositary Receipts at $149—the largest ADR offering on record and a landmark U.S. listing for the HBM memory supplier that underpins modern AI GPUs.

On May 31, 2026, NVIDIA announced with Microsoft that NVIDIA RTX Spark powers the world’s first Windows PCs purpose-built for personal AI agents, featuring 1 petaflop of AI performance, high power efficiency, full-stack NVIDIA AI and graphics technology, and up to 128GB of unified memory. The systems target on-device agent workloads rather than cloud-only assistants.

On April 25, 2026, Pony.ai announced a new-generation Level 4 autonomous driving domain controller developed in collaboration with NVIDIA, built on the NVIDIA DRIVE Hyperion platform and powered by DRIVE AGX Thor SoCs with NVLink interconnect, delivering up to 4,000 FP4 TFLOPS of compute performance.

During NVIDIA GTC 2026 (March 16–19), NVIDIA detailed NemoClaw, a reference stack for OpenClaw that adds OpenShell runtime sandboxing, policy enforcement, privacy routing, and enterprise guardrails to make autonomous AI agents more secure and deployable in production environments.

At the March 16, 2026, GTC keynote in San Jose, NVIDIA CEO Jensen Huang unveiled the Vera Rubin full-stack platform, a new generation of seven specialized chips and rack-scale systems purpose-built for the demands of agentic AI and large-scale AI factories.

NVIDIA's GPU Technology Conference (GTC 2026, March 16-19) emphasized agentic AI deployments, physical AI (robotics and embodied systems), and the infrastructure needed to scale them. Keynotes and sessions highlighted production use cases and new tools for developers.

NVIDIA and Taiwan Semiconductor have revealed a co-designed next-generation AI chip that integrates advanced packaging, custom memory, and optical interconnects. The partnership aims to break through current power and bandwidth walls for 2027 systems.

NVIDIA is preparing to launch NemoClaw, an open-source platform for secure enterprise AI agents that can run on any hardware. It is positioned as a response to the success of tools like OpenClaw, with early demos for partners including Salesforce and Google.

As part of their deepening collaboration, NVIDIA and TSMC are advancing standards and technology for co-packaged optics in next-generation AI accelerators. The technology promises to overcome bandwidth and power limitations in massive GPU clusters for 2026-2027 systems.

NVIDIA's annual State of AI report details how AI is driving revenue, cutting costs, and boosting productivity across industries, with nearly all respondents planning to maintain or increase AI budgets.

On January 12, 2026, at the J.P. Morgan Healthcare Conference, NVIDIA and Eli Lilly announced a first-of-its-kind AI co-innovation lab with a joint investment of up to $1 billion over five years. The Bay Area lab will co-locate Lilly biologists with NVIDIA AI engineers on BioNeMo and Vera Rubin infrastructure for closed-loop wet-lab and dry-lab discovery.