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Nvidia's CEO just pointed at the part of AI that worries him most : Jensen Huang has spent the past year fielding questions about chip supply, export rules ...
charlotteobserver.com/news/business/article316737193.html
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Modal gets first Nvidia Vera CPU server, breaking from Intel and AMD: Modal gets its first Nvidia Vera Arm CPU server, doubling AI agent workload throughput vs ...
seekingalpha.com/news/4654317-modal-gets-first-nvidia-vera-cpu-server-breaking-from-intel-and-amd

Nvidia RTX Spark: Everything You Need to Know Before Our First Tests: Nvidia and Microsoft, at dual events last week, unveiled lots of detail around Nvidia’s new ...
pcmag.com/news/nvidia-rtx-spark-everything-you-need-to-know-before-our-first-tests

SpaceX reportedly seeking $40 billion debt package for Nvidia AI hardware — massive raise could fund roughly 360,000 Vera Rubin GPUs across 5,000 NVL72 racks
tomshardware.com/tech-industry/artificial-intelligence/spacex-reportedly-seeking-usd40-billion-debt-package-for-nvidia-ai-hardware-massive-raise-could-fund-roughly-360-000-vera-rubin-gpus-across-5-000-nvl72-racks

Paid articlePaywallNvidia Stock - | 70 Percent Growth Despite Supply Shortages: Nvidia expects revenue growth of 70% and margins over 70%, while shortages are slowing deliveries ...
deraktionaer.de/artikel/aktien/megatrend-folger-nvidia-70-prozent-wachstum-trotz-lieferengpaessen-20408649.html

Hot Chips 2026: Nvidia breaks down 88-core Vera CPU — spatial multithreading benchmarked, 1.2 TB/s SOCAMM2 memory, agentic workloads detailed, and more
tomshardware.com/pc-components/cpus/hot-chips-2026-nvidia-breaks-down-88-core-vera-cpu-spatial-multithreading-benchmarked-1-2-tb-s-socamm2-memory-agentic-workloads-detailed-and-more

AI chip startup Velaura raised $110 million and crossed a $1 billion valuation: The Santa Clara company's Titan Core chip platform promises a 2-4x improvement in ...
qz.com/velaura-ai-series-a-funding-round-ai-chips-power-efficiency-081826

Nvidia just announced the chip that will power the next generation of AI: The next-generation platform promises 10 times the agentic AI throughput of its Grace ...
qz.com/nvidia-vera-rubin-ai-chip-full-production-060126
HPE stock hits record high on Nvidia Vera CPU server launch: The HPE ProLiant Compute DL394 Gen12, unveiled at Computex in Taiwan, targets agentic AI and data ...
qz.com/hpe-stock-record-high-nvidia-vera-cpu-server-computex-060126

Nvidia Vera CPU Competes With AMD Epyc and Intel Xeon in Early Linux Tests: Benchmarks were selected by Nvidia, though, so wait for more open testing to draw ...
extremetech.com/computing/nvidia-vera-cpu-competes-with-amd-epyc-and-intel-xeon-in-early-linux-tests

Vera Performance Revealed: Can NVIDIA’s New CPU Beat Intel and AMD?: NVIDIA is making some bold performance claims with its Vera CPU, but can they really take on ...
hothardware.com/news/can-nvidias-vera-cpu-beat-intel-and-amd

Analyst says Nvidia poised to capture two-thirds of the x86 server CPU market from Intel and AMD with expected $20 billion in revenue — 'Nvidia is already ...
tomshardware.com/pc-components/cpus/analyst-says-nvidia-poised-to-capture-two-thirds-of-the-x86-server-cpu-market-from-intel-and-amd-with-expected-usd20-billion-in-revenue-nvidia-is-already-on-track-to-deliver-4-million-vera-cpus-in-fy202

Paid articlePaywallNvidia bets on new data center chips for growth as sales outlook tops estimates: Nvidia CEO Jensen Huang on Wednesday aimed to assure investors that the world's ...
reuters.com/business/retail-consumer/nvidia-forecasts-quarterly-revenue-above-estimates-announces-80-billion-share-2026-05-20/

Nvidia on track to be worlds leading CPU supplier claims CFO: After riding the AI wave to become the world's most valuable company on the back of GPUs ...
theregister.com/systems/2026/05/21/nvidia-on-track-to-be-worlds-leading-cpu-supplier-claims-cfo/5243868

Nvidia expands AI push with new chips, data centers and space computing tech: Nvidia unveils Vera CPU and Rubin platform to power agentic AI systems and ...
interestingengineering.com/ai-robotics/nvidia-vera-cpu-vera-rubin-ai-factories

Nvidia To Upgrade AI Chatbot Performance WIth New 'LPU' Chip: At GTC, Nvidia announced the Groq 3 LPU chip, which uses tech licensed from the AI company Groq ...
pcmag.com/news/nvidia-to-upgrade-ai-chatbot-performance-with-new-lpu-chip

Examining Nvidia's 60 exaflop Vera Rubin POD — how seven chips underpin company's 40 rack AI factory supercomputer
tomshardware.com/tech-industry/artificial-intelligence/nvidias-seven-chip-vera-rubin-platforms-turns-the-data-center-into-an-ai-factory

Paid articlePaywallNvidia delivers first Vera Rubin AI GPU samples to customers — 88-core Vera CPU paired with Rubin GPUs with 288 GB of HBM4 memory apiece
tomshardware.com/tech-industry/artificial-intelligence/nvidia-delivers-first-vera-rubin-ai-gpu-samples-to-customers-88-core-vera-cpu-paired-with-rubin-gpus-with-288-gb-of-hbm4-memory-apiece

Meta will deploy standalone Nvidia Grace CPUs in production, with Vera to follow — company sees perf-per-watt improvements of up to 2X in some CPU workloads
tomshardware.com/pc-components/cpus/meta-will-deploy-standalone-nvidia-grace-cpus-in-production-with-vera-to-follow-company-sees-perf-per-watt-improvements-of-up-to-2x-in-some-cpu-workloads

NVIDIA Ends ARM Acquisition Chapter; Debate Emerges Over Future CPU Strategy in the Agentic AI Era
wccftech.com/nvidia-closes-the-arm-chapter-by-selling-its-remaining-stake/

Nvidia's $100 billion OpenAI deal has seemingly vanished: Two AI giants shake market confidence after investment fails to materialize.
arstechnica.com/information-technology/2026/02/five-months-later-nvidias-100-billion-openai-investment-plan-has-fizzled-out/

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