Nvidia

Nvidia Expands Nemotron Open-Weight Push to Counter Chinese Labs Under B Poolside Deal

Nvidia Expands Nemotron Open-Weight Push to Counter Chinese Labs Under $6B Poolside Deal Nvidia plans to use the infrastructure and engineering team acquired through its $6 billion deal with AI startup Poolside to build frontier open-weight models under its Nemotron family, according to reporting from the Wall Street Journal. The initiative aims to counter the rapid global adoption of Chinese open-weight systems like DeepSeek-V3, Moonshot AI's Kimi K3, and Alibaba's Qwen series, while offering

Nvidia Demonstrates Cross-Model KV Cache Transfer Using Closed-Form Linear Ridge Mapping

In multi-model AI workflows and long-horizon agent loops, routing tasks between models of varying parameter counts incurs substantial computational overhead. When a smaller model escalates a complex reasoning task to a larger model, or when a larger model offloads multi-turn dialogue to a smaller model, the receiving model must execute a full prefill pass over the entire conversation history. Because the computational cost of prefilling scales with sequence length and model dimensions, this reco

NVIDIA Researchers Map Cross-Model KV Caches via Linear Ridge Regression to Accelerate Model Cascading Up to 25x

In multi-agent systems and tiered model cascades, routing requests across different model sizes is a standard architecture for balancing inference cost and generation quality. However, switching models mid-session has historically imposed a severe compute tax: because each neural architecture maintains its own distinct internal representations, the receiving model cannot read the key-value (KV) states generated by the previous model. The target model must recompute the entire conversation histor

NVIDIA Takes Minority Stake in Cloverleaf Infrastructure to Accelerate AI Factory Site Development

NVIDIA has taken a minority stake in Cloverleaf Infrastructure, a Houston-based developer of powered data-center sites, as part of a strategic partnership to accelerate the build-out of so-called AI factories. The companies did not disclose the size of the investment or its financial terms. Cloverleaf occupies the powered-land layer of the data-center supply chain. It identifies and prepares sites with grid-connected power, then delivers shovel-ready locations to infrastructure builders and ope

Starcloud Raises 50M Series A Extension at .3B Valuation for Orbital AI Data Centers

Orbital compute startup Starcloud has closed a $250 million Series A extension at a $2.3 billion post-money valuation, more than doubling its valuation from March 2026. The round brings the company's total funding to $450 million since its founding in 2024. The extension was led by Manhattan West, with partner Lauren Selig joining as a board observer. Participating investors include existing backers Benchmark, EQT, Soma, NFX, and 776, alongside new strategic investments from NVIDIA, Cisco Inves

NVIDIA AVO Achieves 100% on ARC-AGI-3 with Claude Opus 5

NVIDIA Research has published details on Agentic Variation Operators (AVO), a general-purpose autonomous agent architecture designed to sustain long-horizon engineering and reasoning workflows. In benchmark evaluations on ARC-AGI-3, an interactive reasoning suite that tests fluid intelligence without instructions or stated goals, AVO scored 100.00 Relative Human Action Efficiency (RHAE) across all 25 public-set environments and 183 levels using Anthropic's Claude Opus 5. The result highlights a

Nvidia in Early Talks with South Korean AI Chip Designer Rebellions

Nvidia is in early-stage discussions with South Korean AI semiconductor designer Rebellions regarding possible strategic tie-ups, including technology licensing partnerships, direct equity investments, or a full acquisition. Nvidia Chief Executive Officer Jensen Huang met with Rebellions co-founder and Chief Executive Officer Sunghyun Park at Nvidia headquarters in Santa Clara, California, according to reporting from Bloomberg citing people familiar with the matter. The discussions remain preli

Nvidia Discusses Investment in AI Data Supplier Mercor at 0B Valuation

Nvidia is in discussions to participate in a funding round for AI training data marketplace Mercor that would value the three-year-old startup at $20 billion, according to reporting from The Information and Bloomberg. The transaction would double Mercor's valuation from its $10 billion Series C round closed in October 2025. It also signals an expanding capital allocation strategy from Nvidia, moving beyond compute infrastructure and cloud hardware into the upstream data curation layers powering

Nvidia Acts as Matchmaker for Nordic Datacenter Capacity to Ease AI Compute Bottlenecks

Nvidia is directly brokering compute infrastructure deals by connecting enterprise customers holding graphics processing units with datacenter operators in the Nordic region that possess available power, cooling, and floor capacity, according to reporting by CNBC. The matchmaking initiative reflects Nvidia's efforts to mitigate severe power grid bottlenecks in North America and Western Europe that threaten to stall AI cluster deployments. By pairing hardware buyers directly with site operators

Nvidia's AI Moat Shifts to Capital with 8.5B Free Cash Flow and 00B Wall Street Financing Engine

Nvidia's AI Moat Shifts to Capital with $48.5B Free Cash Flow and $500B Wall Street Financing Engine Nvidia is executing a structural transition in its competitive strategy, moving beyond silicon performance leadership to construct an institutional capital moat. With quarterly free cash flow expanding 18-fold over the past three years to reach $48.5 billion, the company is deploying its balance sheet liquidity, investment-grade credit rating, and strategic equity investments to lock in multi-gi

Beijing Clears Initial Shipments of 10,000 Nvidia H200 Chips to ByteDance and Tencent

Chinese regulators have authorized the delivery of initial batches of Nvidia H200 artificial intelligence processors to mainland tech giants, marking a pivotal development in Beijing's management of high-performance compute access. According to reporting from the Financial Times, ByteDance and Tencent have each received roughly 10,000 H200 accelerators at their mainland data center facilities in recent weeks. Several additional domestic technology companies are currently awaiting clearance for

LG Partners with Nvidia on 10,000-Square-Meter Robot Data Factory Targeting 100,000 Training Hours

LG Electronics hosted senior Nvidia leadership at its Yangjae R&D Campus in Seoul on August 18, 2026, advancing a joint initiative to build physical AI training pipelines and target 100,000 hours of embodied robotics data by the end of the year. The site review took place five days after LG Group and Nvidia signed a strategic memorandum of understanding at Nvidia headquarters in Santa Clara on August 13. The accelerated timeline reflects LG's effort to convert its industrial manufacturing infra

OpenAI Signs 20-Year Lease for Multi-Gigawatt Ohio AI Campus with Nvidia Backstop

OpenAI has signed a 20-year lease agreement to anchor a multi-gigawatt AI data center campus in Pike County, Ohio, developed by SoftBank subsidiary SB Energy. Under the tripartite agreement, Nvidia will serve as the exclusive compute infrastructure provider and supply financial guarantees covering the site's land, power, and shell development. The facility, designated the PORTS-Pike Technology Campus, is designed to support an initial 4.25 gigawatts of information technology load (IT-GW) dedica

OpenAI signs an 8-gigawatt Ohio data center lease backed by up to $105B from Nvidia

OpenAI has signed a 20-year lease for the PORTS-Pike data center campus in Ohio, its largest infrastructure commitment to date, with Nvidia agreeing to backstop up to $105 billion of the project's value. The deal, struck with SoftBank's SB Energy, gives OpenAI roughly 8 gigawatts of IT capacity, about 10 gigawatts once cooling and supporting infrastructure are included. The site sits partly on a former U.S. Department of Energy uranium enrichment facility and draws power from a 9.2-gigawatt gas

Nvidia backs a $105 billion guarantee for OpenAI's Ohio AI campus

Nvidia's Nemotron 4 aims for a trillion parameters, but China is already there

Nvidia is building Nemotron 4, a new family of open-weight AI models meant to challenge the strongest freely available models, according to reporting by The Information cited by The Decoder. The largest model in the family is planned to reach at least one trillion parameters, twice the size of Nvidia's current Nemotron 3 Ultra. To train it, Nvidia has tripled its cloud spending on in-house model development to 28 billion dollars through 2031. The earliest the models could ship is this fall. C

Nvidia's Nemotron 3.5 Lightning bets on speed over size

Nvidia has released Nemotron 3.5 Lightning, the first model in a new Nemotron 3.5 family, and it is playing a different game than most open-weight releases this year. Instead of chasing the highest intelligence score, Nvidia built a compact model that runs fast and cheap while still matching much larger rivals on standard benchmarks. A small model that keeps up Lightning carries 31.6 billion total parameters, but only 3.6 billion are active at any moment. It keeps the hybrid Mamba-Transformer

NSF Commits $100 Million to Regional AI Infrastructure Hubs

The U.S. National Science Foundation launched a $100 million program on August 4 to build state and regional AI infrastructure hubs, with NVIDIA, AMD, Intel, and Dell Technologies among the private-sector partners. The NSF State and Regional Artificial Intelligence Infrastructure Hubs program will fund up to 10 regional consortia that pool compute, data, and expertise for researchers, students, and educators who currently lack access to AI-scale computing resources. Public-private cost

Nvidia Opens Alpamayo 2 Super for Commercial Use

Nvidia has released the weights for Alpamayo 2 Super, a 34-billion-parameter vision-language-action model for autonomous-vehicle development, under the Linux Foundation's OpenMDW-1.1 license. The change gives automakers and autonomous-driving developers a commercial path to fine-tune, redistribute, and build derivative models from Nvidia's largest Alpamayo release, according to the company's announcement and model card. A cloud teacher model, not a robotaxi driver Alpamayo 2 Super combi