NVIDIA
GPU giant powering most AI training/inference. NIM microservices and Nemotron-3 30B open model expand the software stack.
GPU giant powering most AI training/inference. NIM microservices and Nemotron-3 30B open model expand the software stack.
All NVIDIA Plans(1)
NVIDIA History Timeline(15)
$3.5B investment in MediaTek for NVLink Fusion
Aug 31 joint statement, covers AI data center/PC/auto; part of $3.9B overseas convertible bond
SourceGroq 3 LPX inference accelerator enters mass production
Announced at Hot Chips 2026. Groq 3 LPX delivers 3,400 tok/s on Gemma 4 31B at 100K context. Nebius Token Factory among first adopters.
SourceSpectrum-X Multiplane and ScaleIn released
Spectrum-X Multiplane scales to 512,000 GPUs per layer; ScaleIn accelerates infrastructure services on BlueField-4.
SourceSpaceXAI adopts Vera CPU and extends Vera Rubin to Starmind satellites
SpaceXAI becomes the first customer to deploy an optimized Vera Rubin NVL72 in orbit.
SourceIn talks to invest in Perplexity at $30B+ valuation
In talks to invest in Perplexity at $30B+ valuation
SourceGroq 3 LPX inference accelerator mass production
Groq 3 LPX inference accelerator mass production
SourceNvidia pays $6B for Poolside AI license, adds $1B investment, 109 job offers
Nvidia signed a $6B non-exclusive license with Poolside plus $1B strategic investment at a $12B pre-money valuation; 109 Poolside staff received job offers. Poolside stays independent. The $6B license proceeds are expected to be distributed to existing investors by late next year.
SourceNvidia AVO agent architecture scores perfect 100 on ARC-AGI-3
AVO completed all 183 levels across 25 environments using 6,624 environment actions, becoming the first commercial agent architecture to achieve a perfect score on the benchmark and validating system-level architecture's role in converting model capability into sustained progress.
SourceTeam with six Wall Street firms on $500B AI compute financing platform
On Aug 17 Huang announced NVIDIA's framework with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR, targeting $500B third-party capital.
SourceNVIDIA discloses ~$21B SpaceX stake in 13F filing
August 14 13F filing discloses ~122.8M SpaceX Class A shares, valued at ~$21B (~$17.2B at August 14 close), sixth-largest SpaceX investor. Sourced from January $10B xAI investment.
SourceNvidia Spectrum-X silicon photonics switches enter full mass production
Nvidia announced on August 14 that Spectrum-X Ethernet silicon photonics switches have entered full mass production, the first commercially scaled 200G/lane CPO Ethernet switch system, reducing laser count by 75% and power by 80%.
SourceNVIDIA releases Nemotron 3.5 Lightning and NeMo Switchyard
On August 11 NVIDIA open-sourced the 30B MoE model Nemotron 3.5 Lightning (3B active), alongside NeMo Switchyard intelligent routing layer.
SourceNVIDIA partners with six Wall Street giants to launch $500B AI compute financing platform
On August 10 NVIDIA signed MOUs with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR.
SourceNVIDIA open-sources NOOA agent framework
Open-sourced August 9, Apache 2.0, 82.2% on SWE-bench Verified.
SourceNvidia invests up to $3B in Lancium
On August 8, Nvidia agreed to invest $2B in Lancium with $1B follow-on commitment.
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