AI Names · GPUs, accelerators & foundries
Nvidia
NVDA
Nvidia is the bottleneck. Training still runs on its GPUs, CUDA is the software lock, and the networking into the rack is part of the same bill.
- Site
- nvidia.com
- Product
- CUDA
- Who
- Jensen Huang, CEO
In the Daily
· Closing Time
Closing Time: The chatbot opened a storefrontChatGPT started selling ads at scale, Nvidia bought the custom-chip hallway, the Pentagon logged in, and the financial-stability watchdog named the next crash risk.
· Morning Brief
The grid hired a campaignA PAC walked into the substation. Overnight, the software bill started waiting until the agent finishes.
· Morning Brief
The factories crowded the TreasuryHyperscalers are borrowing like the returns are already here. The town halls are not so sure.
· Morning Brief
OpenAI just pulled the plug on Cursor· Closing Time
Closing Time: The money is chasing the factory floora16z’s Machine Age fund, open-weight M&A, Emerald’s grid software, and Generalist’s $3B robot brain.
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Closing Time: The model ran on Chinese chipsZ.ai served GLM-5.3-Flash on home-grown silicon. Labs asked for a cyber shield. Indiana broke ground on HBM packaging.
· Morning Brief
Nvidia just printed the quarter. Now it wants the model store.AWS adds two million GPUs. SoftBank shops 1X. Instinct hits $2.5 billion.
· Closing Time
Anthropic bought the power. Meta bought the peace.460 megawatts of Vera Rubin in West Virginia. Plus MiniMax hits $800 million ARR.
· Morning Brief
DeepSeek is cashing checks. Moonshot wants a Western till.Kimi K3 on Azure, AWS, and GCP. Plus India’s 9,000 Vera Rubin order.
· Closing Time
Closing Time: Anthropic named a market bigger than the economyOpenAI says Jalapeño beat Nvidia. ClickHouse hits $350 million ARR.
· Morning Brief
Buy the chips. Or buy the team.Nvidia-backed Lambda is in talks for as much as $3 billion at $12 billion-plus. Chris Isidore says the sports-team buying spree is an AI-proof hedge.
· Closing Time
Closing Time: Nvidia is circling the search barAlibaba’s $10.2B AI raise. Chip prices up ~17%. Groq racks in production.
· Morning Brief
Sol just got cheaper. The IPO just got a warning label.Nvidia buys into Cloverleaf’s power sites, Apple cuts Siri and Vision Pro roles, and Waymo ships a robotaxi chip.
· Morning Brief
Nvidia writes a $6 billion Poolside check. Samsung returns up to $80 billion.Broadcom is hunting more than $60 billion of chip debt for Anthropic, and Chinese models just swept OpenRouter.
· Morning Brief
Nvidia readies a China LPU. Alibaba spends $10 billion.Nvidia is preparing an export-compliant inference chip for China as Alibaba’s AI buildout cuts profit 75 percent.