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NVIDIA Corporation (NVIDIA) is a technology company focused on accelerated computing innovation. With GPU (graphics processing unit) as its core technology, it promotes the revolution of artificial intelligence (AI), graphics rendering and high-performance computing (HPC). NVIDIA's ecosystem covers hardware (such as GPU, CPU), software platforms (such as CUDA, Omniverse) and cloud services, sustainable computing and digital twin technology.
AI Infrastructure Company Cornellis Raises $205 Million, Launches AI Chip Networking Technology to Challenge NVIDIA
According to TechCrunch, AI infrastructure company Cornelis announced the completion of a $205 million funding round led by IAG Capital Partners. The company also launched Active Compute Fabric networking technology, designed to improve communication efficiency between AI chips and reduce GPU idle time caused by waiting for data transmission.
AI company Nuance completes $50 million Series A round, led by Lightspeed Venture Partners
According to Business Insider, Seattle-based artificial intelligence company Nuance has announced the completion of a $50 million Series A funding round, led by Lightspeed Venture Partners, with participation from Accel, NVIDIA's NVentures, South Park Commons, and Define Ventures. Founded last year by three former Apple researchers, Nuance aims to develop multimodal AI models with enhanced emotional understanding capabilities. The company completed a $10 million seed round led by Accel in July of last year.
NVIDIA Considers $10 Billion Investment to Support Anthropic's Largest IPO in History
Reuters reported that Anthropic is seeking to raise $100 billion, aiming to set an IPO record, with a valuation potentially reaching $2 trillion. Nvidia is considering participating in a $10 billion investment.
Anthropic Plans to Bring In NVIDIA as Anchor Investor for Its IPO
Anthropic is in talks with NVIDIA to bring it on as an anchor investor for its IPO, aiming to raise up to $100 billion and potentially reaching a valuation of $2 trillion. NVIDIA is expected to invest up to $10 billion, with the plans still under discussion.
a16z Leads Cognition’s $200 Million Series E Funding Round at a $4.8 Billion Valuation
According to Forbes, Andreessen Horowitz and Accel co-led Cognition, an AI coding agent company, in a Series E funding round of more than $2 billion, pushing its latest valuation to $48 billion, a substantial increase from the $26 billion valuation four months prior. Over 30 other institutions, including Founders Fund, General Catalyst, Avenir, and NVIDIA, participated in the round. Operating revenue for Cognition’s AI coding agent product Devin has grown from $492 million in May to nearly $900 million, with The Information forecasting that its annualized revenue could reach $4 billion to $5 billion by year-end.
AI Data Center Optical Interconnect Company iPronics Completes $125 Million Series B Round with NVIDIA Participation
According to Reuters, AI data center optical interconnect company iPronics announced the completion of a $125 million Series B financing round, co-led by Maverick Silicon and Light Street Capital, with participation from NVIDIA, Triatomic Capital, Bosch Ventures, Catalight Capital, the European Innovation Council Fund, and others, bringing the company's total funding to $177 million. iPronics primarily provides rack-mounted optical switching equipment for AI infrastructure. Through its programmable optical layer, it enables AI clusters to dynamically adjust network connections in real time according to training and inference workloads. The new capital will be used to scale operations and accelerate commercial deployment.
Bernstein: AI Slowdown Talk Heats Up, Compute Spending Plans Remain Unchanged
According to TechFlow Research, a September 14, 2026 report from Bernstein states that Anthropic CEO Dario Amodei has proposed a "pace framework," advocating for a slowdown in the rate of AI model capability advancement, encompassing three steps: third-party evaluations, US regulation covering all AI companies, and coordination with China. The semiconductor sector is up 67% year-to-date, down 19% from its June high, and rebounded 13% from its July low. Bernstein believes that a slowdown in pace does not mean a slowdown in spending; Dario is referring to capping training compute, not halting training altogether, suggesting a shift from extremely fast to moderately fast. AI semiconductor demand is increasingly driven by inference, and current compute capacity falls far short of meeting the requirements of existing models. Concerns regarding China may be the larger driver behind the proposal, with Dario recommending the maintenance of bans on chip and equipment exports to China. Bernstein maintains a positive outlook on the AI buildout, setting price targets of $400 for NVIDIA, $575 for Broadcom, and $700 for Applied Materials, all with an Outperform rating.
NVIDIA Establishes U.S. Political Action Committee NVPAC Funded by Voluntary Employee Donations
According to Bloomberg, NVIDIA has established the NVIDIA Corporation Employees Federal Political Action Committee (PAC), which will make political contributions to U.S. federal candidates through voluntary donations from eligible employees. The move comes as the U.S. Congress and the Trump administration discuss an AI regulatory framework. With a market capitalization exceeding $5 trillion, NVIDIA’s chips serve as critical infrastructure for the AI industry, and the company continues to expand its policy influence in Washington.
NVIDIA plans to establish employee-funded U.S. political action committee NVPAC
Odaily News: According to sources familiar with the matter, NVIDIA plans to establish an employee-funded U.S. Political Action Committee (PAC) named NVPAC, aimed at participating in U.S. political activities and supporting related policy initiatives.Sources indicated that the committee's funding will primarily come from personal donations by NVIDIA employees, with specific operational details and areas of support yet to be announced.In recent years, as artificial intelligence, chip export controls, and technology regulatory policies have drawn heightened attention from the U.S. government, tech companies like NVIDIA have been intensifying their engagement with policymakers. The establishment of NVPAC is also seen as a step by NVIDIA to further participate in shaping the U.S. policy environment.
Aethir officially launches ACCELERATE program, securing 10 data center sites in the US and Europe, with a target contract scale exceeding $2 billion
Odaily News Aethir announced today the launch of the ACCELERATE strategic initiative, securing access to 10 AI data center sites across the US and Europe, with a total capacity of up to 20 megawatts. According to official disclosures, the total contract value of these sites will exceed $2 billion upon full completion, with an estimated contract value of up to $700 million expected to be finalized by the end of 2026. The sites will support NVIDIA B300 and GB300 clusters, with node scales ranging from 64 to 256 units, and deployment cycles measured in months—unlike the multi-year construction timelines of traditional data centers.Aethir also announced an update to its IDC tokenomics policy, introducing a burn mechanism and a floating platform fee. The Aethir Foundation holds equity in Axe Compute.
DRAM supply shortage expected to persist through 2027; NVIDIA evaluates reducing HBM configuration on Rubin Ultra
Odaily News, Citrini analyst jukan posted on X platform, according to TrendForce's latest memory industry research, the DRAM supply shortage is expected to persist through 2027, and the HBM4e certification timeline remains uncertain. NVIDIA has been reassessing the HBM configuration for Rubin Ultra since the third quarter of 2026.The original plan called for a 12-layer stacked HBM4e configuration, but NVIDIA is currently evaluating multiple designs in parallel, including HBM4e 8-layer stacking, HBM4 12-layer stacking, and HBM4 8-layer stacking, with the final specifications yet to be confirmed. In addition to NVIDIA, some CSPs are reportedly also considering reducing HBM capacity for their next-generation custom ASICs.From 2025 to the first half of 2026, NVIDIA used 12-layer stacked HBM4e as the baseline design for Rubin Ultra. However, since the beginning of the third quarter of 2026, NVIDIA has begun reviewing lower-spec alternatives. TrendForce attributes this change to two major supply-side constraints: first, the overall DRAM shortage expected in 2027 will limit the wafer capacity that memory manufacturers can allocate to HBM production; second, uncertainty remains regarding the certification timeline for 12-layer stacked HBM4e and the pace of yield improvement in mass production.TrendForce stated that NVIDIA's primary focus for the Rubin Ultra generation is improving I/O speed, with expanding GPU shipments as a secondary priority. If NVIDIA ultimately decides to downgrade the HBM specifications, it is expected to do so by reducing the number of DRAM stacking layers. Whether HBM4e can complete certification and enter mass production as planned will determine whether Rubin Ultra's I/O speed can be improved from the previous generation Rubin's 8 to 11.7Gbps to 14 to 16Gbps, or be maintained at 11 to 12Gbps through an optimized HBM4 design. Within the same product generation, the number of DRAM stacking layers determines the trade-off between HBM capacity per GPU and the number of GPUs that can be shipped.TrendForce also believes that the final configuration will depend on wafer allocation decisions made by memory manufacturers. On the supply-demand front, HBM bit shipments in 2027 are expected to grow 50% to 60% year-over-year, but are still projected to fall short of demand growth. With supply constraints persisting, HBM suppliers are expected to maintain pricing power throughout 2027. The industry has broadly anticipated significant HBM price increases, and AI chip makers will face the dual pressure of limited HBM supply and rising procurement costs, further strengthening the incentive to adopt lower HBM capacity configurations.
Bitget US Stock Tokens (rToken) rJMKE Now Listed
According to the official announcement, to meet users' diversified investment needs, Bitget's US stock token rToken has listed rJMKE (Jersey Mike's Subs). As of now, the Bitget platform supports a total of 608 US stock tokens. It is reported that rTokens, identified by the letter r + stock ticker (e.g., NVIDIA as rNVDA), are issued by Bitget's licensed RWA protocol Reality, directly connecting to global liquidity pools such as Nasdaq and NYSE through cooperation with compliant broker Alpaca. Its features include: underlying assets 1:1 reserved and custodied by licensed custodians, stock dividends distributed 1:1 in token form, support for synchronized mapping of corporate actions (stock splits, etc.), and holdings can serve as joint margin for unified accounts and USDT-margined contracts, allowing users to flexibly manage funds while holding global stock assets.
Korean Retail Investors Make Major Portfolio Shifts in September: Sell Off NVIDIA and SK hynix, Pour $400 Million Into SOXL
According to Korean media outlet MK and data from the Korean Securities Information Portal, since September, Korean individual investors have significantly trimmed their positions in multiple U.S. semiconductor stocks while simultaneously adding to semiconductor leveraged ETF holdings. Net selling exceeded $100 million for Micron, $68.61 million for SanDisk, $49.37 million for Marvell Technology, and $15.56 million for NVIDIA. The SK hynix ADR, which recently debuted on the NYSE in July, recorded net selling of $46.16 million during the same period, contrasting with cumulative net purchases of $811 million through the end of August.
NVIDIA Earnings Beat Expectations as Bitcoin Tests $81,000 Resistance Level
Boosted by Nvidia's strong Q2 earnings, the Bitcoin spot price has rebounded to the $81,000 range. As August options expiration approaches, analysts believe key selling pressure is easing, indicating greater upside potential once the price breaks through $82,000.
NVIDIA Rarely Provides Early Guidance for Fiscal 2028 Revenue Growth of Approximately 70%
NVIDIA announced better-than-expected second-quarter earnings after hours and, unusually, issued advance fiscal-year performance guidance. The company projects FY2028 revenue to increase by roughly 70%, significantly surpassing analysts’ expectations of 44%, with actual growth likely to be even higher given ongoing supply constraints.
NVIDIA Releases $108 Billion Revenue Guidance, Shares Fall 2% in After-Hours Trading
NVIDIA expects third-quarter revenue to reach $108 billion, exceeding the average analyst estimate but falling short of some market forecasts. Following the earnings report, its stock dipped approximately 2% in after-hours trading, sparking market concerns over the pace of AI capital expenditure growth and the potential for an industry bubble.
NVIDIA Partner Hon Hai Precision Q2 Net Profit Beats Expectations with 35% Growth, Far Exceeding Forecasts
According to Bloomberg, Hon Hai Precision Industry Co., Ltd. (Hon Hai Precision Industry) announced second-quarter results ended June, with net profit increasing 35% year-on-year to NT$60 billion (approximately US$1.9 billion), exceeding analysts' average expectation of NT$58.4 billion; quarterly revenue had previously recorded a 40% increase. July single-month revenue surged 54.2% year-on-year to NT$946.5 billion, far exceeding analysts' average expectation of a 32% increase for the quarter. The company's strong performance reflects sustained robust global demand for AI hardware.
DRAM supply shortage expected to persist through 2027; NVIDIA evaluates reducing HBM configuration on Rubin Ultra
Odaily News, Citrini analyst jukan posted on X platform, according to TrendForce's latest memory industry research, the DRAM supply shortage is expected to persist through 2027, and the HBM4e certification timeline remains uncertain. NVIDIA has been reassessing the HBM configuration for Rubin Ultra since the third quarter of 2026.The original plan called for a 12-layer stacked HBM4e configuration, but NVIDIA is currently evaluating multiple designs in parallel, including HBM4e 8-layer stacking, HBM4 12-layer stacking, and HBM4 8-layer stacking, with the final specifications yet to be confirmed. In addition to NVIDIA, some CSPs are reportedly also considering reducing HBM capacity for their next-generation custom ASICs.From 2025 to the first half of 2026, NVIDIA used 12-layer stacked HBM4e as the baseline design for Rubin Ultra. However, since the beginning of the third quarter of 2026, NVIDIA has begun reviewing lower-spec alternatives. TrendForce attributes this change to two major supply-side constraints: first, the overall DRAM shortage expected in 2027 will limit the wafer capacity that memory manufacturers can allocate to HBM production; second, uncertainty remains regarding the certification timeline for 12-layer stacked HBM4e and the pace of yield improvement in mass production.TrendForce stated that NVIDIA's primary focus for the Rubin Ultra generation is improving I/O speed, with expanding GPU shipments as a secondary priority. If NVIDIA ultimately decides to downgrade the HBM specifications, it is expected to do so by reducing the number of DRAM stacking layers. Whether HBM4e can complete certification and enter mass production as planned will determine whether Rubin Ultra's I/O speed can be improved from the previous generation Rubin's 8 to 11.7Gbps to 14 to 16Gbps, or be maintained at 11 to 12Gbps through an optimized HBM4 design. Within the same product generation, the number of DRAM stacking layers determines the trade-off between HBM capacity per GPU and the number of GPUs that can be shipped.TrendForce also believes that the final configuration will depend on wafer allocation decisions made by memory manufacturers. On the supply-demand front, HBM bit shipments in 2027 are expected to grow 50% to 60% year-over-year, but are still projected to fall short of demand growth. With supply constraints persisting, HBM suppliers are expected to maintain pricing power throughout 2027. The industry has broadly anticipated significant HBM price increases, and AI chip makers will face the dual pressure of limited HBM supply and rising procurement costs, further strengthening the incentive to adopt lower HBM capacity configurations.
One week after the NVIDIA-led AI Safety Alliance OSAA was established, it has already gathered over 120 companies.
According to TechCrunch, the Open Safety AI Alliance (OSAA), led by Nvidia, has exceeded 120 member companies just one week after its establishment, including tech and financial giants such as Adobe, BlackRock, Cisco, Intel, Microsoft, and Visa. During the Black Hat Cybersecurity Conference held in Las Vegas this week, the alliance established a working group named "Shared AI Findings Exchange" (SAFE) and has submitted multiple proposals open for public comment, managed by the Linux Foundation. The proposals cover confidential reporting mechanisms for AI cybersecurity incidents, alert processes for affected parties, and no-fault attribution analysis frameworks. Meanwhile, member companies are also actively contributing open-source technologies: Nvidia open-sourced the LLM vulnerability scanning tool Garak, Amazon contributed the agent building tool Strands Agents and authorization language Cedar, and Okta and Red Hat are advancing agent identity authentication and governance technologies respectively. Notably, Anthropic, OpenAI, and Google have not yet joined the alliance, although OpenAI and Google previously co-signed the open letter that spurred the creation of the alliance.
Jensen Huang: Establish Open Security AI Alliance to Strengthen Cyber Defense Capabilities with Open Models
NVIDIA CEO Jensen Huang stated that attackers have begun using frontier AI, and defenders similarly need to establish a frontier AI ecosystem composed of the best open-source and closed-source models, and leverage the global community to enhance defense capabilities.
AI Infrastructure Company Cornellis Raises $205 Million, Launches AI Chip Networking Technology to Challenge NVIDIA
According to TechCrunch, AI infrastructure company Cornelis announced the completion of a $205 million funding round led by IAG Capital Partners. The company also launched Active Compute Fabric networking technology, designed to improve communication efficiency between AI chips and reduce GPU idle time caused by waiting for data transmission.
Binance Stock Trading Launches US Stock DCA Feature
According to an official announcement, Binance has introduced its US stock recurring buy feature, enabling eligible users to set up automatic purchasing plans for designated US equities and Exchange-Traded Funds (ETFs) at fixed intervals, without the need to manually execute trades each time. The feature will support 100 stocks and ETFs starting from September 10, 2026, at 18:00 (UTC+8), including assets such as Apple, NVIDIA, Tesla, Microsoft, Amazon, and the S&P 500 ETF. Binance advises that related products or features may not be available in certain regions; users should verify any location-based restrictions and note that execution prices may differ from those indicated when creating the plan.
Bitget launches compute pre-market perpetual contracts, with initial underlyings H100 and B200
According to official announcements, Bitget has launched compute pre-market perpetual contracts H100 and B200 for retail users, which are linked to the NVIDIA H100 and B200 GPU rental price indices, respectively, with quotes denominated in USD per GPU hour.Bitget's compute pre-market perpetual contracts further extend trading underlyings into the AI compute sector. By tracking GPU rental market index prices, users can participate in price discovery for global GPU compute rental rates and the AI infrastructure market ahead of time, capturing potential trading opportunities arising from shifts in demand for high-performance GPUs such as the H100 and B200. The product adopts a USDT-settled perpetual contract model, supports leverage of up to 10x, and offers 24/7 trading.
Jensen Huang: Artificial General Intelligence Has Arrived, GPT-6 Astra Trained on Over 100,000 NVIDIA Grace Blackwell NVLink72 Units
Odaily News NVIDIA CEO Jensen Huang stated in a post on Platform X that GPT-6 Astra was trained on over 100,000 NVIDIA Grace Blackwell NVLink72 units, with the journey from ChatGPT to o1 and then to Astra taking just 4 years. He stated that artificial general intelligence has arrived, congratulated the OpenAI team, and noted that 400,000 more GPUs are set to come online.
AI Data Center Optical Interconnect Company iPronics Completes $125 Million Series B Round with NVIDIA Participation
According to Reuters, AI data center optical interconnect company iPronics announced the completion of a $125 million Series B financing round, co-led by Maverick Silicon and Light Street Capital, with participation from NVIDIA, Triatomic Capital, Bosch Ventures, Catalight Capital, the European Innovation Council Fund, and others, bringing the company's total funding to $177 million. iPronics primarily provides rack-mounted optical switching equipment for AI infrastructure. Through its programmable optical layer, it enables AI clusters to dynamically adjust network connections in real time according to training and inference workloads. The new capital will be used to scale operations and accelerate commercial deployment.
NVIDIA Plans to Acquire Hugging Face for $12.9 Billion
NVIDIA announced the acquisition of Hugging Face for $12.93 billion, while OpenAI released the GPT-6 Astra model and claimed to be close to AGI. The Tesla Cybercab officially entered service, and Samsung and Texas Instruments are simultaneously expanding chip production and raising prices.
Related news
Bernstein: AI Slowdown Talk Heats Up, Compute Spending Plans Remain Unchanged
According to TechFlow Research, a September 14, 2026 report from Bernstein states that Anthropic CEO Dario Amodei has proposed a "pace framework," advocating for a slowdown in the rate of AI model capability advancement, encompassing three steps: third-party evaluations, US regulation covering all AI companies, and coordination with China. The semiconductor sector is up 67% year-to-date, down 19% from its June high, and rebounded 13% from its July low. Bernstein believes that a slowdown in pace does not mean a slowdown in spending; Dario is referring to capping training compute, not halting training altogether, suggesting a shift from extremely fast to moderately fast. AI semiconductor demand is increasingly driven by inference, and current compute capacity falls far short of meeting the requirements of existing models. Concerns regarding China may be the larger driver behind the proposal, with Dario recommending the maintenance of bans on chip and equipment exports to China. Bernstein maintains a positive outlook on the AI buildout, setting price targets of $400 for NVIDIA, $575 for Broadcom, and $700 for Applied Materials, all with an Outperform rating.
AI Infrastructure Company Cornellis Raises $205 Million, Launches AI Chip Networking Technology to Challenge NVIDIA
According to TechCrunch, AI infrastructure company Cornelis announced the completion of a $205 million funding round led by IAG Capital Partners. The company also launched Active Compute Fabric networking technology, designed to improve communication efficiency between AI chips and reduce GPU idle time caused by waiting for data transmission.
AI company Nuance completes $50 million Series A round, led by Lightspeed Venture Partners
According to Business Insider, Seattle-based artificial intelligence company Nuance has announced the completion of a $50 million Series A funding round, led by Lightspeed Venture Partners, with participation from Accel, NVIDIA's NVentures, South Park Commons, and Define Ventures. Founded last year by three former Apple researchers, Nuance aims to develop multimodal AI models with enhanced emotional understanding capabilities. The company completed a $10 million seed round led by Accel in July of last year.
"White-haired Stock God" Serenity: "Big Short" GPU Depreciation Thesis Gets Debunked, Oracle Renewal Price Up 20%
Serenity, dubbed the "white-haired stock guru," posted on X that a detail from Oracle's (ORCL) earnings report is favorable for Nebius (NBIS) and IREN (IREN). Oracle stated that all GPU compute capacity from renewed contracts has been resold at prices 20% higher than prior agreements, with the majority of the related hardware already in operation for over four years. Serenity noted that this further refutes short-seller Michael Burry's thesis on the rapid depreciation of GPUs, while simultaneously benefiting NVIDIA (NVDA) and the Neocloud computing sector.
NVIDIA Considers $10 Billion Investment to Support Anthropic's Largest IPO in History
Reuters reported that Anthropic is seeking to raise $100 billion, aiming to set an IPO record, with a valuation potentially reaching $2 trillion. Nvidia is considering participating in a $10 billion investment.
Anthropic Plans to Bring In NVIDIA as Anchor Investor for Its IPO
Anthropic is in talks with NVIDIA to bring it on as an anchor investor for its IPO, aiming to raise up to $100 billion and potentially reaching a valuation of $2 trillion. NVIDIA is expected to invest up to $10 billion, with the plans still under discussion.