Nvidia and Palantir are selling a sovereign AI stack, starting with Nvidia’s own supply chain
Nvidia and Palantir are selling a sovereign AI stack, starting with Nvidia’s own supply chain

Nvidia and Palantir have announced today a joint product for running AI over corporate supply chains without handing the underlying data to anyone else, and the first customer is Nvidia, which is using it on its own. It pairs Palantir’s Foundry, its Ar…

Nvidia signs eight Australian data centre partners for up to 2GW of AI capacity by 2027
Nvidia signs eight Australian data centre partners for up to 2GW of AI capacity by 2027

Nvidia has signed eight Australian data centre and cloud companies to build what it calls AI factory capacity, in an arrangement the chipmaker says could support up to two gigawatts of AI compute in Australia by 2027. The partners named in the announce…

The Justice Department is investigating whether Nvidia structured its Groq deal to avoid antitrust review
The Justice Department is investigating whether Nvidia structured its Groq deal to avoid antitrust review

The US Justice Department is examining whether Nvidia deliberately structured its licensing deal with inference chip designer Groq in a way that avoided antitrust review, according to a New York Times report. The Justice Department opened its inquiry s…

Nvidia-backed Zankore raises a $3.1bn loan to buy Nvidia GPUs for Indonesia
Nvidia-backed Zankore raises a $3.1bn loan to buy Nvidia GPUs for Indonesia

Zankore has secured a senior term loan facility of up to $3.1bn to buy and deploy Nvidia GPUs across Indonesia and Southeast Asia. Nvidia is one of the company’s backers and also the supplier of the hardware the financing will pay for. Citi acted as ex…

Cognition’s valuation doubled in 15 weeks. So did its revenue, and the multiple barely moved.
Cognition’s valuation doubled in 15 weeks. So did its revenue, and the multiple barely moved.

Cognition raised over $2bn at a $48bn valuation, up from $26bn in May. Run-rate revenue rose from $492m to almost $900m over the same period. Both rounds price the company at roughly 53 times run-rate revenue, so the multiple did not expand. Cognition …

King Charles to host Huang and Hassabis at private AI summit
King Charles to host Huang and Hassabis at private AI summit

King Charles is convening about 30 senior figures from the AI industry at a Scottish country house this month. He does not intend to tell them what he thinks. Joseph Bambridge reported the plans for Politico. Two people familiar with them spoke on cond…

Malaysia weighs Huawei chips for sovereign AI, Bloomberg reports
Malaysia weighs Huawei chips for sovereign AI, Bloomberg reports

Malaysia is leaning towards Huawei silicon to run its national AI project, according to Bloomberg. No foreign government has openly chosen Chinese AI accelerators over American ones before. Washington told the world last year that buying these particul…

GPUThor breaks the error correction Nvidia recommended against Rowhammer
GPUThor breaks the error correction Nvidia recommended against Rowhammer

Last year Nvidia told GPU owners worried about Rowhammer to switch on error correction. Four researchers at the University of Toronto have now shown that the same attack, aimed harder, goes straight through it. Their technique, GPUThor, is the first Ro…

Jensen Huang says AGI has arrived, and 400,000 more GPUs are coming
Jensen Huang says AGI has arrived, and 400,000 more GPUs are coming

Jensen Huang said it in four words. “AGI has arrived,” the Nvidia chief executive wrote on X late on Sunday, congratulating OpenAI on GPT-6 Astra. By Monday morning the post had passed 10 million views. The rest of the post is the part worth reading. H…

Nvidia now holds $99bn in shares of the companies that buy its chips
Nvidia now holds $99bn in shares of the companies that buy its chips

Nvidia sells the chips that the AI industry runs on. It now also owns $99bn of the industry. The figure sits in the company’s own quarterly filing. CNBC’s Kai Nicol-Schwarz pulled it out. Nvidia equity investments stood at $99bn as of 26 July. A year e…