Nvidia news

Chip index falls about 12% as US vote hits AI stocks

The Nasdaq 100 lost $2.3 trillion of value in one day on Thursday. Investors fear that Democrats who won on Tuesday will slow data centre building. Asia fell on Friday, and the Nasdaq won back 1.09% in New York that day.

The Philadelphia chip index fell about 12% on November 5, its worst day since March 2020. The Nasdaq 100 dropped 6.3%, wiping out $2.3 trillion of value, NBC News reports. The fall spread to Tokyo and Seoul, which each closed 6.0% lower on November 6.

Nvidia’s open Nemotron model transcribes 40 languages

Nemotron 3.5 Transcribe turns recordings into text, translates and labels who is speaking. Anyone can download it for commercial use, and Nvidia also released labels for 463,062 hours of speech.

Nvidia released Nemotron 3.5 Transcribe on Hugging Face on October 28. It is an open-weight model that writes down speech in 40 languages, and Nvidia says it translates 31 of them to or from English. It can tell up to eight speakers apart. Nvidia also published Granary v2, a large set of labels for training speech models.

Nvidia says it will buy $3B of Meta’s new shares

The two companies will deepen their work on Meta’s Muse AI models, and Meta intends to use more of Nvidia’s Vera Rubin systems. Meta is selling about $35 billion of new stock, and Nvidia, AMD and Broadcom have shown interest in up to $5 billion of it.

Nvidia announced the $3 billion investment in a release dated October 26, the day Meta filed details of its share sale with US regulators. The investment is not complete yet. Neither company gave chip numbers, a time frame or a value for the hardware.

Amazon open-sources TorchNeuron to run PyTorch on Trainium

The tool lets PyTorch code run on Amazon’s own AI chips, and its public beta starts on October 20. Amazon says one setting is enough, but its own list of gaps shows that some code still needs work.

Amazon has released TorchNeuron, a tool that lets code written for PyTorch run on its Trainium2 and Trainium3 AI chips. It is open source under the Apache 2.0 licence, and its public beta starts on October 20. Amazon says developers need only one setting and no rewrite.

Germany and Nvidia sign a pledge on industrial AI

Two ministries signed a declaration of intent with Nvidia to build AI models for robots and factories. It names no money; Nvidia announced plans to invest in four German startups.

Germany’s economy and research ministries signed a declaration of intent with Nvidia on October 19, at the first “Invest in Germany” summit in Berlin. They plan to develop advanced AI models for robots and machines, built on Nvidia’s open models. The government gave no figures for the money involved.

doubleAI says its Maxwell model makes code run faster

The startup of Mobileye’s founder says Maxwell rewrites programs while they run, so they use chips better. Its speed-ups are its own figures, and it also announced a $200 million round backed by Nvidia.

doubleAI, an Israeli startup led by Mobileye founder Amnon Shashua, has launched Maxwell, which it calls a “code execution model”. Maxwell watches a program while it runs and rewrites its machine code to use CPUs and GPUs better. It is open to early-access customers only.

Tests find RTX Spark laptops fast at local AI, but hot

Reviewers ran AI models with more than 100 billion parameters on laptops with Nvidia’s new chip. Laptops with RTX 5090 graphics were faster on smaller models, and three testers saw crashes or shutdowns under heavy load.

The first independent tests of laptops with Nvidia’s RTX Spark chip came out on October 15 and 16. In Tom’s Hardware’s test of local AI agent tasks, Apple’s M5 Max MacBook Pro took about 25% longer than Microsoft’s Surface Laptop Ultra. Most AI tests used versions with 128GB of memory, which cost $5,899.99 for the Surface.

Nvidia pledges $250M of computing to UK AI safety research

British researchers will get computing power worth $50 million a year for five years, Nvidia says, to make AI agents safer and more secure. Its chief executive, Jensen Huang, also said that no AI cyber incident is acceptable.

Nvidia said it will give British researchers computing power worth $250 million over five years, for research on the safety and security of AI agents. Most of it goes to the wider UK research community, and a share to labs at Oxford, UCL and Imperial College London. The value is Nvidia’s own estimate, and the terms are not agreed yet.

Nvidia pledges $1 billion over five years to US science

It is the largest of 11 company pledges, worth $2.4 billion, that the White House announced for its Genesis Mission. Nvidia did not say how much is cash and how much is computing.

Nvidia announced on October 8 that it will commit $1 billion over the next five years to US science. It made the pledge at a White House science summit in Washington, and names quantum computing, healthcare and energy. The White House lists it in a $2.4 billion package from 11 companies, including AMD, OpenAI, Anthropic and Google.

OpenAI’s revenue pace nears $50 billion, reports say

OpenAI told investors the figure for the end of September, the FT, Bloomberg and CNBC report. Earlier reports of about $70 billion counted revenue in another way, and AI chip and cloud shares fell.

OpenAI told investors that its annualized revenue was approaching $50 billion at the end of September, the Financial Times reported on October 8. Bloomberg and CNBC confirmed the figure with their own sources. Reports in late September had put it at $68 billion to $70 billion. OpenAI declined to comment.

Microsoft’s RTX Spark Surface Laptop Ultra starts at $2,599

Preorders opened on October 7, and the laptop ships on October 16. A $5,999 desktop box with the same Nvidia chip follows in November in the US. No independent reviews exist yet.

Microsoft opened preorders for the Surface Laptop Ultra on October 7, from $2,599. It uses Nvidia’s RTX Spark chip and up to 128GB of memory shared by the processor and graphics. Microsoft says it can run AI models with more than 120 billion parameters on the laptop itself. The Surface RTX Spark Dev Box costs $5,999.

Nvidia adds a 64GB DGX Spark, from $4,999 at partners

The desktop AI computer keeps the same chip with half the memory, as memory prices soar. It goes on sale on October 23 from six PC makers.

Nvidia announced a 64GB version of its DGX Spark desktop AI computer on October 2. Systems from Acer, ASUS, Dell, Gigabyte, HP and MSI start at $4,999 and go on sale on October 23. Nvidia says one unit runs models of up to 100 billion parameters.

US charges a Californian over $300M of AI servers to China

Prosecutors say the man used false paperwork and shipped through Malaysia and Singapore. Bloomberg reports the servers held Nvidia chips; the charges are allegations, not a conviction.

The US Justice Department said on October 1 that it had arrested Greg Lui, 38, of San Gabriel, California, on a three-count federal indictment. Prosecutors say his company, Earthmade Computer, smuggled more than $300 million of export-controlled servers with US-made graphics chips to China in 2023 and 2024.

Pope Leo says fears about AI are not ‘fake news’

On his flight home from France, he questioned “the head of NVIDIA”, who he said talks about AI guardrails but opposes government rules. He said he is not in “panic mode”.

Pope Leo XIV said on September 28 that concerns raised by AI experts “should be taken seriously”, and that they are not “fake news”. Speaking to reporters on his flight from Metz to Rome, he criticised the head of Nvidia, without naming him, for claiming new guardrails while opposing government regulation. He said he is “relatively optimistic”.

Nvidia puts a hardware guard around AI agents

OpenShell limits what agents may reach. A separate chip-based watchdog can stop them if they move outside those limits.

Nvidia launched its Open Agent Safety Platform on September 28. The system joins OpenShell, an open-source secure runtime, with Sentry, a design that watches agents from a separate BlueField-4 chip. Nvidia says Sentry can quarantine an agent in milliseconds. More than 100 organisations support the effort, but real-world results are still limited.

China may let firms buy Nvidia’s RTX Pro 5500, report says

The Information reports the ministry asked ByteDance and Alibaba about their purchase plans. Reuters could not verify the report, and the card is not on sale yet.

China’s tech ministry asked companies including ByteDance and Alibaba to report their plans to buy Nvidia’s RTX Pro 5500, The Information reported on September 27. It told some of them that it intends to approve the purchases, according to the report. Reuters could not verify the report. An Nvidia spokesperson said US firms remain restricted by outdated US export controls and by China’s own limits on imports.

AMD is now worth more than $1 trillion

The rally rests on a bet that AI agents will need more processors.

AMD’s shares closed at a record $615.52 on September 21, lifting its market value above $1 trillion for the first time. It announced no new deal or product. Traders are betting that AI agents will need many more server processors.

AI data centres want faster grid access

A new alliance says flexible power use is the deal.

Google, Nvidia, Emerald AI, and energy companies launched a coalition for data centres that can reduce or move electricity use when the grid is stressed. The promises now need measured results.

Salesforce built a reasoning model for CRM work

Its strongest results come from Salesforce tests.

Koa is based on Nvidia Nemotron and trained with synthetic business tasks. Salesforce says it makes fewer CRM action errors, but the benchmark and the customer pilots still need outside study.

Nvidia added software for fault-tolerant quantum computers

The hardware is still the hard part.

CUDA-Q Logical links quantum programs, error-correction methods, and hardware estimates. Fermilab reports faster design work, while Sandia’s QUOPS benchmark offers a common test for future systems.

US officials are examining Nvidia’s unusual Groq deal

An investigation is not a finding of wrongdoing.

Reports say the Justice Department is studying a licensing deal that moved Groq leaders to Nvidia without buying the company. Nvidia’s accounts show $17 billion in payments and obligations tied to the agreement.

Nvidia’s Australia plan reaches 2 gigawatts

“Up to” is doing important work.

Nvidia and eight Australian partners say their sites could support up to 2 gigawatts of AI capacity by 2027. The announcement names the companies, but it does not give one full project schedule or energy plan.

Nvidia PAIR lets AI work across several computers at home

The free, open-source tool sends separate Ollama and LM Studio tasks to trusted computers on one local network. It does not combine their memory into one larger GPU.

Nvidia wants to buy Hugging Face for $12.93 billion

Hugging Face is a major home for open AI models. Nvidia says it will keep the platform open to other chips and clouds, but users and regulators will watch closely.