https://ai-dc-parts.pages.dev/companies/nvidia News and posts about Nvidia on AI Data Center Parts https://www.digitimes.com/news/a20260828PD207/huawei-ascend-nvidia-chips-china-2026.html Fri, 28 Aug 2026 04:45:00 GMT Although Huawei's Ascend 910C is sold out in China, the inability of domestic chips to fully replace Nvidia's H200 suggests ongoing global AI compute constraints. (DigiTimes) https://www.digitimes.com/news/a20260828PD223/nvidia-market-policy-bloomberg-regulation.html Fri, 28 Aug 2026 04:13:15 GMT Nvidia formed a political action committee to increase its lobbying presence amid ongoing government debates regarding artificial intelligence regulations. (DigiTimes) https://www.digitimes.com/news/a20260828PD205/nvidia-ai-demand-earnings-forecast.html Fri, 28 Aug 2026 04:07:43 GMT Nvidia's forecast indicates that demand for AI infrastructure remains robust and will drive continued price pressure across components including memory, power systems, cooling units, and networking hardware. (DigiTimes) https://www.digitimes.com/news/a20260828PD203/nvidia-taiwan-revenue-capex-google.html Fri, 28 Aug 2026 02:37:54 GMT Nvidia reported massive revenue growth, driven by the global expansion of AI infrastructure and increased purchases from hyperscalers. (DigiTimes) https://www.hpcwire.com/off-the-wire/nvidia-nvlink-fusion-expands-with-nvhbm-custom-high-bandwidth-memory Thu, 27 Aug 2026 19:33:55 GMT Amazon's Annapurna Labs is set to collaborate with NVIDIA on the development of NVHBM technology alongside NVLink Fusion for next-generation AI workloads. (HPCwire) https://www.hpcwire.com/off-the-wire/aws-and-nvidia-to-deliver-2m-additional-gpus-and-next-gen-infrastructure-for-agentic-and-physical-ai Thu, 27 Aug 2026 18:35:16 GMT Amazon Web Services and NVIDIA announced a major expansion of their collaboration to deploy two million additional GPUs and advanced infrastructure for AI workloads. (HPCwire) https://www.tomshardware.com/tech-industry/artificial-intelligence/nvidia-expects-to-sell-usd20-billion-worth-of-vera-rubin-hardware-this-quarter-would-account-for-20-percent-of-data-center-revenue-its-fastest-ramp-in-company-history Thu, 27 Aug 2026 15:33:14 GMT Nvidia anticipates that sales of Vera Rubin systems will represent a rapid and significant increase, contributing 20% of its data center revenue mix in the third fiscal quarter. (Tom's Hardware) https://www.tomshardware.com/tech-industry/artificial-intelligence/hot-chips-2026-openais-jalapeno-ai-asic-unpacked-accelerator-developed-using-ai-achieves-efficiency-and-throughput-gains-against-power-hungry-blackwell Thu, 27 Aug 2026 13:00:00 GMT OpenAI unveiled its Jalapeño AI ASIC accelerator, noting it offers good performance per watt and low latency for inference tasks compared to Nvidia's Blackwell. (Tom's Hardware) https://www.datacenterdynamics.com/en/news/aws-to-deploy-2-million-additional-nvidia-gpus Thu, 27 Aug 2026 12:00:37 GMT Amazon Web Services is planning to deploy two million extra Nvidia GPUs into their infrastructure. (Data Center Dynamics) https://www.tomshardware.com/tech-industry/big-tech/nvidia-revenue-tops-usd96-billion-as-memory-commitments-soar-to-usd160-billion-ceo-jensen-huang-says-ai-has-reached-its-inflection-point Thu, 27 Aug 2026 09:13:54 GMT Nvidia reported revenue exceeding $96 billion and committed to purchasing up to $160 billion in memory, bringing its total commitments to $279 billion amid strong AI demand. (Tom's Hardware) https://www.datacenterdynamics.com/en/news/nvidia-revenue-doubles-over-last-year-as-company-forecasts-record-growth Thu, 27 Aug 2026 09:05:00 GMT Nvidia's revenue is expected to increase significantly, driven by high profitability per unit of data center power. (Data Center Dynamics) https://www.tomshardware.com/pc-components/dram/nvidia-custom-nvhbm-promises-30-percent-higher-bandwidth-15-percent-lower-power-than-commodity-hbm4e-custom-base-die-and-phy-will-be-available-to-nvlink-fusion-partners Wed, 26 Aug 2026 22:45:22 GMT Nvidia introduced NVHBM, a custom high-bandwidth memory product offering superior performance and efficiency compared to standard HBM4e for its NVLink Fusion partners. (Tom's Hardware) https://www.theregister.com/systems/2026/08/26/metas-new-mtia-400-chip-has-a-split-personality-training-ai-and-serving-ads/5292727 Wed, 26 Aug 2026 21:18:04 GMT Meta introduced the MTIA 400 chip, an AI accelerator that offers speed improvements over Blackwell but has not yet replaced competitive offerings from AMD or Nvidia. (The Register) https://www.tomshardware.com/tech-industry/semiconductors/nvidia-presents-groq-3-lpx-architecture-and-unveils-its-first-third-party-inference-benchmark Wed, 26 Aug 2026 16:23:37 GMT Nvidia's VP of hardware presented the architecture of the Groq 3 LPX rack and released a third-party benchmark for its performance. (Tom's Hardware) https://www.tomshardware.com/tech-industry/data-centers/hot-chips-2026-nvidia-touts-benefits-of-its-dsx-maxlps-site-power-management-approach-tech-allows-for-more-compute-from-fixed-data-center-power-budgets Wed, 26 Aug 2026 14:42:10 GMT Nvidia presented the Rubin GPU and highlighted that power remains a major constraint on data center capacity, demonstrating compute efficiency within a fixed 100MW power budget. (Tom's Hardware) https://www.tomshardware.com/tech-industry/semiconductors/openai-says-its-jalapeno-chip-beats-nvidias-gb300-in-first-published-benchmarks Tue, 25 Aug 2026 18:05:23 GMT OpenAI debuted an in-house chip, claiming it offers superior performance and efficiency compared to Nvidia's high-end GPUs. (Tom's Hardware) https://semianalysis.com/2025/09/16/xais-colossus-2-first-gigawatt-datacenter Tue, 16 Sep 2025 17:38:01 GMT xAI announced the completion of its 300MW Colossus cluster in Memphis, which houses approximately 200,000 H100/H200 GPUs and 30,000 GB200 NVL72 units. (SemiAnalysis) https://semianalysis.com/2025/09/10/another-giant-leap-the-rubin-cpx-specialized-accelerator-rack Wed, 10 Sep 2025 19:57:18 GMT Nvidia launched the Rubin CPX specialized accelerator designed for prefill inference tasks, noting its high compute FLOPS capability and comparing it to the GB200 NVL72 Oberon rack-scale form. (SemiAnalysis)