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Watch▶ NVIDIA GTC 2026 Keynote with Jensen Huang (Full)

1. Nvidia in Talks to Deepen Investment in Reflection AI or Acquire It

   

   Per Reuters, citing the Financial Times: Nvidia is in talks to invest further in Reflection AI or buy it; the …

   Flash·Oct 11

2. Super Micro Contractor Pleads Guilty in $2.5B AI-Chip Smuggling Case

   

   Reuters, Oct 9: Ting-Wei "Willy" Sun, a contractor linked to Super Micro, pleaded guilty Thursday in Manhattan…

   Stories·Oct 10

3. Nvidia-Backed Firmus Withdraws $31B IPO That Would Have Been Australia's Biggest in Nearly 30 Years

   

   Nvidia-backed Australian AI data center operator Firmus withdrew its $31B IPO on the day its prospectus was du…

   Flash·Oct 9

4. OpenAI's Annualized Revenue Nears $50B, Below the Reported $70B; Nasdaq Falls 1.25%

   

   FT, midday ET Oct 8: OpenAI told investors its annualized revenue was "approaching $50 billion" at end-Septemb…

   Stories·Oct 9

5. Nvidia-Backed Upscale AI Launches Token Fabric for Cross-Vendor AI Chip Networking

   

   Upscale AI launched Token Fabric, a data-center networking platform letting customers mix AI chips from rival …

   Flash·Oct 9

6. White House Announces $2.4B in AI-for-Science Tool and Compute Credit Pledges From 11 Companies

   

   White House fact sheet, Oct 8: at the October 7 "Science: A New Golden Age" summit, 11 companies including NVI…

   Stories·Oct 9

7. Sequoia Leads $60M Series B for Robot-Data Startup Mecka AI

   

   Mecka AI raised a $60M Series B led by Sequoia, with Nvidia and Microsoft's M12 participating; it pays people …

   Flash·Oct 8

8. Broadcom Arranges $50B+ Financing for OpenAI Custom Chips; Oracle and SpaceX Also Seek Chip Debt

   

   Broadcom is arranging $50B+ in financing for OpenAI's custom chips (Apollo, Blackstone in talks); Oracle is ne…

   Flash·Oct 8

9. Nvidia-Backed Firmus Said to Cut $5B Australian IPO Pricing as Investors Balk

   

   Nvidia-backed Firmus may cut its $5B IPO pricing (A$11→A$8.25 per share); shareholder Maas Group fell as much …

   Flash·Oct 8

10. Microsoft × NVIDIA Start Selling Surface Laptop Ultra: Runs 120B Models Locally, Top Config ~$7,000

    

    Microsoft × NVIDIA officially started selling the Surface Laptop Ultra at their Oct 7 (ET) San Francisco event…

    Stories·Oct 8

11. Nous Research Raises $90M Series B at $1.5B Valuation

    

    WSJ: Nous Research raised a $90M Series B at a $1.5B valuation; open-source assistant Hermes passed 22.7M down…

    Flash·Oct 7

12. Lambda Seeks $4B in Final Pre-IPO Round at $14.5B Valuation: $35B of Its $50B Backlog Is One Customer

    

    WSJ first reported Oct 6 (Reuters/TechCrunch followed): Nvidia-backed AI compute cloud Lambda is raising up to…

    Stories·Oct 7

13. Mistral Debuts “Le Chonk”: Open-Weight Large 4 in Public Preview, Weights Drop Oct 27

    

    Per the Wall Street Journal on October 6: Mistral on Tuesday opened a public preview of the open-weight Large …

    Stories·Oct 6

14. Nvidia-Backed Reflection Debuts Beam, Its First Open-Weight Frontier Model: 501B Params, 23B Active

    

    On October 5, US startup Reflection AI launched Beam, its first frontier open-weight model: a text-only MoE wi…

    Stories·Oct 6

15. NVIDIA Launches Open-Source Agent Safety Platform: Software Sandbox Plus Chip-Level Hardware Watchdog

    

    NVIDIA today launched the Open Agent Safety Platform: open-source runtime OpenShell sandboxes agents while har…

    Stories·Sep 28