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

1. 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

2. 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

3. 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

4. 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

5. US Government, Meta and Google Join Biohub's $1.8B Open Dataset Effort for Biology AI

   

   Reuters first reported Oct 7: the US government, Meta and Google DeepMind join Biohub’s Virtual Biology Initia…

   Stories·Oct 7

6. 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

7. Etched Fields $40–50B Funding Bids: No Shipped Chips at Scale, Valuation Doubles in Three Months

   

   TechCrunch first reported Oct 5: AI inference-chip startup Etched is fielding $40–50B funding bids, after a $7…

   Stories·Oct 7

8. 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

9. OpenAI in Talks for $30B Round at $1.4T Valuation, With UAE Funds and BlackRock Circling

   

   Per Bloomberg on the evening of October 5: OpenAI is in talks with multiple UAE funds including Abu Dhabi-base…

   Stories·Oct 6

10. 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

11. White House Stands Up 'Super Intelligence Force': DNI Jay Clayton to Lead, Report Due in 120 Days

    

    The White House has created the 'Super Intelligence Force' AI task force, led by DNI Jay Clayton — effectively…

    Stories·Oct 4

12. Six Tech CEOs Sign White House Superintelligence Accord: Trump Calls It "Almost Like a Constitution"

    

    Trump announced six tech CEOs signed the White House Accord on Superintelligence: four voluntary commitments, …

    Stories·Sep 30

13. Trump Renames AI: Government Docs Switch to Super Intelligence, Executive Order Tonight

    

    Trump announced over a White House lunch that he will sign an executive order tonight: AI becomes "Super Intel…

    Stories·Sep 30

14. 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