Nvidia
Company · Technology
Finance
Nvidia shares hit a record as investors bet on the AI boom
Revenue guidance of US$108 billion is feeding investor confidence, but analysts warn the valuation may already assume today's peak AI demand will last indefinitely.
Technology
Nvidia sells a cage for 'rogue' AI agents, and OpenAI is not buying
Nvidia launched a hardware-level AI agent safety platform on 28 September 2026, pairing open-source runtime software with a silicon watchdog that can quarantine a misbehaving agent within milliseconds.
Technology
Nvidia names Australian operators for two gigawatts of AI capacity
Eight companies, including AirTrunk and NEXTDC, plan to reach the target by 2027, adding more load than the entire existing national fleet before federal sustainability rules take effect.
Technology
Nvidia buys Hugging Face for US$12.9 billion
Nvidia agreed to pay US$12.9 billion for the open-model hub used by 18 million developers, says its chips will not be required to use it, and expects the deal to close in the first half of 2027.
Technology
Nvidia agrees to buy Hugging Face for $12.9bn
The deal is unconfirmed. A person with knowledge of the matter told The Information on 26 August 2026 that Nvidia has agreed to acquire Hugging Face for $12.9 billion. As of 28 August 2026, neither Nvidia nor Hugging Face had issued a press release or filed an SEC report confirming the acquisition.
Technology
Nvidia posts $96.2b quarter as AI spending accelerates
Nvidia posted a $96.2 billion quarter, up 106 per cent year on year and about $4 billion ahead of consensus, and its guidance on hyperscaler spending came in hotter still.
Technology
Nvidia faces a $91 billion earnings test this week
Nvidia set its own bar at $91 billion. That is the revenue midpoint the company guided for its second quarter of fiscal 2027, covering the three months ended 26 July 2026, and it is the figure that will determine whether Wednesday night's result reads as a beat, a miss or a shrug.
Technology
Nvidia's most advanced AI chips are reaching China despite US bans
Under Secretary of Commerce for Industry and Security Jeffrey I. Kessler put a number on the gap between what both governments have officially permitted and what has actually moved.
AI
Zuckerberg backs faster AI as 1,293 lab workers urge brakes
The op-ed did not arrive quietly. On 28 July, Meta CEO Mark Zuckerberg published a piece arguing the US should speed up AI development, not pull back on it. "The defining question of our age isn't whether superintelligence will exist, but who will have access to it.