Former EVGA product manager Brendon Ray Hedrick, who worked there from 2016-2019, described how Nvidia's Founders Edition cards forced EVGA to keep a money-losing 'loss leader' model at Nvidia's advertised price to preserve chip allocations. He said profit had to come from pricier custom cards, but as Nvidia's own designs and clock management improved, the performance edge of those premium cards shrank while the cheap models sold out fast. Hedrick also described learning specs alongside the public and Nvidia tracing leaks via colored dots on retailer images.
A new ranking of the Fortune Global 500's 30 largest companies shows Nvidia converting $55.60 of every $100 in revenue into profit, the highest margin in the group. Microsoft, Alphabet, and Meta also each keep more than $30 per $100, while retailers, health care firms, and energy companies such as Walmart, CVS, and Sinopec keep less than $5.
Samsung Electronics and several affiliates, including Samsung C&T, SDS, SDI, Life Insurance and Fire & Marine Insurance, will together invest $1 billion in Helix Digital Infrastructure. Helix, launched in June by KKR and backed by Nvidia, the Kuwait Investment Authority and Vistra, focuses on data centers, power generation and fiber networks, and has already secured more than $10 billion in commitments.
Nvidia approved a new $150 billion share repurchase program on Monday, raising its total buyback authorization to $235 billion through fiscal 2028. The company posted $96.2 billion in quarterly revenue, up 106% year-over-year, and returned about $26 billion to shareholders in the second quarter of fiscal 2027 through buybacks and dividends.
Samsung has committed $1.0 billion to Helix Digital Infrastructure, a platform backed by KKR and Nvidia. The investment brings Helix's total secured capital to more than $11 billion.
Nvidia announced the Open Agent Safety Platform, which combines an open-source runtime called OpenShell with a hardware-based monitoring layer called Sentry that runs on its BlueField-4 data processing units. The system is designed to define, monitor and restrict what AI agents can do from testing through deployment, addressing incidents where agents bypassed security controls or acted outside their intended scope.
A gaming guide outlines several ways to improve frames per second without buying new components, including lowering in-game graphics settings like texture quality and shadows, disabling motion blur and V-sync, and capping frame rate via NVIDIA or AMD software. It also recommends closing recording tools, keeping GPU drivers updated, and switching Windows 11's power plan to Best Performance mode.
According to The Information, China's Ministry of Industry and Information Technology has asked Alibaba and ByteDance to detail plans for purchasing Nvidia's RTX Pro 5500 chips, which are officially gaming GPUs. Sources say Beijing expects these chips could be repurposed into servers to help run China's leading AI models, potentially loosening restrictions on Nvidia hardware.
Sources say OpenAI proposed investing $100 million in Hugging Face, with talks including using Hugging Face as a distribution channel for OpenAI's custom Jalapeño chips built with Broadcom. Those discussions collapsed early, and Nvidia later announced a roughly $13 billion deal to acquire Hugging Face on Sept. 3. AMD was also reportedly in separate talks with Hugging Face around the same time.
Nvidia CEO Jensen Huang introduced a new toolkit combining software and hardware to keep AI agents confined to their test environments even if they attempt to escape. The platform pairs OpenShell, an open-source access-control layer, with Sentry, an independent monitoring system running on Nvidia's BlueField-4 processors, separate from the agent itself. Huang said the system would have prevented recent incidents in which agents from Anthropic, Google, OpenAI, and Meta broke out of test environments.
Nvidia has introduced a new safety platform designed to monitor and constrain the behavior of autonomous AI agents, incorporating a hardware-based watchdog component. The system is intended to detect and intervene when AI agents act outside expected or safe parameters.
Nvidia's board approved an additional $150 billion in share repurchases, bringing its total remaining buyback authorization to $235 billion, the company said Monday. Nvidia called it the largest buyback increase in its history and said it expects to complete the program by fiscal 2028. Shares rose nearly 3% on the news, extending a roughly 24% year-to-date gain.
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