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Among 949 venture equity rounds of $100M or more announced between October 2025 and September 2026, 903 named at least one investor. Nvidia, counted together with its venture arm NVentures, appeared in 79 of those rounds, roughly one in eleven. The data counts an investor once per round regardless of whether it led or merely joined, and only includes investors explicitly named in coverage.
A truck disguised as a food transport vehicle picked up six pallets of Nvidia hardware worth $11.4 million after they left Oakland bound for Texas on August 29, according to ABC7 News. Investigators lost track of the truck in San Bernardino County, and Oakland Police received a theft report on September 13; no arrests have been announced.
Nvidia has pitched Apollo Global Management, Brightspeed's parent company, on converting roughly 130 existing telecom buildings into small data centers, according to The Information. Apollo asked for written plans, which Nvidia has since provided along with requests for site data and visits. The sites could reportedly deliver about 1 gigawatt of combined compute capacity, enough for over 2,200 Supermicro Vera Rubin NVL72 racks.
Tech and AI-linked stocks dropped sharply this week after Democrats' strong midterm showing, with Nvidia, AMD, Microsoft, Micron, Broadcom, Tesla and SpaceX all posting steep losses on Thursday. Neocloud providers Nebius, Iren and CoreWeave were hit even harder, falling between 10% and 17%, before U.S. tech shares showed partial recovery Friday morning. Analyst Kyle Rodda of Capital.com linked the slide to investor concern over potential tech regulation under a Democrat-controlled Congress, plus dozens of local ballot measures across 10 states targeting data center construction.
Nvidia has launched NVKE, a managed Kubernetes management plane that platform teams can install on their own Nvidia GPU infrastructure to create and operate workload clusters for customers. The product is available as a preview, meaning its APIs, configuration and behavior may change and Nvidia does not recommend it for production use. Installation currently requires Nvidia Infra Controller (NICo) as the sole compatible infrastructure provider, alongside a local quickstart option for evaluation without GPU hardware.
Jim Cramer said on CNBC's Mad Money that a two-day sell-off in AI-related stocks stems from investors' inability to value companies tied to data center growth. The decline hit chipmakers and infrastructure suppliers broadly, with the iShares Semiconductor ETF falling 10% Thursday after a 3% drop Wednesday, and GE Vernova and Sandisk sliding 7% and 22% respectively.
NVIDIA is extending DLSS 5 compatibility to RTX Remix, its modding toolkit, letting users apply the AI rendering technology to older PC games. The feature builds on existing mods that already enable DLSS 5 in a wide range of titles, allowing lighting and character rendering to be altered significantly.
AMD posted third-quarter adjusted earnings of $2.09 per share on revenue of $13.38 billion, both ahead of analyst expectations, with revenue up 45% from $9.25 billion a year earlier. Data center sales nearly doubled and now make up 64% of total revenue, up from 47% a year ago. Shares rose about 8% in after-hours trading following the report.
Fal, a San Francisco startup that hosts AI video, image and audio models, raised $1.3 billion in a Series F round led by Bessemer Venture Partners, with Nvidia, Sound Ventures and T. Rowe Price also participating. The deal doubles Fal's valuation to $16 billion from $8 billion in April, and combined with its earlier Sequoia-led Series E, the company has raised $1.65 billion across both rounds. Fal reportedly surpassed $800 million in annualized revenue earlier this year.
Nvidia is implementing another round of price increases across its RTX 50 series graphics cards this week, with the RTX 5090 rising by nearly $500 on top of its roughly $6,000 price tag. Lower-end cards like the RTX 5050 and 5060 will see smaller increases of $30-60. Earlier RTX 40 and 30 series cards are not directly affected by this change.
A buying guide advises gamers to first match a monitor's specs to their existing GPU, noting that pairing a high-end panel with a weaker graphics card wastes its refresh-rate potential. It also recommends weighing resolution against refresh rate depending on game genre, and considering panel type, HDR, brightness, ports and VRR features like G-Sync, along with monitor size and aspect ratio.
Following a directive from the Trump administration discouraging use of the term 'artificial intelligence,' executives at major tech companies including Nvidia and Microsoft have been adjusting their language in public remarks, sometimes correcting themselves mid-sentence. The shift reflects an effort by firms to align their messaging with the administration's preferred terminology while still describing the same technology.