Nvidia
Designs the data center GPUs at the centre of the AI build-out, from Hopper to Blackwell and Vera Rubin, and is the main subject of US export controls on AI chips to China.
Role in each timeline
- TSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster
Customer that announced Blackwell production at TSMC’s Phoenix plants.
- Nvidia Data Center GPUs: Hopper, Blackwell and Vera Rubin
Designer and seller of the Hopper, Blackwell and Rubin data center platforms and the source of the production and revenue disclosures.
- US Export Controls on Nvidia AI Chips to China: A100 to H20 to H200
The chip supplier whose China data-center GPU sales have repeatedly been restricted by both U.S. export controls and Chinese actions.
- Nvidia's Dealmaking: From Mellanox and the Failed Arm Bid to Groq and Hugging Face
Buyer, investor and acquirer pursuing networking, AI infrastructure, scheduling, inference and frontier-lab deals.
- Intel Foundry and 18A: From IDM 2.0 to a Government-Owned Stake
Invested $5 billion in Intel and agreed to jointly develop custom x86 and RTX-chiplet products, though the announcement did not identify a foundry-node order.
- HBM Supply Race: SK hynix, Samsung and Micron from HBM3E to HBM4E
The leading AI-accelerator customer whose H200, Blackwell and Vera Rubin platform schedules and HBM4 specification changes shape supplier timelines.
- AMD Instinct: From MI300X to Helios and the Gigawatt Deals
The incumbent AI-accelerator supplier against which AMD is seeking to establish itself as a major alternative.
- US Export Controls on AMD's AI Chips in China: From the MI250 License to MI308 and MI325X
A direct comparator and party to the same 15 percent China-revenue arrangement for its covered H20 sales.
Entries that mention Nvidia
- Nvidia confirms the $12.93 billion Hugging Face deal, with a pledge to keep the platform open and hardware-neutral Announcementon Nvidia's Dealmaking: From Mellanox and the Failed Arm Bid to Groq and Hugging Face
- NVIDIA says Vera Rubin began production shipments in fiscal Q3 2027 Regulatoryon Nvidia Data Center GPUs: Hopper, Blackwell and Vera Rubin
- The Information: Nvidia has agreed to buy Hugging Face for $12.9 billion Reporton Nvidia's Dealmaking: From Mellanox and the Failed Arm Bid to Groq and Hugging Face
- Nvidia writes down US$0.4 billion of H200 inventory; says Beijing restricted licensed sales Financialon US Export Controls on Nvidia AI Chips to China: A100 to H20 to H200
- Nvidia excludes China data center compute revenue from its outlook Financialon US Export Controls on Nvidia AI Chips to China: A100 to H20 to H200
- Nvidia reports $96.2 billion quarter, data center $89.0 billion, Vera Rubin in full production Financialon Nvidia Data Center GPUs: Hopper, Blackwell and Vera Rubin
- Reuters says it could not verify a report of H200 shipments into China Reporton US Export Controls on Nvidia AI Chips to China: A100 to H20 to H200
- Nvidia invests in Safe Superintelligence Inc. Financialon Nvidia's Dealmaking: From Mellanox and the Failed Arm Bid to Groq and Hugging Face
- Nvidia reports China Hopper shipments were under 1% of data center revenue Financialon US Export Controls on Nvidia AI Chips to China: A100 to H20 to H200
- US official says limited H200 shipments to China have begun Shipmenton US Export Controls on Nvidia AI Chips to China: A100 to H20 to H200
- NVIDIA says its roadmap is intact Responseon Nvidia Data Center GPUs: Hopper, Blackwell and Vera Rubin
- Kumo AI, a predictive-model startup, for a reported $400 million-plus Reporton Nvidia's Dealmaking: From Mellanox and the Failed Arm Bid to Groq and Hugging Face
- Vera Rubin ramping across the supply chain; production shipments set for fall 2026 Announcementon Nvidia Data Center GPUs: Hopper, Blackwell and Vera Rubin
- Reuters reports US approval of H200 sales to about 10 Chinese firms Reporton US Export Controls on Nvidia AI Chips to China: A100 to H20 to H200
- Huang says Nvidia is licensed for many Chinese H200 customers, has orders, and is restarting production Announcementon US Export Controls on Nvidia AI Chips to China: A100 to H20 to H200
- Samsung shows HBM4 in mass production for Vera Rubin and unveils HBM4E at GTC 2026 Announcementon HBM Supply Race: SK hynix, Samsung and Micron from HBM3E to HBM4E
- Micron in volume shipment of HBM4 for Nvidia Vera Rubin Launchon HBM Supply Race: SK hynix, Samsung and Micron from HBM3E to HBM4E
- Vera Rubin declared in full production at GTC 2026 Announcementon Nvidia Data Center GPUs: Hopper, Blackwell and Vera Rubin
- A 'significant investment' in Mira Murati's Thinking Machines Lab and a gigawatt of Vera Rubin Announcementon Nvidia's Dealmaking: From Mellanox and the Failed Arm Bid to Groq and Hugging Face
- NVIDIA unveils the six-chip Rubin platform Financialon Nvidia Data Center GPUs: Hopper, Blackwell and Vera Rubin
- Illumex, an Israeli semantic-data startup, for about $60 million Announcementon Nvidia's Dealmaking: From Mellanox and the Failed Arm Bid to Groq and Hugging Face
- Anthropic says Series G includes Nvidia investment Financialon Nvidia's Dealmaking: From Mellanox and the Failed Arm Bid to Groq and Hugging Face
- US grants Nvidia a license for small H200 shipments to China Regulatoryon US Export Controls on Nvidia AI Chips to China: A100 to H20 to H200
- CoreWeave completes $2 billion share sale to Nvidia Financialon Nvidia's Dealmaking: From Mellanox and the Failed Arm Bid to Groq and Hugging Face
- BIS moves the MI325X, alongside Nvidia's H200, to case-by-case review with security conditions Regulatoryon US Export Controls on AMD's AI Chips in China: From the MI250 License to MI308 and MI325X
- BIS moves H200 and MI325X exports to China to case-by-case review with security conditions Regulatoryon US Export Controls on Nvidia AI Chips to China: A100 to H20 to H200
- TrendForce: HBM4 mass production slips to the end of the first quarter of 2026 after Nvidia raised the spec Reporton HBM Supply Race: SK hynix, Samsung and Micron from HBM3E to HBM4E
- Nvidia is strategic investor in xAI's Series E Financialon Nvidia's Dealmaking: From Mellanox and the Failed Arm Bid to Groq and Hugging Face
- Groq: about $20 billion for a non-exclusive licence and the founding team, Nvidia's biggest deal by far Announcementon Nvidia's Dealmaking: From Mellanox and the Failed Arm Bid to Groq and Hugging Face
- Alibaba weighs an order of 40,000 to 50,000 MI308 chips Reporton US Export Controls on AMD's AI Chips in China: From the MI250 License to MI308 and MI325X