{ "data_version": "1", "schema": "https://whatledto.com/data", "id": "nvidia", "name": "Nvidia", "kind": "company", "url": "https://whatledto.com/who/nvidia", "description": "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.", "same_as": [ "https://en.wikipedia.org/wiki/Nvidia", "https://www.nvidia.com/" ], "timelines": [ { "slug": "nvidia-ai-compute-origins", "title": "How Nvidia Came to Own AI Compute: From CUDA to the H100 Shortage", "url": "https://whatledto.com/events/nvidia-ai-compute-origins", "json": "https://whatledto.com/events/nvidia-ai-compute-origins.json", "role": "Built the CUDA software platform and successive data-center GPU generations that supplied the AI-computing demand described in the timeline.", "entries": 7, "updated_at": "2026-09-14T03:32:12.729949+00:00" }, { "slug": "nvidia-acquisitions", "title": "Nvidia's Dealmaking: From Mellanox and the Failed Arm Bid to Groq and Hugging Face", "url": "https://whatledto.com/events/nvidia-acquisitions", "json": "https://whatledto.com/events/nvidia-acquisitions.json", "role": "The buyer, investor and prospective owner at the center of the transactions and regulatory reviews.", "entries": 44, "updated_at": "2026-09-14T02:47:22.985287+00:00" }, { "slug": "nvidia-china-export-controls", "title": "US Export Controls on Nvidia AI Chips to China: A100 to H20 to H200", "url": "https://whatledto.com/events/nvidia-china-export-controls", "json": "https://whatledto.com/events/nvidia-china-export-controls.json", "role": "The chip supplier whose China data-center GPU sales have repeatedly been restricted by both U.S. export controls and Chinese actions.", "entries": 25, "updated_at": "2026-09-14T02:44:06.930543+00:00" }, { "slug": "tsmc-arizona-fabs", "title": "TSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster", "url": "https://whatledto.com/events/tsmc-arizona-fabs", "json": "https://whatledto.com/events/tsmc-arizona-fabs.json", "role": "Said Blackwell chips had started production at TSMC’s Phoenix plants in April 2025.", "entries": 2, "updated_at": "2026-09-13T14:11:41.391615+00:00" }, { "slug": "amd-china-export-controls", "title": "US Export Controls on AMD's AI Chips in China: From the MI250 License to MI308 and MI325X", "url": "https://whatledto.com/events/amd-china-export-controls", "json": "https://whatledto.com/events/amd-china-export-controls.json", "role": "A direct comparator and party to the same 15 percent China-revenue arrangement for its covered H20 sales.", "entries": 10, "updated_at": "2026-09-13T06:28:32.202819+00:00" }, { "slug": "nvidia-consumer-gpu-dlss", "title": "GeForce and DLSS: From the RTX 50 Launch to 3D-Guided Neural Rendering", "url": "https://whatledto.com/events/nvidia-consumer-gpu-dlss", "json": "https://whatledto.com/events/nvidia-consumer-gpu-dlss.json", "role": "Designer of GeForce GPUs, DLSS software, NVIDIA App updates, and GeForce Game Ready drivers.", "entries": 24, "updated_at": "2026-09-13T04:52:29.493621+00:00" }, { "slug": "hbm-memory-supply", "title": "HBM Supply Race: SK hynix, Samsung and Micron from HBM3E to HBM4E", "url": "https://whatledto.com/events/hbm-memory-supply", "json": "https://whatledto.com/events/hbm-memory-supply.json", "role": "AI-accelerator customer whose H200 used early HBM3E supply and whose revised Rubin HBM4 requirement altered suppliers’ schedules.", "entries": 6, "updated_at": "2026-09-13T04:50:53.629831+00:00" }, { "slug": "hyperscaler-custom-accelerators", "title": "Custom AI Silicon at the Hyperscalers: TPU, Trainium, Maia, MTIA and the OpenAI–Broadcom Chip", "url": "https://whatledto.com/events/hyperscaler-custom-accelerators", "json": "https://whatledto.com/events/hyperscaler-custom-accelerators.json", "role": "Hardware maker Meta was reported to be seeking to reduce reliance on.", "entries": 2, "updated_at": "2026-09-11T02:25:51.027170+00:00" }, { "slug": "nvidia-datacenter-gpu-roadmap", "title": "Nvidia Data Center GPUs: Hopper, Blackwell and Vera Rubin", "url": "https://whatledto.com/events/nvidia-datacenter-gpu-roadmap", "json": "https://whatledto.com/events/nvidia-datacenter-gpu-roadmap.json", "role": "Designer and seller of the Hopper, Blackwell and Rubin data center platforms and the source of the production and revenue disclosures.", "entries": 22, "updated_at": "2026-09-11T02:02:41.013164+00:00" }, { "slug": "amd-instinct-ai-gpus", "title": "AMD Instinct: From MI300X to Helios and the Gigawatt Deals", "url": "https://whatledto.com/events/amd-instinct-ai-gpus", "json": "https://whatledto.com/events/amd-instinct-ai-gpus.json", "role": "The incumbent AI-accelerator supplier against which AMD is seeking to establish itself as a major alternative.", "entries": 0, "updated_at": "2026-09-11T02:02:23.114628+00:00" }, { "slug": "intel-foundry-18a", "title": "Intel Foundry and 18A: From IDM 2.0 to a Government-Owned Stake", "url": "https://whatledto.com/events/intel-foundry-18a", "json": "https://whatledto.com/events/intel-foundry-18a.json", "role": "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.", "entries": 1, "updated_at": "2026-09-09T06:04:56.225523+00:00" } ], "entries": [ { "timeline": "nvidia-acquisitions", "id": 1182, "url": "https://whatledto.com/events/nvidia-acquisitions#n1182", "date": "2026-09-11", "date_precision": "day", "title": "Reuters reports Nvidia in talks to invest in Anthropic IPO", "summary": "Reuters reported that Nvidia was in talks to become an anchor investor in Anthropic's prospective initial public offering. The discussions could involve an investment of up to $10 billion, according to the report.", "type": "report", "entities": [ "Nvidia", "Anthropic", "Reuters" ], "parties": [ "nvidia", "anthropic", "reuters" ], "sources": [ { "url": "https://m.investing.com/news/stock-market-news/exclusivenvidia-in-talks-to-invest-in-anthropics-mega-ipo-sources-say-4898552?ampMode=1", "outlet": "Reuters, syndicated by Investing.com", "published": "2026-09-11", "quote": "“Anthropic is in talks to bring Nvidia as an anchor investor into what could be the largest IPO in history, two people familiar with the matter told Reuters.”" } ] }, { "timeline": "nvidia-acquisitions", "id": 1181, "url": "https://whatledto.com/events/nvidia-acquisitions#n1181", "date": "2026-09-09", "date_precision": "day", "title": "Nvidia defends the Groq arrangement after the inquiry is reported", "summary": "An Nvidia spokesperson answered the reporting by calling the Groq deal an example of the American system working as designed.", "type": "response", "entities": [ "Nvidia", "Groq", "John Rizzo", "US Department of Justice" ], "parties": [ "nvidia", "groq", "john-rizzo", "us-department-of-justice" ], "sources": [ { "url": "https://thenextweb.com/news/doj-nvidia-groq-licensing-antitrust-review", "outlet": "The Next Web", "published": "2026-09-10", "quote": "\"The Groq story is a prime example of the American system working as designed to promote innovation, reward entrepreneurs, and benefit consumers,\" an Nvidia spokesperson said." } ] }, { "timeline": "hbm-memory-supply", "id": 769, "url": "https://whatledto.com/events/hbm-memory-supply#n769", "date": "2026-09-04", "date_precision": "day", "title": "Electronic Times reports Micron began 12-layer HBM4 mass production in Q2", "summary": "Electronic Times reported that Micron began mass production of 12-layer HBM4 products in the second quarter of 2026. The report identified the products as 12-layer HBM4. The same report said Micron plans to add up to 60,000 wafers a month of HBM capacity by the end of 2026.", "type": "report", "entities": [ "Micron Technology", "Nvidia", "Vera Rubin" ], "parties": [ "micron", "nvidia", "vera-rubin" ], "sources": [ { "url": "https://en.etnews.com/20260904200006", "outlet": "Electronic Times", "published": "2026-09-04", "quote": "Micron began mass production of 12-layer HBM4 products in the second quarter of this year." } ] }, { "timeline": "nvidia-consumer-gpu-dlss", "id": 1076, "url": "https://whatledto.com/events/nvidia-consumer-gpu-dlss#n1076", "date": "2026-09-03", "date_precision": "day", "title": "Game Ready Driver 616.64 enables DLSS 5", "summary": "The driver that actually switches DLSS 5 on shipped on September 3, alongside Game Ready support for Onimusha: Way of the Sword and a frame limiter and V-Sync support for DLSS 4.5 Dynamic Multi Frame Generation.", "type": "product", "entities": [ "NVIDIA" ], "parties": [ "nvidia" ], "sources": [ { "url": "https://www.nvidia.com/en-us/geforce/news/nba-2k27-dlss-5-3d-guided-neural-rendering-geforce-game-ready-driver/", "outlet": "Nvidia GeForce News", "published": "2026-09-03", "quote": "DLSS 5 is available now in the newly-released NBA 2K27." } ] }, { "timeline": "nvidia-acquisitions", "id": 697, "url": "https://whatledto.com/events/nvidia-acquisitions#n697", "date": "2026-09-03", "date_precision": "day", "title": "Nvidia confirms the $12.93 billion Hugging Face deal, with a pledge to keep the platform open and hardware-neutral", "summary": "Nvidia signed the definitive agreement on September 2 and announced it the next morning: about $11.9 billion to Hugging Face stockholders plus up to $1 billion in retention equity, closing expected in the first half of 2027 subject to US and EU regulatory approvals. Huang committed that Nvidia compute would not be required to build on or deploy through Hugging Face and that it would keep supporting other silicon vendors, the openness question regulators are expected to focus on. CEO Clément Delangue said he had approached Huang weeks earlier, after Hugging Face was hacked.", "type": "announcement", "entities": [ "Nvidia", "Hugging Face", "Jensen Huang", "Clément Delangue" ], "parties": [ "nvidia", "hugging-face", "jensen-huang", "cl-ment-delangue" ], "sources": [ { "url": "https://blogs.nvidia.com/blog/nvidia-to-acquire-hugging-face/", "outlet": "NVIDIA Blog", "published": "2026-09-03", "quote": "I’m excited to announce that NVIDIA has agreed to acquire Hugging Face for $12,930,300,000." }, { "url": "https://www.sec.gov/Archives/edgar/data/0001045810/000104581026000078/nvda-20260902.htm", "outlet": "NVIDIA Form 8-K (SEC)", "published": "2026-09-02", "quote": "On September 2, 2026, NVIDIA Corporation (“NVIDIA”) entered into a definitive agreement to acquire Hugging Face, Inc. (“Hugging Face”). Hugging Face operates a platform and community for developing, sharing and deploying open-source models, datasets and applications. The transaction includes an approximately $11.9 billion purchase price payable to Hugging Face stockholders, subject to certain adjustments, and an equity-based retention program of up to approximately $1.0 billion for Hugging Face employees joining NVIDIA." }, { "url": "https://techcrunch.com/2026/09/03/nvidia-confirms-it-will-buy-hugging-face-for-12-9-billion/", "outlet": "TechCrunch", "published": "2026-09-03", "quote": "After weeks of swirling rumors, Nvidia confirmed today that it has acquired Hugging Face for $12.93 billion." } ] }, { "timeline": "nvidia-consumer-gpu-dlss", "id": 1058, "url": "https://whatledto.com/events/nvidia-consumer-gpu-dlss#n1058", "date": "2026-09-01", "date_precision": "day", "title": "What DLSS 5 actually does to a frame", "summary": "Where earlier DLSS reconstructed data the engine had already produced, higher resolutions, extra frames, cleaner ray-traced lighting, DLSS 5 generates lighting and material detail that real-time budgets had forced developers to strip out. The rendered frame, with its artist-designed geometry, textures and lighting buffers, is the fixed foundation rather than a prompt.", "type": "other", "entities": [ "NVIDIA" ], "parties": [ "nvidia" ], "sources": [ { "url": "https://www.nvidia.com/en-us/geforce/news/dlss-5-3d-guided-neural-rendering/", "outlet": "Nvidia GeForce News", "published": "2026-09-01", "quote": "While previous DLSS technologies focused on reconstructing existing scene data to deliver higher-resolution images, additional frames, or cleaner ray-traced lighting, DLSS 5 with 3D-Guided Neural Rendering takes the next step by using AI to generate the rich lighting and material details that real-time performance constraints once forced developers to strip away, allowing them to realize their original artistic vision." } ] }, { "timeline": "nvidia-consumer-gpu-dlss", "id": 1057, "url": "https://whatledto.com/events/nvidia-consumer-gpu-dlss#n1057", "date": "2026-09-01", "date_precision": "day", "title": "DLSS 5 is announced as available in NBA 2K27, RTX 50 only", "summary": "Nvidia's announcement article, bylined September 1, said DLSS 5 was available starting now in NBA 2K27, from developer Visual Concepts and publisher 2K, for every GeForce RTX 50 desktop and laptop GPU and on GeForce NOW. RTX 40 and RTX 30 cards were left out. The Game Ready driver that actually enables it did not ship until two days later.", "type": "other", "entities": [ "NVIDIA", "Visual Concepts", "2K" ], "parties": [ "nvidia", "visual-concepts", "2k" ], "sources": [ { "url": "https://www.nvidia.com/en-us/geforce/news/dlss-5-3d-guided-neural-rendering/", "outlet": "Nvidia GeForce News", "published": "2026-09-01", "quote": "DLSS 5 is available starting now in NBA 2K27, from developer Visual Concepts and publisher 2K, for all GeForce RTX 50 Series GPUs and laptops, and GeForce NOW. It marks the debut of how the technology can be used by game artists to elevate visual fidelity in alignment with their creative vision." } ] }, { "timeline": "nvidia-datacenter-gpu-roadmap", "id": 23, "url": "https://whatledto.com/events/nvidia-datacenter-gpu-roadmap#n23", "date": "2026-08-27", "date_precision": "day", "title": "NVIDIA says Vera Rubin began production shipments in fiscal Q3 2027", "summary": "NVIDIA stated that Vera Rubin began production shipments in the third quarter of fiscal 2027. The filing described Vera Rubin as its next-generation Data Center architecture.", "type": "regulatory", "entities": [ "Nvidia", "Vera Rubin" ], "parties": [ "nvidia", "vera-rubin" ], "sources": [ { "url": "https://investor.nvidia.com/files/doc_financials/2027/NVDA-2027-Q2-10Q-Final-including-exhibits.pdf", "outlet": "NVIDIA Form 10-Q", "published": "2026-08-27", "quote": "Our next-generation Data Center architecture, Vera Rubin, began production shipments in the third quarter of fiscal year 2027." } ] }, { "timeline": "nvidia-acquisitions", "id": 696, "url": "https://whatledto.com/events/nvidia-acquisitions#n696", "date": "2026-08-26", "date_precision": "day", "title": "The Information: Nvidia has agreed to buy Hugging Face for $12.9 billion", "summary": "Days after Business Insider reported that Hugging Face was fielding takeover interest, The Information said Nvidia had agreed to pay $12.9 billion for the open-model platform, though talks had not produced a signed agreement. Unlike the Groq licence, an outright purchase would require a Hart-Scott-Rodino filing and likely an EU merger review.", "type": "report", "entities": [ "Nvidia", "Hugging Face", "Clément Delangue" ], "parties": [ "nvidia", "hugging-face", "cl-ment-delangue" ], "sources": [ { "url": "https://techcrunch.com/2026/08/26/nvidia-closes-in-on-hugging-face-acquisition/", "outlet": "TechCrunch", "published": "2026-08-26", "quote": "Nvidia has agreed to buy Hugging Face for $12.9 billion, The Information reported Wednesday night, citing a source familiar with the matter." } ] }, { "timeline": "nvidia-china-export-controls", "id": 69, "url": "https://whatledto.com/events/nvidia-china-export-controls#n69", "date": "2026-08-26", "date_precision": "day", "title": "Nvidia writes down US$0.4 billion of H200 inventory; says Beijing restricted licensed sales", "summary": "In its second-quarter fiscal 2027 Form 10-Q, Nvidia said it took a US$0.4 billion charge in the first half of the year for excess H200 inventory and purchase obligations as demand diminished, that the Chinese government had restricted sales of H200 units it was licensed to ship, and that it had made only a fraction of the allowed shipments.", "type": "financial", "entities": [ "Nvidia", "H200" ], "parties": [ "nvidia", "h200" ], "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000075/nvda-20260726.htm", "outlet": "Nvidia Form 10-Q", "published": "2026-08-26", "quote": "During the first half of fiscal year 2027, we incurred a $0.4 billion charge associated with H200 for excess inventory and purchase obligations, as the demand for H200 products diminished." }, { "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000075/nvda-20260726.htm", "outlet": "Nvidia Form 10-Q", "published": "2026-08-26", "quote": "After incurring that charge, we have made a fraction of the allowed shipments under the USG’s H200 licensing program." } ] }, { "timeline": "nvidia-china-export-controls", "id": 67, "url": "https://whatledto.com/events/nvidia-china-export-controls#n67", "date": "2026-08-26", "date_precision": "day", "title": "Nvidia excludes China data center compute revenue from its outlook", "summary": "Nvidia said it was not assuming Data Center compute revenue from China in its outlook. The company issued the outlook with its second-quarter fiscal 2027 results.", "type": "financial", "entities": [ "Nvidia", "China", "Data Center", "H200" ], "parties": [ "nvidia", "china", "data-center", "h200" ], "sources": [ { "url": "https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2027", "outlet": "Nvidia Newsroom", "published": "2026-08-26", "quote": "NVIDIA is not assuming any Data Center compute revenue from China in its outlook." } ] }, { "timeline": "nvidia-datacenter-gpu-roadmap", "id": 13, "url": "https://whatledto.com/events/nvidia-datacenter-gpu-roadmap#n13", "date": "2026-08-26", "date_precision": "day", "title": "Nvidia reports $96.2 billion quarter, data center $89.0 billion, Vera Rubin in full production", "summary": "Second-quarter fiscal 2027 results showed revenue of $96.2 billion, up 106% year on year, with data\ncenter revenue of $89.0 billion. Jensen Huang said Vera Rubin was in full production, and the release\nnoted racks running at partners.", "type": "financial", "entities": [ "Nvidia", "Jensen Huang", "Rubin", "Blackwell" ], "parties": [ "nvidia", "jensen-huang", "rubin", "blackwell" ], "sources": [ { "url": "https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2027", "outlet": "Nvidia Newsroom", "published": "2026-08-26", "quote": "Vera Rubin, now in full production, was built to power exactly this moment." } ] }, { "timeline": "nvidia-consumer-gpu-dlss", "id": 1056, "url": "https://whatledto.com/events/nvidia-consumer-gpu-dlss#n1056", "date": "2026-08-25", "date_precision": "day", "title": "Gamescom: DLSS 4.5 Ray Reconstruction ships", "summary": "A second-generation Ray Reconstruction transformer model arrived through an Nvidia app update, with a denoiser Nvidia said had 35 percent more compute capability and processed 20 percent more parameters at similar performance.", "type": "other", "entities": [ "NVIDIA" ], "parties": [ "nvidia" ], "sources": [ { "url": "https://www.nvidia.com/en-us/geforce/news/gamescom-2026-nvidia-geforce-rtx-dlss-4-5-announcements/", "outlet": "Nvidia GeForce News", "published": "2026-08-25", "quote": "DLSS 4.5 Ray Reconstruction features a new 2nd generation transformer model to deliver even better image quality in ray-traced and path-traced games." } ] }, { "timeline": "nvidia-china-export-controls", "id": 66, "url": "https://whatledto.com/events/nvidia-china-export-controls#n66", "date": "2026-08", "date_precision": "month", "title": "Reuters says it could not verify a report of H200 shipments into China", "summary": "Reuters said it could not immediately verify a report that H200 chips had reached China in small shipments. The report was attributed to the Financial Times and people with knowledge of the matter.", "type": "report", "entities": [ "Nvidia", "H200", "ByteDance", "Tencent", "Chinese regulators", "Hong Kong", "Financial Times" ], "parties": [ "nvidia", "h200", "bytedance", "tencent", "chinese-regulators", "hong-kong", "financial-times" ], "sources": [ { "url": "https://finance.yahoo.com/technology/articles/nvidia-h200-chips-reach-china-021726633.html", "outlet": "Reuters via Yahoo Finance", "published": "2026-08-18", "quote": "Reuters could not immediately verify the report." } ] }, { "timeline": "nvidia-acquisitions", "id": 721, "url": "https://whatledto.com/events/nvidia-acquisitions#n721", "date": "2026-07-27", "date_precision": "day", "title": "Nvidia invests in Safe Superintelligence Inc.", "summary": "Nvidia and Safe Superintelligence Inc. announced a long-term partnership. Nvidia also made an investment in Safe Superintelligence Inc.", "type": "financial", "entities": [ "Nvidia", "Safe Superintelligence Inc.", "Ilya Sutskever", "Daniel Levy" ], "parties": [ "nvidia", "safe-superintelligence-inc", "ilya-sutskever", "daniel-levy" ], "sources": [ { "url": "https://investor.nvidia.com/news/press-release-details/2026/Ilya-Sutskevers-Safe-Superintelligence-Inc--and-NVIDIA-Announce-Long-Term-Strategic-Partnership/default.aspx", "outlet": "NVIDIA and SSI joint announcement", "published": "2026-07-27", "quote": "Safe Superintelligence Inc. (SSI) and NVIDIA today announced a long-term partnership to rapidly accelerate SSI’s strategic growth. NVIDIA has additionally made an investment in SSI." }, { "url": "https://techcrunch.com/2026/07/27/ilya-sutskevers-safe-superintelligence-partners-with-nvidia-to-scale-its-ai-research/", "outlet": "TechCrunch", "published": "2026-07-27", "quote": "Bloomberg reported that the deal size was $5 billion." } ] }, { "timeline": "nvidia-china-export-controls", "id": 65, "url": "https://whatledto.com/events/nvidia-china-export-controls#n65", "date": "2026-07-26", "date_precision": "day", "title": "Nvidia reports China Hopper shipments were under 1% of data center revenue", "summary": "Nvidia reported that Data Center Hopper shipments to China were less than 1% of Data Center revenue in the second quarter of fiscal 2027. The quarter ended July 26, 2026.", "type": "financial", "entities": [ "Nvidia", "H200", "Hopper", "China" ], "parties": [ "nvidia", "h200", "hopper", "china" ], "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000075/nvda-20260726.htm", "outlet": "U.S. Securities and Exchange Commission, Nvidia Form 10-Q", "published": "2026-08-21", "quote": "Shipments of Data Center Hopper products to China during the second quarter of fiscal year 2027 were less than 1% of Data Center revenue." } ] }, { "timeline": "nvidia-china-export-controls", "id": 64, "url": "https://whatledto.com/events/nvidia-china-export-controls#n64", "date": "2026-07-14", "date_precision": "day", "title": "US official says limited H200 shipments to China have begun", "summary": "BIS Under Secretary Jeffrey Kessler told Congress that H200 chips had been shipped to China or Hong Kong. He said the number of chips shipped to date was very few.", "type": "shipment", "entities": [ "Bureau of Industry and Security", "Jeffrey Kessler", "Nvidia", "H200", "China", "Hong Kong" ], "parties": [ "us-department-of-commerce", "jeffrey-kessler", "nvidia", "h200", "china", "hong-kong" ], "sources": [ { "url": "https://ca.finance.yahoo.com/news/us-official-says-shipments-h200-145442006.html", "outlet": "Reuters via Yahoo Finance", "published": "2026-07-14", "quote": "A top U.S. official told Congress on Tuesday that \"very few\" Nvidia H200 chips to date have been shipped to China or Hong Kong." } ] }, { "timeline": "nvidia-datacenter-gpu-roadmap", "id": 663, "url": "https://whatledto.com/events/nvidia-datacenter-gpu-roadmap#n663", "date": "2026-07-06", "date_precision": "day", "title": "NVIDIA says its roadmap is intact", "summary": "NVIDIA said, “Our roadmap is intact.” Tom’s Hardware published the statement in an article about the Rubin Ultra Kyber NVL144 rack.", "type": "response", "entities": [ "Nvidia", "Rubin Ultra", "Kyber NVL144", "SemiAnalysis", "Tom’s Hardware" ], "parties": [ "nvidia", "rubin-ultra", "kyber-nvl144", "semianalysis", "toms-hardware" ], "sources": [ { "url": "https://www.tomshardware.com/pc-components/gpus/nvidias-kyber-rack-for-rubin-ultra-slips-to-2028", "outlet": "Tom’s Hardware", "published": "2026-07-06", "quote": "“Our roadmap is intact.”" } ] }, { "timeline": "nvidia-consumer-gpu-dlss", "id": 1055, "url": "https://whatledto.com/events/nvidia-consumer-gpu-dlss#n1055", "date": "2026-06-21", "date_precision": "day", "title": "GDDR7 costs sideline mid-range cards and push the Super refresh to 2027", "summary": "With memory makers prioritising AI customers, the RTX 5070 Ti and the 16GB 5060 Ti were squeezed out of supply rather than formally cancelled, and the Super refresh that depended on 3GB GDDR7 modules slid towards CES 2027. Australian retailers had already reported in January that they could not source 5070 Ti stock at all.", "type": "report", "entities": [ "NVIDIA" ], "parties": [ "nvidia" ], "sources": [ { "url": "https://www.techtimes.com/articles/318772/20260621/nvidia-rtx-50-gpu-shortage-supply-cut-20-prices-climbing-no-desktop-refresh-confirmed.htm", "outlet": "Tech Times", "published": "2026-06-21", "quote": "As of June 2026, BenchLife indicated that the most realistic window for the Super series was early 2027, around CES 2027." }, { "url": "https://www.tomshardware.com/pc-components/gpus/nvidia-rtx-50-super-gpus-are-reportedly-ready-but-stuck-in-limbo-due-to-excessive-gddr7-pricing-3gb-gddr7-module-costs-triple-the-price-of-2gb", "outlet": "Tom’s Hardware", "published": "2026-07-18", "quote": "The upcoming Super refresh of the Nvidia RTX 50-series GPU is reportedly on hold due to the high cost of 3GB GDDR7 memory chips." } ] }, { "timeline": "nvidia-acquisitions", "id": 695, "url": "https://whatledto.com/events/nvidia-acquisitions#n695", "date": "2026-06-03", "date_precision": "day", "title": "Kumo AI, a predictive-model startup, for a reported $400 million-plus", "summary": "Fortune reported that Nvidia had quietly acquired Kumo AI, a four-year-old Sequoia-backed company whose foundation models make business predictions such as churn and credit risk from relational data, with its three co-founders moving to Nvidia in May; the price was later reported above $400 million.", "type": "report", "entities": [ "Nvidia", "Kumo AI" ], "parties": [ "nvidia", "kumo-ai" ], "sources": [ { "url": "https://fortune.com/2026/06/03/nvidia-snaps-up-kumo-ai-in-latest-acquisition/", "outlet": "Fortune", "published": "2026-06-03", "quote": "Nvidia has acquired Kumo AI, a small, four-year-old startup that develops foundation models designed to make accurate business predictions, according to two sources familiar with the deal." } ] }, { "timeline": "nvidia-consumer-gpu-dlss", "id": 1073, "url": "https://whatledto.com/events/nvidia-consumer-gpu-dlss#n1073", "date": "2026-05-31", "date_precision": "day", "title": "NVIDIA schedules DLSS 4.5 Ray Reconstruction for August", "summary": "NVIDIA said DLSS 4.5 Ray Reconstruction would be available in August. NVIDIA said the feature would be available for all GeForce RTX GPUs.", "type": "announcement", "entities": [ "NVIDIA", "NVIDIA DLSS 4.5 Ray Reconstruction", "GeForce RTX GPUs" ], "parties": [ "nvidia", "nvidia-dlss-45-ray-reconstruction", "geforce-rtx-gpus" ], "sources": [ { "url": "https://www.nvidia.com/en-us/geforce/news/dlss-4-5-ray-reconstruction-1000-rtx-games-apps-out-now/", "outlet": "NVIDIA GeForce News", "published": "2026-05-31", "quote": "DLSS 4.5 Ray Reconstruction will be available for all GeForce RTX GPUs in August." } ] }, { "timeline": "nvidia-datacenter-gpu-roadmap", "id": 12, "url": "https://whatledto.com/events/nvidia-datacenter-gpu-roadmap#n12", "date": "2026-05-31", "date_precision": "day", "title": "Vera Rubin ramping across the supply chain; production shipments set for fall 2026", "summary": "At GTC Taipei ahead of Computex, Nvidia said hundreds of supply chain partners across more than 350\nfactories in 30 countries were ramping Vera Rubin, with production shipments to begin in the fall.", "type": "announcement", "entities": [ "Nvidia", "Rubin", "TSMC" ], "parties": [ "nvidia", "rubin", "tsmc" ], "sources": [ { "url": "https://nvidianews.nvidia.com/news/vera-rubin-full-production-agentic-ai-factory", "outlet": "Nvidia Newsroom", "published": "2026-05-31", "quote": "Production shipments of Vera Rubin are set to begin starting this fall." } ] }, { "timeline": "nvidia-china-export-controls", "id": 63, "url": "https://whatledto.com/events/nvidia-china-export-controls#n63", "date": "2026-05", "date_precision": "month", "title": "Reuters reports US approval of H200 sales to about 10 Chinese firms", "summary": "Reuters reported that the United States had cleared roughly 10 Chinese companies to buy H200 chips. The report said deals had stalled and deliveries had not begun.", "type": "report", "entities": [ "U.S. Department of Commerce", "Nvidia", "H200", "Alibaba", "Tencent", "ByteDance", "JD.com", "Lenovo", "Foxconn" ], "parties": [ "us-department-of-commerce", "nvidia", "h200", "alibaba", "tencent", "bytedance", "jdcom", "lenovo", "foxconn" ], "sources": [ { "url": "https://finance.yahoo.com/sectors/technology/articles/exclusive-us-clears-h200-chip-054811582.html", "outlet": "Reuters via Yahoo Finance", "published": "2026-05-14", "quote": "Despite U.S. approval, deals have stalled, as Chinese firms pulled back after guidance from Beijing, one source said." } ] }, { "timeline": "nvidia-consumer-gpu-dlss", "id": 1072, "url": "https://whatledto.com/events/nvidia-consumer-gpu-dlss#n1072", "date": "2026-03-31", "date_precision": "day", "title": "NVIDIA releases DLSS 4.5 Dynamic Multi Frame Generation and 6X mode", "summary": "NVIDIA released an NVIDIA App update with the complete set of DLSS 4.5 features. The update included DLSS 4.5 Dynamic Multi Frame Generation and Multi Frame Generation 6X.", "type": "launch", "entities": [ "NVIDIA", "NVIDIA DLSS 4.5", "Dynamic Multi Frame Generation", "Multi Frame Generation 6X", "NVIDIA App" ], "parties": [ "nvidia", "nvidia-dlss-45", "dynamic-multi-frame-generation", "multi-frame-generation-6x", "nvidia-app" ], "sources": [ { "url": "https://www.nvidia.com/en-us/geforce/news/dlss-4-5-dynamic-multi-frame-generation-6x-mode-released/?nvid=nv-int-drvr-820757", "outlet": "NVIDIA GeForce News", "published": "2026-03-31", "quote": "Now, you can enhance your games and apps with the complete set of DLSS 4.5 features thanks to the launch of a new NVIDIA app update." } ] }, { "timeline": "nvidia-china-export-controls", "id": 68, "url": "https://whatledto.com/events/nvidia-china-export-controls#n68", "date": "2026-03-17", "date_precision": "day", "title": "Huang says Nvidia is licensed for many Chinese H200 customers, has orders, and is restarting production", "summary": "Speaking to press at GTC 2026, Jensen Huang said Nvidia had been licensed for many customers in China for H200, had received purchase orders from many of them, and was restarting H200 manufacturing.", "type": "announcement", "entities": [ "Nvidia", "Jensen Huang", "H200" ], "parties": [ "nvidia", "jensen-huang", "h200" ], "sources": [ { "url": "https://theregister.com/2026/03/17/nvidia_h200_china_sales_resume", "outlet": "The Register", "published": "2026-03-17", "quote": "We've been licensed for many customers in China for H200. We have received purchase orders from many customers and we are in the process of restarting our manufacturing" } ] }, { "timeline": "nvidia-consumer-gpu-dlss", "id": 1054, "url": "https://whatledto.com/events/nvidia-consumer-gpu-dlss#n1054", "date": "2026-03-16", "date_precision": "day", "title": "Nvidia unveils DLSS 5 at GTC and calls it the GPT moment for graphics", "summary": "DLSS 5 was announced as a real-time neural rendering model that infuses pixels with photoreal lighting and materials, which Nvidia billed as its biggest graphics breakthrough since real-time ray tracing in 2018. Jensen Huang framed it as blending handcrafted rendering with generative AI. The company committed only to a autumn launch window.", "type": "announcement", "entities": [ "NVIDIA", "Jensen Huang" ], "parties": [ "nvidia", "jensen-huang" ], "sources": [ { "url": "https://nvidianews.nvidia.com/news/nvidia-dlss-5-delivers-ai-powered-breakthrough-in-visual-fidelity-for-games", "outlet": "Nvidia Newsroom", "published": "2026-03-16", "quote": "\"Twenty-five years after NVIDIA invented the programmable shader, we are reinventing computer graphics once again,\" said Jensen Huang, founder and CEO of NVIDIA. \"DLSS 5 is the GPT moment for graphics - blending handcrafted rendering with generative AI to deliver a dramatic leap in visual realism while preserving the control artists need for creative expression.\"" } ] }, { "timeline": "hbm-memory-supply", "id": 148, "url": "https://whatledto.com/events/hbm-memory-supply#n148", "date": "2026-03-16", "date_precision": "day", "title": "Samsung shows HBM4 in mass production for Vera Rubin and unveils HBM4E at GTC 2026", "summary": "At Nvidia's GTC 2026 Samsung made its sixth-generation HBM4, in mass production and designed for the Vera\nRubin platform, the centerpiece of its showcase and unveiled HBM4E, positioning itself as a Nvidia supplier\nafter missing the first HBM3E wave.", "type": "announcement", "entities": [ "Samsung Electronics", "Nvidia", "HBM4", "HBM4E" ], "parties": [ "samsung", "nvidia", "hbm4", "hbm4e" ], "sources": [ { "url": "https://semiconductor.samsung.com/news-events/news/samsung-unveils-hbm4e-showcasing-comprehensive-ai-solutions-nvidia-partnership-and-vision-at-nvidia-gtc-2026/", "outlet": "Samsung Semiconductor", "published": "2026-03-16", "quote": "The centerpiece of Samsung’s showcase at NVIDIA GTC 2026 will be the new sixth-generation HBM4, which is now in mass production and is designed for the NVIDIA Vera Rubin platform." } ] }, { "timeline": "hbm-memory-supply", "id": 147, "url": "https://whatledto.com/events/hbm-memory-supply#n147", "date": "2026-03-16", "date_precision": "day", "title": "Micron in volume shipment of HBM4 for Nvidia Vera Rubin", "summary": "Micron said it had begun volume shipment of HBM4 36GB 12-high in the first quarter of calendar 2026,\ndesigned for Nvidia's Vera Rubin platform, with a 2048-bit interface above 11 Gbps and more than 2.8 TB/s per\nstack.", "type": "launch", "entities": [ "Micron", "Nvidia", "HBM4" ], "parties": [ "micron", "nvidia", "hbm4" ], "sources": [ { "url": "https://investors.micron.com/news-releases/news-release-details/micron-high-volume-production-hbm4-designed-nvidia-vera-rubin", "outlet": "Micron Investor Relations", "published": "2026-03-16", "quote": "Micron Technology, Inc. (Nasdaq: MU), has begun volume shipment of its HBM4 36GB 12H in the first quarter of calendar year 2026" } ] }, { "timeline": "nvidia-datacenter-gpu-roadmap", "id": 11, "url": "https://whatledto.com/events/nvidia-datacenter-gpu-roadmap#n11", "date": "2026-03-16", "date_precision": "day", "title": "Vera Rubin declared in full production at GTC 2026", "summary": "Nvidia announced that the seven chips of the Vera Rubin platform were in full production and described\nthe platform as five racks and one supercomputer. This kept to the second-half-2026 timing set a year\nearlier.", "type": "announcement", "entities": [ "Nvidia", "Jensen Huang", "Rubin", "Vera" ], "parties": [ "nvidia", "jensen-huang", "rubin", "vera" ], "sources": [ { "url": "https://nvidianews.nvidia.com/news/nvidia-vera-rubin-platform", "outlet": "Nvidia Newsroom", "published": "2026-03-16", "quote": "Vera Rubin is a generational leap — seven breakthrough chips, five racks, one giant supercomputer — built to power every phase of AI" } ] }, { "timeline": "nvidia-acquisitions", "id": 694, "url": "https://whatledto.com/events/nvidia-acquisitions#n694", "date": "2026-03-10", "date_precision": "day", "title": "A 'significant investment' in Mira Murati's Thinking Machines Lab and a gigawatt of Vera Rubin", "summary": "Nvidia announced a multiyear partnership with the Thinking Machines Lab, founded by former OpenAI CTO Mira Murati, to deploy at least one gigawatt of Vera Rubin systems from early 2027, alongside an undisclosed equity investment reported at up to $2.5 billion in a round valuing the lab near $40 billion.", "type": "announcement", "entities": [ "Nvidia", "Thinking Machines Lab", "Mira Murati" ], "parties": [ "nvidia", "thinking-machines-lab", "mira-murati" ], "sources": [ { "url": "https://blogs.nvidia.com/blog/nvidia-thinking-machines-lab/", "outlet": "NVIDIA Blog", "published": "2026-03-10", "quote": "NVIDIA and Thinking Machines Lab announced today a multiyear strategic partnership to deploy at least one gigawatt of next-generation NVIDIA Vera Rubin systems to support Thinking Machines’ frontier model training and platforms delivering customizable AI at scale." }, { "url": "https://www.cnbc.com/2026/03/10/nvidia-mira-murati-thinking-machines-lab-ai.html", "outlet": "CNBC", "published": "2026-03-10", "quote": "Nvidia has made a \"significant investment\" in Mira Murati's Thinking Machines Lab, the companies announced." } ] }, { "timeline": "nvidia-datacenter-gpu-roadmap", "id": 21, "url": "https://whatledto.com/events/nvidia-datacenter-gpu-roadmap#n21", "date": "2026-02-25", "date_precision": "day", "title": "NVIDIA unveils the six-chip Rubin platform", "summary": "NVIDIA unveiled the Rubin platform, which it said comprised six chips. It said AWS, Google Cloud, Microsoft Azure and Oracle Cloud Infrastructure would be among the first to deploy Vera Rubin-based instances.", "type": "financial", "entities": [ "Nvidia", "Rubin", "Vera Rubin", "Blackwell", "AWS", "Google Cloud", "Microsoft Azure", "Oracle Cloud Infrastructure" ], "parties": [ "nvidia", "rubin", "vera-rubin", "blackwell", "amazon-web-services", "google-cloud", "microsoft", "oracle" ], "sources": [ { "url": "https://investor.nvidia.com/news/press-release-details/2026/NVIDIA-Announces-Financial-Results-for-Fourth-Quarter-and-Fiscal-2026/", "outlet": "NVIDIA", "published": "2026-02-25", "quote": "Unveiled the NVIDIA Rubin platform, comprising six new chips to deliver up to a 10x reduction in inference token cost, compared with the NVIDIA Blackwell platform; cloud providers Amazon Web Services (AWS), Google Cloud, Microsoft Azure and Oracle Cloud Infrastructure will be among the first to deploy Vera Rubin-based instances." } ] }, { "timeline": "nvidia-acquisitions", "id": 693, "url": "https://whatledto.com/events/nvidia-acquisitions#n693", "date": "2026-02-23", "date_precision": "day", "title": "Illumex, an Israeli semantic-data startup, for about $60 million", "summary": "Calcalist reported that Nvidia had bought Illumex, whose Generative Semantic Fabric turns enterprise data into ontologies for AI agents, for an estimated $60 million, a small deal aimed at the enterprise agentic-AI stack.", "type": "announcement", "entities": [ "Nvidia", "Illumex" ], "parties": [ "nvidia", "illumex" ], "sources": [ { "url": "https://www.calcalistech.com/ctechnews/article/hkrcgl5dbx", "outlet": "Calcalist", "published": "2026-02-23", "quote": "Nvidia has acquired Israeli startup Illumex, Calcalist has learned. Financial terms were not disclosed, though the deal is estimated to be in the region of $60 million." } ] }, { "timeline": "nvidia-acquisitions", "id": 720, "url": "https://whatledto.com/events/nvidia-acquisitions#n720", "date": "2026-02-12", "date_precision": "day", "title": "Anthropic says Series G includes Nvidia investment", "summary": "Anthropic said its $30 billion Series G round included part of Nvidia's previously announced investment. Anthropic reported a $380 billion post-money valuation for the round.", "type": "financial", "entities": [ "Nvidia", "Anthropic", "Microsoft" ], "parties": [ "nvidia", "anthropic", "microsoft" ], "sources": [ { "url": "https://www.anthropic.com/news/anthropic-raises-30-billion-series-g-funding-380-billion-post-money-valuation?pubDate=20250519", "outlet": "Anthropic", "published": "2026-02-12", "quote": "This round also includes a portion of the previously announced investments from Microsoft and NVIDIA." } ] }, { "timeline": "nvidia-china-export-controls", "id": 62, "url": "https://whatledto.com/events/nvidia-china-export-controls#n62", "date": "2026-02", "date_precision": "month", "title": "US grants Nvidia a license for small H200 shipments to China", "summary": "The U.S. government granted Nvidia a license to ship small amounts of H200 products to specified China-based customers. Nvidia said the license required U.S. inspection before shipment.", "type": "regulatory", "entities": [ "U.S. government", "Nvidia", "H200" ], "parties": [ "us-government", "nvidia", "h200" ], "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm", "outlet": "U.S. Securities and Exchange Commission, Nvidia Form 10-K", "published": null, "quote": "In February 2026, the USG granted a license that would allow us to ship small amounts of H200 products to specific China-based customers." } ] }, { "timeline": "nvidia-acquisitions", "id": 719, "url": "https://whatledto.com/events/nvidia-acquisitions#n719", "date": "2026-01-23", "date_precision": "day", "title": "CoreWeave completes $2 billion share sale to Nvidia", "summary": "CoreWeave completed the sale of 22,935,780 Class A shares to Nvidia for $2 billion in cash. The purchase price was $87.20 per share.", "type": "financial", "entities": [ "Nvidia", "CoreWeave" ], "parties": [ "nvidia", "coreweave" ], "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1769628/000176962826000044/crwv-20260123.htm", "outlet": "CoreWeave Form 8-K", "published": "2026-01-26", "quote": "On January 23, 2026, the Company completed the issuance and sale of 22,935,780 shares of the Company’s Class A common stock, par value $0.000005 per share, pursuant to the Purchase Agreement, at a price of $87.20 per share for an aggregate purchase price of $2 billion in cash." }, { "url": "https://nvidianews.nvidia.com/news/nvidia-and-coreweave-strengthen-collaboration-to-accelerate-buildout-of-ai-factories", "outlet": "NVIDIA Newsroom", "published": "2026-01-26", "quote": "In addition, NVIDIA has invested $2 billion in CoreWeave Class A common stock at a purchase price of $87.20 per share." } ] }, { "timeline": "nvidia-consumer-gpu-dlss", "id": 1071, "url": "https://whatledto.com/events/nvidia-consumer-gpu-dlss#n1071", "date": "2026-01-16", "date_precision": "day", "title": "NVIDIA says GeForce demand is strong amid constrained memory supply", "summary": "NVIDIA said demand for GeForce RTX GPUs was strong. NVIDIA also said memory supply was constrained.", "type": "response", "entities": [ "NVIDIA", "GeForce RTX GPUs" ], "parties": [ "nvidia", "geforce-rtx-gpus" ], "sources": [ { "url": "https://www.tomshardware.com/pc-components/gpus/gigabyte-ceo-explains-nvidias-potential-gpu-supply-strategy-amid-crushing-memory-shortages-gross-revenue-per-gigabyte-of-gddr7-memory-could-decide-what-products-thrive", "outlet": "Tom’s Hardware", "published": "2026-01-16", "quote": "Demand for GeForce RTX GPUs is strong, and memory supply is constrained." } ] }, { "timeline": "nvidia-consumer-gpu-dlss", "id": 1070, "url": "https://whatledto.com/events/nvidia-consumer-gpu-dlss#n1070", "date": "2026-01-14", "date_precision": "day", "title": "NVIDIA rolls out DLSS 4.5 Super Resolution to NVIDIA App users", "summary": "NVIDIA rolled out DLSS 4.5 Super Resolution to all NVIDIA App users. The rollout was announced on January 14, 2026.", "type": "launch", "entities": [ "NVIDIA", "NVIDIA DLSS 4.5 Super Resolution", "NVIDIA App" ], "parties": [ "nvidia", "nvidia-dlss-45-super-resolution", "nvidia-app" ], "sources": [ { "url": "https://www.nvidia.com/en-us/geforce/news/dlss-4-5-super-resolution-available-now/", "outlet": "NVIDIA GeForce News", "published": "2026-01-14", "quote": "Today, we’re rolling out NVIDIA DLSS 4.5 Super Resolution to all NVIDIA app users." } ] }, { "timeline": "amd-china-export-controls", "id": 564, "url": "https://whatledto.com/events/amd-china-export-controls#n564", "date": "2026-01-13", "date_precision": "day", "title": "BIS moves the MI325X, alongside Nvidia's H200, to case-by-case review with security conditions", "summary": "Following Trump's December 8 decision to allow H200-class sales to approved Chinese customers, BIS revised its licensing policy so that applications for the H200, the AMD MI325X and similar chips are reviewed case by case rather than under a presumption of denial. Applicants must show exports will not shrink capacity available to US customers, that the buyer screens its own customers, and that the chips pass independent third-party testing in the United States.", "type": "regulatory", "entities": [ "Bureau of Industry and Security", "AMD", "Nvidia", "Donald Trump", "MI325X" ], "parties": [ "us-department-of-commerce", "amd", "nvidia", "donald-trump", "mi325x" ], "sources": [ { "url": "https://www.bis.gov/press-release/department-commerce-revises-license-review-policy-semiconductors-exported-china", "outlet": "Bureau of Industry and Security", "published": "2026-01-13", "quote": "BIS will now review export license applications for the Nvidia H200, AMD MI325X, and similar chips on a case-by-case basis provided certain security requirements are met." } ] }, { "timeline": "nvidia-china-export-controls", "id": 59, "url": "https://whatledto.com/events/nvidia-china-export-controls#n59", "date": "2026-01-13", "date_precision": "day", "title": "BIS moves H200 and MI325X exports to China to case-by-case review with security conditions", "summary": "BIS revised its license review policy so that applications to export Nvidia H200, AMD MI325X and similar\nchips to China are reviewed case by case if the exporter shows no reduction in capacity for U.S.\ncustomers, the Chinese buyer has export-compliance screening, and the product passed independent\nthird-party testing in the United States. The rule took effect on publication.", "type": "regulatory", "entities": [ "Bureau of Industry and Security", "Nvidia", "AMD", "H200" ], "parties": [ "us-department-of-commerce", "nvidia", "amd", "h200" ], "sources": [ { "url": "https://www.bis.gov/press-release/department-commerce-revises-license-review-policy-semiconductors-exported-china", "outlet": "Bureau of Industry and Security", "published": "2026-01-13", "quote": "BIS will now review export license applications for the Nvidia H200, AMD MI325X, and similar chips on a case-by-case basis provided certain security requirements are met." } ] }, { "timeline": "hbm-memory-supply", "id": 145, "url": "https://whatledto.com/events/hbm-memory-supply#n145", "date": "2026-01-08", "date_precision": "day", "title": "TrendForce: HBM4 mass production slips to the end of the first quarter of 2026 after Nvidia raised the spec", "summary": "TrendForce said HBM4 mass production was now expected no earlier than the end of the first quarter of\n2026, because Nvidia had revised the HBM4 specification for Rubin in the third quarter of 2025 to a per-pin\nspeed above 11 Gbps, forcing all three suppliers to modify designs, and because strong Blackwell demand\nled Nvidia to adjust the Rubin production timeline.", "type": "report", "entities": [ "TrendForce", "Nvidia", "SK hynix", "Samsung Electronics", "Micron", "HBM4" ], "parties": [ "trendforce", "nvidia", "sk-hynix", "samsung", "micron", "hbm4" ], "sources": [ { "url": "https://www.trendforce.com/presscenter/news/20260108-12869.html", "outlet": "TrendForce", "published": "2026-01-08", "quote": "Nvidia has revised the HBM4 specifications for its Rubin platform in 3Q25, raising the required per-pin speed to above 11 Gbps. This change has necessitated that the three major HBM suppliers modify their designs." } ] }, { "timeline": "nvidia-acquisitions", "id": 718, "url": "https://whatledto.com/events/nvidia-acquisitions#n718", "date": "2026-01-06", "date_precision": "day", "title": "Nvidia is strategic investor in xAI's Series E", "summary": "Nvidia was a strategic investor in xAI's $20 billion Series E financing. xAI did not disclose Nvidia's individual investment amount.", "type": "financial", "entities": [ "Nvidia", "xAI" ], "parties": [ "nvidia", "xai" ], "sources": [ { "url": "https://x.ai/news/series-e", "outlet": "xAI", "published": "2026-01-06", "quote": "Strategic investors in the round include NVIDIA and Cisco Investments, who continue to support xAI in rapidly scaling our compute infrastructure and buildout of the largest GPU clusters in the world." } ] }, { "timeline": "nvidia-consumer-gpu-dlss", "id": 1053, "url": "https://whatledto.com/events/nvidia-consumer-gpu-dlss#n1053", "date": "2026-01-05", "date_precision": "day", "title": "CES 2026 brings DLSS 4.5 but no new GeForce silicon", "summary": "A year on, the announcements were all software and displays: a second-generation Super Resolution transformer model live in over 400 games and apps, and 6X Dynamic Multi Frame Generation due in the spring. No new desktop GPUs were revealed.", "type": "other", "entities": [ "NVIDIA" ], "parties": [ "nvidia" ], "sources": [ { "url": "https://www.nvidia.com/en-gb/geforce/news/ces-2026-nvidia-geforce-rtx-announcements", "outlet": "Nvidia GeForce News", "published": "2026-01-05", "quote": "At CES 2026, we're raising the bar yet again with NVIDIA DLSS 4.5, introducing a 2nd generation transformer model for DLSS Super Resolution that delivers state-of-the-art image quality, and 6X Dynamic Multi Frame Generation that automatically adjusts the frame rate multiplier for smooth 240+ FPS, 4K path-traced gaming." } ] }, { "timeline": "nvidia-acquisitions", "id": 692, "url": "https://whatledto.com/events/nvidia-acquisitions#n692", "date": "2025-12-24", "date_precision": "day", "title": "Groq: about $20 billion for a non-exclusive licence and the founding team, Nvidia's biggest deal by far", "summary": "On Christmas Eve Nvidia agreed to pay roughly $20 billion in cash for a perpetual, non-exclusive licence to Groq's inference-chip patents and software and to hire founder Jonathan Ross, president Sunny Madra and other staff, while Groq and GroqCloud nominally continued as an independent company. Structured as a licence rather than a merger, the deal avoided a Hart-Scott-Rodino filing; analysts said it kept 'the fiction of competition alive'.", "type": "announcement", "entities": [ "Nvidia", "Groq", "Jonathan Ross", "Sunny Madra" ], "parties": [ "nvidia", "groq", "jonathan-ross", "sunny-madra" ], "sources": [ { "url": "https://www.cnbc.com/2025/12/24/nvidia-buying-ai-chip-startup-groq-for-about-20-billion-biggest-deal.html", "outlet": "CNBC", "published": "2025-12-24", "quote": "Nvidia is making its largest purchase ever, acquiring assets from 9-year-old chip startup Groq for about $20 billion." }, { "url": "https://techcrunch.com/2025/12/24/nvidia-acquires-ai-chip-challenger-groq-for-20b-report-says/", "outlet": "TechCrunch", "published": "2025-12-24", "quote": "Nvidia has struck a non-exclusive licensing agreement with AI chip competitor Groq." } ] }, { "timeline": "amd-china-export-controls", "id": 563, "url": "https://whatledto.com/events/amd-china-export-controls#n563", "date": "2025-12-23", "date_precision": "day", "title": "Alibaba weighs an order of 40,000 to 50,000 MI308 chips", "summary": "Reports citing people familiar with the talks said Alibaba was considering buying 40,000 to 50,000 MI308 accelerators, priced around $12,000 each and roughly 15 percent below Nvidia's H20, in what would be AMD's largest China AI deal since the controls began. AMD had excluded MI308 from its guidance, so any order would be upside.", "type": "report", "entities": [ "Alibaba", "AMD", "Nvidia", "MI308" ], "parties": [ "alibaba", "amd", "nvidia", "mi308" ], "sources": [ { "url": "https://technode.com/2025/12/23/alibaba-reportedly-plans-to-order-more-than-40000-amd-mi308-chips/", "outlet": "TechNode", "published": "2025-12-23", "quote": "Alibaba Group is considering purchasing 40,000 to 50,000 MI308 AI accelerators from AMD, according to people familiar with the matter." } ] }, { "timeline": "nvidia-acquisitions", "id": 691, "url": "https://whatledto.com/events/nvidia-acquisitions#n691", "date": "2025-12-15", "date_precision": "day", "title": "SchedMD, the company behind the Slurm scheduler used across HPC", "summary": "Nvidia bought SchedMD, developer of the open-source Slurm workload manager that runs most supercomputers and many AI clusters, for an undisclosed sum, promising to keep Slurm open and vendor-neutral. With Run:ai and Slurm it now owned the two dominant schedulers for GPU clusters, drawing questions about neutrality for mixed-vendor sites.", "type": "announcement", "entities": [ "Nvidia", "SchedMD" ], "parties": [ "nvidia", "schedmd" ], "sources": [ { "url": "https://blogs.nvidia.com/blog/nvidia-acquires-schedmd", "outlet": "NVIDIA Blog", "published": "2025-12-15", "quote": "NVIDIA today announced it has acquired SchedMD — the leading developer of Slurm, an open-source workload management system for high-performance computing (HPC) and AI — to help strengthen the open-source software ecosystem and drive AI innovation for researchers, developers and enterprises." } ] }, { "timeline": "nvidia-china-export-controls", "id": 58, "url": "https://whatledto.com/events/nvidia-china-export-controls#n58", "date": "2025-12-08", "date_precision": "day", "title": "Trump allows H200 sales to approved Chinese customers with a 25 percent cut for the US", "summary": "The Trump administration reversed course and said Nvidia could sell its H200 to approved commercial\ncustomers in China vetted by the Commerce Department, with 25 percent of the revenue going to the U.S.\ngovernment. Nvidia welcomed the decision.", "type": "regulatory", "entities": [ "Donald Trump", "Nvidia", "H200", "U.S. Department of Commerce" ], "parties": [ "donald-trump", "nvidia", "h200", "us-department-of-commerce" ], "sources": [ { "url": "https://www.theregister.com/2025/12/09/nvidia_h200s_china_ai", "outlet": "The Register", "published": "2025-12-09", "quote": "Offering H200 to approved commercial customers, vetted by the Department of Commerce, strikes a thoughtful balance that is great for America." } ] }, { "timeline": "nvidia-acquisitions", "id": 1180, "url": "https://whatledto.com/events/nvidia-acquisitions#n1180", "date": "2025-12", "date_precision": "month", "title": "Justice Department opens inquiry into Nvidia's Groq arrangement", "summary": "The Justice Department opened an inquiry into Nvidia's Groq licence-plus-hire arrangement shortly after it was announced in December 2025, and has since sent Nvidia a formal request for information. Nvidia took a non-exclusive licence to Groq's technology and hired several of its executives rather than buying the company, a structure the department is examining.", "type": "regulatory", "entities": [ "US Department of Justice", "Nvidia", "Groq" ], "parties": [ "us-department-of-justice", "nvidia", "groq" ], "sources": [ { "url": "https://thenextweb.com/news/doj-nvidia-groq-licensing-antitrust-review", "outlet": "The Next Web", "published": "2026-09-10", "quote": "The Justice Department opened its inquiry shortly after the deal was announced in December and has since sent Nvidia a formal request for information." } ] }, { "timeline": "hyperscaler-custom-accelerators", "id": 872, "url": "https://whatledto.com/events/hyperscaler-custom-accelerators#n872", "date": "2025-11-25", "date_precision": "day", "title": "Meta in talks to put Google TPUs in its data centers from 2027; Nvidia falls 4 percent", "summary": "The Information reported that Meta was negotiating to deploy TPUs in its own data centers in 2027 and to rent them from Google Cloud in 2026, and that Google was now promoting TPUs for installation in customers' facilities rather than only in its cloud. Alphabet rose 4 percent and Nvidia fell as much as 7 percent on the report; a Google spokesperson said demand for both TPUs and Nvidia GPUs was accelerating.", "type": "report", "entities": [ "Meta", "Google", "Nvidia" ], "parties": [ "meta", "google", "nvidia" ], "sources": [ { "url": "https://www.cnbc.com/2025/11/25/nvidia-shares-today-google-meta-ai-chip-report.html", "outlet": "CNBC", "published": "2025-11-25", "quote": "On Monday, The Information reported that Meta is considering using Google's tensor processing units, or TPUs, in its data centers in 2027. Meta may also rent TPUs from Google's cloud unit next year, the publication reported." }, { "url": "https://www.trendforce.com/news/2025/11/25/news-meta-reportedly-weighs-google-tpu-deployment-in-2027-boosting-broadcom-taiwans-guc/", "outlet": "TrendForce", "published": "2025-11-25", "quote": "For years, Google limited its TPUs to its own cloud, offering them solely as rented compute for large-scale AI workloads. ButInvesting.com, citing The Information, notes that Google is now promoting the chips for installation directly inside customers’ data centers—a significant strategic shift that intensifies its competition with NVIDIA. Investing.com also reports that Google Cloud executives view broader TPU adoption as a route to capturing up to 10% of NVIDIA’s annual revenue, representing a multibillion-dollar opportunity." } ] }, { "timeline": "nvidia-datacenter-gpu-roadmap", "id": 20, "url": "https://whatledto.com/events/nvidia-datacenter-gpu-roadmap#n20", "date": "2025-11-19", "date_precision": "day", "title": "NVIDIA says Blackwell sales and cloud GPUs are sold out", "summary": "NVIDIA reported Blackwell sales. It said cloud GPUs were sold out.", "type": "financial", "entities": [ "Nvidia", "Blackwell" ], "parties": [ "nvidia", "blackwell" ], "sources": [ { "url": "https://investor.nvidia.com/news/press-release-details/2025/NVIDIA-Announces-Financial-Results-for-Third-Quarter-Fiscal-2026/default.aspx", "outlet": "NVIDIA", "published": "2025-11-19", "quote": "Blackwell sales are off the charts, and cloud GPUs are sold out." } ] }, { "timeline": "nvidia-acquisitions", "id": 690, "url": "https://whatledto.com/events/nvidia-acquisitions#n690", "date": "2025-11-18", "date_precision": "day", "title": "Up to $10 billion into Anthropic alongside Microsoft, at a valuation near $350 billion", "summary": "Nvidia and Microsoft announced investments of up to $10 billion and $5 billion in Anthropic, with Anthropic committing to buy $30 billion of Azure capacity and up to a gigawatt of Grace Blackwell and Vera Rubin systems, and to optimise Claude for Nvidia hardware. It gave Nvidia equity in both of the leading frontier labs.", "type": "announcement", "entities": [ "Nvidia", "Anthropic", "Microsoft", "Dario Amodei" ], "parties": [ "nvidia", "anthropic", "microsoft", "dario-amodei" ], "sources": [ { "url": "https://www.cnbc.com/2025/11/18/anthropic-ai-azure-microsoft-nvidia.html", "outlet": "CNBC", "published": "2025-11-18", "quote": "Microsoft will invest up to $5 billion into Anthropic, while Nvidia will invest up to $10 billion into the startup, pushing Anthropic's valuation to the range of $350 billion." } ] }, { "timeline": "nvidia-acquisitions", "id": 689, "url": "https://whatledto.com/events/nvidia-acquisitions#n689", "date": "2025-09-22", "date_precision": "day", "title": "Letter of intent to invest up to $100 billion in OpenAI as it deploys 10 gigawatts of Nvidia systems", "summary": "The largest investment Nvidia had ever proposed: a non-binding agreement to put up to $100 billion into OpenAI progressively as each gigawatt of Nvidia systems is deployed, starting with the first gigawatt on Vera Rubin in the second half of 2026. Critics called it circular financing; the definitive terms were still being negotiated months later.", "type": "announcement", "entities": [ "Nvidia", "OpenAI", "Jensen Huang", "Sam Altman" ], "parties": [ "nvidia", "openai", "jensen-huang", "sam-altman" ], "sources": [ { "url": "https://nvidianews.nvidia.com/news/openai-and-nvidia-announce-strategic-partnership-to-deploy-10gw-of-nvidia-systems", "outlet": "NVIDIA Newsroom", "published": "2025-09-22", "quote": "OpenAI and NVIDIA today announced a letter of intent for a landmark strategic partnership to deploy at least 10 gigawatts of NVIDIA systems for OpenAI’s next-generation AI infrastructure to train and run its next generation of models on the path to deploying superintelligence. To support this deployment including data center and power capacity, NVIDIA intends to invest up to $100 billion in OpenAI as the new NVIDIA systems are deployed." } ] }, { "timeline": "nvidia-acquisitions", "id": 688, "url": "https://whatledto.com/events/nvidia-acquisitions#n688", "date": "2025-09-18", "date_precision": "day", "title": "Enfabrica: more than $900 million to hire the CEO and license the chip-networking technology", "summary": "In a cash-and-stock deal modelled on the acquihires Meta and Google had used, Nvidia paid over $900 million to bring in Enfabrica founder Rochan Sankar and staff and license its technology for connecting tens of thousands of GPUs, without buying the company, which Nvidia had backed in a 2023 funding round.", "type": "announcement", "entities": [ "Nvidia", "Enfabrica", "Rochan Sankar" ], "parties": [ "nvidia", "enfabrica", "rochan-sankar" ], "sources": [ { "url": "https://www.cnbc.com/2025/09/18/nvidia-spent-over-900-million-on-enfabrica-ceo-ai-startup-technology.html", "outlet": "CNBC", "published": "2025-09-18", "quote": "Nvidia spent more than $900 million to hire Enfabrica CEO Rochan Sankar and other employees at the AI startup and to license the company's technology, CNBC has learned. The cash and stock deal is reminiscent of high-profile acquihires orchestrated by Meta and Google." } ] }, { "timeline": "nvidia-acquisitions", "id": 687, "url": "https://whatledto.com/events/nvidia-acquisitions#n687", "date": "2025-09-18", "date_precision": "day", "title": "$5 billion for a stake in Intel, with joint data center and PC chips", "summary": "Nvidia agreed to buy $5 billion of Intel common stock at $23.28 a share and to co-develop custom x86 CPUs linked to Nvidia GPUs over NVLink for data centers and PCs, a month after the US government took its own 10 percent stake in Intel. The same day CNBC reported the Enfabrica acquihire.", "type": "announcement", "entities": [ "Nvidia", "Intel", "Jensen Huang", "Lip-Bu Tan" ], "parties": [ "nvidia", "intel", "jensen-huang", "lip-bu-tan" ], "sources": [ { "url": "https://nvidianews.nvidia.com/news/nvidia-and-intel-to-develop-ai-infrastructure-and-personal-computing-products", "outlet": "NVIDIA Newsroom", "published": "2025-09-18", "quote": "NVIDIA (NASDAQ: NVDA) and Intel Corporation (NASDAQ: INTC) today announced a collaboration to jointly develop multiple generations of custom data center and PC products that accelerate applications and workloads across hyperscale, enterprise and consumer markets." } ] }, { "timeline": "intel-foundry-18a", "id": 81, "url": "https://whatledto.com/events/intel-foundry-18a#n81", "date": "2025-09-18", "date_precision": "day", "title": "Nvidia invests US$5 billion in Intel; the two will build custom x86 CPUs and RTX-based PC chips", "summary": "Nvidia agreed to buy US$5 billion of Intel stock at US$23.28 a share. Intel will build Nvidia-custom x86\nCPUs for Nvidia's data center platforms and x86 system-on-chips with Nvidia RTX GPU chiplets for PCs,\nconnected with NVLink.", "type": "announcement", "entities": [ "Intel", "Nvidia", "Lip-Bu Tan", "Jensen Huang" ], "parties": [ "intel", "nvidia", "lip-bu-tan", "jensen-huang" ], "sources": [ { "url": "https://newsroom.intel.com/artificial-intelligence/intel-and-nvidia-to-jointly-develop-ai-infrastructure-and-personal-computing-products", "outlet": "Intel Newsroom", "published": "2025-09-18", "quote": "For data centers, Intel will build NVIDIA-custom x86 CPUs that NVIDIA will integrate into its AI infrastructure platforms and offer to the market." } ] }, { "timeline": "nvidia-china-export-controls", "id": 57, "url": "https://whatledto.com/events/nvidia-china-export-controls#n57", "date": "2025-09-17", "date_precision": "day", "title": "Beijing orders Alibaba, ByteDance and others not to buy Nvidia's RTX Pro 6000D", "summary": "The Financial Times reported, and The Register relayed, that the Cyberspace Administration of China had\nordered Alibaba, ByteDance and other companies not to order Nvidia's China-specific RTX Pro 6000D\nBlackwell GPU.", "type": "regulatory", "entities": [ "Cyberspace Administration of China", "Alibaba", "ByteDance", "Nvidia" ], "parties": [ "cyberspace-administration-of-china", "alibaba", "bytedance", "nvidia" ], "sources": [ { "url": "https://www.theregister.com/2025/09/18/nvidia_china_ai_ban/", "outlet": "The Register", "published": "2025-09-18", "quote": "China's Cyberspace Administration ordered Alibaba, ByteDance, and unnamed others not to order Nvidia's RTX Pro 6000D Blackwell GPUs, unnamed sources familiar with the matter told the Financial Times this week." } ] }, { "timeline": "nvidia-acquisitions", "id": 686, "url": "https://whatledto.com/events/nvidia-acquisitions#n686", "date": "2025-09-15", "date_precision": "day", "title": "China says Nvidia violated its antimonopoly law over the Mellanox conditions", "summary": "Five years after clearing the deal, SAMR announced that a preliminary investigation found Nvidia had breached the anti-monopoly law and the 2020 conditions, and said it would investigate further before deciding penalties. The finding landed during US-China trade talks in Madrid and a week before Beijing told companies to stop buying Nvidia's China chips.", "type": "legal", "entities": [ "State Administration for Market Regulation", "Nvidia", "Mellanox" ], "parties": [ "state-administration-for-market-regulation", "nvidia", "mellanox" ], "sources": [ { "url": "https://www.cnbc.com/2025/09/15/china-nvidia-violated-anti-monopoly-law-will-continue-investigation.html", "outlet": "CNBC", "published": "2025-09-15", "quote": "China's market regulator on Monday said that Nvidia violated the country's anti-monopoly law in relation to its aquisition of Mellanox in 2020." } ] }, { "timeline": "nvidia-china-export-controls", "id": 56, "url": "https://whatledto.com/events/nvidia-china-export-controls#n56", "date": "2025-09-15", "date_precision": "day", "title": "China's SAMR says a preliminary probe found Nvidia violated the Anti-Monopoly Law", "summary": "The State Administration for Market Regulation said its preliminary investigation found Nvidia had\nviolated China's Anti-Monopoly Law and the conditions attached to its 2020 approval of the Mellanox\nacquisition, and escalated the case to a formal investigation.", "type": "legal", "entities": [ "State Administration for Market Regulation", "Nvidia" ], "parties": [ "state-administration-for-market-regulation", "nvidia" ], "sources": [ { "url": "https://www.theregister.com/2025/09/15/china_nvidia_antitrust/", "outlet": "The Register", "published": "2025-09-15", "quote": "Recently, after preliminary investigation, Nvidia violated the Anti-Monopoly Law of the People's Republic of China." } ] }, { "timeline": "nvidia-china-export-controls", "id": 55, "url": "https://whatledto.com/events/nvidia-china-export-controls#n55", "date": "2025-08-27", "date_precision": "day", "title": "No H20 sales to China in the quarter; Nvidia assumes none in its outlook", "summary": "Second-quarter fiscal 2026 results showed no H20 sales to China-based customers, a US$180 million release\nof previously reserved H20 inventory tied to about US$650 million of sales to a customer outside China,\nand a third-quarter outlook that assumed no H20 shipments to China.", "type": "financial", "entities": [ "Nvidia", "H20" ], "parties": [ "nvidia", "h20" ], "sources": [ { "url": "https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2026", "outlet": "Nvidia Newsroom", "published": "2025-08-27", "quote": "There were no H20 sales to China-based customers in the second quarter." } ] }, { "timeline": "nvidia-datacenter-gpu-roadmap", "id": 19, "url": "https://whatledto.com/events/nvidia-datacenter-gpu-roadmap#n19", "date": "2025-08-27", "date_precision": "day", "title": "NVIDIA says Blackwell Ultra production is ramping", "summary": "NVIDIA said production of Blackwell Ultra was ramping at full speed. It identified Blackwell as its AI platform.", "type": "financial", "entities": [ "Nvidia", "Blackwell", "Blackwell Ultra" ], "parties": [ "nvidia", "blackwell", "blackwell-ultra" ], "sources": [ { "url": "https://investor.nvidia.com/news/press-release-details/2025/NVIDIA-Announces-Financial-Results-for-Second-Quarter-Fiscal-2026/default.aspx", "outlet": "NVIDIA", "published": "2025-08-27", "quote": "Blackwell is the AI platform the world has been waiting for, delivering an exceptional generational leap — production of Blackwell Ultra is ramping at full speed, and demand is extraordinary." } ] }, { "timeline": "nvidia-consumer-gpu-dlss", "id": 1069, "url": "https://whatledto.com/events/nvidia-consumer-gpu-dlss#n1069", "date": "2025-08-19", "date_precision": "day", "title": "NVIDIA adds Smooth Motion support for RTX 40 Series GPUs", "summary": "NVIDIA added NVIDIA Smooth Motion support for GeForce RTX 40 Series GPUs. The release also added support for Global DLSS Overrides.", "type": "launch", "entities": [ "NVIDIA", "NVIDIA Smooth Motion", "NVIDIA DLSS Overrides", "GeForce RTX 40 Series", "GeForce Game Ready Driver 581.08" ], "parties": [ "nvidia", "nvidia-smooth-motion", "nvidia-dlss-overrides", "geforce-rtx-40-series", "geforce-game-ready-driver-58108" ], "sources": [ { "url": "https://www.nvidia.com/Download/processFind.aspx?dtcid=1&lid=1&osid=135&pfid=764&psid=98", "outlet": "NVIDIA driver release notes", "published": "2025-08-19", "quote": "Support for Global DLSS Overrides and NVIDIA Smooth Motion support for GeForce RTX 40 Series GPUs." } ] }, { "timeline": "amd-china-export-controls", "id": 572, "url": "https://whatledto.com/events/amd-china-export-controls#n572", "date": "2025-08-15", "date_precision": "day", "title": "Six senators urge Trump to reverse AMD and Nvidia China chip arrangement", "summary": "Six U.S. senators wrote to President Donald Trump asking him to reverse the arrangement allowing AMD and Nvidia to sell advanced AI chips to the People's Republic of China for a fee. The letter said the sales conflicted with U.S. national-security interests and questioned the fee's legal basis.", "type": "response", "entities": [ "AMD", "Nvidia", "Donald Trump", "Mark Warner", "Charles Schumer", "Jack Reed", "Jeanne Shaheen", "Chris Coons", "Elizabeth Warren" ], "parties": [ "amd", "nvidia", "donald-trump", "mark-warner", "charles-schumer", "jack-reed", "jeanne-shaheen", "chris-coons", "elizabeth-warren" ], "sources": [ { "url": "https://www.warner.senate.gov/public/_cache/files/3/a/3a2a1db4-65d2-4377-822a-5f245d53b28f/62DE3F69670AE9734557935EEC1CB6A941532F5BA23C1E543B74B4EECAD3D420.250815.trump-senate-15-percent-fee-letter.signed.pdf", "outlet": "U.S. Senators Mark Warner, Charles Schumer, Jack Reed, Jeanne Shaheen, Chris Coons and Elizabeth Warren", "published": "2025-08-15", "quote": "“We write to urge you to reverse your decision to allow AMD and Nvidia to sell advanced AI semiconductor chips (“covered chips”) to the People’s Republic of China (“PRC”), in exchange for a fee.”" } ] }, { "timeline": "nvidia-china-export-controls", "id": 54, "url": "https://whatledto.com/events/nvidia-china-export-controls#n54", "date": "2025-08-12", "date_precision": "day", "title": "Chinese authorities discourage use of H20 in government and security-related work", "summary": "Chinese authorities sent letters to companies discouraging use of Nvidia's H20 for AI work, particularly\nby firms involved in government or national security-related projects, days after the U.S. cleared the\nchip for export again.", "type": "regulatory", "entities": [ "Cyberspace Administration of China", "Nvidia", "H20" ], "parties": [ "cyberspace-administration-of-china", "nvidia", "h20" ], "sources": [ { "url": "https://www.theregister.com/2025/08/12/china_nvidia_h20/", "outlet": "The Register", "published": "2025-08-12", "quote": "Chinese authorities have sent letters to several firms discouraging the use of Nvidia's H20 GPUs for AI applications, particularly by those involved in government or national security-related work." } ] }, { "timeline": "amd-china-export-controls", "id": 559, "url": "https://whatledto.com/events/amd-china-export-controls#n559", "date": "2025-08-11", "date_precision": "day", "title": "White House confirms Nvidia and AMD will hand over 15 percent of China chip revenue for their licenses", "summary": "After the Financial Times reported the arrangement, a White House official confirmed to CBS News that Nvidia and AMD had agreed to pay the US government 15 percent of revenue from H20 and MI308 sales in China as a condition of the export licenses granted the previous week. No regulation was published, a point AMD would later flag to investors.", "type": "regulatory", "entities": [ "AMD", "Nvidia", "Donald Trump", "U.S. Department of Commerce", "MI308" ], "parties": [ "amd", "nvidia", "donald-trump", "us-department-of-commerce", "mi308" ], "sources": [ { "url": "https://www.cbsnews.com/news/nvidia-amd-chip-sales-china-15-percent-h20-mi308/", "outlet": "CBS News", "published": "2025-08-11", "quote": "U.S. chipmakers Nvidia and AMD will pay the U.S. government 15% of revenue generated by sales of their AI chips in China, a White House official confirmed to CBS News." } ] }, { "timeline": "nvidia-china-export-controls", "id": 53, "url": "https://whatledto.com/events/nvidia-china-export-controls#n53", "date": "2025-08-11", "date_precision": "day", "title": "Nvidia and AMD to pay the US government 15 percent of H20 and MI308 revenue from China", "summary": "Reports, first from the Financial Times, said Nvidia and AMD had agreed to hand the U.S. government 15\npercent of revenue from H20 and MI308 sales in China as the condition for export licenses. The Register\ndescribed the arrangement as revealed that week; President Trump confirmed the terms publicly.", "type": "report", "entities": [ "Nvidia", "AMD", "Donald Trump", "H20" ], "parties": [ "nvidia", "amd", "donald-trump", "h20" ], "sources": [ { "url": "https://www.theregister.com/2025/08/12/china_nvidia_h20/", "outlet": "The Register", "published": "2025-08-12", "quote": "This deal, it was revealed this week, involved cutting Uncle Sam a check for 15 percent of H20 and MI308 revenues." } ] }, { "timeline": "nvidia-china-export-controls", "id": 61, "url": "https://whatledto.com/events/nvidia-china-export-controls#n61", "date": "2025-08", "date_precision": "month", "title": "US grants Nvidia licenses for certain H20 shipments to China", "summary": "The U.S. government granted Nvidia licenses to ship certain H20 products to certain China-based customers. Nvidia later reported about $60 million in H20 revenue under those licenses.", "type": "regulatory", "entities": [ "U.S. government", "Nvidia", "H20" ], "parties": [ "us-government", "nvidia", "h20" ], "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm", "outlet": "U.S. Securities and Exchange Commission, Nvidia Form 10-K", "published": null, "quote": "In August 2025, the USG granted licenses that would allow us to ship certain H20 products to certain China-based customers." } ] }, { "timeline": "nvidia-china-export-controls", "id": 52, "url": "https://whatledto.com/events/nvidia-china-export-controls#n52", "date": "2025-07-31", "date_precision": "day", "title": "China's cyberspace regulator summons Nvidia over alleged H20 backdoor risks", "summary": "The Cyberspace Administration of China said it had interviewed Nvidia and asked it to explain security\nrisks from backdoor vulnerabilities in H20 chips sold to China and to submit supporting material. Nvidia\nsaid its chips have no backdoors that would allow remote access or control.", "type": "regulatory", "entities": [ "Cyberspace Administration of China", "Nvidia", "H20" ], "parties": [ "cyberspace-administration-of-china", "nvidia", "h20" ], "sources": [ { "url": "https://www.theregister.com/2025/07/31/beijing_nvidia_backdoors/", "outlet": "The Register", "published": "2025-07-31", "quote": "In order to maintain the network security and data security of Chinese users, the State Internet Information Office interviewed Nvidia on July 31, 2025, and asked Nvidia to explain the security risks of the backdoor vulnerabilities in the H20 chips sold to China and submit relevant supporting materials." } ] }, { "timeline": "tsmc-arizona-fabs", "id": 30, "url": "https://whatledto.com/events/tsmc-arizona-fabs#n30", "date": "2025-07-17", "date_precision": "day", "title": "Second fab construction complete, production pulled forward; 30% of 2nm-and-beyond capacity to be in Arizona", "summary": "On the second-quarter 2025 call, CEO C.C. Wei said construction of the second Arizona fab, for 3nm, was\ncomplete and its volume production schedule was being sped up by several quarters. Work on the third fab,\nfor 2nm and A16, had begun. Wei said about 30 percent of TSMC's 2nm-and-smaller capacity would eventually\nbe in Arizona.", "type": "announcement", "entities": [ "TSMC", "C.C. Wei", "Nvidia", "Apple", "AMD" ], "parties": [ "tsmc", "cc-wei", "nvidia", "apple", "amd" ], "sources": [ { "url": "https://www.theregister.com/2025/07/17/tsmc_q2_ramp/", "outlet": "The Register", "published": "2025-07-17", "quote": "speeding up the volume production schedule by several quarters to support their need." } ] }, { "timeline": "amd-china-export-controls", "id": 557, "url": "https://whatledto.com/events/amd-china-export-controls#n557", "date": "2025-07-15", "date_precision": "day", "title": "Commerce will resume reviewing MI308 licenses; AMD says shipments will restart once approved", "summary": "The day after Nvidia said it had been assured H20 licenses would be granted, AMD said the Commerce Department would move forward with its MI308 license applications and that it planned to resume shipments as approvals came, praising the administration's trade negotiations. The stock rose more than 6 percent.", "type": "announcement", "entities": [ "AMD", "U.S. Department of Commerce", "Nvidia", "Donald Trump", "MI308" ], "parties": [ "amd", "us-department-of-commerce", "nvidia", "donald-trump", "mi308" ], "sources": [ { "url": "https://www.cnbc.com/2025/07/15/amd-mi308-ai-chip-china.html", "outlet": "CNBC", "published": "2025-07-15", "quote": "The company said Tuesday that the U.S. Commerce Department plans to resume reviewing its license applications to send the products to the world's second-largest economy. AMD said it plans to start shipments once those are approved." } ] }, { "timeline": "nvidia-china-export-controls", "id": 51, "url": "https://whatledto.com/events/nvidia-china-export-controls#n51", "date": "2025-07-14", "date_precision": "day", "title": "Nvidia says the US has assured it H20 licenses will be granted and sales to China will resume", "summary": "After Jensen Huang met officials in Washington and travelled to Beijing, Nvidia said the U.S. government\nhad assured it that H20 export licenses would be granted and that it hoped to start deliveries soon. It\nalso announced an RTX Pro GPU aimed at the China market.", "type": "announcement", "entities": [ "Nvidia", "Jensen Huang", "U.S. government", "H20" ], "parties": [ "nvidia", "jensen-huang", "us-government", "h20" ], "sources": [ { "url": "https://blogs.nvidia.com/blog/nvidia-ceo-promotes-ai-in-dc-and-china/", "outlet": "Nvidia Blog", "published": "2025-07-14", "quote": "The U.S. government has assured NVIDIA that licenses will be granted, and NVIDIA hopes to start deliveries soon." } ] }, { "timeline": "nvidia-consumer-gpu-dlss", "id": 1068, "url": "https://whatledto.com/events/nvidia-consumer-gpu-dlss#n1068", "date": "2025-07-01", "date_precision": "day", "title": "Game Ready Driver 576.88 adds RTX 5050 support", "summary": "NVIDIA released a driver with support for GeForce RTX 5050 desktop and laptop GPUs. The driver release was dated July 1, 2025.", "type": "launch", "entities": [ "NVIDIA", "GeForce RTX 5050", "GeForce RTX 5050 Laptop GPU", "GeForce Game Ready Driver 576.88" ], "parties": [ "nvidia", "geforce-rtx-5050", "geforce-rtx-5050-laptop-gpu", "geforce-game-ready-driver-57688" ], "sources": [ { "url": "https://www.nvidia.com/Download/processFind.aspx?dtcid=1&lid=1&osid=135&pfid=764&psid=98", "outlet": "NVIDIA driver release notes", "published": "2025-07-01", "quote": "Adds support for GeForce RTX 5050 desktop and laptop GPUs." } ] }, { "timeline": "nvidia-consumer-gpu-dlss", "id": 1067, "url": "https://whatledto.com/events/nvidia-consumer-gpu-dlss#n1067", "date": "2025-06-24", "date_precision": "day", "title": "NVIDIA schedules desktop RTX 5050 cards for late July", "summary": "NVIDIA said GeForce RTX 5050 graphics cards would arrive on store shelves in the second half of July. The statement was published on June 24, 2025.", "type": "announcement", "entities": [ "NVIDIA", "GeForce RTX 5050" ], "parties": [ "nvidia", "geforce-rtx-5050" ], "sources": [ { "url": "https://www.nvidia.com/en-gb/geforce/news/rtx-5050-desktop-gpu-and-laptops/", "outlet": "NVIDIA GeForce News", "published": "2025-06-24", "quote": "Starting in the second half of July, GeForce RTX 5050 graphics cards will arrive on store shelves." } ] }, { "timeline": "nvidia-china-export-controls", "id": 50, "url": "https://whatledto.com/events/nvidia-china-export-controls#n50", "date": "2025-05-28", "date_precision": "day", "title": "Nvidia takes a US$4.5 billion H20 charge, loses US$2.5 billion in shipments, expects US$8 billion hit next quarter", "summary": "In first-quarter fiscal 2026 results Nvidia recorded a US$4.5 billion charge for H20 excess inventory and\npurchase obligations, said it could not ship a further US$2.5 billion of H20 revenue, and guided\nsecond-quarter revenue of US$45 billion reflecting about US$8 billion of lost H20 revenue.", "type": "financial", "entities": [ "Nvidia", "H20" ], "parties": [ "nvidia", "h20" ], "sources": [ { "url": "https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2026", "outlet": "Nvidia Newsroom", "published": "2025-05-28", "quote": "NVIDIA incurred a $4.5 billion charge in the first quarter of fiscal 2026 associated with H20 excess inventory and purchase obligations as the demand for H20 diminished." } ] }, { "timeline": "nvidia-datacenter-gpu-roadmap", "id": 18, "url": "https://whatledto.com/events/nvidia-datacenter-gpu-roadmap#n18", "date": "2025-05-28", "date_precision": "day", "title": "NVIDIA says Blackwell NVL72 is in full-scale production", "summary": "NVIDIA said its Blackwell NVL72 AI supercomputer was in full-scale production. It said production covered system makers and cloud service providers.", "type": "shipment", "entities": [ "Nvidia", "Blackwell", "NVL72" ], "parties": [ "nvidia", "blackwell", "nvl72" ], "sources": [ { "url": "https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2026", "outlet": "NVIDIA", "published": "2025-05-28", "quote": "Our breakthrough Blackwell NVL72 AI supercomputer — a ‘thinking machine’ designed for reasoning— is now in full-scale production across system makers and cloud service providers." } ] }, { "timeline": "nvidia-consumer-gpu-dlss", "id": 1066, "url": "https://whatledto.com/events/nvidia-consumer-gpu-dlss#n1066", "date": "2025-05-19", "date_precision": "day", "title": "GeForce RTX 5060 goes on sale from $299", "summary": "NVIDIA announced that the GeForce RTX 5060 was available. NVIDIA said the card started at $299.", "type": "launch", "entities": [ "NVIDIA", "GeForce RTX 5060" ], "parties": [ "nvidia", "geforce-rtx-5060" ], "sources": [ { "url": "https://www.nvidia.com/en-au/geforce/news/rtx-5060-out-now/", "outlet": "NVIDIA GeForce News", "published": "2025-05-19", "quote": "The new GeForce RTX 5060 is out now, starting as low as $299." } ] }, { "timeline": "nvidia-consumer-gpu-dlss", "id": 1065, "url": "https://whatledto.com/events/nvidia-consumer-gpu-dlss#n1065", "date": "2025-04-16", "date_precision": "day", "title": "NVIDIA launches the GeForce RTX 5060 Ti", "summary": "NVIDIA launched the GeForce RTX 5060 Ti as the first GeForce RTX 5060 desktop-family product. NVIDIA said the card started at $379.", "type": "launch", "entities": [ "NVIDIA", "GeForce RTX 5060 Ti", "NVIDIA DLSS 4" ], "parties": [ "nvidia", "geforce-rtx-5060-ti", "nvidia-dlss-4" ], "sources": [ { "url": "https://www.nvidia.com/en-au/geforce/news/geforce-rtx-5060-ti-game-ready-driver/", "outlet": "NVIDIA GeForce News", "published": "2025-04-16", "quote": "Starting today, we’re bringing DLSS 4 and Blackwell’s suite of innovations to every gamer with the launch of the GeForce RTX 5060 desktop family, beginning with the release of the GeForce RTX 5060 Ti, starting at $379." } ] }, { "timeline": "nvidia-consumer-gpu-dlss", "id": 1064, "url": "https://whatledto.com/events/nvidia-consumer-gpu-dlss#n1064", "date": "2025-04-15", "date_precision": "day", "title": "NVIDIA announces the GeForce RTX 5060 family", "summary": "NVIDIA announced the GeForce RTX 5060 family of GPUs. NVIDIA said the family started at $299.", "type": "announcement", "entities": [ "NVIDIA", "GeForce RTX 5060", "GeForce RTX 5060 Ti" ], "parties": [ "nvidia", "geforce-rtx-5060", "geforce-rtx-5060-ti" ], "sources": [ { "url": "https://investor.nvidia.com/news/press-release-details/2025/NVIDIA-Blackwell-GeForce-RTX-Arrives-for-Every-Gamer-Starting-at-299/default.aspx", "outlet": "NVIDIA Investor Relations", "published": "2025-04-15", "quote": "NVIDIA today announced the NVIDIA GeForce RTX™ 5060 family of GPUs, including two graphics cards that deliver neural rendering and NVIDIA Blackwell architecture innovations for every gamer — starting at just $299." } ] }, { "timeline": "amd-china-export-controls", "id": 555, "url": "https://whatledto.com/events/amd-china-export-controls#n555", "date": "2025-04-15", "date_precision": "day", "title": "New license requirement hits the MI308; AMD warns of up to $800 million in charges", "summary": "A day after Nvidia disclosed the H20 license requirement and a $5.5 billion charge, AMD filed an 8-K saying the same new rule covered exports of its MI308 to China, Hong Kong, Macau and other D:5 countries. It expected up to $800 million of inventory, purchase-commitment and reserve charges, said it would apply for licenses with no assurance of approval, and its shares fell more than 7 percent.", "type": "regulatory", "entities": [ "AMD", "U.S. Department of Commerce", "Nvidia", "MI308" ], "parties": [ "amd", "us-department-of-commerce", "nvidia", "mi308" ], "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/2488/000000248825000039/amd-20250415.htm", "outlet": "AMD Form 8-K (SEC)", "published": "2025-04-16", "quote": "The Export Control applies to the Company’s MI308 products. The Company expects to apply for licenses but there is no assurance that licenses will be granted. The Company expects that the Export Control may result in charges of up to approximately $800 million in inventory, purchase commitments and related reserves." }, { "url": "https://www.cnbc.com/2025/04/16/amd-800-million-export-us-chip-restrictions-china.html", "outlet": "CNBC", "published": "2025-04-16", "quote": "Shares of Advanced Micro Devices closed down more than 7% on Wednesday after the company said it could incur charges of up to $800 million for exporting its MI308 products to China and other countries." } ] }, { "timeline": "tsmc-arizona-fabs", "id": 38, "url": "https://whatledto.com/events/tsmc-arizona-fabs#n38", "date": "2025-04-14", "date_precision": "day", "title": "NVIDIA says Blackwell chips start production at TSMC Phoenix plants", "summary": "NVIDIA announced that Blackwell chips had started production at TSMC chip plants in Phoenix, Arizona. The statement identified the production location as TSMC's Phoenix plants.", "type": "announcement", "entities": [ "Nvidia", "TSMC", "TSMC Arizona", "Blackwell", "Amkor", "SPIL" ], "parties": [ "nvidia", "tsmc", "blackwell", "amkor", "spil" ], "sources": [ { "url": "https://blogs.nvidia.com/blog/nvidia-manufacture-american-made-ai-supercomputers-us/", "outlet": "NVIDIA Newsroom", "published": "2025-04-14", "quote": "NVIDIA Blackwell chips have started production at TSMC’s chip plants in Phoenix, Arizona." } ] }, { "timeline": "nvidia-acquisitions", "id": 685, "url": "https://whatledto.com/events/nvidia-acquisitions#n685", "date": "2025-04-09", "date_precision": "day", "title": "Lepton AI, a GPU cloud marketplace founded by ex-Alibaba researchers, for several hundred million dollars", "summary": "The Information reported that Nvidia had closed the purchase of Lepton AI, a two-year-old startup led by former Alibaba vice president Yangqing Jia that rented Nvidia GPUs across clouds. Lepton became the basis of DGX Cloud Lepton, Nvidia's compute marketplace launched at Computex in May 2025.", "type": "report", "entities": [ "Nvidia", "Lepton AI", "Yangqing Jia" ], "parties": [ "nvidia", "lepton-ai", "yangqing-jia" ], "sources": [ { "url": "https://technode.com/2025/04/09/nvidia-acquires-chinese-gpu-cloud-startup-lepton-ai-report/", "outlet": "TechNode", "published": "2025-04-09", "quote": "NVIDIA has acquired Chinese startup Lepton AI in a deal valued at several hundred million dollars, according to US tech media outlet The Information." } ] }, { "timeline": "nvidia-china-export-controls", "id": 48, "url": "https://whatledto.com/events/nvidia-china-export-controls#n48", "date": "2025-04-09", "date_precision": "day", "title": "US requires a license for H20 exports to China; Nvidia flags up to US$5.5 billion in charges", "summary": "Nvidia disclosed that on April 9 the government required a license for exports of H20 and any chip with\nits memory or interconnect bandwidth to China, Hong Kong, Macau and D:5 countries, and on April 14 said\nthe requirement would apply indefinitely. Nvidia expected up to about US$5.5 billion of first-quarter\ncharges for H20 inventory, purchase commitments and reserves.", "type": "regulatory", "entities": [ "Nvidia", "U.S. government", "H20" ], "parties": [ "nvidia", "us-government", "h20" ], "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581025000082/nvda-20250409.htm", "outlet": "Nvidia Form 8-K", "published": "2025-04-15", "quote": "On April 9, 2025, the U.S. government, or USG, informed NVIDIA Corporation, or the Company, that the USG requires a license for export to China (including Hong Kong and Macau) and D:5 countries, or to companies headquartered or with an ultimate parent therein, of the Company’s H20 integrated circuits and any other circuits achieving the H20’s memory bandwidth, interconnect bandwidth, or combination thereof." } ] }, { "timeline": "nvidia-acquisitions", "id": 684, "url": "https://whatledto.com/events/nvidia-acquisitions#n684", "date": "2025-03-19", "date_precision": "day", "title": "Gretel, a synthetic-data startup, in a nine-figure deal", "summary": "Wired reported that Nvidia had bought Gretel, a San Diego company with about 80 employees whose platform generates synthetic training data, for more than its last $320 million valuation, folding it into Nvidia's model-training tools.", "type": "report", "entities": [ "Nvidia", "Gretel" ], "parties": [ "nvidia", "gretel" ], "sources": [ { "url": "https://techcrunch.com/2025/03/19/nvidia-reportedly-acquires-synthetic-data-startup-gretel/", "outlet": "TechCrunch", "published": "2025-03-19", "quote": "Nvidia has reportedly acquired Gretel, a San Diego-based startup that’s developed a platform to generate synthetic AI training data. Terms of the acquisition are unknown. The price tag was said to be nine figures, exceeding Gretel’s most recent valuation of $320 million, according to Wired." } ] }, { "timeline": "nvidia-datacenter-gpu-roadmap", "id": 10, "url": "https://whatledto.com/events/nvidia-datacenter-gpu-roadmap#n10", "date": "2025-03-18", "date_precision": "day", "title": "Roadmap set: Vera Rubin NVL144 in H2 2026, Rubin Ultra in H2 2027", "summary": "In the GTC 2025 keynote, Nvidia dated the next two generations. Vera Rubin NVL144 systems were slated\nfor the second half of 2026 and Rubin Ultra systems for the second half of 2027.", "type": "announcement", "entities": [ "Nvidia", "Jensen Huang", "Rubin", "Vera" ], "parties": [ "nvidia", "jensen-huang", "rubin", "vera" ], "sources": [ { "url": "https://blogs.nvidia.com/blog/nvidia-keynote-at-gtc-2025-ai-news-live-updates/", "outlet": "Nvidia Blog", "published": "2025-03-18", "quote": "Systems built on Rubin Ultra, including the Vera Rubin NVL 144, will arrive in the second half of next year. And due for the second half of 2027: systems built on Rubin Ultra." } ] }, { "timeline": "nvidia-datacenter-gpu-roadmap", "id": 9, "url": "https://whatledto.com/events/nvidia-datacenter-gpu-roadmap#n9", "date": "2025-03-18", "date_precision": "day", "title": "Blackwell Ultra announced at GTC 2025 for the second half of 2025", "summary": "Nvidia announced Blackwell Ultra and the GB300 NVL72 rack, claiming 1.5x the AI performance of the GB200\nNVL72. Partner products were expected from the second half of 2025.", "type": "announcement", "entities": [ "Nvidia", "Blackwell" ], "parties": [ "nvidia", "blackwell" ], "sources": [ { "url": "https://investor.nvidia.com/news/press-release-details/2025/NVIDIA-Blackwell-Ultra-AI-Factory-Platform-Paves-Way-for-Age-of-AI-Reasoning/default.aspx", "outlet": "Nvidia Investor Relations", "published": "2025-03-18", "quote": "Blackwell Ultra-based products are expected to be available from partners starting from the second half of 2025." } ] }, { "timeline": "nvidia-consumer-gpu-dlss", "id": 1063, "url": "https://whatledto.com/events/nvidia-consumer-gpu-dlss#n1063", "date": "2025-03-13", "date_precision": "day", "title": "DLSS 4 Multi Frame Generation reaches over 100 games and apps", "summary": "NVIDIA said DLSS 4 with Multi Frame Generation was available in over 100 games and applications. The company published the statement on March 13, 2025.", "type": "announcement", "entities": [ "NVIDIA", "NVIDIA DLSS 4", "Multi Frame Generation" ], "parties": [ "nvidia", "nvidia-dlss-4", "multi-frame-generation" ], "sources": [ { "url": "https://www.nvidia.com/en-us/geforce/news/100-dlss-4-multi-frame-gen-games-apps-new-games-revealed/?nvid=nv-int-billweb-237776", "outlet": "NVIDIA GeForce News", "published": "2025-03-13", "quote": "With the addition of the latest DLSS 4 with Multi Frame Generation games, our newest performance multiplier is now available in over 100 games and apps." } ] }, { "timeline": "hyperscaler-custom-accelerators", "id": 889, "url": "https://whatledto.com/events/hyperscaler-custom-accelerators#n889", "date": "2025-03-11", "date_precision": "day", "title": "Reuters: Meta is testing its first in-house training chip, a step beyond MTIA's inference role", "summary": "Reuters, via TechCrunch, reported that Meta was testing an in-house chip for training AI systems as part of its strategy to reduce reliance on Nvidia and other hardware makers. It was the first sign that MTIA would move from recommendation inference into training, which Meta confirmed a year later with the MTIA 300 to 500 roadmap.", "type": "report", "entities": [ "Meta", "Nvidia" ], "parties": [ "meta", "nvidia" ], "sources": [ { "url": "https://techcrunch.com/2025/03/11/meta-is-reportedly-testing-in-house-chips-for-ai-training/", "outlet": "TechCrunch", "published": "2025-03-11", "quote": "Meta is reportedly testing an in-house chip for training AI systems, a part of a strategy to reduce its reliance on hardware makers like Nvidia." } ] }, { "timeline": "nvidia-consumer-gpu-dlss", "id": 1062, "url": "https://whatledto.com/events/nvidia-consumer-gpu-dlss#n1062", "date": "2025-03-05", "date_precision": "day", "title": "Game Ready Driver 572.70 adds RTX 5070 support", "summary": "NVIDIA released a driver that added support for the GeForce RTX 5070. The driver release was dated March 5, 2025.", "type": "launch", "entities": [ "NVIDIA", "GeForce RTX 5070", "GeForce Game Ready Driver 572.70" ], "parties": [ "nvidia", "geforce-rtx-5070", "geforce-game-ready-driver-57270" ], "sources": [ { "url": "https://www.nvidia.com/Download/processFind.aspx?dtcid=1&lid=1&osid=135&pfid=764&psid=98", "outlet": "NVIDIA driver release notes", "published": "2025-03-05", "quote": "Adds support for the GeForce RTX 5070." } ] }, { "timeline": "nvidia-consumer-gpu-dlss", "id": 1061, "url": "https://whatledto.com/events/nvidia-consumer-gpu-dlss#n1061", "date": "2025-03-04", "date_precision": "day", "title": "RTX 5070 Founders Edition is delayed beyond launch day", "summary": "NVIDIA's GeForce RTX 5070 was scheduled to launch on March 5, 2025. The Founders Edition was not scheduled to be available for purchase until later in March.", "type": "delay", "entities": [ "NVIDIA", "GeForce RTX 5070 Founders Edition" ], "parties": [ "nvidia", "geforce-rtx-5070-founders-edition" ], "sources": [ { "url": "https://www.tomshardware.com/pc-components/gpus/nvidia-rtx-5070-founders-edition-wont-be-available-on-launch-day-coming-later-in-march", "outlet": "Tom’s Hardware", "published": "2025-03-04", "quote": "Nvidia's GeForce RTX 5070 will launch on March 5; however, the Founders Edition model will not be available for purchase until later this month." } ] }, { "timeline": "nvidia-datacenter-gpu-roadmap", "id": 8, "url": "https://whatledto.com/events/nvidia-datacenter-gpu-roadmap#n8", "date": "2025-02-26", "date_precision": "day", "title": "First quarter of Blackwell sales: Nvidia cites billions in revenue, data center at $35.6 billion", "summary": "Fourth-quarter fiscal 2025 results reported data center revenue of $35.6 billion. Nvidia said Blackwell\nAI supercomputers achieved billions of dollars in sales in their first quarter, without giving an exact\nfigure in the release.", "type": "financial", "entities": [ "Nvidia", "Jensen Huang", "Blackwell" ], "parties": [ "nvidia", "jensen-huang", "blackwell" ], "sources": [ { "url": "https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-fourth-quarter-and-fiscal-2025", "outlet": "Nvidia Newsroom", "published": "2025-02-26", "quote": "Fourth-quarter revenue was a record $35.6 billion, up 16% from the previous quarter and up 93% from a year ago." } ] }, { "timeline": "nvidia-consumer-gpu-dlss", "id": 1060, "url": "https://whatledto.com/events/nvidia-consumer-gpu-dlss#n1060", "date": "2025-02-20", "date_precision": "day", "title": "GeForce RTX 5070 Ti becomes available", "summary": "NVIDIA announced that the GeForce RTX 5070 Ti was available. The announcement was published on February 20, 2025.", "type": "launch", "entities": [ "NVIDIA", "GeForce RTX 5070 Ti" ], "parties": [ "nvidia", "geforce-rtx-5070-ti" ], "sources": [ { "url": "https://www.nvidia.com/en-au/geforce/news/geforce-rtx-5070-ti-game-ready-driver/", "outlet": "NVIDIA GeForce News", "published": "2025-02-20", "quote": "The new GeForce RTX 5070 Ti is out now." } ] }, { "timeline": "nvidia-consumer-gpu-dlss", "id": 1052, "url": "https://whatledto.com/events/nvidia-consumer-gpu-dlss#n1052", "date": "2025-01-30", "date_precision": "day", "title": "The RTX 5090 and 5080 go on sale", "summary": "The first two Blackwell cards shipped three weeks after the keynote. DLSS 4 with Multi Frame Generation was live in more than 75 titles on day one, including Alan Wake 2, Cyberpunk 2077 and Hogwarts Legacy.", "type": "other", "entities": [ "NVIDIA" ], "parties": [ "nvidia" ], "sources": [ { "url": "https://www.nvidia.com/en-us/geforce/news/rtx-5090-5080-out-now/", "outlet": "Nvidia GeForce News", "published": "2025-01-30", "quote": "DLSS 4 with Multi Frame Generation is available now in over 75 games, including Alan Wake 2, Cyberpunk 2077, and Hogwarts Legacy, and many more games and apps support other DLSS enhancements, such as updated Frame Generation, or the new transformer AI model for Super Resolution, Ray Reconstruction, and DLAA. In games and apps that don't include native DLSS 4 support, new DLSS overrides in the latest NVIDIA app update enable you to manually upgrade your library." } ] }, { "timeline": "nvidia-acquisitions", "id": 716, "url": "https://whatledto.com/events/nvidia-acquisitions#n716", "date": "2025-01-10", "date_precision": "day", "title": "Nvidia seeks annulment of Run:ai referral decision", "summary": "Nvidia brought an action seeking annulment of the European Commission's October 31, 2024 decision on Italy's referral request. The action concerned the Run:ai transaction.", "type": "legal", "entities": [ "Nvidia", "Run:ai", "European Commission", "General Court of the European Union" ], "parties": [ "nvidia", "run-ai", "european-commission", "general-court-of-the-european-union" ], "sources": [ { "url": "https://eur-lex.europa.eu/legal-content/EN/TXT/PDF/?uri=OJ%3AC_202501124", "outlet": "Official Journal of the European Union, Case T-15/25", "published": "2025-02-24", "quote": "The applicant claims that the Court should: — annul Commission’s decision of 31 October 2024, on the request for referral by Italy to the Commission pursuant to Article 22(1) of the EU Merger Regulation." } ] }, { "timeline": "nvidia-consumer-gpu-dlss", "id": 1051, "url": "https://whatledto.com/events/nvidia-consumer-gpu-dlss#n1051", "date": "2025-01-06", "date_precision": "day", "title": "DLSS 4 adds Multi Frame Generation and puts transformers into Super Resolution", "summary": "Multi Frame Generation was made exclusive to the RTX 50 series, with 75 games and apps supporting it at launch. The bigger change was architectural: Ray Reconstruction, Super Resolution and DLAA moved to transformer models, which Nvidia called the graphics industry's first real-time application of the architecture behind frontier language models.", "type": "other", "entities": [ "NVIDIA" ], "parties": [ "nvidia" ], "sources": [ { "url": "https://www.nvidia.com/en-us/geforce/news/dlss4-multi-frame-generation-ai-innovations/", "outlet": "Nvidia GeForce News", "published": "2025-01-06", "quote": "DLSS Ray Reconstruction, DLSS Super Resolution, and DLAA will now be powered by the graphics industry's first real-time application of 'transformers', the same advanced architecture powering frontier AI models like ChatGPT, Flux, and Gemini." } ] }, { "timeline": "nvidia-consumer-gpu-dlss", "id": 1050, "url": "https://whatledto.com/events/nvidia-consumer-gpu-dlss#n1050", "date": "2025-01-06", "date_precision": "day", "title": "Nvidia prices the RTX 50 series from $549 to $1,999 at CES", "summary": "The Blackwell consumer line was announced with the RTX 5090 as the halo part at $1,999, the 5080 at $999, the 5070 Ti at $749 and the 5070 at $549. Every announced part shipped with ordinary 2GB GDDR7 modules, a detail that would matter a year later.", "type": "announcement", "entities": [ "NVIDIA" ], "parties": [ "nvidia" ], "sources": [ { "url": "https://www.tomshardware.com/pc-components/gpus/nvidia-announces-rtx-50-series-at-up-to-usd1-999", "outlet": "Tom's Hardware", "published": "2025-01-06", "quote": "The rest of the announced 50-series lineup consists of the RTX 5090 at $1,999 as the halo part of this generation, with 3,400 AI TOPS of performance." } ] }, { "timeline": "nvidia-acquisitions", "id": 683, "url": "https://whatledto.com/events/nvidia-acquisitions#n683", "date": "2024-12-30", "date_precision": "day", "title": "Run:ai closes; Nvidia says it will open-source the software", "summary": "Nvidia completed the Run:ai purchase ten days after EU clearance, and Run:ai's founders said the platform, which then supported only Nvidia GPUs, would be open-sourced so it could extend to the whole AI ecosystem, blunting concerns that Nvidia would use it to lock in its hardware.", "type": "announcement", "entities": [ "Nvidia", "Run:ai" ], "parties": [ "nvidia", "run-ai" ], "sources": [ { "url": "https://siliconangle.com/2024/12/30/nvidia-completes-700m-runai-acquisition-following-antitrust-scrutiny/", "outlet": "SiliconANGLE", "published": "2024-12-30", "quote": "Nvidia plans to open-source Run:ai’s platform following the acquisition, the latter company announced in a blog post today." } ] }, { "timeline": "nvidia-acquisitions", "id": 682, "url": "https://whatledto.com/events/nvidia-acquisitions#n682", "date": "2024-12-20", "date_precision": "day", "title": "European Commission clears Run:ai unconditionally in its first post-Illumina Article 22 case", "summary": "Although the deal fell below EU turnover thresholds, Italy's competition authority referred it to Brussels under Article 22 and the Commission opened a review in November. It found Run:ai had no significant position in GPU orchestration software and that customers had credible alternatives, and approved the deal without conditions; the US Justice Department had also examined it.", "type": "regulatory", "entities": [ "European Commission", "Nvidia", "Run:ai", "US Department of Justice" ], "parties": [ "european-commission", "nvidia", "run-ai", "us-department-of-justice" ], "sources": [ { "url": "https://ec.europa.eu/commission/presscorner/api/files/document/print/en/ip_24_6548/IP_24_6548_EN.pdf", "outlet": "European Commission", "published": "2024-12-20", "quote": "The European Commission has approved unconditionally, under the EU Merger Regulation (‘EUMR'), the proposed acquisition of Run:ai Labs Ltd (‘ Run:ai ') by NVIDIA Corporation (‘ NVIDIA' ). The Commission concluded that the transaction would raise no competition concerns in the European Economic Area (‘EEA')." } ] }, { "timeline": "nvidia-china-export-controls", "id": 60, "url": "https://whatledto.com/events/nvidia-china-export-controls#n60", "date": "2024-12-09", "date_precision": "day", "title": "China opens an antitrust investigation into Nvidia", "summary": "China's State Administration for Market Regulation opened an investigation into Nvidia. The investigation concerned suspected Anti-Monopoly Law violations and conditions attached to approval of Nvidia's Mellanox acquisition.", "type": "regulatory", "entities": [ "State Administration for Market Regulation", "Nvidia", "Mellanox" ], "parties": [ "state-administration-for-market-regulation", "nvidia", "mellanox" ], "sources": [ { "url": "https://www.samr.gov.cn/xw/zj/art/2024/art_ed4d3090401741a0894e475d35db652b.html", "outlet": "State Administration for Market Regulation (Chinese)", "published": "2024-12-09", "quote": "市场监管总局依法决定立案调查" }, { "url": "https://www.theregister.com/2024/12/09/nvidia_antitrust_probe_china/", "outlet": "The Register", "published": "2024-12-09", "quote": "In recent days, due to Nvidia's suspected violation of China's anti-monopoly law and the State Administration for Market Regulation's restrictive conditions around Nvidia's acquisition of Mellanox shares ... the State Administration for Market Regulation is opening a probe into Nvidia in accordance with law." } ] }, { "timeline": "nvidia-datacenter-gpu-roadmap", "id": 7, "url": "https://whatledto.com/events/nvidia-datacenter-gpu-roadmap#n7", "date": "2024-11-20", "date_precision": "day", "title": "Nvidia says Blackwell is in full production; data center revenue hits $30.8 billion", "summary": "In its third-quarter fiscal 2025 results, Nvidia described Blackwell as being in full production and\nreported record data center revenue of $30.8 billion, up 17% from the prior quarter.", "type": "financial", "entities": [ "Nvidia", "Jensen Huang", "Blackwell", "Hopper" ], "parties": [ "nvidia", "jensen-huang", "blackwell", "hopper" ], "sources": [ { "url": "https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-third-quarter-fiscal-2025", "outlet": "Nvidia Newsroom", "published": "2024-11-20", "quote": "Third-quarter revenue was a record $30.8 billion, up 17% from the previous quarter" } ] }, { "timeline": "nvidia-acquisitions", "id": 713, "url": "https://whatledto.com/events/nvidia-acquisitions#n713", "date": "2024-09-30", "date_precision": "day", "title": "Italy refers Run:ai transaction to European Commission", "summary": "Italy's competition authority submitted an Article 22 referral request concerning Nvidia's proposed acquisition of Run:ai. The request was sent to the European Commission.", "type": "regulatory", "entities": [ "Nvidia", "Run:ai", "Italian Competition Authority", "European Commission" ], "parties": [ "nvidia", "run-ai", "italian-competition-authority", "european-commission" ], "sources": [ { "url": "https://ec.europa.eu/competition/mergers/cases1/202516/M_11766_10599624_2741_6.pdf", "outlet": "European Commission, Case M.11766", "published": "2024-10-31", "quote": "On 30 September 2024, the Italian NCA submitted their Referral Request to the Commission." } ] }, { "timeline": "nvidia-acquisitions", "id": 681, "url": "https://whatledto.com/events/nvidia-acquisitions#n681", "date": "2024-09-26", "date_precision": "day", "title": "OctoAI, the Seattle model-serving startup, becomes 'now NVIDIA'", "summary": "OctoAI, spun out of the University of Washington's Apache TVM project and once valued at $850 million, told customers it was winding down its services by October 31 as it was absorbed into Nvidia in a deal reported at roughly $250 million. Earlier in 2024 Nvidia had also picked up Shoreline.io and Brev.dev.", "type": "announcement", "entities": [ "Nvidia", "OctoAI" ], "parties": [ "nvidia", "octoai" ], "sources": [ { "url": "https://www.geekwire.com/2024/chip-giant-nvidia-acquires-octoai-a-seattle-startup-that-helps-companies-run-ai-models/", "outlet": "GeekWire", "published": "2024-09-26", "quote": "OctoAI sent emails to customers informing them that it was winding down the commercial availability of its services, effective Oct. 31, according to a post on LinkedIn. It’s the latest AI-related acquisition for Nvidia, the dominant chipmaker that is riding huge tailwinds from the AI boom, thanks to its widely used GPUs, which are in high demand for training and running AI models." } ] }, { "timeline": "nvidia-datacenter-gpu-roadmap", "id": 17, "url": "https://whatledto.com/events/nvidia-datacenter-gpu-roadmap#n17", "date": "2024-08-28", "date_precision": "day", "title": "NVIDIA says Blackwell samples are shipping", "summary": "NVIDIA said Blackwell samples were shipping to partners and customers. The company identified the products as Blackwell samples.", "type": "shipment", "entities": [ "Nvidia", "Blackwell" ], "parties": [ "nvidia", "blackwell" ], "sources": [ { "url": "https://investor.nvidia.com/news/press-release-details/2024/NVIDIA-Announces-Financial-Results-for-Second-Quarter-Fiscal-2025/default.aspx", "outlet": "NVIDIA", "published": "2024-08-28", "quote": "Blackwell samples are shipping to our partners and customers." } ] }, { "timeline": "nvidia-datacenter-gpu-roadmap", "id": 6, "url": "https://whatledto.com/events/nvidia-datacenter-gpu-roadmap#n6", "date": "2024-08-28", "date_precision": "day", "title": "Nvidia discloses a Blackwell mask change to improve yields on its Q2 FY2025 call", "summary": "On the earnings call, CFO Colette Kress said Nvidia had changed the Blackwell GPU mask to improve\nproduction yields and that the production ramp would begin in the fourth quarter. Jensen Huang said\nNvidia meant to ship product, not merely start production, in Q4. Nvidia also said Blackwell demand was\nwell above supply.", "type": "response", "entities": [ "Nvidia", "Colette Kress", "Jensen Huang", "Blackwell" ], "parties": [ "nvidia", "colette-kress", "jensen-huang", "blackwell" ], "sources": [ { "url": "https://www.theregister.com/2024/08/29/nvidia_blackwell_manufacturing/", "outlet": "The Register", "published": "2024-08-29", "quote": "We executed a change to the Blackwell GPU mask to improve production yields." } ] }, { "timeline": "nvidia-acquisitions", "id": 711, "url": "https://whatledto.com/events/nvidia-acquisitions#n711", "date": "2024-08-06", "date_precision": "day", "title": "Italy calls in Nvidia's proposed Run:ai acquisition", "summary": "Italy's competition authority considered Nvidia's proposed Run:ai acquisition to meet applicable conditions of the Italian Competition Act. The authority exercised its call-in power over the transaction.", "type": "regulatory", "entities": [ "Nvidia", "Run:ai", "Italian Competition Authority", "European Commission" ], "parties": [ "nvidia", "run-ai", "italian-competition-authority", "european-commission" ], "sources": [ { "url": "https://ec.europa.eu/competition/mergers/cases1/202516/M_11766_10599624_2741_6.pdf", "outlet": "European Commission, Case M.11766", "published": "2024-10-31", "quote": "On 6 August 2024 the Italian NCA considered that the Transaction prima facie met the applicable conditions of the Italian Competition Act." } ] }, { "timeline": "nvidia-datacenter-gpu-roadmap", "id": 5, "url": "https://whatledto.com/events/nvidia-datacenter-gpu-roadmap#n5", "date": "2024-08-05", "date_precision": "day", "title": "Blackwell shipments reported delayed to early 2025; Nvidia says production is on track", "summary": "Citing The Information, The Register reported that Nvidia had told Microsoft of delays to the most\nadvanced Blackwell parts, with volume shipments pushed to the first quarter of 2025 and TSMC's CoWoS\npackaging suspected as the cause. Nvidia's statement did not confirm a delay: it said sampling had started\nand production was on track to ramp in the second half.", "type": "report", "entities": [ "Nvidia", "Microsoft", "TSMC", "The Information", "Blackwell" ], "parties": [ "nvidia", "microsoft", "tsmc", "the-information", "blackwell" ], "sources": [ { "url": "https://www.theregister.com/2024/08/05/nvidia_delays_blackwell_gpus_until/", "outlet": "The Register", "published": "2024-08-05", "quote": "As we've stated before, Hopper demand is very strong, broad Blackwell sampling has started, and production is on track to ramp in 2H. Beyond that, we don't comment on rumors." } ] }, { "timeline": "nvidia-acquisitions", "id": 710, "url": "https://whatledto.com/events/nvidia-acquisitions#n710", "date": "2024-07", "date_precision": "month", "title": "Nvidia acquires Brev.dev", "summary": "Nvidia acquired AI-development-platform startup Brev.dev. Nvidia confirmed the acquisition to CRN, and Brev.dev cofounder Nader Khalil announced it separately.", "type": "other", "entities": [ "Nvidia", "Brev.dev", "Nader Khalil" ], "parties": [ "nvidia", "brevdev", "nader-khalil" ], "sources": [ { "url": "https://www.crn.com/news/ai/2024/nvidia-makes-fourth-software-acquisition-this-year-with-brev-dev", "outlet": "CRN", "published": "2024-07", "quote": "An Nvidia spokesperson confirmed to CRN on Tuesday that it acquired Brev.dev, a San Francisco-based startup that provides an AI and machine learning development platform for building, training and deploying models on CPU- and GPU-based cloud instances." }, { "url": "https://www.linkedin.com/posts/naderlikeladder_brevdev-has-been-acquired-by-nvidia-activity-7219052262373957633-fGsz", "outlet": "Nader Khalil / Brev.dev", "published": "2024-07", "quote": "Brev.dev has been acquired by NVIDIA!" } ] }, { "timeline": "nvidia-acquisitions", "id": 709, "url": "https://whatledto.com/events/nvidia-acquisitions#n709", "date": "2024-06-18", "date_precision": "day", "title": "Bloomberg reports Nvidia agreement to buy Shoreline.io", "summary": "Bloomberg reported that Nvidia had agreed to buy Shoreline.io. The report cited people familiar with the matter.", "type": "report", "entities": [ "Nvidia", "Shoreline.io" ], "parties": [ "nvidia", "shorelineio" ], "sources": [ { "url": "https://news.bloomberglaw.com/ip-law/nvidia-is-said-to-reach-deal-to-buy-software-startup-shoreline", "outlet": "Bloomberg News", "published": "2024-06-18", "quote": "Nvidia Corp. has agreed to buy Shoreline.io, a startup for software developers founded by a former Amazon Web Services executive, people familiar with the matter said." } ] }, { "timeline": "nvidia-datacenter-gpu-roadmap", "id": 4, "url": "https://whatledto.com/events/nvidia-datacenter-gpu-roadmap#n4", "date": "2024-06-02", "date_precision": "day", "title": "Rubin platform and Vera CPU revealed ahead of Computex 2024", "summary": "In his Computex keynote in Taipei, Jensen Huang showed the Rubin platform as Blackwell's successor,\ntogether with an Arm-based CPU called Vera and new networking parts. He described a one-year release\nrhythm for the whole data center stack. No launch year was given in Nvidia's own write-up.", "type": "announcement", "entities": [ "Nvidia", "Jensen Huang", "Rubin", "Vera" ], "parties": [ "nvidia", "jensen-huang", "rubin", "vera" ], "sources": [ { "url": "https://blogs.nvidia.com/blog/computex-2024-jensen-huang/", "outlet": "Nvidia Blog", "published": "2024-06-02", "quote": "Revealed for the first time, the Rubin platform will succeed the upcoming Blackwell platform, featuring new GPUs, a new Arm-based CPU — Vera — and advanced networking with NVLink 6, CX9 SuperNIC and the X1600 converged InfiniBand/Ethernet switch." } ] }, { "timeline": "nvidia-datacenter-gpu-roadmap", "id": 16, "url": "https://whatledto.com/events/nvidia-datacenter-gpu-roadmap#n16", "date": "2024-05-22", "date_precision": "day", "title": "NVIDIA says Blackwell is in full production", "summary": "NVIDIA said the Blackwell platform was in full production. It said the platform formed the foundation for trillion-parameter-scale generative AI.", "type": "financial", "entities": [ "Nvidia", "Blackwell" ], "parties": [ "nvidia", "blackwell" ], "sources": [ { "url": "https://investor.nvidia.com/news/press-release-details/2024/NVIDIA-Announces-Financial-Results-for-First-Quarter-Fiscal-2025/default.aspx", "outlet": "NVIDIA", "published": "2024-05-22", "quote": "We are poised for our next wave of growth. The Blackwell platform is in full production and forms the foundation for trillion-parameter-scale generative AI." } ] }, { "timeline": "nvidia-acquisitions", "id": 680, "url": "https://whatledto.com/events/nvidia-acquisitions#n680", "date": "2024-05-02", "date_precision": "day", "title": "Deci for about $300 million: two Israeli AI startups in one week", "summary": "A week after Run:ai, Nvidia agreed to acquire Deci, a Tel Aviv company whose neural-architecture-search tools shrink and speed up deep learning models, for an estimated $300 million. The pair took Nvidia's spending on Israeli startups past $1 billion in a week.", "type": "announcement", "entities": [ "Nvidia", "Deci" ], "parties": [ "nvidia", "deci" ], "sources": [ { "url": "https://www.calcalistech.com/ctechnews/article/bkj6phggr", "outlet": "Calcalist", "published": "2024-05-02", "quote": "Nvidia has agreed to acquire Israeli artificial intelligence (AI) company Deci. According to estimates obtained by Calcalist, the value of the deal is $300 million." } ] }, { "timeline": "nvidia-acquisitions", "id": 679, "url": "https://whatledto.com/events/nvidia-acquisitions#n679", "date": "2024-04-24", "date_precision": "day", "title": "Run:ai, a GPU orchestration startup, for a reported $700 million starts the 2024 software buying spree", "summary": "Nvidia agreed to buy the Israeli Kubernetes-based scheduling company, reportedly for about $700 million, its largest purchase since Mellanox, to help customers squeeze more out of their GPU clusters. It was the first of at least five 2024 acquisitions, most of them Israeli or AI-infrastructure software firms.", "type": "announcement", "entities": [ "Nvidia", "Run:ai" ], "parties": [ "nvidia", "run-ai" ], "sources": [ { "url": "https://blogs.nvidia.com/blog/runai/", "outlet": "NVIDIA Blog", "published": "2024-04-24", "quote": "To help customers make more efficient use of their AI computing resources, NVIDIA today announced it has entered into a definitive agreement to acquire Run:ai, a Kubernetes-based workload management and orchestration software provider." } ] }, { "timeline": "hbm-memory-supply", "id": 137, "url": "https://whatledto.com/events/hbm-memory-supply#n137", "date": "2024-03-19", "date_precision": "day", "title": "SK hynix begins volume production of HBM3E, supplying a customer from late March", "summary": "SK hynix said it had begun volume production of HBM3E for supply to a customer from late March 2024. It\ndid not name the customer; the announcement came the day after Nvidia's GTC keynote.", "type": "launch", "entities": [ "SK hynix", "Nvidia", "HBM3E" ], "parties": [ "sk-hynix", "nvidia", "hbm3e" ], "sources": [ { "url": "https://news.skhynix.com/sk-hynix-begins-volume-production-of-industry-first-hbm3e/", "outlet": "SK hynix Newsroom", "published": "2024-03-19", "quote": "SK hynix Inc. announced today that it has begun volume production of HBM3E, the newest AI memory product with ultra-high performance, for supply to a customer from late March." } ] }, { "timeline": "nvidia-datacenter-gpu-roadmap", "id": 3, "url": "https://whatledto.com/events/nvidia-datacenter-gpu-roadmap#n3", "date": "2024-03-18", "date_precision": "day", "title": "Blackwell platform announced at GTC 2024 with B200 and GB200", "summary": "Nvidia announced the Blackwell architecture in San Jose, listing the B200 Tensor Core GPU and the GB200\nGrace Blackwell Superchip, which pairs two B200 GPUs with a Grace CPU. The release claims up to 25x lower\ncost and energy for LLM inference compared with H100.", "type": "announcement", "entities": [ "Nvidia", "Jensen Huang", "Blackwell", "TSMC" ], "parties": [ "nvidia", "jensen-huang", "blackwell", "tsmc" ], "sources": [ { "url": "https://investor.nvidia.com/news/press-release-details/2024/NVIDIA-Blackwell-Platform-Arrives-to-Power-a-New-Era-of-Computing/default.aspx", "outlet": "Nvidia Investor Relations", "published": "2024-03-18", "quote": "Packed with 208 billion transistors, Blackwell-architecture GPUs are manufactured" } ] }, { "timeline": "hbm-memory-supply", "id": 135, "url": "https://whatledto.com/events/hbm-memory-supply#n135", "date": "2024-02-26", "date_precision": "day", "title": "Micron starts volume production of HBM3E for Nvidia's H200", "summary": "Micron said it had begun volume production of its 24GB 8-high HBM3E, which would ship inside Nvidia H200\nGPUs from the second calendar quarter of 2024, making Micron a first-wave HBM3E supplier alongside SK hynix.", "type": "launch", "entities": [ "Micron", "Nvidia", "HBM3E" ], "parties": [ "micron", "nvidia", "hbm3e" ], "sources": [ { "url": "https://investors.micron.com/news/press-release/2024/Micron-Commences-Volume-Production-of-Industry-Leading-HBM3E-Solution-to-Accelerate-the-Growth-of-AI-02-26-2024/default.aspx", "outlet": "Micron Investor Relations", "published": "2024-02-26", "quote": "Micron's 24GB 8H HBM3E will be part of NVIDIA H200 Tensor Core GPUs, which will begin shipping in the second calendar quarter of 2024." } ] }, { "timeline": "nvidia-ai-compute-origins", "id": 1229, "url": "https://whatledto.com/events/nvidia-ai-compute-origins#n1229", "date": "2024-02-21", "date_precision": "day", "title": "Fiscal 2024 closes with data-center revenue of $47.5 billion, up 217 percent", "summary": "Nvidia reported fourth-quarter data-center revenue of $18.4 billion, up 409 percent from a year earlier, and full-year data-center revenue of $47.5 billion, up 217 percent. In one fiscal year the data-center business went from a large segment to most of the company, on the back of a single product generation.", "type": "financial", "entities": [ "NVIDIA" ], "parties": [ "nvidia" ], "sources": [ { "url": "https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-fourth-quarter-and-fiscal-2024", "outlet": "NVIDIA Newsroom", "published": "2024-02-21", "quote": "Fourth-quarter revenue was a record $18.4 billion, up 27% from the previous quarter and up 409% from a year ago. Full-year revenue rose 217% to a record $47.5 billion." } ] }, { "timeline": "nvidia-datacenter-gpu-roadmap", "id": 2, "url": "https://whatledto.com/events/nvidia-datacenter-gpu-roadmap#n2", "date": "2023-11-13", "date_precision": "day", "title": "Nvidia announces the H200, the first GPU with HBM3e memory", "summary": "The H200 kept the Hopper architecture but moved to HBM3e memory. Nvidia said systems from server makers\nand cloud providers would begin shipping in the second quarter of 2024.", "type": "announcement", "entities": [ "Nvidia", "Hopper" ], "parties": [ "nvidia", "hopper" ], "sources": [ { "url": "https://nvidianews.nvidia.com/news/nvidia-supercharges-hopper-the-worlds-leading-ai-computing-platform", "outlet": "Nvidia Newsroom", "published": "2023-11-13", "quote": "With HBM3e, the NVIDIA H200 delivers 141GB of memory at 4.8 terabytes per second, nearly double the capacity and 2.4x more bandwidth compared with its predecessor." } ] }, { "timeline": "nvidia-china-export-controls", "id": 46, "url": "https://whatledto.com/events/nvidia-china-export-controls#n46", "date": "2023-11-09", "date_precision": "day", "title": "Reports say Nvidia is preparing H20, L20 and L2 chips that fit under the new China limits", "summary": "The Register, citing Chinese outlet Chinastarmarket and supply chain sources, reported that Nvidia was\nworking on three GPUs for China, the H20, L20 and L2, engineered to stay below the performance thresholds\nin the October 2023 rules, with an announcement possible as early as November 16.", "type": "report", "entities": [ "Nvidia", "H20" ], "parties": [ "nvidia", "h20" ], "sources": [ { "url": "https://www.theregister.com/2023/11/09/nvidia_china_gpu/", "outlet": "The Register", "published": "2023-11-09", "quote": "According to Chinastarmarket, which cites supply chain sources, the GPUs include the H20, L20, and L2, and could be announced as early as November 16" } ] }, { "timeline": "nvidia-china-export-controls", "id": 45, "url": "https://whatledto.com/events/nvidia-china-export-controls#n45", "date": "2023-10-23", "date_precision": "day", "title": "US makes the new licensing requirements effective immediately for Nvidia's data center parts", "summary": "Nvidia disclosed that the government had told it the October 2023 licensing requirements for products\nwith a total processing performance of 4800 or more, designed for data centers, were effective\nimmediately rather than after the planned 30-day period, affecting A100, A800, H100, H800 and L40S\nshipments.", "type": "regulatory", "entities": [ "Nvidia", "U.S. government" ], "parties": [ "nvidia", "us-government" ], "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581023000221/nvda-20231023.htm", "outlet": "Nvidia Form 8-K", "published": "2023-10-24", "quote": "These licensing requirements were originally to be effective after a 30-day period, as first described in the Company's Current Report on Form 8-K filed with the U.S. Securities and Exchange Commission on October 17, 2023." } ] }, { "timeline": "amd-china-export-controls", "id": 553, "url": "https://whatledto.com/events/amd-china-export-controls#n553", "date": "2023-10-17", "date_precision": "day", "title": "BIS tightens the chip rules, dropping the interconnect test that the China-specific parts relied on", "summary": "The October 2023 update replaced the interconnect-bandwidth parameter with a total processing performance and performance density test, closing the loophole that Nvidia's A800 and H800 had used, and added a notification requirement for chips just under the line. AMD's MI300 family fell above the new threshold, so any China part would have to be cut down much further.", "type": "regulatory", "entities": [ "Bureau of Industry and Security", "AMD", "Nvidia" ], "parties": [ "us-department-of-commerce", "amd", "nvidia" ], "sources": [ { "url": "https://www.bis.gov/press-release/commerce-strengthens-restrictions-advanced-computing-semiconductors-semiconductor-manufacturing-equipment", "outlet": "Bureau of Industry and Security", "published": "2023-10-17", "quote": "Based on public comments, recent technological developments, and analysis of the prior rule's national security impact, the AC/S IFR removes 'interconnect bandwidth' as a parameter for identifying restricted chips." } ] }, { "timeline": "nvidia-china-export-controls", "id": 44, "url": "https://whatledto.com/events/nvidia-china-export-controls#n44", "date": "2023-10-17", "date_precision": "day", "title": "BIS tightens the chip rules, dropping the interconnect-bandwidth test that A800 and H800 were built around", "summary": "BIS released updated rules on advanced computing chips and chipmaking equipment. Among the changes it\nremoved interconnect bandwidth as a parameter for identifying restricted chips, which brought Nvidia's\nChina-specific A800 and H800 within the controls, and extended license requirements to more countries.\nNvidia's same-day filing listed A100, A800, H100, H800, L40, L40S and RTX 4090 as covered.", "type": "regulatory", "entities": [ "Bureau of Industry and Security", "Nvidia" ], "parties": [ "us-department-of-commerce", "nvidia" ], "sources": [ { "url": "https://www.bis.gov/press-release/commerce-strengthens-restrictions-advanced-computing-semiconductors-semiconductor-manufacturing-equipment", "outlet": "Bureau of Industry and Security", "published": "2023-10-17", "quote": "Based on public comments, recent technological developments, and analysis of the prior rule's national security impact, the AC/S IFR removes 'interconnect bandwidth' as a parameter for identifying restricted chips." } ] }, { "timeline": "nvidia-ai-compute-origins", "id": 1228, "url": "https://whatledto.com/events/nvidia-ai-compute-origins#n1228", "date": "2023-08-23", "date_precision": "day", "title": "Data-center revenue of $10.32 billion, up 171 percent in a year", "summary": "Second-quarter fiscal 2024 data-center revenue more than doubled from the prior quarter to a record $10.32 billion, up 141 percent sequentially and 171 percent from a year earlier, as H100 systems shipped to cloud providers and consumer-internet companies. It was the quarter the demand shift first showed in Nvidia's numbers.", "type": "financial", "entities": [ "NVIDIA" ], "parties": [ "nvidia" ], "sources": [ { "url": "https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2024", "outlet": "NVIDIA Newsroom", "published": "2023-08-23", "quote": "Second-quarter revenue was a record $10.32 billion, up 141% from the previous quarter and up 171% from a year ago." } ] }, { "timeline": "amd-china-export-controls", "id": 552, "url": "https://whatledto.com/events/amd-china-export-controls#n552", "date": "2023-08-01", "date_precision": "day", "title": "Lisa Su: China is an 'important' market and AMD sees room for a compliant AI chip", "summary": "On the second-quarter 2023 call, as AMD prepared to ramp the MI300, Su said the company would be fully compliant with US export controls but saw an opportunity to develop an accelerator specifically for Chinese customers, following Nvidia's A800 and H800 and Intel's Gaudi variant. That product became the MI308.", "type": "announcement", "entities": [ "AMD", "Lisa Su", "Nvidia", "Intel", "MI308" ], "parties": [ "amd", "lisa-su", "nvidia", "intel", "mi308" ], "sources": [ { "url": "https://www.cnbc.com/2023/08/02/amd-considers-specific-china-ai-chip-to-comply-with-us-export-curbs.html", "outlet": "CNBC", "published": "2023-08-02", "quote": "Lisa Su, CEO of AMD, said on an earnings call late Tuesday that China is an \"important\" market and that the semiconductor giant wants to be fully compliant with U.S. export controls." } ] }, { "timeline": "nvidia-ai-compute-origins", "id": 1227, "url": "https://whatledto.com/events/nvidia-ai-compute-origins#n1227", "date": "2023-05-24", "date_precision": "day", "title": "Nvidia reports \"surging demand\" and says it is significantly increasing supply", "summary": "With first-quarter fiscal 2024 data-center revenue at a record $4.28 billion, Jensen Huang said the computer industry was going through two transitions at once, accelerated computing and generative AI, and that Nvidia was significantly increasing supply to meet surging demand. The guidance that followed became the clearest public marker of the H100 shortage.", "type": "financial", "entities": [ "NVIDIA", "Jensen Huang" ], "parties": [ "nvidia", "jensen-huang" ], "sources": [ { "url": "https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2024", "outlet": "NVIDIA Newsroom", "published": "2023-05-24", "quote": "“The computer industry is going through two simultaneous transitions — accelerated computing and generative AI,” said Jensen Huang, founder and CEO of NVIDIA." } ] }, { "timeline": "nvidia-datacenter-gpu-roadmap", "id": 14, "url": "https://whatledto.com/events/nvidia-datacenter-gpu-roadmap#n14", "date": "2022-11-16", "date_precision": "day", "title": "NVIDIA begins shipping Hopper-based H100 GPUs", "summary": "NVIDIA said it began shipping the Hopper-based H100 Tensor Core GPU. It said the first H100 systems were available.", "type": "shipment", "entities": [ "Nvidia", "H100", "Hopper" ], "parties": [ "nvidia", "h100", "hopper" ], "sources": [ { "url": "https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-third-quarter-fiscal-2023", "outlet": "NVIDIA Newsroom", "published": "2022-11-16", "quote": "Began shipping the NVIDIA® H100 Tensor Core GPU based on the new NVIDIA Hopper™ architecture, with first systems available now." } ] }, { "timeline": "amd-china-export-controls", "id": 551, "url": "https://whatledto.com/events/amd-china-export-controls#n551", "date": "2022-10-07", "date_precision": "day", "title": "BIS publishes the October 2022 rules on advanced computing chips and chipmaking tools", "summary": "The Commerce Department turned the August letters into a published rule: advanced computing chips above a performance and interconnect threshold, the supercomputers they feed and the equipment to make them all needed licenses for China. The thresholds caught the MI250 class and set the ceiling under which AMD, Nvidia and Intel would design China-specific parts.", "type": "regulatory", "entities": [ "Bureau of Industry and Security", "AMD", "Nvidia", "MI250" ], "parties": [ "us-department-of-commerce", "amd", "nvidia", "mi250" ], "sources": [ { "url": "https://www.bis.gov/press-release/commerce-implements-new-export-controls-advanced-computing-semiconductor-manufacturing-items-peoples", "outlet": "Bureau of Industry and Security", "published": "2022-10-07", "quote": "The Department of Commerce's Bureau of Industry and Security (BIS) is implementing a series of targeted updates to its export controls as part of BIS's ongoing efforts to protect U.S. national security and foreign policy interests." } ] }, { "timeline": "amd-china-export-controls", "id": 550, "url": "https://whatledto.com/events/amd-china-export-controls#n550", "date": "2022-08-31", "date_precision": "day", "title": "AMD told it needs a license to ship Instinct MI250 GPUs to China", "summary": "Days after Nvidia disclosed a license requirement for the A100 and H100, AMD confirmed it had received a similar notice covering the Instinct MI250 and MI250X, while the older MI100 was unaffected. AMD said the impact on its data center business would be marginal, since most of its compute GPUs went into US and European supercomputers, and disclosed the requirement in its third-quarter 10-Q.", "type": "regulatory", "entities": [ "AMD", "U.S. Department of Commerce", "Nvidia", "MI250" ], "parties": [ "amd", "us-department-of-commerce", "nvidia", "mi250" ], "sources": [ { "url": "https://www.tomshardware.com/news/us-gpu-export-restrictions-hit-amd-chinas-tech-giants", "outlet": "Tom's Hardware", "published": "2022-09-01", "quote": "AMD has notified its Chinese operations that from now on, it will have to obtain an export license from the U.S. Department of Commerce to sell its Instinct MI250 and MI250X compute GPUs to Chinese clients, reports Nikkei citing two sources familiar with the matter. AMD has confirmed to Nikkei that it had received an alert from the DoC about a new export requirement for high-end compute GPUs." }, { "url": "https://www.sec.gov/Archives/edgar/data/2488/000000248822000170/amd-20220924.htm", "outlet": "AMD Form 10-Q (SEC)", "published": "2022-11-02", "quote": "Further, BIS has issued new requirements that prevent us from shipping MI250 and MI250X integrated circuits to China and Russia without a license, and BIS may possibly issue new licensing requirements in the future." } ] }, { "timeline": "nvidia-china-export-controls", "id": 42, "url": "https://whatledto.com/events/nvidia-china-export-controls#n42", "date": "2022-08-26", "date_precision": "day", "title": "US imposes a license requirement on Nvidia A100 and H100 exports to China", "summary": "Nvidia disclosed that the U.S. government had imposed, effective immediately, a license requirement for\nexports of its A100 and forthcoming H100 chips to China, including Hong Kong, and Russia, along with\nsystems containing them and any future chip at A100-level performance. Nvidia said it did not sell to\nRussia and that the rule could affect H100 development and A100 support.", "type": "regulatory", "entities": [ "Nvidia", "U.S. government" ], "parties": [ "nvidia", "us-government" ], "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581022000146/nvda-20220826.htm", "outlet": "Nvidia Form 8-K", "published": "2022-08-31", "quote": "On August 26, 2022, the U.S. government, or USG, informed NVIDIA Corporation, or the Company, that the USG has imposed a new license requirement, effective immediately, for any future export to China (including Hong Kong) and Russia of the Company’s A100 and forthcoming H100 integrated circuits." } ] }, { "timeline": "nvidia-datacenter-gpu-roadmap", "id": 1, "url": "https://whatledto.com/events/nvidia-datacenter-gpu-roadmap#n1", "date": "2022-03-22", "date_precision": "day", "title": "Nvidia announces the Hopper architecture and H100 GPU at GTC 2022", "summary": "Nvidia introduced Hopper, the successor to Ampere, with the H100 as its first GPU. The press release\ncites 80 billion transistors on a TSMC 4N process and says the H100 will be available in the third quarter.", "type": "announcement", "entities": [ "Nvidia", "TSMC", "Hopper" ], "parties": [ "nvidia", "tsmc", "hopper" ], "sources": [ { "url": "https://nvidianews.nvidia.com/news/nvidia-announces-hopper-architecture-the-next-generation-of-accelerated-computing", "outlet": "Nvidia Newsroom", "published": "2022-03-22", "quote": "NVIDIA H100 will be available starting in the third quarter." } ] }, { "timeline": "nvidia-acquisitions", "id": 708, "url": "https://whatledto.com/events/nvidia-acquisitions#n708", "date": "2022-03-07", "date_precision": "day", "title": "Excelero becomes part of Nvidia", "summary": "Excelero became part of Nvidia. Nvidia said Excelero's NVMesh technology would be integrated into its enterprise software stack.", "type": "other", "entities": [ "Nvidia", "Excelero" ], "parties": [ "nvidia", "excelero" ], "sources": [ { "url": "https://blogs.nvidia.com/blog/excelero-storage-software/", "outlet": "NVIDIA Blog", "published": "2022-03-07", "quote": "Excelero, a Tel Aviv-based provider of high-performance software-defined storage, is now a part of NVIDIA." } ] }, { "timeline": "nvidia-acquisitions", "id": 678, "url": "https://whatledto.com/events/nvidia-acquisitions#n678", "date": "2022-02-07", "date_precision": "day", "title": "Nvidia and SoftBank abandon the Arm deal; SoftBank keeps the $1.25 billion prepayment and plans an IPO", "summary": "Seventeen months after signing, the companies terminated the agreement, citing significant regulatory challenges, and Nvidia wrote off the $1.36 billion it had prepaid. Arm listed on Nasdaq in September 2023 at a $54 billion valuation; Nvidia kept a 20-year Arm architecture licence and went on to build its own Arm-based Grace CPUs.", "type": "announcement", "entities": [ "Nvidia", "Arm", "SoftBank", "Jensen Huang" ], "parties": [ "nvidia", "arm", "softbank", "jensen-huang" ], "sources": [ { "url": "https://nvidianews.nvidia.com/news/nvidia-and-softbank-group-announce-termination-of-nvidias-acquisition-of-arm-limited", "outlet": "NVIDIA Newsroom", "published": "2022-02-07", "quote": "NVIDIA and SoftBank Group Corp. (“SBG” or “SoftBank”) today announced the termination of the previously announced transaction whereby NVIDIA would acquire Arm Limited (“Arm”) from SBG. The parties agreed to terminate the Agreement because of significant regulatory challenges preventing the consummation of the transaction, despite good faith efforts by the parties." } ] }, { "timeline": "nvidia-acquisitions", "id": 707, "url": "https://whatledto.com/events/nvidia-acquisitions#n707", "date": "2022-01-10", "date_precision": "day", "title": "Bright Computing becomes part of Nvidia", "summary": "Bright Computing became part of Nvidia. Nvidia said Bright Cluster Manager would join its accelerated-computing software stack.", "type": "other", "entities": [ "Nvidia", "Bright Computing" ], "parties": [ "nvidia", "bright-computing" ], "sources": [ { "url": "https://blogs.nvidia.com/blog/bright-computing-hpc/", "outlet": "NVIDIA Blog", "published": "2022-01-10", "quote": "Bright Computing, a leader in software for managing high performance computing systems used by more than 700 organizations worldwide, is now part of NVIDIA." } ] }, { "timeline": "nvidia-acquisitions", "id": 677, "url": "https://whatledto.com/events/nvidia-acquisitions#n677", "date": "2021-12-02", "date_precision": "day", "title": "FTC sues to block the Arm acquisition as a vertical threat to chip competition", "summary": "The Federal Trade Commission voted 4-0 to challenge the deal, arguing that owning Arm would let Nvidia stifle rivals that depend on Arm designs in data center CPUs, automotive and DPUs, and give it access to competitors' confidential information. The UK's CMA had already opened an in-depth probe on national-security and competition grounds and the European Commission a Phase 2 review.", "type": "legal", "entities": [ "Federal Trade Commission", "Nvidia", "Arm", "UK Competition and Markets Authority", "European Commission" ], "parties": [ "federal-trade-commission", "nvidia", "arm", "uk-competition-and-markets-authority", "european-commission" ], "sources": [ { "url": "https://www.ftc.gov/news-events/news/press-releases/2021/12/ftc-sues-block-40-billion-semiconductor-chip-merger", "outlet": "Federal Trade Commission", "published": "2021-12-02", "quote": "The Federal Trade Commission today sued to block U.S. chip supplier Nvidia Corp.’s $40 billion acquisition of U.K. chip design provider Arm Ltd. Semiconductor chips power the computers and technologies that are essential to our modern economy and society." } ] }, { "timeline": "nvidia-acquisitions", "id": 706, "url": "https://whatledto.com/events/nvidia-acquisitions#n706", "date": "2021-11-16", "date_precision": "day", "title": "UK refers Nvidia's Arm acquisition to CMA Phase 2", "summary": "The UK secretary of state referred Nvidia's proposed acquisition of Arm to the CMA for a Phase 2 investigation. The referral cited competition and national-security concerns.", "type": "regulatory", "entities": [ "Nvidia", "Arm", "UK Competition and Markets Authority", "UK Department for Digital, Culture, Media and Sport" ], "parties": [ "nvidia", "arm", "uk-competition-and-markets-authority", "uk-department-for-digital-culture-media-and-sport" ], "sources": [ { "url": "https://www.gov.uk/cma-cases/nvidia-slash-arm-merger-inquiry", "outlet": "UK Competition and Markets Authority", "published": "2021-11-16", "quote": "16 November 2021: The Secretary of State for Digital, Culture, Media and Sport (DCMS) has referred NVIDIA’s proposed acquisition of Arm to the CMA for a phase 2 in-depth investigation on the grounds of competition and national security concerns." } ] }, { "timeline": "nvidia-acquisitions", "id": 704, "url": "https://whatledto.com/events/nvidia-acquisitions#n704", "date": "2021-08-20", "date_precision": "day", "title": "UK CMA finds competition concerns in Nvidia's Arm purchase", "summary": "The UK Competition and Markets Authority found that Nvidia's proposed purchase of Arm should proceed to a Phase 2 investigation. The CMA cited competition grounds for the in-depth investigation.", "type": "regulatory", "entities": [ "Nvidia", "Arm", "UK Competition and Markets Authority" ], "parties": [ "nvidia", "arm", "uk-competition-and-markets-authority" ], "sources": [ { "url": "https://www.gov.uk/government/news/cma-finds-competition-concerns-with-nvidia-s-purchase-of-arm", "outlet": "UK Competition and Markets Authority", "published": "2021-08-20", "quote": "Therefore, the CMA found that the merger should be progressed to an in-depth Phase 2 investigation on competition grounds." } ] }, { "timeline": "nvidia-acquisitions", "id": 703, "url": "https://whatledto.com/events/nvidia-acquisitions#n703", "date": "2021-06-10", "date_precision": "day", "title": "Nvidia announces agreement to acquire DeepMap", "summary": "Nvidia announced an agreement to acquire high-definition mapping startup DeepMap. The contemporaneous report described the transaction as pending.", "type": "announcement", "entities": [ "Nvidia", "DeepMap" ], "parties": [ "nvidia", "deepmap" ], "sources": [ { "url": "https://techcrunch.com/2021/06/10/nvidia-acquires-hi-def-mapping-startup-deepmap-to-bolster-av-technology/", "outlet": "TechCrunch", "published": "2021-06-10", "quote": "Chipmaker Nvidia is acquiring DeepMap, the high-definition mapping startup announced." } ] }, { "timeline": "nvidia-acquisitions", "id": 676, "url": "https://whatledto.com/events/nvidia-acquisitions#n676", "date": "2020-09-13", "date_precision": "day", "title": "Nvidia agrees to buy Arm from SoftBank for $40 billion in shares and cash", "summary": "The largest chip deal ever proposed would have put the architecture behind nearly every smartphone under the company that dominated AI accelerators, with SoftBank keeping under 10 percent of Nvidia. Huang promised to keep Arm's open licensing model and its Cambridge headquarters; customers including Qualcomm, Google and Microsoft objected within months.", "type": "announcement", "entities": [ "Nvidia", "Arm", "SoftBank", "Jensen Huang", "Masayoshi Son" ], "parties": [ "nvidia", "arm", "softbank", "jensen-huang", "masayoshi-son" ], "sources": [ { "url": "https://nvidianews.nvidia.com/news/nvidia-to-acquire-arm-for-40-billion-creating-worlds-premier-computing-company-for-the-age-of-ai", "outlet": "NVIDIA Newsroom", "published": "2020-09-13", "quote": "NVIDIA and SoftBank Group Corp. (SBG) today announced a definitive agreement under which NVIDIA will acquire Arm Limited from SBG and the SoftBank Vision Fund (together, “SoftBank”) in a transaction valued at $40 billion." } ] }, { "timeline": "nvidia-ai-compute-origins", "id": 1225, "url": "https://whatledto.com/events/nvidia-ai-compute-origins#n1225", "date": "2020-05-14", "date_precision": "day", "title": "A100 in full production: Ampere unifies training and inference, adopted by every major cloud", "summary": "Nvidia said the first Ampere GPU, the A100, was in full production and shipping worldwide, with up to 20 times the performance of its predecessors and adoption by the top cloud providers and server makers. The A100 was the chip the large language models of 2020 to 2022 were trained on, which is why the H100 launched into an installed base that already ran on Nvidia.", "type": "launch", "entities": [ "NVIDIA" ], "parties": [ "nvidia" ], "sources": [ { "url": "https://nvidianews.nvidia.com/news/nvidias-new-ampere-data-center-gpu-in-full-production", "outlet": "NVIDIA Newsroom", "published": "2020-05-14", "quote": "NVIDIA today announced that the first GPU based on the NVIDIA® Ampere architecture, the NVIDIA A100, is in full production and shipping to customers worldwide." } ] }, { "timeline": "nvidia-acquisitions", "id": 699, "url": "https://whatledto.com/events/nvidia-acquisitions#n699", "date": "2020-05-04", "date_precision": "day", "title": "Nvidia announces plan to acquire Cumulus Networks", "summary": "Nvidia announced plans to acquire Cumulus Networks. The companies did not announce a purchase price.", "type": "announcement", "entities": [ "Nvidia", "Cumulus Networks", "Mellanox" ], "parties": [ "nvidia", "cumulus-networks", "mellanox" ], "sources": [ { "url": "https://techcrunch.com/2020/05/04/nvidia-acquires-cumulus-networks/", "outlet": "TechCrunch", "published": "2020-05-04", "quote": "Nvidia today announced its plans to acquire Cumulus Networks, an open-source-centric company that specializes in helping enterprises optimize their data center networking stack." } ] }, { "timeline": "nvidia-acquisitions", "id": 675, "url": "https://whatledto.com/events/nvidia-acquisitions#n675", "date": "2020-04-27", "date_precision": "day", "title": "Mellanox deal closes at $7 billion, the start of Nvidia's networking business", "summary": "The acquisition completed at a transaction value of about $7 billion, adding Mellanox's roughly 3,000 employees and the InfiniBand, Spectrum Ethernet and BlueField DPU lines that became the networking half of Nvidia's data center segment. Within five years networking was a multi-billion-dollar quarterly business inside Nvidia.", "type": "announcement", "entities": [ "Nvidia", "Mellanox", "Jensen Huang" ], "parties": [ "nvidia", "mellanox", "jensen-huang" ], "sources": [ { "url": "https://nvidianews.nvidia.com/news/nvidia-completes-acquisition-of-mellanox-creating-major-force-driving-next-gen-data-centers", "outlet": "NVIDIA Newsroom", "published": "2020-04-27", "quote": "NVIDIA today announced the completion of its acquisition of Mellanox Technologies, Ltd., for a transaction value of $7 billion. The acquisition, initially announced on March 11, 2019, unites two of the world’s leading companies in high performance and data center computing." } ] }, { "timeline": "nvidia-acquisitions", "id": 674, "url": "https://whatledto.com/events/nvidia-acquisitions#n674", "date": "2020-04-16", "date_precision": "day", "title": "China's SAMR clears Mellanox with conditions after a year-long review", "summary": "Thirteen months after signing, China's State Administration for Market Regulation became the last authority to approve the deal, attaching behavioural conditions for six years: no bundling of GPUs with networking gear, supply on fair and non-discriminatory terms, and no restricting Chinese customers' access. The EU, Mexico and the US waiting period had already cleared.", "type": "regulatory", "entities": [ "Nvidia", "Mellanox", "State Administration for Market Regulation", "European Commission" ], "parties": [ "nvidia", "mellanox", "state-administration-for-market-regulation", "european-commission" ], "sources": [ { "url": "https://nvidianews.nvidia.com/news/nvidia-receives-approval-to-proceed-with-mellanox-acquisition-from-chinas-antitrust-authority", "outlet": "NVIDIA Newsroom", "published": "2020-04-16", "quote": "NVIDIA today announced that it has received approval from all necessary authorities to proceed with its planned acquisition of Mellanox, as announced in March 2019. The latest approval by China’s State Administration for Market Regulation follows antitrust approval from the European Commission and Mexico and the expiration of the waiting period under U.S. antitrust laws." } ] }, { "timeline": "nvidia-acquisitions", "id": 698, "url": "https://whatledto.com/events/nvidia-acquisitions#n698", "date": "2020-03-05", "date_precision": "day", "title": "Nvidia acquires SwiftStack", "summary": "Nvidia acquired data-storage and management company SwiftStack. The transaction value was not disclosed.", "type": "other", "entities": [ "Nvidia", "SwiftStack" ], "parties": [ "nvidia", "swiftstack" ], "sources": [ { "url": "https://techcrunch.com/2020/03/05/nvidia-acquires-data-storage-and-management-platform-swiftstack/", "outlet": "TechCrunch", "published": "2020-03-05", "quote": "Nvidia today announced that it has acquired SwiftStack, a software-centric data storage and management platform that supports public cloud, on-premises and edge deployments." } ] }, { "timeline": "nvidia-acquisitions", "id": 673, "url": "https://whatledto.com/events/nvidia-acquisitions#n673", "date": "2019-03-11", "date_precision": "day", "title": "Nvidia agrees to buy Mellanox for $6.9 billion, outbidding Intel for the InfiniBand maker", "summary": "Nvidia's first big acquisition, at $125 a share in cash, brought in the Israeli maker of InfiniBand and Ethernet interconnects that already sat inside most of the world's top supercomputers, after reports that Intel and Xilinx had also bid. Jensen Huang framed it as uniting compute and networking for data-center-scale computing; the deal needed approvals in the US, EU, Mexico and China.", "type": "announcement", "entities": [ "Nvidia", "Mellanox", "Jensen Huang", "Intel" ], "parties": [ "nvidia", "mellanox", "jensen-huang", "intel" ], "sources": [ { "url": "https://nvidianews.nvidia.com/news/nvidia-to-acquire-mellanox-for-6-9-billion", "outlet": "NVIDIA Newsroom", "published": "2019-03-11", "quote": "NVIDIA and Mellanox today announced that the companies have reached a definitive agreement under which NVIDIA will acquire Mellanox. Pursuant to the agreement, NVIDIA will acquire all of the issued and outstanding common shares of Mellanox for $125 per share in cash, representing a total enterprise value of approximately $6.9 billion." } ] }, { "timeline": "nvidia-ai-compute-origins", "id": 1224, "url": "https://whatledto.com/events/nvidia-ai-compute-origins#n1224", "date": "2017-05-10", "date_precision": "day", "title": "Volta V100 adds Tensor Cores: the first data-center GPU designed around AI training", "summary": "At GTC 2017 Nvidia launched the Volta platform and the Tesla V100, with 640 Tensor Cores delivering 120 teraflops of deep-learning performance, which it equated to 100 CPUs. Tensor Cores made matrix math a first-class hardware feature, the design choice every later generation has extended.", "type": "launch", "entities": [ "NVIDIA", "Jensen Huang" ], "parties": [ "nvidia", "jensen-huang" ], "sources": [ { "url": "https://nvidianews.nvidia.com/news/nvidia-launches-revolutionary-volta-gpu-platform-fueling-next-era-of-ai-and-high-performance-computing", "outlet": "NVIDIA Newsroom", "published": "2017-05-10", "quote": "Equipped with 640 Tensor Cores, V100 delivers 120 teraflops of deep learning performance, equivalent to the performance of 100 CPUs." } ] }, { "timeline": "nvidia-ai-compute-origins", "id": 1223, "url": "https://whatledto.com/events/nvidia-ai-compute-origins#n1223", "date": "2012-12", "date_precision": "month", "title": "AlexNet: a deep network trained on two GPUs wins ImageNet by a wide margin", "summary": "Krizhevsky, Sutskever and Hinton reported a 60-million-parameter convolutional network that cut ImageNet's top-5 error to 18.9 percent, far below the previous state of the art, and credited \"a very efficient GPU implementation\" for making the training feasible. The result is the moment deep learning and Nvidia GPUs became tied together in research practice.", "type": "report", "entities": [ "NVIDIA", "Geoffrey Hinton", "Ilya Sutskever" ], "parties": [ "nvidia", "geoffrey-hinton", "ilya-sutskever" ], "sources": [ { "url": "https://proceedings.neurips.cc/paper/2012/hash/c399862d3b9d6b76c8436e924a68c45b-Abstract.html", "outlet": "NeurIPS 2012 proceedings", "published": "2012-12-03", "quote": "On the test data, we achieved top-1 and top-5 error rates of 39.7% and 18.9% which is considerably better than the previous state-of-the-art results. The neural network, which has 60 million parameters and 500,000 neurons, consists of five convolutional layers, some of which are followed by max-pooling layers, and two globally connected layers with a final 1000-way softmax. To make training faster, we used non-saturating neurons and a very efficient GPU implementation of convolutional nets." } ] }, { "timeline": "nvidia-ai-compute-origins", "id": 1222, "url": "https://whatledto.com/events/nvidia-ai-compute-origins#n1222", "date": "2006-11-08", "date_precision": "day", "title": "Nvidia unveils CUDA: the GPU becomes a general-purpose processor with a C compiler", "summary": "Nvidia introduced CUDA as a new architecture for computing on its graphics processors and the first C-compiler development environment for the GPU, pitching hundreds of on-chip cores working in parallel at up to 100 times the speed of conventional approaches. It is the software layer that later let researchers train neural networks on gaming cards, and the ecosystem rivals still have to work around.", "type": "launch", "entities": [ "NVIDIA" ], "parties": [ "nvidia" ], "sources": [ { "url": "https://web.archive.org/web/20070105114450/http://www.nvidia.com/object/IO_37226.html", "outlet": "NVIDIA press release (Wayback Machine)", "published": "2006-11-08", "quote": "NVIDIA Corporation (Nasdaq: NVDA), the worldwide leader in graphics processors, today unveiled NVIDIA CUDA technology, a fundamentally new architecture for computing on NVIDIA graphics processing units (GPUs), and the industry's first C-compiler development environment for the GPU." } ] } ], "often_with": [ { "id": "jensen-huang", "name": "Jensen Huang", "url": "https://whatledto.com/who/jensen-huang", "json": "https://whatledto.com/who/jensen-huang.json", "shared_timelines": 5 }, { "id": "microsoft", "name": "Microsoft", "url": "https://whatledto.com/who/microsoft", "json": "https://whatledto.com/who/microsoft.json", "shared_timelines": 5 }, { "id": "us-department-of-commerce", "name": "U.S. Department of Commerce", "url": "https://whatledto.com/who/us-department-of-commerce", "json": "https://whatledto.com/who/us-department-of-commerce.json", "shared_timelines": 5 }, { "id": "amd", "name": "AMD", "url": "https://whatledto.com/who/amd", "json": "https://whatledto.com/who/amd.json", "shared_timelines": 5 }, { "id": "openai", "name": "OpenAI", "url": "https://whatledto.com/who/openai", "json": "https://whatledto.com/who/openai.json", "shared_timelines": 4 }, { "id": "us-government", "name": "U.S. government", "url": "https://whatledto.com/who/us-government", "json": "https://whatledto.com/who/us-government.json", "shared_timelines": 4 }, { "id": "tsmc", "name": "TSMC", "url": "https://whatledto.com/who/tsmc", "json": "https://whatledto.com/who/tsmc.json", "shared_timelines": 4 }, { "id": "anthropic", "name": "Anthropic", "url": "https://whatledto.com/who/anthropic", "json": "https://whatledto.com/who/anthropic.json", "shared_timelines": 3 } ], "license": { "holder": "What Led To", "terms": "https://whatledto.com/methodology#reuse", "summary": "Quote entries with attribution and a link to the entry; do not republish whole timelines or train models on the text." } }