Company

NVIDIA

American multinational technology company. Ultrathink has published 118 stories on NVIDIA. Latest, on : FuriosaAI Raises $620M at $2.9B as Korea's State Fund Backs Its RNGD Inference Chip.

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Thumbnail for: FuriosaAI Raises $620M at $2.9B as Korea's State Fund Backs Its RNGD Inference Chip
funding

FuriosaAI Raises $620M at $2.9B as Korea's State Fund Backs Its RNGD Inference Chip

FuriosaAI closed a $620M Series D at about $2.9B post-money, with $280M from Korea's National Growth Fund. It plans 20,000 RNGD inference cards in 2026, 40,000+ in 2027, and a 2nm Gen 3 chip with Broadcom.

Thumbnail for: SWI Compute Exits Stealth With 3.6 GW of Power and a $1B NVIDIA Order
analysis

SWI Compute Exits Stealth With 3.6 GW of Power and a $1B NVIDIA Order

SWI Compute, part of Euronext-listed SWI Group, launched with 3.6 GW of power, a ~$1B NVIDIA order and a 30 MW UK AI factory of ~7,000 Rubin GPUs due by end of 2027, aiming for 2.3 GW by 2029.

Thumbnail for: Google Cloud A5X Targets Rubin-Scale AI
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Google Cloud A5X Puts 960,000 Rubin GPUs on the Roadmap

Google Cloud A5X will pair NVIDIA Vera Rubin systems with Google's network and cooling, with up to 960,000 GPUs planned for AI workloads at global scale.

Thumbnail for: Dream Labs Raises $90M Seed, Opens Dream-1 Robot API at $3 an Hour
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Dream Labs Raises $90M Seed, Opens Dream-1 Robot API at $3 an Hour

Dream Labs launched with a $90M seed led by B Capital and Kindred Ventures and a public API for Dream-1, a robot foundation model priced at $3/hour that controls unseen two-armed robots zero-shot.

Thumbnail for: NVIDIA RTX Spark Laptops Bring 128GB AI Memory
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NVIDIA RTX Spark laptops test whether big local models belong on Windows

NVIDIA RTX Spark laptops pair Blackwell graphics, Grace CPUs and up to 128GB of unified memory. Here is what that means for practical local AI on Windows.

Thumbnail for: NVIDIA Pledges $250M in UK Agentic Safety Compute Over Five Years
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NVIDIA Pledges $250M in UK Agentic Safety Compute Over Five Years

NVIDIA values a five-year UK agentic safety compute donation at $250M ($50M/year). Majority to the wider research community; proportion to Oxford BOLD, UCL SOFAIR, Imperial. UK-hosted via Cloud Partners TBD.

Thumbnail for: Nous Research Raises $90M Series B for Hermes for Businesses
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Nous Research Raises $90M Series B for Hermes for Businesses

Nous Research confirmed a $90M Series B at a $1.5B valuation led by Robot Ventures, per TechCrunch, bringing total funding to $158M. Hermes Agent has 24M+ clones by Nous’s estimate.

Thumbnail for: GMI Cloud Raises $668M: $223M Series B Plus $445M Credit
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GMI Cloud Raises $668M: $223M Series B Plus $445M Credit

GMI Cloud raised $668M — $223M Series B led by ARCHIV with NVIDIA in, plus a $445M CTBC credit facility — to expand GPU capacity across the U.S., Taiwan and APAC. Contracted ARR is company-reported at 9× YE2025.

Thumbnail for: Reactor Hits $74M Total as NVIDIA and Sapphire Join Series A
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Reactor Hits $74M Total as NVIDIA and Sapphire Join Series A

Reactor added NVIDIA and Sapphire Ventures to its Lightspeed-led Series A, bringing total funding to $74M for real-time world-model inference infrastructure. Valuation and October tranche size undisclosed.

Thumbnail for: Boost Run Signs $525.6M Five-Year Cohere GPU Cloud Deal
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Boost Run Signs $525.6M Five-Year Cohere GPU Cloud Deal

Boost Run (BRUN) signed a ~$525.6M five-year dedicated GPU cloud deal with Cohere for NVIDIA GB300 NVL72 capacity; acceptance expected early Q2 2027; TCV now over $2.6B.

Thumbnail for: Iterate.ai Lifeboat GA: 2–6× Agent Sessions per GPU
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Iterate.ai Lifeboat GA: 2–6× Agent Sessions per GPU

Iterate.ai generally available Lifeboat claims 2–6× concurrent agent sessions per GPU with confidential computing; company benches show 2,048 sessions on one RTX PRO 6000 Blackwell.

Thumbnail for: Sharon AI Closes $356M GPU-Backed Debt Facility at 9.95%
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Sharon AI Closes $356M GPU-Backed Debt Facility at 9.95%

SharonAI (NASDAQ: SHAZ) closed a US$356M senior secured GPU-backed SPV facility at 9.95% fixed to fund contracted AI Factory deployments toward 68,000+ NVIDIA GPUs by mid-2027.

Thumbnail for: Samsung Commits $1B to KKR’s Helix AI Infrastructure
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Samsung Group Puts $1B Into KKR’s Helix, Led by Ex-AWS CEO Selipsky

Samsung Electronics and five affiliates are investing a combined $1 billion in Helix, KKR's AI infrastructure company led by ex-AWS CEO Adam Selipsky.

Thumbnail for: Nscale Pre-IPO Convertible: $3.36B Led by Third Point
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Nscale Pre-IPO Convertible: $3.36B Led by Third Point

Nscale Limited announced a $3.36 billion pre-IPO convertible raise led by Third Point on Sept. 25, 2026. Company-reported TCV is over $103 billion.

Thumbnail for: Basecamp Research Series C: $140M for EDEN Therapeutics
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Basecamp Research Series C: $140M for EDEN Therapeutics

Basecamp Research announced a $140 million Series C led by S32 on Sept. 23, 2026 to train new EDEN models for therapeutics. No valuation on the primary wire.

Thumbnail for: Verda Series B: $189M Makes Europe's Newest AI Cloud Unicorn
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Verda Series B: $189M Makes Europe's Newest AI Cloud Unicorn

Verda raised $189 million in an oversubscribed Series B led by Emergence Capital. The Helsinki AI cloud, also known as DataCrunch, calls itself Europe's latest unicorn.

Thumbnail for: Crusoe $3.9B Series F Initial Close at $30.9B
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Crusoe Initial Close: $3.9B Series F at $30.9B Post-Money

Crusoe announced the initial close of an anticipated $3.9 billion Series F at a $30.9 billion post-money valuation. Co-led by Atreides, Mubadala, and Valor.

Thumbnail for: Benioff Reframes SaaSpocalypse at Dreamforce 2026
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Benioff at Dreamforce: End of Software That Makes Humans Do the Work

At Dreamforce 2026 in San Francisco, Marc Benioff called SaaSpocalypse talk crazy nonsense and said AI may end software that makes humans do the work.

Thumbnail for: NVIDIA Agrees to Acquire Hugging Face for $12.93B
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NVIDIA Agrees to Buy Hugging Face for $12.93 Billion

NVIDIA agreed to acquire Hugging Face for $12,930,300,000. The 8-K splits ~$11.9B to stockholders plus up to ~$1.0B retention. Close is expected in 1H 2027.

Thumbnail for: Datacloud USA Wednesday: AWS, OpenAI, CoreWeave On Stage
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Datacloud USA Wednesday: AWS, OpenAI, CoreWeave On Stage

Sept 2 in Austin: official agenda puts AWS energy and OpenAI data-center ops on stage at 10:00 CT, then CoreWeave. No public floor quotes yet.

Thumbnail for: NVIDIA Sovereign AI Indonesia Playbook Bypasses Cloud Giants
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NVIDIA Partners with Indosat and UGM to Launch Indonesia's First Sovereign AI Center

NVIDIA sovereign AI Indonesia initiative with Indosat and UGM bypasses traditional cloud giants. Learn how this project secures Southeast Asian tech.

Thumbnail for: Together AI Chennai Unified Cluster: India's $1.5B Infrastructure Shift
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Why Together AI and L&T Are Building India's First 10,000-GPU Blackwell Unified Cluster

Together AI Chennai unified cluster deploys 10,000 NVIDIA B300 GPUs to bypass networking bottlenecks. Learn why this architectural shift matters.

Thumbnail for: Alibaba Quietly Uploads Qwen3 MoE Model to Hugging Face
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Alibaba's Qwen3.8 MoE Model Leaks on Hugging Face: What It Means for Open-Source AI

Alibaba's Qwen team has quietly uploaded Qwen3.8-2.4T-A95B-FP8 to Hugging Face. Here is what this highly efficient MoE model means for open-source AI.

Thumbnail for: Alibaba Qwen 3 MoE Leak Reveals Massive 2.4T Model
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Alibaba leaks Qwen 3 MoE model on Hugging Face with 2.4 trillion parameters

Alibaba leaks Qwen3.8-2.4T-A95B-FP8 on Hugging Face, signaling a massive 2.4 trillion parameter MoE model to rival Meta's Llama open-source dominance.

Thumbnail for: How 800 VDC Power Architecture Solves AI Bottlenecks
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NVIDIA, Google, and Microsoft Unite on 800 VDC Power Architecture for AI Factories

Learn how the new 800 VDC power architecture co-developed by NVIDIA, Google, and Microsoft bypasses legacy AC-to-DC conversion losses.

Thumbnail for: NVIDIA Nemotron 3.5 Lightning: The Agentic Era's New Plumbing
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How NVIDIA Nemotron 3.5 Lightning Solves the Complex Multi-Agent Routing Problem

NVIDIA Nemotron 3.5 Lightning and NeMo Switchyard debut to solve the cost and latency bottlenecks of multi-agent AI workloads. Here is our technical analysis.

Thumbnail for: vLLM v0.27.0 Release Speeds Blackwell and Kimi K3
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The open-source vLLM inference engine gets a PyTorch 2.13 upgrade and Blackwell optimization

The vLLM inference engine v0.27.0 update introduces breaking PyTorch 2.13 changes while optimizing for Nvidia Blackwell GPUs and Moonshot AI's Kimi K3.

Thumbnail for: Meta Muse Glimmer Debuts to Power Local AI
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Meta Muse Glimmer Release Outperforms Google Gemma4-31B to Dominate On-Device AI Benchmarks

The Meta Muse Glimmer release delivers a 30B local AI model that outperforms Google's Gemma4-31B, running under 20GB VRAM on consumer GPUs.

Thumbnail for: Nvidia Orchestrates $500B AI Infrastructure Funding Deal
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How Nvidia is shifting the crushing cost of AI data centers onto Wall Street

Nvidia is coordinating a historic $500 billion AI infrastructure funding package, shifting massive data center CapEx directly to Wall Street.

Thumbnail for: Meta Muse Glimmer Brings Local Agentic AI to Consumer Hardware
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Why Meta's new open-source multimodal model changes the landscape for local developer workflows

Meta Muse Glimmer has launched. Discover how this new open-source, local, agentic, multimodal AI framework runs directly on standard consumer hardware.

ultrathink.ai
breaking

Firebird Launches CIS Region’s Largest Sovereign AI Factory With 70,000 Nvidia GPUs

The Firebird Sovereign AI factory in Armenia, built with Dell and Nvidia, secures 70k Blackwell and Rubin GPUs to challenge US tech dominance. Read more here.

Thumbnail for: Samsung Next-Generation Memory Tackles the AI Bottleneck
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How Samsung's new zHBM, zNAND-O, and BV-NAND break the hardware memory wall

Samsung next-generation memory architectures use advanced wafer-bonding to solve critical thermal and density bottlenecks in modern AI data centers.

Thumbnail for: Samsung zHBM AI Memory Targets the Hardware Bottleneck
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Samsung debuts zHBM and advanced wafer bonding to break the AI data center memory wall

Samsung's new zHBM AI memory technology uses advanced wafer bonding to bypass the data center memory wall and outpace traditional HBM4 architectures.

Thumbnail for: Liquid AI LFM2.5: The End of Cloud API Dominance
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Liquid AI LFM2.5 Delivers Desktop Agent Performance Without the High Cloud Costs

Liquid AI LFM2.5 delivers a 128K context and local tool-calling, proving on-device AI models can run agentic workloads without costly cloud APIs.

Thumbnail for: AMD Acquires Taalas to Etch AI Models into Silicon
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Why AMD's acquisition of Taalas could solve the massive power and cost bottlenecks of LLM inference

AMD acquires Taalas to hardwire AI models directly into silicon, bypassing costly GPUs to solve the industry's massive inference scale and power bottlenecks.

Thumbnail for: AI Data Center Bottleneck: Why Few Are Being Built
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Local Opposition and Grid Constraints Create a Massive AI Data Center Bottleneck

The AI data center bottleneck is tightening as local opposition and grid constraints block new construction, stalling the compute plans of tech giants.

Thumbnail for: Hugging Face Adds Baseten as Official Inference Provider
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How the Hugging Face Baseten Integration Solves the Open-Source AI Deployment Problem

Hugging Face inference providers now include Baseten, allowing developers to deploy open-source models instantly to production-grade serverless compute.

Thumbnail for: Omilia Series B Funding: Enterprise AI's Quiet $60M ARR Giant
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Why Omilia’s $67 Million Funding Shows the Power of Capital-Efficient Enterprise AI

Enterprise AI leader Omilia raises $67M Series B funding. Discover how its capital-efficient, $60M ARR model beats cash-burning foundation startups.

Thumbnail for: Anthropic Custom AI Chips: Claude Gets Bespoke Silicon
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Why Anthropic Is Building Custom AI Chips to Break the Nvidia Monopoly

Anthropic is building custom AI chips to optimize Claude and escape Nvidia's premium pricing, shaking up its partnerships with Google and AWS.

Thumbnail for: Sarvam AI Nvidia Investment Signals Sovereign Tech Push
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How Nvidia's Strategic Backing of Sarvam AI Anchors Its GPU Monopoly in India

The Sarvam AI Nvidia investment marks a geopolitical shift, valuing the startup at $1.51B as India builds its sovereign trillion-parameter AI model.

Thumbnail for: Global Venture Funding Surge: The Era of Sovereign AI Bets
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Why July’s record $65 billion VC surge marks a permanent shift to state-scale AI infrastructure

The global venture funding surge in July 2026 reached a record $65 billion, driven by massive sovereign-scale AI bets and multi-billion-dollar rounds.

Thumbnail for: Space-Based AI Supercomputer: Inside the Nvidia and SpaceX Partnership
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How Nvidia and SpaceX Plan to Bypass Terrestrial Grid Constraints with Orbital AI Compute

Discover how a space-based AI supercomputer from Nvidia and SpaceX bypasses terrestrial grid and cooling limits using Space-1 Vera Rubin modules.

Thumbnail for: NVIDIA AI Storage: Bypassing the x86 Bottleneck
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How NVIDIA is transforming AI storage from passive repositories into active silicon paths

NVIDIA AI storage gets a massive upgrade with the Vera CPU and BlueField-4 STX platform, eliminating x86 bottlenecks for agentic AI workloads.

Thumbnail for: Nvidia Leads Fast-Track AI Agent Security Standards
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How the Nvidia-Led Alliance Is Writing the Rules for Autonomous AI Agent Security

Discover how the Nvidia-backed Open Secure AI Alliance is establishing AI agent security standards to defend against autonomous threats and secure enterprise deployment.

Thumbnail for: Cursor Releases Mixture-of-Kittens MoE Megakernel for NVL72
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Why Cursor's Mixture-of-Kittens MoE Megakernel Solves Blackwell's Hidden CPU Bottleneck

The new Mixture-of-Kittens MoE megakernel by Cursor bypasses Blackwell Grace CPU bottlenecks, boosting MXFP8 throughput by 2.37x on NVL72 hardware.

Thumbnail for: NVIDIA NSF AI Hubs: Securing Academic Lock-In
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How NVIDIA is embedding its computing stack into the NSF's new regional AI hubs

NVIDIA joins the NSF AI Hubs program, embedding its hardware and software stack into US academic research to secure long-term market dominance.

Thumbnail for: Texas Data Center Halt Shakes AI Compute Infrastructure
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Why Texas Pausing Data Centers is the Ultimate Bottleneck for Frontier AI

The Texas data center halt exposes severe ERCOT grid vulnerabilities, creating a massive bottleneck for AI compute and forcing tech giants to pivot.

Thumbnail for: Nvidia Alpamayo 2 Super: Democratizing Autonomous Driving
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How Nvidia Alpamayo 2 Super challenges the closed autonomous vehicle stacks of Tesla and Waymo

Discover how the Nvidia Alpamayo 2 Super open reasoning model disrupts autonomous driving by offering a powerful open-source alternative to closed ecosystems.

Thumbnail for: OLIX AI Chip Startup Hits $3.3B Valuation
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How London's OLIX AI Chip Startup Aims to Shatter the Interconnect Bottleneck

London-based OLIX AI chip startup reaches a $3.3B valuation in a $312M Series B to tackle the data center interconnect bottleneck with silicon photonics.

Thumbnail for: NVIDIA B300 Blackwell Ultra: Built for Reasoning AI
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Why NVIDIA's B300 Blackwell Ultra is the Definitive Hardware for Agentic Reasoning

NVIDIA B300 Blackwell Ultra GPUs solve the memory bottleneck for reasoning models like DeepSeek-R1. Discover the specs of the new 144 PFLOPS DGX system.

Thumbnail for: Naver AI Factory: Bypassing CapEx With $10 Billion Deal
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Inside the $10 Billion Financial Engineering Behind Naver's Global Sovereign AI Factory

The Naver AI Factory project secures $10B from NVIDIA and Brookfield to build massive sovereign AI infrastructure without wrecking Naver's balance sheet.

Thumbnail for: Nvidia Vera CPU: Monopolizing the Agentic Data Center
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How Nvidia’s Vera CPU and Olympus Cores Lock Cloud Providers Into Its Entire AI Stack

The new Nvidia Vera CPU uses custom Olympus cores to accelerate agentic AI workloads, locking cloud providers into Nvidia's complete data center stack.

Thumbnail for: Siri AI Subscription: Apple Plans Paywall for Power Users
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Why Apple's Siri AI Subscription Signals the Death of Free Consumer AI

Apple CEO Tim Cook hints at a Siri AI subscription via iCloud+ to offset massive LLM compute costs. Here is what it means for consumer AI economics.

Thumbnail for: AI Stock Rout: 'Situational Awareness' Index Plummets 67%
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Inside the July AI Stock Rout: Why the 'Situational Awareness' Index Crashed 67 Percent

An unprecedented AI stock rout has wiped out 67% of the 'Situational Awareness' index in July 2026, signaling a harsh cooling of the AI investment bubble.

Thumbnail for: Citadel Buys Situational Awareness AI Portfolio After Losses
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Why Ken Griffin's Citadel Bought Out a Distressed AI Investment Fund Portfolio

Citadel buys Situational Awareness's stock portfolio after massive AI losses. Read how Ken Griffin is capitalizing on the AI market correction.

Thumbnail for: Nscale Acquires Anyscale to Control the AI Compute Stack
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Why Nscale’s acquisition of Anyscale redraws the battle lines for AI cloud infrastructure

Nscale acquires Anyscale, creator of Ray, to merge GPU infrastructure with software orchestration and challenge big tech hyperscalers.

Thumbnail for: SK Hynix HBM Sell-Off: AI Hardware Boom Hits Reality
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Why a 16% Korean stock plunge exposes systemic vulnerabilities in the AI infrastructure trade

The SK Hynix HBM sell-off and 16% Korean stock plunge expose growing market anxiety over whether the AI hardware infrastructure boom is starting to cool.

Thumbnail for: SK Hynix AI Chip Demand Under Fire After Market Plunge
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What the 16% Korean Stock Sell-Off Reveals About Global AI Chip Demand

A sudden 16% crash in Korean equities highlights growing anxiety over SK Hynix AI chip demand and the sustainability of the generative AI hardware boom.

Thumbnail for: AI Chip Stock Sell-Off Deepens Amid ROI Skepticism
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Why the AI Chip Stock Sell-Off Signals a Shift From Infrastructure to Real Returns

The deepening AI chip stock sell-off reflects growing Wall Street anxiety over the massive capital expenditure required for generative AI infrastructure.

Thumbnail for: Agentic AI in Scientific Computing: OpenAI's New Paradigm
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How OpenAI is using autonomous agentic AI in scientific computing to bypass traditional simulations

Discover how agentic AI in scientific computing is redefining research as OpenAI maps out a shift from static simulations to autonomous discovery agents.