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Nvidia — AI news & analysis
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Every Pick Right story tagged nvidia — 5 articles, newest first. All news →
Nvidia is reportedly buying the shelf your open-weight models sit on — eight days after Stripe bought the router
The Information reported on 26 August 2026 that Nvidia agreed to acquire Hugging Face for $12.9B. Business Insider says the talks are unresolved. Neither company has confirmed anything. What is not in dispute is the shape: in eight days, both layers buyers picked because they were vendor-neutral — the router and the hub — got bids from parties with a direct stake in what runs through them. Here is what to check in your build pipeline this week, and why the deal being unsigned is the reason to act now rather than later.
Read story →OpenAI's Jalapeño chip posts its first numbers — and it still can't escape the memory squeeze
OpenAI published Jalapeño's first benchmark results on 25 August 2026: 1.5-1.9x more throughput per kilowatt and up to 3.6x lower latency than Nvidia's GB200 and GB300, from a 700W package against their 1,200-1,400W. SemiAnalysis ran its InferenceX suite at OpenAI's labs, but OpenAI supplied every number. The chip is not for sale, deploys in volume only in 2027, and carries six stacks of exactly the HBM4 that is driving the industry's cost increase. Here is what it changes for a buyer, and what it does not.
Read story →Nvidia's 15% server price rise puts a floor under the AI price war — and the discounts expire first
Bloomberg reported on 22 August 2026 that contract server builders have told Nvidia's largest customers that Grace Blackwell and Vera Rubin systems shipping in early 2027 will cost more than 15% extra, driven by DRAM, LPDDR and HBM4 shortages. Every headline AI price cut of the last month was set when memory was cheap, and the promotional clocks — Sol to 21 November, Gemini 3.7 Flash to 31 December — run out right where the hardware cost increase begins. Here is what that does and does not mean for your 2027 budget.
Read story →Nvidia hired 109 of Poolside's ~115 model engineers — and because it's a licence, your change-of-control clause never fired
On 20 August 2026 Nvidia agreed to pay Poolside $6B to non-exclusively license its Model Factory, plus $1B invested at a $12B pre-money valuation, and to make offers to 109 employees. Poolside's CEO has said under 115 people spanned its entire engineering and research org. The company remains legally independent, so no acquisition clause triggered anywhere. That gap — between who owns a vendor and who can still build its next model — is the thing buyers of self-hosted coding models need to start contracting against.
Read story →NVIDIA hand-delivers first Vera CPUs to Anthropic, OpenAI, SpaceX, Oracle — first standalone NVIDIA CPU lands at frontier labs
NVIDIA's Ian Buck hand-delivered the first Vera CPU systems to Anthropic (San Francisco), OpenAI (Mission Bay), SpaceX (Palo Alto), and Oracle Cloud Infrastructure (Santa Clara) at the end of May 2026. Vera is NVIDIA's first standalone data-center CPU, purpose-built for agentic AI workloads, competing directly with Intel Xeon and AMD EPYC. In full production since March 2026. The frontier-lab customer roster maps NVIDIA's $100B-class strategic compute alliances for the agentic-AI era.
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