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Key events, in time order
Board retains former acting US Attorney; short seller flagged ties six months ago
Partners with Autobrains on autonomous driving and Commvault on secure AI data
Korean-designed AI processors and models to build on NVLink Fusion and MGX for rack-scale inference
AI stocks plunge post-midterms; Nov 17 earnings pivotal
Regulatory scrutiny rises, potentially impacting Nvidia's China compliance
Follows reports of Huang's close ties to an executive U.S. officials linked to Chinese intelligence leaks
Goldman and Apollo in talks to sell portions; Apollo buys Nvidia chips to lease to SpaceX, underscoring Nvidia's central role in AI infrastructure.
Apple's margin guidance disappoints; Nvidia overtakes intraday
Unwritten rule pressures smaller providers ahead of November event
SpaceX targets 10GW AI compute by 2027, potentially spending $400B+ on Nvidia chips
AI application extends from data centers to scientific exploration, showcasing new compute use cases
Jensen Huang notes soaring neocloud demand, but questions remain on neocloud firms' ability to sustain AI infrastructure purchases.
Nvidia is considering guaranteeing billions in debt financing for Nscale's AI data center in West Virginia.
Reports allege a suspected Chinese intelligence asset got close to Jensen Huang; company denies. Stock down 15% from highs, on pace for worst month in a year
SpaceX also among Nvidia's largest customers, boosting AI chip demand
Partnership extends beyond GPUs into CPUs and software, challenging Intel and AMD
Meta upsizes offering to $25B; NVIDIA's participation deepens capital ties
CFO: revenue per GW rises from $18B (Hopper) to $40B (Rubin), showing growth runway
SpaceX to build 10GW compute in 2027, potentially $400B+ revenue for Nvidia
Huang's forecast, grounded in client build-out trajectories, bolsters Nvidia's growth case as key AI supplier
Chipmakers and cloud giants invest in AI firms that buy back their products, raising sustainability concerns
Huang on CNBC dismisses memory oversupply fears, saying more will always be used, impacting HBM and DRAM supply chain expectations
Huang cites working capital as bottleneck, neoclouds slump on financing concerns
DSX Pod integrates 7 racks, factory pre-assembled, accelerating AI data center deployment
Collaborations with Absolute, Amadeus, Amkor, Einride cover security, travel, packaging, autonomous driving
Deal would raise Anthropic's Nscale commitment to $90B, solidifying Nvidia demand
ByteDance, Alibaba, Tencent buy 3M+ GPUs to bypass export curbs
Validated on JUPITER, potentially reducing physical qubit needs by 90%
New open-weight models for enterprise/PC, Vera CPU deal with Modal
CEO responds to market volatility in Berlin, notes classical computing growing 30-40% annually
Related — this ticker is not the subject
The multi-tranche structure keeps the debt off SpaceX's balance sheet and is billed as the largest GPU financing on record
The tie-up folds lasers into chips to ease AI data-center optical bottlenecks, while a BofA downgrade and shareholder probes pile on
AI demand drives beat; shares rise over 6% after hours, adding $50 billion in market cap
The combined AI optics supplier would top Qualcomm-NXP and Nvidia-Arm combined in deal size
The deal comes days after the company told investors it would cap new debt at that same amount through FY2030, effectively front-loading the plan
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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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