Ad
Skip to content
Subscribe Now
Matthias Bastian
Matthias Bastian View the LinkedIn Profile of Matthias Bastian
Dec 31, 2025
Short News
Copy the url to clipboard Share this article Go to comment section
Read full article about: Nvidia reportedly in talks to acquire AI start-up AI21 Labs for up to $3 billion

Nvidia is reportedly in advanced negotiations to acquire Israeli AI start-up AI21 Labs, according to a report by Calcalist. The deal could be worth between two and three billion dollars. AI21 was valued at $1.4 billion during its last funding round in 2023, with both Google and Nvidia among its investors.

Similar to its recent Groq deal, Nvidia appears primarily interested in AI21's workforce. The company employs around 200 people, most of whom hold advanced degrees and have rare expertise in AI development. At the reported deal value, Nvidia would be paying roughly $10 to $15 million per employee.

AI21, based in Tel Aviv, was founded in 2017 by Professor Amnon Shashua, Professor Yoav Shoham, and Ori Goshen. The company builds large language models and offers software tools, including an agent builder. Its products target enterprise customers, with estimated annual revenue of around $50 million.

Comment Source: Calcalist
Matthias Bastian
Matthias Bastian View the LinkedIn Profile of Matthias Bastian
Dec 31, 2025
Short News
Copy the url to clipboard Share this article Go to comment section
Read full article about: Nvidia plans H200 production ramp at TSMC while China debates whether to let the chips in

Nvidia's China business is ramping up again. According to Reuters, the chip company is in talks with contract manufacturer TSMC to expand production of its H200 AI chips to meet surging demand from China. Chinese tech companies have ordered more than two million H200 chips for 2026, but Nvidia currently only has 700,000 units available.

Production at TSMC is set to begin in the second quarter of 2026, with Nvidia planning to sell the chips for around $27,000 each. ByteDance alone, TikTok's parent company, plans to spend around 100 billion yuan (about $14 billion) on Nvidia chips in 2026, according to the South China Morning Post.

The Trump administration recently cleared H200 chip exports to China with a 25 percent fee attached. However, China hasn't approved the imports yet. Officials there are still debating whether access to advanced foreign chips might slow down the country's domestic chip industry. One proposal under consideration would require every H200 order to include a certain percentage of chips made in China.

China is also working on a rule that would require domestic chip manufacturers to use at least 50 percent locally made equipment.

Comment Source: Reuters | South China Morning Post
Matthias Bastian
Matthias Bastian View the LinkedIn Profile of Matthias Bastian
Dec 28, 2025
Short News
Copy the url to clipboard Share this article Go to comment section
Read full article about: Nvidia's $20 billion Groq deal sure looks like an acquisition as 90 percent of staff moves over

In case there was any doubt that Nvidia's Groq deal is anything but a takeover in disguise: according to Axios, roughly 90 percent of the workforce—including CEO Jonathan Ross and President Sunny Madra—is moving to Nvidia. Groq will continue as an independent company under new CEO Simon Edwards.

Though officially a non-exclusive license agreement worth around $20 billion, employees and shareholders are walking away with significant payouts. Staff moving to Nvidia get cash for vested shares and Nvidia stock for unvested ones; even those at Groq for less than a year will have their vesting cliff waived for immediate liquidity. Shareholders receive about 85 percent upfront, another 10 percent in mid-2026, and the rest by year's end.

Since 2016, Groq has raised around $3.3 billion from investors including Blackrock, Samsung, and Social Capital. They're now seeing substantial returns, as the deal pushed the startup's valuation from $7 billion to roughly $20 billion. For a more in-depth look at why Nvidia made this move, see my analysis.

Comment Source: Axios
Matthias Bastian
Matthias Bastian View the LinkedIn Profile of Matthias Bastian
Dec 21, 2025
Short News
Copy the url to clipboard Share this article Go to comment section
Read full article about: Nvidia wants to create universal AI agents for all worlds with NitroGen

Nvidia has released a new base model for gaming agents. NitroGen is an open vision action model trained on 40,000 hours of gameplay videos from more than 1,000 games. The researchers tapped into a previously overlooked resource: YouTube and Twitch videos with visible controller overlays. Using template matching and a fine-tuned SegFormer model, they extracted player inputs directly from these recordings.

NitroGen builds on Nvidia's GR00T N1.5 robotics model. According to the researchers, it's the first model to demonstrate that robotics foundation models can work as universal agents across virtual environments with different physics engines and visual styles. The model handles various genres—action RPGs, platformers, roguelikes, and more. When dropped into unfamiliar games, it achieves up to 52 percent better success rates than models trained from scratch.

The team, which includes researchers from Nvidia, Stanford, Caltech, and other universities, has made the dataset, model weights, paper, and code publicly available.

Comment Source: via Jim Fan
Maximilian Schreiner
Maximilian Schreiner View the LinkedIn Profile of Maximilian Schreiner
Dec 16, 2025
AI in practice
Copy the url to clipboard Share this article Go to comment section
Read full article about: Nvidia strengthens open-source strategy with SchedMD acquisition

Nvidia is taking over software provider SchedMD to expand its presence in open-source technology. On Monday, the company confirmed it will continue to distribute SchedMD's "Slurm" software as an open-source product. The platform helps plan large-scale computing tasks in data centers, ensuring server capacity is used efficiently.

Nvidia views the technology as critical infrastructure for generative AI, noting that developers rely on it to train models. Financial terms of the deal were not disclosed. Founded in California in 2010, SchedMD employs around 40 people and serves clients like cloud provider CoreWeave and the Barcelona Supercomputing Center.

Comment Source: Nvidia