Nvidia

Google rolled out two more of its custom AI chips on Monday, and the company says it has now shipped four new TPU systems in a single year — a first in the decade-plus history of its in-house silicon. The new systems are TPU 8tx, built for confidential inference, and TPU 8i Max, built for AI agents that chew through massive context windows. The announcement came Monday morning from Amin Vahdat, Google’s senior vice president and chief technologist for AI and infrastructure. It fills out an eighth-generation TPU lineup that started in April with the 8t training chip and the 8i reasoning chip. “This is the first time we have introduced four TPU systems in a single year,” Vahdat wrote in the announcement. ...

Nvidia’s board opened an independent investigation into CEO Jensen Huang on Sunday, November 8, after reports that he was the target of a foreign intelligence effort tied to a Chinese businesswoman, Alice Huang, a former executive at Singapore-based Megaspeed. Huang told employees he had been unfaithful to his wife, while the board said it has no reason to believe national security or Nvidia secrets were compromised. Full story in slides above — Sources: The New York Times, The Verge, Associated Press, USA Today, November 8–9, 2026. ...

Nvidia’s board opened an independent investigation into CEO Jensen Huang on Sunday, November 8, hours after the chipmaker’s chief admitted to an affair with a woman accused of working for Chinese intelligence. The Nvidia CEO Jensen Huang investigation lands at the worst possible moment for the world’s most valuable company: its chips sit at the center of the AI boom, its sales to China are already under a microscope in Washington, and its stock just lost $450 billion in market value in a single trading day last week. ...

The US Commerce Department approved a company in China to handle Nvidia’s H200 AI chips even though the firm’s listed Beijing office was empty, according to a New York Times investigation published Saturday. New Matrix had been created about 17 months earlier, and reporters who visited its registered address found a vacant room with wires hanging from the ceiling where lights should have been. The Times described the space as “a hollow gray shell with wires dangling from the ceiling where lights should be.” Its building directory did not list New Matrix, and staff at the property management office said they had no record of the company. ...

Agility Robotics began trading on Nasdaq under the ticker AGLT on November 5, 2026, after closing its merger with Churchill Capital Corp XI — the first US listing of a pure-play humanoid robotics company, valued at about $2.5 billion. Full story in slides above — sources: TechRepublic, The Gadgeteer, Modern Robotics, Crypto Briefing, November 5–7, 2026. Sources: TechRepublic, The Gadgeteer, Modern Robotics, Crypto Briefing

Wall Street’s AI trade just had its worst day in more than six years. The Nasdaq 100 fell 6.4% on Thursday, erasing a record $2.3 trillion in market value in a single session as investors dumped chip stocks and AI names after the Democrats’ midterm sweep. It was the tech-heavy index’s worst day since March 16, 2020, at the height of the Covid crash. The Nasdaq Composite dropped 5.5%, the S&P 500 lost 4.4% in its worst session since April 2025, and the Dow fell 3.44%, or 1,833 points. All 30 Dow stocks finished in the red. ...

US stocks tumbled on Thursday, November 5, wiping out the previous session’s post-midterm rally as investors sold chip and AI stocks. The Nasdaq Composite fell more than 4% to 24,655.51, the S&P 500 dropped 3.11% and the Dow lost 2.36%, with over $2 trillion in market value erased. Full story in slides above — Sources: Reuters, CNBC via Business Today, The Economic Times, November 5, 2026.

Fal just raised $1.3 billion, and the number that matters most is not the check size. It’s the speed of the repricing: the San Francisco startup is now valued at $16 billion, double the $8 billion valuation it carried in April 2026. For Fal AI inference, that jump says where investors think AI money is moving next, from building models to running them at scale. Fal announced the round on Tuesday, November 3, alongside a completed Series E. Bessemer Venture Partners led the new Series F, with Nvidia, Sound Ventures, HOF Capital and T. Rowe Price also taking part. Bloomberg reported the $16 billion valuation, and TechCrunch confirmed the round’s size and lead investor. Fal described Nvidia as a strategic investor, which matters when the biggest bottleneck in this business is access to chips and computing capacity. ...

AMD just gave the AI spending debate its loudest answer yet. The chipmaker reported third-quarter results after the closing bell on Tuesday, November 3, and the numbers landed on the bullish side of nearly every line that mattered: record revenue, a data center business that nearly doubled, and a fourth-quarter forecast well above what Wall Street had penciled in. Shares rose about 8% in extended trading after the release, according to Reuters, a move that capped a regular session in which the stock had already gained 3.65%. It was the kind of reaction that says less about one quarter and more about the question hanging over the whole AI trade: is the infrastructure spending still accelerating, or starting to cool? ...

Meta is going back to the bond market for as much as $25 billion. The Meta $25 billion bond sale, reported Tuesday by CNBC and first flagged by Bloomberg, would help pay for the data centers, chips, and AI models behind chief executive Mark Zuckerberg’s push toward personal superintelligence. About two-thirds of the debt is expected to be denominated in U.S. dollars and the rest in euros, according to people familiar with the plans who spoke to both outlets on condition of anonymity because the details are private. Final pricing was expected Tuesday afternoon. Meta declined to comment. ...

Nvidia is in talks to guarantee billions of dollars in debt financing for Nscale’s planned data center campus in West Virginia, a site built for Anthropic, The Information reported Thursday, with Bloomberg later corroborating the report. If it goes ahead, the deal would put the world’s most valuable chipmaker in the unusual position of cosigning a customer’s construction loans. Anthropic has already signed a $44.6 billion contract for the campus’s first building alone, according to Nscale’s IPO filing. That building is planned at 460 megawatts and is expected to run on Nvidia’s next-generation Vera Rubin chips, while the companies are also discussing a second deal worth roughly $45 billion for another building. ...

Apple is the world’s most valuable company again, and it got there by falling less than everyone else. At the close on Friday, October 30, Apple’s market value stood at about $5.03 trillion, edging past Nvidia’s $4.93 trillion, Bloomberg reported. Apple shares slipped 1.2% to $344.63 on the day. Nvidia dropped 4.2% to $204.64. That roughly $100 billion gap was enough to hand Apple a title it last held briefly in late July. ...

More than $2 trillion in market value was set to be wiped from the tech-heavy Nasdaq 100 during October, as Big Tech earnings turned a debate about AI spending into a full-blown Nasdaq selloff over AI spending. Nasdaq 100 futures slid 2.4% on Friday morning, after Amazon fell 6.3% in premarket trading and Intel cratered more than 25% on a warning that it will burn cash this year. Amazon and Intel alone were set to erase about $300 billion in combined market value if those losses held, adding to the index’s roughly $1.4 trillion loss so far this month. By 1:20 p.m. Eastern time, the Nasdaq Composite was down 3.1%, heading for its worst day since June, according to the Associated Press. ...

The Justice Department is asking hard questions about Nvidia’s $12.93 billion deal to buy Hugging Face, and the chipmaker’s rivals should pay attention. Reuters reported on Wednesday that federal antitrust officials have inquired into how the acquisition would affect competition in artificial intelligence, citing two people familiar with the matter. CNBC later confirmed the inquiry with its own source. At the center of the probe is a simple worry: Hugging Face is where much of the AI world goes to get its models. Its platform hosts open-source models, datasets, and developer tools, and investigators want to know whether owning it would let Nvidia capture what Reuters’ sources described as a fundamental distribution point for AI. ...

OpenAI plans to buy Google TPU chips, The Information reported on Tuesday, in a move that would put ChatGPT’s maker on its rival’s silicon for the first time as an owner rather than a renter. The report, citing a person familiar with the matter, did not disclose financial terms or a timeline for any purchase. That’s a striking shift for a company that has built its empire on Nvidia hardware. OpenAI is already one of the largest buyers of Nvidia’s graphics processing units, the chips it uses to train AI models and run them for users. Amazon, Microsoft and Google parent Alphabet plan to spend as much as $600 billion combined this year on AI infrastructure, according to Reuters, and OpenAI’s reported purchase sits right in the middle of that spending race. ...

Nvidia said on Tuesday it will invest $3 billion in Meta’s equity offering as the two companies deepen their partnership on the Muse AI assistant. Meta plans to expand its use of Nvidia hardware, including Vera Rubin systems, while the companies work to improve Muse models and agents. Full story in slides above. Sources: Reuters, Dow Jones Newswires via Morningstar, The Motley Fool, October 27, 2026.

Oracle is doubling down on Nvidia and hedging at the same time. On Tuesday, the cloud company said it will expand to “multi-gigawatt scale” with Nvidia’s newest Vera Rubin AI servers, while also offering chips from Nvidia rivals for the first time. It’s a big order of confidence in Nvidia’s hardware, wrapped in a clear message: Oracle doesn’t want to be locked into one chipmaker. The companies did not disclose what the expanded deal is worth. But Nvidia CEO Jensen Huang has previously said Vera Rubin systems can generate up to $40 billion in revenue per gigawatt for the chipmaker, which gives a sense of the scale involved when a cloud provider talks in gigawatts rather than server racks. ...

Nvidia is buying into its own customer. The chipmaker said Tuesday, October 27, 2026, that it will invest $3 billion in Meta’s equity offering and expand the Nvidia Meta Muse partnership, a deal that ties the world’s most important AI chip supplier directly to one of its biggest buyers. Meta announced the expanded Muse partnership the same morning it upsized its equity fundraising to $97.5 billion, the largest in the company’s history. Nvidia’s $3 billion is a small slice of that total. Its meaning is much larger than its size. ...

Meta said Monday it plans to raise up to $95 billion in new equity to fund its AI expansion, starting with about $35 billion in stock offerings and a $60 billion share-sale program to follow. Full story in slides above — Sources: Reuters, The Hindu BusinessLine, October 26, 2026.

Meta went to Wall Street for money on Monday, and it didn’t ask for a little. The Facebook parent launched about $35 billion in stock offerings on October 26, 2026, to help pay for the data centers, chips and AI systems behind its “personal superintelligence” push. Shares had closed Friday at $642.62, and trading turned choppy in the premarket hours after the announcement. That’s a lot of stock. The $35 billion stock sale, piece by piece The offering comes in two parts, according to Meta’s announcement and filings reported by Reuters and Bloomberg. About $22.5 billion is Class A common stock, sold through forward sale agreements with Morgan Stanley and Goldman Sachs as lead bookrunners. The other roughly $12.5 billion is depositary shares representing mandatory convertible preferred stock, which convert automatically into common stock around August 15, 2029. Don’t expect Meta to bank the forward-sale cash right away. Under a forward sale, banks borrow shares and sell them now, and Meta receives cash at settlement, which is due no later than November 19, 2027, if it settles by delivering new shares. ...