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2026-10-13

How Rare Is Nvidia's Record Profit Margin?
After paying the costs of running its business, NVIDIA (NVDA) now keeps about 65 cents of every dollar it sells. The company supplies the chips and systems that go into AI data centers. Measured over the last twelve months, this operating margin is the highest Nvidia has recorded in ten years. What would you guess that figure usually is for Nvidia.
Nvidia DLSS 5 is coming to Hogwarts Legacy and is 2x faster than before
Nvidia’s neural rendering just got upgraded
NVIDIA Announces Software Ecosystem Updates Ahead of RTX Spark Laptop Launch
NVIDIA and partners roll out AI agent tools, creative app optimizations, and developer frameworks for RTX Spark laptops launching October 16, 2026.
Nvidia boosts DLSS Frame Generation with new “Preset C” beta
Nvidia boosts DLSS Frame Generation with new “Preset C” profile With a new Nvidia App beta update, Nvidia has released a faster “Performance Mode” for its DLSS Frame Generation and Multi Frame Generation technologies. With this beta, Nvidia RTX 40 GPUs, RTX 50 GPUs, and RTX Spark laptops can benefit from DLSS Frame Generation’s new […]
Nvidia adds 64GB DGX Spark configuration for local AI development
Nvidia unveils a 64GB DGX Spark desktop AI computer, doubling memory to let developers run larger models locally this month.
Sunnov Investment reviews Nvidia record buyback
Sunnov Investment reviews Nvidia record buyback
China wants to break its dependence on Nvidia, but its AI companies are buying more of its chips
Despite US export restrictions and Beijing's push for homegrown processors, Chinese technology giants are struggling to find enough computing power to support their rapidly expanding AI ambitions.
Chinese Tech Firms Bought 1 Million Nvidia Gaming Chips This Year. Here’s Where It Shows Up
Nvidia (NVDA:NASDAQ) has said its share of China’s AI accelerator market is effectively zero, but Chinese tech companies are still buying its hardware by the million. According to a Financial Times report published on October 13, Chinese groups have bought more than 1 million Nvidia gaming and workstation chips this year to cover a shortfall in AI computing power.

2026-10-12

NVIDIA Open-Sources CAD Kernel! The Expanding Possibilities of CAD with SMLib and AI｜小原 照記（テルえもん）
Hello, this is Teruemon.As someone involved in 3D CAD for work, there was some news that caught my attention.NVIDIA has released the NURBS-based BRep solid modeling library, "USD BRep," in the "usd-brep" repository on GitHub. The repository includes SMLib-related code and tools, and the USD BRep
Nvidia's China AI-chip share falls as Huawei closes gap, report finds
Nvidia's share of China's market for data-centre AI chips fell to 34% in the first half of 2026, as US export controls restricted supplies of its products and domestic rivals led by Huawei gained ground, according to an IDC report seen by Reuters.
Nvidia’s Equity Investments Consume Half Its Free Cash Flow. Can the Payout Pace Last?
Nvidia passed our low-debt and strong-cash-flow screen. See the other businesses that cleared those financial hurdles alongside it. The chip business generates substantial cash, but shareholders also need to account for money invested in other companies. That spending sits outside the usual free-cash-flow calculation and can change how much remains for capital returns. NVIDIA Corporation […]
Meet the modders porting ringfenced DLSS features to older GPUs — how DLSS 5 and Multi-Frame Generation were unlocked for older architectures
Modders UncleBurrito and Dashdogy speak on recent developments in the scene.
You cannot understand it by looking only at NVIDIA. The relationship between 3 companies that decodes the AI semiconductor market
— Considering the future of AI investment from the growth structures of NVIDIA, TSMC, and ASML —Information reference date: October 12, 2026 (JST) | Stock price: Closing price of the US market on October 9, 20261 | You cannot see the big picture of the AI market with NVIDIA aloneMany people prob
Nvidia tackles AI factory scaling bottlenecks with open rack designs and networking advances
Nvidia tackles AI factory scaling bottlenecks with open rack designs and networking advances - SiliconANGLE
Nvidia, Cisco and partners introduce new pluggable optics format for AI data centers
Nvidia, Cisco, TE Connectivity and Amphenol back a new pluggable optics form factor as AI data centers push for faster, more efficient networks.
Samsung’s HBM4E Passes Nvidia’s Tests: The Memory That Could Decide the Next AI Race
Samsung's HBM4E passed Nvidia's Rubin Ultra qualification. What changed this HBM generation, and why the AI memory shortage raises prices.

2026-10-11

How to use OpenShell: NVIDIA's 4-step sandbox for running AI without handing over keys, and the first destinations to allow
When you entrust work to AI, what is the scariest thing?For me, it's the "keys." API keys, login tokens, cloud credentials. If even one is left in a folder the AI can read, the AI can read it and send it somewhere else.We run 30 AI employees every day, and we have maintained this boundary with o
Nvidia’s Nemotron 3.5 Ships at 30B, Eyes 1T Params [2026]
Nvidia shipped 30B-parameter Nemotron 3.5 Lightning in August, and reports say a 1-trillion-parameter Nemotron 4 could follow this fall.
Nvidia Open Sources a Voice AI That Talks and Listens at Once
Nvidia's PersonaPlex-7B is a free, open-source full-duplex voice AI built on Kyutai's Moshi, hitting 240ms interruption latency and 90.8% turn-taking.
Why NVIDIA Is Holding Up as AI Credit Fears Hit Broadcom and Oracle
NVIDIA is holding up better than Broadcom and Oracle as AI credit fears grow. Rising earnings estimates, Oracle's debt burden and customer concentration...
NVIDIA is full of shit
Since the disastrous launch of the RTX 50 series, NVIDIA has been unable to escape negative headlines: scalper bots are snatching GPUs away from consumers before official sales even begin, power connectors continue to melt, with no fix in sight, marketing is becoming increasingly deceptive, GPUs are missing processing units when they leave the factory, and the drivers, for which NVIDIA has always been praised, are currently falling apart. And to top it all off, NVIDIA is becoming increasingly insistent that media push a certain narrative when reporting on their hardware.

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