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NVIDIA Corporation (NVIDIA) is a technology company focused on accelerated computing innovation. With GPU (graphics processing unit) as its core technology, it promotes the revolution of artificial intelligence (AI), graphics rendering and high-performance computing (HPC). NVIDIA's ecosystem covers hardware (such as GPU, CPU), software platforms (such as CUDA, Omniverse) and cloud services, sustainable computing and digital twin technology.
NVIDIA and SoftBank Complete $10 Billion Investments Each in OpenAI
NVIDIA and SoftBank have each completed the final $10 billion investment from their respective $30 billion commitments to OpenAI's last funding round.
OpenAI Annual Revenue Nears $70 Billion, Nvidia Seeks Chip Financing
OpenAI launches the GPT-6.1 Sol model and Dots autonomous agents, with annual recurring revenue nearing $70 billion. Meanwhile, NVIDIA seeks insurers to help share financing risks for AI chips, while India plans to invest $25 billion to support domestic deep tech startups.
USD.AI Secures $129 Million GPU Financing Facility
Odaily — The financing will be used to support an undisclosed borrower in deploying 32 NVIDIA GB200 NVL72 systems in British Columbia, Canada. USD.AI is an on-chain lending protocol.
AI Infrastructure Company Cornellis Raises $205 Million, Launches AI Chip Networking Technology to Challenge NVIDIA
According to TechCrunch, AI infrastructure company Cornelis announced the completion of a $205 million funding round led by IAG Capital Partners. The company also launched Active Compute Fabric networking technology, designed to improve communication efficiency between AI chips and reduce GPU idle time caused by waiting for data transmission.
AI company Nuance completes $50 million Series A round, led by Lightspeed Venture Partners
According to Business Insider, Seattle-based artificial intelligence company Nuance has announced the completion of a $50 million Series A funding round, led by Lightspeed Venture Partners, with participation from Accel, NVIDIA's NVentures, South Park Commons, and Define Ventures. Founded last year by three former Apple researchers, Nuance aims to develop multimodal AI models with enhanced emotional understanding capabilities. The company completed a $10 million seed round led by Accel in July of last year.
NVIDIA Considers $10 Billion Investment to Support Anthropic's Largest IPO in History
Reuters reported that Anthropic is seeking to raise $100 billion, aiming to set an IPO record, with a valuation potentially reaching $2 trillion. Nvidia is considering participating in a $10 billion investment.
NVIDIA Releases AI Security Software, Says It Could Have Prevented the Hugging Face Hack
Odaily News NVIDIA has launched a suite of software security tools for AI agents, claiming that these tools could have prevented the hacking incident involving Hugging Face. Hugging Face is an AI programming hub, and NVIDIA acquired it for $13 billion months after it was breached by OpenAI's rogue AI agent. The tool, called OpenShell, leverages NVIDIA CPU hardware features to constrain AI agents and is partnering with Arm and Intel to ensure compatibility. Another system, Sentry, can cut off rogue agents attempting to escape their containers. NVIDIA CEO Jensen Huang has refused broad AI security regulation, treating rogue agents as an engineering problem. (Reuters)
NVIDIA Releases Open-Source AI Agent Security Platform OpenShell 0.1.0
NVIDIA has officially released the open-source AI agent runtime platform OpenShell 0.1.0. The platform is designed to establish security boundaries and runtime controls outside the workload without modifying the AI agent's own code. OpenShell integrates technologies such as kernel-level sandbox execution, external oversight services, external credential injection, and formal policy verification, enabling fine-grained interception of HTTP, GraphQL, and MCP network traffic (such as permitting data reads while blocking writes) to prevent sensitive credentials from leaking.
Bernstein: AI Slowdown Talk Heats Up, Compute Spending Plans Remain Unchanged
According to TechFlow Research, a September 14, 2026 report from Bernstein states that Anthropic CEO Dario Amodei has proposed a "pace framework," advocating for a slowdown in the rate of AI model capability advancement, encompassing three steps: third-party evaluations, US regulation covering all AI companies, and coordination with China. The semiconductor sector is up 67% year-to-date, down 19% from its June high, and rebounded 13% from its July low. Bernstein believes that a slowdown in pace does not mean a slowdown in spending; Dario is referring to capping training compute, not halting training altogether, suggesting a shift from extremely fast to moderately fast. AI semiconductor demand is increasingly driven by inference, and current compute capacity falls far short of meeting the requirements of existing models. Concerns regarding China may be the larger driver behind the proposal, with Dario recommending the maintenance of bans on chip and equipment exports to China. Bernstein maintains a positive outlook on the AI buildout, setting price targets of $400 for NVIDIA, $575 for Broadcom, and $700 for Applied Materials, all with an Outperform rating.
NVIDIA Establishes U.S. Political Action Committee NVPAC Funded by Voluntary Employee Donations
According to Bloomberg, NVIDIA has established the NVIDIA Corporation Employees Federal Political Action Committee (PAC), which will make political contributions to U.S. federal candidates through voluntary donations from eligible employees. The move comes as the U.S. Congress and the Trump administration discuss an AI regulatory framework. With a market capitalization exceeding $5 trillion, NVIDIA’s chips serve as critical infrastructure for the AI industry, and the company continues to expand its policy influence in Washington.
NVIDIA plans to establish employee-funded U.S. political action committee NVPAC
Odaily News: According to sources familiar with the matter, NVIDIA plans to establish an employee-funded U.S. Political Action Committee (PAC) named NVPAC, aimed at participating in U.S. political activities and supporting related policy initiatives.Sources indicated that the committee's funding will primarily come from personal donations by NVIDIA employees, with specific operational details and areas of support yet to be announced.In recent years, as artificial intelligence, chip export controls, and technology regulatory policies have drawn heightened attention from the U.S. government, tech companies like NVIDIA have been intensifying their engagement with policymakers. The establishment of NVPAC is also seen as a step by NVIDIA to further participate in shaping the U.S. policy environment.
Aethir officially launches ACCELERATE program, securing 10 data center sites in the US and Europe, with a target contract scale exceeding $2 billion
Odaily News Aethir announced today the launch of the ACCELERATE strategic initiative, securing access to 10 AI data center sites across the US and Europe, with a total capacity of up to 20 megawatts. According to official disclosures, the total contract value of these sites will exceed $2 billion upon full completion, with an estimated contract value of up to $700 million expected to be finalized by the end of 2026. The sites will support NVIDIA B300 and GB300 clusters, with node scales ranging from 64 to 256 units, and deployment cycles measured in months—unlike the multi-year construction timelines of traditional data centers.Aethir also announced an update to its IDC tokenomics policy, introducing a burn mechanism and a floating platform fee. The Aethir Foundation holds equity in Axe Compute.
Analysts: AI-Related ETFs May See Breakout After NVIDIA Hits New Highs
Crypto analyst Ali posted on the X platform stating that Nvidia (NVDA) shares reached an all-time high of $237.88 on October 2, rising nearly 14% since September 14. The stock is currently testing the upper channel resistance and is poised to potentially climb toward a $260 target. With the AI sector regaining market focus, AI-related ETFs may see breakout rallies. The Direxion Daily Semiconductor Bull 3X ETF (SOXL) aims to generate triple the daily performance of the semiconductor index and has recently displayed breakout tendencies. If the support around $150 holds, a follow-through target of $210 comes into view. The Roundhill Memory ETF (DRAM), which primarily invests in global memory chip manufacturers, is currently consolidating in an ascending triangle pattern. A decisive break above $64 could open further upside room toward an $80 target. Ali believes the subsequent performance of these two ETFs will likely confirm the ongoing extension of the AI cycle.
"AI Stock God" Leopold Has Unwound Put Options on NVIDIA and Others, Core Positions Remain Concentrated in Semiconductors and AI Infrastructure
The latest portfolio holdings of "AI Oracle" Leopold Aschenbrenner show that his core positions remain concentrated in semiconductor and AI infrastructure-related companies, with SanDisk (SNDK) and Micron (MU) accounting for approximately 28% and 27.5% of the portfolio respectively, ranking as the highest-priority holdings.
Korean Retail Investors Make Major Portfolio Shifts in September: Sell Off NVIDIA and SK hynix, Pour $400 Million Into SOXL
According to Korean media outlet MK and data from the Korean Securities Information Portal, since September, Korean individual investors have significantly trimmed their positions in multiple U.S. semiconductor stocks while simultaneously adding to semiconductor leveraged ETF holdings. Net selling exceeded $100 million for Micron, $68.61 million for SanDisk, $49.37 million for Marvell Technology, and $15.56 million for NVIDIA. The SK hynix ADR, which recently debuted on the NYSE in July, recorded net selling of $46.16 million during the same period, contrasting with cumulative net purchases of $811 million through the end of August.
NVIDIA Earnings Beat Expectations as Bitcoin Tests $81,000 Resistance Level
Boosted by Nvidia's strong Q2 earnings, the Bitcoin spot price has rebounded to the $81,000 range. As August options expiration approaches, analysts believe key selling pressure is easing, indicating greater upside potential once the price breaks through $82,000.
NVIDIA Rarely Provides Early Guidance for Fiscal 2028 Revenue Growth of Approximately 70%
NVIDIA announced better-than-expected second-quarter earnings after hours and, unusually, issued advance fiscal-year performance guidance. The company projects FY2028 revenue to increase by roughly 70%, significantly surpassing analysts’ expectations of 44%, with actual growth likely to be even higher given ongoing supply constraints.
NVIDIA Releases $108 Billion Revenue Guidance, Shares Fall 2% in After-Hours Trading
NVIDIA expects third-quarter revenue to reach $108 billion, exceeding the average analyst estimate but falling short of some market forecasts. Following the earnings report, its stock dipped approximately 2% in after-hours trading, sparking market concerns over the pace of AI capital expenditure growth and the potential for an industry bubble.
NVIDIA Releases AI Security Software, Says It Could Have Prevented the Hugging Face Hack
Odaily News NVIDIA has launched a suite of software security tools for AI agents, claiming that these tools could have prevented the hacking incident involving Hugging Face. Hugging Face is an AI programming hub, and NVIDIA acquired it for $13 billion months after it was breached by OpenAI's rogue AI agent. The tool, called OpenShell, leverages NVIDIA CPU hardware features to constrain AI agents and is partnering with Arm and Intel to ensure compatibility. Another system, Sentry, can cut off rogue agents attempting to escape their containers. NVIDIA CEO Jensen Huang has refused broad AI security regulation, treating rogue agents as an engineering problem. (Reuters)
One week after the NVIDIA-led AI Safety Alliance OSAA was established, it has already gathered over 120 companies.
According to TechCrunch, the Open Safety AI Alliance (OSAA), led by Nvidia, has exceeded 120 member companies just one week after its establishment, including tech and financial giants such as Adobe, BlackRock, Cisco, Intel, Microsoft, and Visa. During the Black Hat Cybersecurity Conference held in Las Vegas this week, the alliance established a working group named "Shared AI Findings Exchange" (SAFE) and has submitted multiple proposals open for public comment, managed by the Linux Foundation. The proposals cover confidential reporting mechanisms for AI cybersecurity incidents, alert processes for affected parties, and no-fault attribution analysis frameworks. Meanwhile, member companies are also actively contributing open-source technologies: Nvidia open-sourced the LLM vulnerability scanning tool Garak, Amazon contributed the agent building tool Strands Agents and authorization language Cedar, and Okta and Red Hat are advancing agent identity authentication and governance technologies respectively. Notably, Anthropic, OpenAI, and Google have not yet joined the alliance, although OpenAI and Google previously co-signed the open letter that spurred the creation of the alliance.
Jensen Huang: Establish Open Security AI Alliance to Strengthen Cyber Defense Capabilities with Open Models
NVIDIA CEO Jensen Huang stated that attackers have begun using frontier AI, and defenders similarly need to establish a frontier AI ecosystem composed of the best open-source and closed-source models, and leverage the global community to enhance defense capabilities.
Goldman Sachs: Palantir's FDE moat is deeper than expected, verticalization catalyzes growth
According to research, Goldman Sachs' September 28, 2026 research report indicates that Goldman Sachs hosted an investor meeting with Palantir CFO Dave Glazer, maintaining a Neutral rating with a 12-month price target of $204, reflecting 7.6% upside. Approximately 97% of clients utilize AIP Evolve, with contracts typically spanning around three years, and clients often expand engagements roughly 18 months post-deployment. One major potential competitor withdrew from direct competition after evaluating this growth strategy. Goldman Sachs believes that Palantir's frontline deployment engineer (FDE) moat offers greater stickiness than standard FDE deployment. Competitive pressure mainly stems from internal enterprise IT, while model vendors and data platforms provide complementary positioning. The three vertical focus areas are: Financial Services, which will add a former AIG CEO; Semiconductors, partnering with NVIDIA; and Next-Gen Cloud, collaborating with Nebius. The $204 price target is based on a 60x multiple applied to free cash flow estimates for Q5 through Q8.
OpenAI Annual Revenue Nears $70 Billion, Nvidia Seeks Chip Financing
OpenAI launches the GPT-6.1 Sol model and Dots autonomous agents, with annual recurring revenue nearing $70 billion. Meanwhile, NVIDIA seeks insurers to help share financing risks for AI chips, while India plans to invest $25 billion to support domestic deep tech startups.
NVIDIA Releases AI Security Software, Says It Could Have Prevented the Hugging Face Hack
Odaily News NVIDIA has launched a suite of software security tools for AI agents, claiming that these tools could have prevented the hacking incident involving Hugging Face. Hugging Face is an AI programming hub, and NVIDIA acquired it for $13 billion months after it was breached by OpenAI's rogue AI agent. The tool, called OpenShell, leverages NVIDIA CPU hardware features to constrain AI agents and is partnering with Arm and Intel to ensure compatibility. Another system, Sentry, can cut off rogue agents attempting to escape their containers. NVIDIA CEO Jensen Huang has refused broad AI security regulation, treating rogue agents as an engineering problem. (Reuters)
NVIDIA Releases Open-Source AI Agent Security Platform OpenShell 0.1.0
NVIDIA has officially released the open-source AI agent runtime platform OpenShell 0.1.0. The platform is designed to establish security boundaries and runtime controls outside the workload without modifying the AI agent's own code. OpenShell integrates technologies such as kernel-level sandbox execution, external oversight services, external credential injection, and formal policy verification, enabling fine-grained interception of HTTP, GraphQL, and MCP network traffic (such as permitting data reads while blocking writes) to prevent sensitive credentials from leaking.
Trump to Launch U.S. Government Website America.gov, with Jensen Huang, Elon Musk and Others Expected to Attend
Odaily News: U.S. President Trump will hold an event next Tuesday to launch a new government website, America.gov, which aims to consolidate information and resources scattered across multiple federal agencies and will introduce AI tools to help citizens access government services. WEARThe event is expected to focus on topics including AI, energy, healthcare, space, and agriculture. NVIDIA CEO Jensen Huang, Tesla CEO Elon Musk, Anthropic co-founder Tom Brown, and U.S. Vice President JD Vance are expected to attend. (Bloomberg)
Long.xyz currently prioritizes asset distribution and scale growth over fee sharing or high-yield incentives
Odaily reports: Nate posted on X that LONG builds liquidity around tokenized stock trading pairs. The main problem in the current crypto market is not a lack of trading activity, but a lack of stability; deep liquidity raises the cost of market manipulation and concentrated supply, and helps the market absorb extreme volatility. Stock trading pairs can serve as a secondary market for tokenized stocks, enabling liquidity providers to participate in trading, arbitrage, and subsequent lending applications.Taking the AI/NVIDIA trading pair as an example, when NVIDIA stock rises 20%, the USD value of NVIDIA in the liquidity pool will simultaneously rise to approximately 1.2x. Selling the same amount of AI can yield a higher USD value, but the actual effect depends on liquidity depth. Arbitrage activity between AI/NVIDIA, AI/USDG, and NVIDIA/USDG is used to maintain on-chain implied price synchronization; the deeper the NVIDIA liquidity in the pool, the more stable the arbitrage process. Nate stated that at this stage, LONG places greater emphasis on asset distribution and scale growth, rather than immediately providing high yields to holders through fees or dividends. Once asset scale expands, value can be returned to holders through dividends, voting rights, or accumulating NVIDIA. The team previously provided approximately $200,000 worth of liquidity to the AI/NVIDIA pool and LongX-related assets respectively; if included in the community treasury, the value of NVIDIA held could increase by approximately double. Regarding high-tax-rate trading pools and token-holding dividend mechanisms, Nate stated that such models are easily replaced by low-fee pools and rely on highly concentrated and active liquidity management. Therefore, LONG will not support such mechanisms by default, but instead hopes to encourage users to hold for the long term through stock correlation, liquidity, and organic growth.
Related news
Analysts: AI-Related ETFs May See Breakout After NVIDIA Hits New Highs
Crypto analyst Ali posted on the X platform stating that Nvidia (NVDA) shares reached an all-time high of $237.88 on October 2, rising nearly 14% since September 14. The stock is currently testing the upper channel resistance and is poised to potentially climb toward a $260 target. With the AI sector regaining market focus, AI-related ETFs may see breakout rallies. The Direxion Daily Semiconductor Bull 3X ETF (SOXL) aims to generate triple the daily performance of the semiconductor index and has recently displayed breakout tendencies. If the support around $150 holds, a follow-through target of $210 comes into view. The Roundhill Memory ETF (DRAM), which primarily invests in global memory chip manufacturers, is currently consolidating in an ascending triangle pattern. A decisive break above $64 could open further upside room toward an $80 target. Ali believes the subsequent performance of these two ETFs will likely confirm the ongoing extension of the AI cycle.
"AI Stock God" Leopold Has Unwound Put Options on NVIDIA and Others, Core Positions Remain Concentrated in Semiconductors and AI Infrastructure
The latest portfolio holdings of "AI Oracle" Leopold Aschenbrenner show that his core positions remain concentrated in semiconductor and AI infrastructure-related companies, with SanDisk (SNDK) and Micron (MU) accounting for approximately 28% and 27.5% of the portfolio respectively, ranking as the highest-priority holdings.
NVIDIA and SoftBank Complete $10 Billion Investments Each in OpenAI
NVIDIA and SoftBank have each completed the final $10 billion investment from their respective $30 billion commitments to OpenAI's last funding round.
Goldman Sachs: Palantir's FDE moat is deeper than expected, verticalization catalyzes growth
According to research, Goldman Sachs' September 28, 2026 research report indicates that Goldman Sachs hosted an investor meeting with Palantir CFO Dave Glazer, maintaining a Neutral rating with a 12-month price target of $204, reflecting 7.6% upside. Approximately 97% of clients utilize AIP Evolve, with contracts typically spanning around three years, and clients often expand engagements roughly 18 months post-deployment. One major potential competitor withdrew from direct competition after evaluating this growth strategy. Goldman Sachs believes that Palantir's frontline deployment engineer (FDE) moat offers greater stickiness than standard FDE deployment. Competitive pressure mainly stems from internal enterprise IT, while model vendors and data platforms provide complementary positioning. The three vertical focus areas are: Financial Services, which will add a former AIG CEO; Semiconductors, partnering with NVIDIA; and Next-Gen Cloud, collaborating with Nebius. The $204 price target is based on a 60x multiple applied to free cash flow estimates for Q5 through Q8.
OpenAI Annual Revenue Nears $70 Billion, Nvidia Seeks Chip Financing
OpenAI launches the GPT-6.1 Sol model and Dots autonomous agents, with annual recurring revenue nearing $70 billion. Meanwhile, NVIDIA seeks insurers to help share financing risks for AI chips, while India plans to invest $25 billion to support domestic deep tech startups.
Spot Gold Plunges Nearly 4% as NVIDIA Increases $150 Billion Share Buyback
Spot gold plunged nearly 4% intraday as mediators prepare for separate talks with the US and Iran, while Trump denied reports of related negotiations. Nvidia was approved for an additional $150 billion in stock buyback authorization.