• NVDA in talks to back roughly $250B financing for OpenAI's 10GW Ohio data‑center (covering lease/debt), plus discussions on financing up to $350B for chip purchases; stock fell several percent.
  • NVIDIA (NVDA) made a reported $5B equity investment in Safe Superintelligence and agreed a long-term partnership to supply GPUs, Vera Rubin hardware access, and boost SSI’s compute capacity ~10x.
  • NVIDIA joined the Open Secure AI Alliance and will open models, weights, training data, agent-control research and contribute the NOOA framework for testing, tracing and auditing AI agents.
  • Investor Michael Burry warned NVDA’s supply-driven boom may mimic Cisco’s dot‑com cycle, cautioning that demand optimism could be unsustainable despite short-term strength.
  • Taiwan detained an NVIDIA (NVDA) employee amid a probe into alleged chip shipments to China; report names the worker but gives no details on charges, timing, shipments, or company response.
  • NVDA-linked deals worth over $750 billion tied to semiconductor selloff as investors question durability of AI infrastructure demand.
  • NVIDIA CEO Jensen Huang met U.S. lawmakers in Washington, D.C., including a session with Sen. Mark Warner and a Capitol Hill discussion with OpenAI CEO Sam Altman on AI oversight and security.
  • NVIDIA says it's working with partners to speed deployment of efficient AI infrastructure using its DSX AI factory architecture for designing, building and running large-scale AI data centers.