NVIDIA · Tue 10 Nov

Nvidia designs graphics processing units and networking hardware used to train and run artificial intelligence models, alongside the software frameworks built around them. Truncated covers its hardware releases, data center partnerships, regulatory policies and financial results.

Tuesday 10 November

A closer look at Verano, AMD's first step toward a Zen-based superchip to rival Nvidia's Vera Rubin

AI-generated summary Madhu Rangarajan says AMD designed the upcoming Verano processors as an integrated CPU and GPU rack scale solution to compete with Nvidia's Vera Rubin superchips. AMD says Verano will feature notebook memory and a ball-grid array soldered to the board, while using xGMI links for CPU-to-GPU communications.

Also covered by Wccftech

NVIDIA CEO Huang's Troubles Send Shockwaves Across AI Chip Supply Chains As Chatter Starts About Firm Losing Dominance To Custom ASIC AI Chips

AI-generated summary NVIDIA is facing supply chain concerns and potential order slowdowns following troubles involving CEO Jensen Huang and China-related chip sales. Supply chain sources believe that competitors like AMD and custom ASIC developers such as MediaTek and Broadcom could benefit from freed production capacity.

Also covered by www.investors.com Unite.AI The Japan Times
+3 moreBloomberg International Business Times Kotaku

Running AV Reasoning Models Within Onboard Compute and Latency Limits

AI-generated summary NVIDIA introduces Alpamayo 2 Edge, an adaptive reasoning vision-language-action model designed for real-time operation on NVIDIA DRIVE AGX Thor. NVIDIA says the model improves closed-loop driving performance by 48.9% through reinforcement learning in NVIDIA AlpaGym.

Also covered by AIBot Hub | Documenting Robotics & Physical AI Innovations. NownessAI Spectrum Web Co

Agent Substrate: Advancing Kubernetes for Agents at Scale

AI-generated summary NVIDIA says open source Agent Substrate pairs with NVIDIA Dynamo and KAI Scheduler in the NVIDIA DSX AI factory platform to coordinate agent execution, inference, and shared cluster resources. NVIDIA says Agent Substrate is an open-source, security-hardened, zero-trust runtime for sandboxed agents, engineered to safely run millions of agents and tools with 10x higher density than standard containers.

Also covered by computerweekly.com

TSMC (TSM) approves $500M each for Anthropic and OpenAI

TSMC (TSM) approves $500M each for Anthropic and OpenAI

AI-generated summary Taiwan Semiconductor Manufacturing said its board approved investing up to $500 million in Anthropic at its initial public offering price and up to $500 million in OpenAI preferred stock. The board meeting also approved about $40.93 billion in capital appropriations and raised the quarterly cash dividend to NT$9.0 a share.

Also covered by Nikkei Asia AI Industry Today MacRumors
+2 moreArs Technica MacDailyNews

Elon Musk & SpaceX's Next-Gen Space AI Satellites Could Boost Peak Compute To 400kW, Says Analyst, With 10,000 NVIDIA GPU Racks Expected In Compute Capacity By 2028

AI-generated summary Analyst Jeff Pu of GF Securities estimates that SpaceX could reach 5 gigawatts of space AI computing capacity by 2028 using NVIDIA technology. Pu projects that next-generation space AI satellites will support peak compute power between 350 kilowatts and 400 kilowatts.

Going deep on local AI performance benchmarking with Apple’s Mac Studio with M5 Ultra taking on Nvidia DGX Spark — inference engine recipes mandatory for bigger models as MLX stack matures

AI-generated summary Apple’s updated Mac Studio with the M5 Ultra SoC features an 80-core GPU and options for up to 512GB of unified memory for local artificial intelligence tasks. In testing against Nvidia DGX Spark and Dell Pro Precision GB10 systems, the Mac Studio was evaluated using models such as Qwen 3.8 27B, GLM-5.3 Flash, and DeepSeek V4.1 Flash 1017.

Nvidia's crisis and the politics of an AI pause

AI-generated summary Political backlash and a crisis facing Nvidia could force a slowdown in artificial intelligence development that industry leaders have struggled to achieve voluntarily. Anthropic CEO Dario Amodei, OpenAI CEO Sam Altman, and Elon Musk have warned about the potentially catastrophic risks of advanced artificial intelligence and the need to pace its development.

Also covered by Bloomberg news.bloomberglaw.com semafor.com

Faisal Islam: What Jensen Huang told me about China, national security and persuading Trump

AI-generated summary Jensen Huang discussed artificial intelligence chips, national security, and efforts to persuade Donald Trump to lift export bans to China during a state visit. Huang asserts that computing technology is not a national security concern and argues that global dependence on US systems benefits the US.

Also covered by PC Gamer semafor.com