Nvidia – Breaking News & Latest Updates 2026
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Nvidia

Nvidia is one of the world’s biggest computer chip companies, best known for its line of graphics processing units or GPUs. Although the firm had its start in the world of consumer gaming, in recent years it’s grown into a true tech titan with diverse investments in self-driving cars, cloud computing, supercomputing, and artificial intelligence. The parallel processing power of Nvidia’s GPUs has proven to be particularly good at machine learning tasks, and its chips are in high demand not only from AI researchers but any business with an interest in artificial intelligence. From 2015 onwards, Nvidia’s share price grew sharply, allowing the company to make some key acquisitions, including UK chip designer ARM, which it announced it would purchase in September 2020 for $40 billion. Nvidia was founded in 1993 by Jensen Huang, who is currently the firm’s CEO. Known for his leather jackets and upbeat corporate presentations, Huang is a familiar figure to anyone interested in tech.

Emma Roth
Emma Roth
China’s Moonshot trained its AI model on a restricted Nvidia chip, White House claims.

Michael Kratsios, the White House Office of Science and Technology Policy director, writes on X that Moonshot accessed Nvidia’s high-end GB300 processors in Thailand, which are subject to strict export controls. Kratsios also accuses Moonshot of distilling Anthropic’s Fable AI model to build Kimi K3, an open-source AI system claimed to rival flagship models from US companies.

Jess Weatherbed
Jess Weatherbed
Someone bought Jensen Huang’s jacket for almost $1 million.

The identity of the winning bidder hasn’t been identified, but they were among the 45 collectors who bid on one of the Nvidia CEO’s black Tom Ford leather jackets when it went up for auction. Originally valued between $40,000 to $60,000, it actually sold for $960,000 — roughly the same price as 480 GeForce RTX 5090 GPUs.

Even Nvidia’s head of automotive fights with Nvidia for compute
Play

Xinzhou Wu on autonomy, Chinese cars, and if we really need lidar.

Nilay Patel
Andrew Liszewski
Andrew Liszewski
Nvidia’s latest cards aren’t affected by the RAM crisis.

The company is celebrating the history of its GeForce graphics cards through a collection of new trading cards highlighting classic hardware, demos, and games. The GeForce Trading Cards: Series 1 packs will be given away for free at “upcoming live events” and as part of community giveaways.

Dominic Preston
Dominic Preston
The leather jacket bubble.

Tomorrow you can buy a Tom Ford jacket worn by Nvidia CEO Jensen Huang at auction, but you might have stiff competition in the bidding.

Blernsball:

NVIDIA is going to lend OpenAI 50K to buy this, then OpenAI will lease it to Coreweave for 10K a month on a two year contract. Coreweave pledges to buy twenty more jackets from NIVIDA in the future. In return, NVIDIA will lease the jacket from Coreweave for 8K a month over 5 years.

Get the day’s best comment and more in my free newsletter, The Verge Daily.

Andrew Liszewski
Andrew Liszewski
Sotheby’s is auctioning off one of Nvidia CEO Jensen Huang’s leather jackets.

If you’re a collector or are just on the hunt for an authentic Halloween costume, Sotheby’s is auctioning off a Tom Ford leather jacket worn by Huang worn during an event in Taipei in 2023. The jacket is also signed by Nvidia’s CEO and is estimated to go for $40,000 to $60,000 when the auction starts on July 7th.

1/3Image: Sotheby’s
Nathan Edwards
Nathan Edwards
Apple AI runs on Nvidia chips.

At a tech talk during WWDC 2026, Apple revealed that the company worked with Nvidia, Google, and Intel to make Private Cloud Compute work on the industry-leading AI hardware. Apple Foundational Model runs on Nvidia hardware within Google’s cloud. For more details, see our live blog.

David Pierce
David Pierce
Today’s Vergecast: Nvidia just started a new chip war.

Nvidia is betting that AI is going to change the way you use your computer — and with a new chip, the RTX Spark, it’s hoping to ensure it powers that new-fangled AI machine. The Verge’s Sean Hollister explains what’s inside the Spark, why Nvidia is taking on Apple, Intel, AMD, and the rest of the chip industry, and whether the world’s most valuable company has a shot at reinventing the personal computer. Without charging a fortune.

Tom Warren
Tom Warren
Nvidia’s CEO dials into Build.

Nvidia CEO Jensen Huang is on stage at Microsoft Build this morning, albeit virtually. He says Nvidia started working with Microsoft on RTX Spark about three years ago, and it has led to the creation of the new Surface Laptop Ultra and Surface RTX Spark Dev Box.

Richard Lawler
Richard Lawler
Nvidia’s new DLSS 4.5 Ray Reconstruction feature works on all GeForce RTX GPUs.

Along with a new ARM CPU for Windows laptops, Nvidia’s Computex news includes another feature it’s adding to the DLSS 4.5 suite ahead of that other DLSS AI graphics update. Called Ray Reconstruction, it uses a second generation transformer AI model to “generate higher-quality pixels in the noisy parts of a ray traced frame where rays were not sampled.”

They say it will deliver cleaner particle effects plus better lighting accuracy, available on RTX 20 and newer GPUs starting in August.

This could be Windows’ M1 moment — but expect it to cost a ton

Nvidia’s RTX Spark ‘superchip’ shows promise for Windows laptops. But it also comes at the worst time.

Antonio G. Di Benedetto
Sean Hollister
Sean Hollister
Adobe Premiere and Photoshop are optimized for Nvidia Spark laptops.

Nvidia says it’s working with everyone to get software ready for RTX Spark laptops this fall, but as for Adobe, Premiere is getting a whole new video pipeline to take advantage of Spark’s up-to-128GB of unified memory, and Nvidia says Photoshop is “transitioning from 5 percent to 100 percent GPU accelerated processing.” Just ask AI agents to transform your images, too.

Sean Hollister
Sean Hollister
The first confirmed Nvidia RTX Spark laptops.

Nvidia tells us over 30 laptops and 10 desktops are currently in the works with its “most efficient PC chip ever built,” but today it’s only confirming these eight. Asus, Dell, HP, Lenovo, MSI, and of course Microsoft are the primary partners for this fall’s launch. No prices or spec sheets for most of these yet.

Asus ProArt P14 and P16, Dell XPS 16, HP OmniBook X14 and Ultra 16, Lenovo Yoga Pro 9N, Microsoft Surface Laptop Ultra, MSI Prestige N16 Flip AI.
Asus ProArt P14 and P16, Dell XPS 16, HP OmniBook X14 and Ultra 16, Lenovo Yoga Pro 9N, Microsoft Surface Laptop Ultra, MSI Prestige N16 Flip AI.
Image: Nvidia
Sean Hollister
Sean Hollister
Nvidia says ‘CPUs for agents’ are ‘our new major growth driver’.

Nvidia’s not just GPUs and networking anymore: it just announced its second major server CPU, Vera, and Jensen says “this is going to be our new major growth driver.” Says Vera has “the highest instructions per clock in the world” — 10 every cycle — and dramatically speeds up data processing. A few of his slides:

1/6
Sean Hollister
Sean Hollister
Nvidia is officially no longer a gaming company in financial earnings.

Nvidia used to break out data center compute, networking, gaming, professional visualization, automotive, and more. But now that AI has become the Nvidia business and even networking is bigger than gaming, it’s throwing PCs, game consoles, workstations, robots, cars, and cellular base stations all into a new “Edge Computing” catch-all category.

Image: Nvidia
Stevie Bonifield
Stevie Bonifield
Nvidia’s Q1 2027 data center revenue jumped 92 percent from last year.

The company reported record overall revenue of $81.6 billion and record data center revenue of $75.2 billion, driven by continued demand for its chips in AI data centers.

Nvidia says its next-generation Vera Rubin AI chip is “on track for the second half of this year, starting in Q3,” but noted that PC sales are down due to the RAM shortage and price hikes.

Richard Lawler
Richard Lawler
Commencement x AI, Carnegie Mellon edition.

While Gloria Caulfield’s invocation of AI at a commencement fell flat, over the weekend, Nvidia founder and CEO Jensen Huang received an honorary Doctor of Science and Technology degree and a few ovations while delivering a nearly 20-minute speech about AI and robotics.

After joking that, “CMU students, like robots, take instruction one at a time,” he exhorted them to “help create a future more abundant, more capable, and more hopeful than the world you inherited.”

Jay Peters
Jay Peters
Framework now offers Nvidia’s new 12GB RTX 5070 laptop GPU for the Laptop 16.

Buying it on its own from Framework, the GPU costs $1,199.00 — a $500 jump from the 8GB variant, which costs $699.00. As part of a full laptop order, the gap between them is $500, too.

Nvidia announced the new GPU earlier today as a way to “maximize memory availability.”

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Jess Weatherbed
Jess Weatherbed
A GPU with more memory? In this economy?

Nvidia is launching a 12GB version of its RTX 5070 laptop GPU, to go along with the existing 8GB configuration. Nvidia’s blog post explains how this will actually help supply during the RAM shortage:

In order to maximize memory availability, we are releasing the GeForce RTX 5070 Laptop GPU 12GB configuration with 24Gb G7 memory. This gives our partners access to an additional pool of memory to complement the 16Gb G7 supply that currently ships with most GeForce GPUs. The 12GB configuration will exist alongside the current 8GB configuration, and allows our partners to bring a broader range of GeForce RTX 5070 laptops to consumers.

Richard Lawler
Richard Lawler
OpenAI’s big numbers: $122 billion funding round, 900 million weekly ChatGPT users.

OpenAI’s latest round of private investment has closed, with participation from Amazon, Nvidia, Softbank, and Microsoft, as well as $3 billion from individual investors, as it prepares for a potential IPO. This comes after it announced the end of its video generator Sora, and the announcement says it will focus on building a “unified superapp” with ChatGPT, Codex, browsing, and other agents all built in.

OpenAI:

ChatGPT has 6x the monthly web visits and mobile sessions than the next largest AI app, while total AI time spent is 4x the next largest AI app and 4x all others combined. Search usage has nearly tripled in a year, and our ads pilot reached more than $100 million in ARR in under six weeks.

Dominic Preston
Dominic Preston
We’ve certainly achieved something.

Nvidia CEO Jensen Huang thinks we’ve achieved AGI — artificial general intelligence — which would sound more impressive if anyone could agree what it actually means, or whether it’s even the right term. But hey, that just means Huang can define it how he likes, and claim success whenever it’s convenient.

boss.king:

Anything can be AGI if you’re vague enough in defining it.

Get the day’s best comment and more in my free newsletter, The Verge Daily.

Nvidia has lost the plot with gamers

Nvidia wanted its cake immediately.

Sean Hollister
Jay Peters
Jay Peters
Jensen Huang, on the critical reaction to DLSS 5: “Well, first of all, they’re completely wrong.”

“The reason for that is because, as I have explained very carefully, DLSS 5 fuses controllability of the of geometry and textures and everything about the game with generative AI,” Huang said, according to Tom’s Hardware, and he noted that developers can “fine-tune the generative AI.”

Still, it’s maybe not the best thing to say about the blowback to DLSS 5 right now.

Stevie Bonifield
Stevie Bonifield
Nvidia is launching NemoClaw, a more secure version of OpenClaw.

During GTC on Monday, Nvidia announced it’s launching NemoClaw, an agentic AI platform that adds privacy and security protections to the autonomous AI platform OpenClaw by running it in an “isolated sandbox” environment:

NemoClaw uses Nvidia Agent Toolkit software to optimize OpenClaw in a single command. It installs OpenShell to provide open models and an isolated sandbox that adds data privacy and security to autonomous agents. This provides the missing infrastructure layer beneath claws to give them the access they need to be productive, while enforcing policy-based security, network and privacy guardrails.