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Firmus Technologies co-founder, Oliver Curtis. Dominic Lorrimer/Fairfax Media via Getty Images.
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Nvidia Moves to Back GPU Cloud Provider Firmus After Investors Balk at Its IPO

By Phoebe Liu · Oct 20, 2026 4:40pm PDT · 1 comment
Nvidia is in talks to invest hundreds of millions of dollars in Australian AI cloud provider Firmus, which abruptly pulled its initial public offering early this month, according to people familiar with the talks. The discussion indicates that Nvidia is likely to continue backing a group of unproven firms known as neoclouds that is... Nvidia is in talks to invest hundreds of millions of dollars in Australian AI cloud provider...
Nvidia CEO Jensen Huang. Getty Images.

Nvidia Has Put More Than $170 Billion on the Line for Neoclouds

By Shane Burke and Phoebe Liu · Oct 20, 2026 3:09pm PDT
Nvidia has become something of a central bank for companies expanding the market for its chips beyond tech giants, backstopping customers and demand. But as Nvidia-backed cloud firms come under pressure, the question is how much further it will go. The chipmaker has already disclosed as much as $164.5 billion in guarantees and other commitments... Nvidia has become something of a central bank for companies expanding the market for its chips...
Liang Wenfeng, founder and CEO of DeepSeek. Photo by AP
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How DeepSeek Is Shaping Huawei’s AI Chips in a Growing Challenge to Nvidia

By Qianer Liu and Juro Osawa · Oct 19, 2026 9:00am PDT
DeepSeek is working closely with Huawei Technologies to shape the design of future AI chips, two people familiar with the matter said, in a collaboration that could help China build frontier AI models without Nvidia’s technology. The relationship goes beyond the kinds of conversations companies have with chip suppliers about their semiconductor... DeepSeek is working closely with Huawei Technologies to shape the design of future AI chips, two...
Jensen Huang, CEO of NVIDIA. Photo by Sean Gallup/Getty Images
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Nvidia Moves to Backstop a Cloud Provider’s $45 Billion Anthropic Project

By Phoebe Liu · Oct 29, 2026 3:40pm PDT
Nvidia is in talks to provide Nscale, a young AI cloud provider, with billions of dollars in credit guarantees for debt to develop a 460-megawatt data center that Anthropic plans to use, according to people with knowledge of the deal discussions. The deal is not yet signed, and terms could change. But it is another example of how Nvidia has... Nvidia is in talks to provide Nscale, a young AI cloud provider, with billions of dollars in...
Art by Clark Miller
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OpenAI, a Longtime Nvidia Customer, Plans to Buy Google’s AI Chips

By Ryan Barwick · Oct 27, 2026 4:59pm PDT · 1 comment
OpenAI plans to buy Google’s AI chips, according to a person familiar with the matter, in a boost for a rising competitor to OpenAI backer Nvidia. Financial terms and other details of OpenAI’s planned purchase couldn’t be learned. But any deal for it to buy tensor processing units would be a big win for Google’s chip business, which is a growing... OpenAI plans to buy Google’s AI chips, according to a person familiar with the matter, in a boost...