note to the team - nov 12 It was always obvious or likely that the unwinding of the AI boom would start with Nvidia. It just never seemed possible that the catalyst would be so profoundly stupid as this. The AI capex trade is too interconnected and too much of that interconnecti…↗

A new statement from the independent members of the NVIDIA Board: nvidianews.nvidia.com/news/statement…↗

BREAKING: Nvidia CEO Jensen Huang admits affair, board to launch investigation: ""I was unfaithful to my wife. My actions hurt her and our children. There is no excuse for what I did." axios.com/2026/11/08/nvi…↗

I've been traveling the world a bit. One of the most incredible experiences was getting to visit Taiwan w/ @JensenHuang. It was wild 🤯.. huge crowds of engineers, insanely good street food at night markets, and of course a lot of good conversations across many days. I caught som…↗

Today, with over 100 industry partners, we introduced the NVIDIA Open Agent Safety Platform, bringing together OpenShell and Sentry. Artificial intelligence is extraordinary technology that will advance discovery, productivity, security, health, and prosperity for generations to…↗

Holy crap POTUS just phoned in @JensenHuang live on stage at All In Summit We will not lose the ai race! And whatever Dario said this weekend won’t stop our progress This made my morning! $NVDA↗

Neil Movva (@neilmovva) started his career at Nvidia, working on GPUs and kernels, and has an unusually deep understanding of inference, from software to chips to power. We spend a lot of time on each of those layers, how they connect, and where the important tradeoffs are. Wha…↗

SpaceX, in partnership with Nvidia, has designed a space-optimized Vera Rubin NVL72 system for launch to orbit in Q4 next year, with significant scale in 2028↗

What if everything goes right for AI? Learnings from the Aluminium trade. There are countless takes telling us why the AI buildout will result in a bubble that will collapse under its own weight. Some argue we are already in it, and that the subsequent meltdown will be comparabl…↗

sharing a new long-form blog post: ai chip architectures it covers the leading chip architectures (nvidia, amd, tpus, trainium, cerebras, groq) across architecture, scaling (scale-up and scale-out), and software stacks. it helps build an intuition for the architectures and thei…↗

Securing the Infrastructure of Intelligence Land, power and shell: The next critical resource for AI factories. AI factories are the defining infrastructure of the AI era—where compute transforms energy and data into intelligence that powers every business, industry and country…↗

Introducing NVIDIA Nemotron 3.5 Lightning⚡ An open 30B MoE model with 3B active parameters, built for always-on agents to complete high-volume, specialized tasks faster. It delivers up to 4x the output speed of similar-sized models.↗

We are announcing a long-term strategic partnership with NVIDIA. NVIDIA is making a substantial investment in SSI that will let us 10x our compute in the next 12 months. We reached the point where our research is worth scaling and with this partnership we will be able to. We are…↗

For my first post, I’m sharing a letter @NVIDIA signed on why open models matter. AI will transform every industry, power every company, and be built by every country. Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.…↗

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SkillSpector - a new security scanner for skills by NVIDIA • Scan AI agent skills before installing them • 64 security checks across 16 categories • Fast static analysis + • Optional LLM semantic evaluation • Prompt injection detection • Credential theft detection • Supply-chain…↗

Taken Sep 1, 2016 when @JonathanRoss321 convinced me we could take on the giants, build new silicon and that AI was coming. In typical SV fashion, we didn’t even have a company yet - just a term sheet from me to invest and the three of us. I spent the next month recruiting as man…↗

SkillSpector is a Python-based security scanner for AI agent skills that detects vulnerabilities, malicious patterns, and other security risks.↗