Company

Nvidia

  1. Oct 12Nvidia gives its Vera Rubin rack designs to the Open Compute ProjectNvidia shared the designs for its newest AI server racks so other hardware makers can build to them. Meta is adopting its Spectrum-6 network switches.
  2. Oct 10Nvidia is reportedly in talks to buy or invest more in Reflection AINvidia, already Reflection's big backer, is said to be weighing a takeover or a deal to hire its team. Reflection just released Beam, a big model anyone can download.
  3. MicrosoftOct 7Windows gets local AI agents and Nvidia-powered Surface laptopsCopilot on Windows will use what's on your PC and run AI models on it, starting in the coming months. Laptops on Nvidia's new RTX Spark chip are on preorder.
  4. SpaceXOct 6SpaceX seeks $40B in debt to buy Nvidia AI chipsSpaceX, which now houses Elon Musk's AI business, is lining up loans and bonds for a giant Nvidia chip order. Apollo is expected to lead; PIMCO is in talks to lend.
  5. AmazonOct 2Amazon wants to move $8B of Nvidia chips off its booksAmazon would sell thousands of Nvidia chips to an investor-funded company and rent them back, the FT reports, keeping the chips but not the debt. Talks are ongoing.