NVIDIA

Deals & regulation

1. Sep 9

   Enforcement action by U.S. Department of Justice

2. Aug 26

   Acquired Hugging Face · $12.9B

3. Mar 31

   Invested in OpenAI · $122B at $852B

Models & products

Models

NemotronCosmos 3Isaac GR00T N1.7Kumo Tabular

Trends

• Efficiency methods cut the compute and memory models need
• Open-weight models diversify in architecture, modality, and size
• Offensive AI cyber risk moves from evaluations into the wild
• Open weights consolidate around a flash tier and an Nvidia-owned hub
• AI labs move inference onto custom silicon

Items

1. Sep 29

   NVIDIA Kumo Tabular

   An open foundation model for tabular classification and regression (28M–215M parameters) that predicts new rows in a single forward pass with no tuning, ranks first on TabArena/BeyondArena/TALENT/ScoringBench, and ships under the commercial-use OpenMDW-1.1 license.

2. Sep 18

   NVIDIA's SoL-Pi automates harness research

   Scaling automated auto-research loops at the agent-harness layer yields four transferable mechanisms that match the Pi harness on the 51-task EdgeBench while cutting recorded token traffic 44.7-49.0% and API cost by about a third.

3. Sep 11

   NVIDIA's open recipe for IMO gold

   A fully open, natural-language test-time-compute pipeline on Nemotron 3 Ultra, using no formal prover, external tools, or internet, scored 30/42 at IMO 2026 to meet the gold threshold, and ships with checkpoints, training data, code, and Nemotron-IMO-Bench.

4. Sep 9

   DOJ probes Nvidia's $17B Groq licensing deal

   The Justice Department is investigating whether Nvidia's ~$17B non-exclusive license to Groq's chip technology, plus its hiring of Groq's CEO and COO, was structured to avoid merger review, a test case for AI's license-and-hire deals.

5. Aug 26

   Nvidia to acquire Hugging Face for $12.9B

   Nvidia agreed to buy the open-model hub for a reported $12.9B, up from a $4.5B valuation in 2023, extending the chip vendor into model distribution as it backs open models as a counterweight to closed labs seeking to reduce GPU dependence.

6. Aug 17

   OpenAI joins the PORTS-Pike data-center project

   OpenAI will secure roughly 8 GW of IT capacity at a new campus in Pike County, Ohio with SB Energy, NVIDIA, and the U.S. Department of Energy, with NVIDIA committing capital to SB Energy.

7. Jul 27

   NVIDIA launches the Open Secure AI Alliance

   NVIDIA and 36 partners including Microsoft, IBM, xAI, Hugging Face, and the Linux Foundation formed an open-source AI-security coalition, without OpenAI, Google, or Anthropic, arguing after the Hugging Face breach that defenders need open tools and models.

8. Jul 10

   NVIDIA's Nemotron-Labs-Diffusion

   A tri-mode language model unifies autoregressive, diffusion, and self-speculation decoding; the 8B variant decodes ~6x more tokens per forward pass than Qwen3-8B at comparable accuracy, for ~4x higher throughput on a GB200.

9. Jun 1

   NVIDIA Cosmos 3

   An open world foundation model for physical AI whose mixture-of-transformers architecture unifies vision reasoning, world generation, and action prediction, released on Hugging Face as Cosmos 3 Super (64B) and Cosmos 3 Nano (16B).

10. Apr 28

    NVIDIA's Nemotron 3 Nano Omni

    A 30B-A3B hybrid MoE, the first Nemotron multimodal model with native audio alongside text, images, and video, delivering 9x the throughput of comparable open omni models through Conv3D temporal compression and token reduction, with weights in BF16, FP8, and FP4.

11. Apr 15

    NVIDIA's Isaac GR00T N1.7

    An updated Apache-2.0 vision-language-action model for humanoid robot skills, in early access, that swaps its Eagle backbone for Cosmos-Reason2-2B, improving multimodal reasoning while holding or improving performance on bimanual, semi-humanoid, and humanoid tasks.

12. Apr 6

    TriAttention compresses the KV cache 10.7x

    A training-free method from MIT, NVIDIA, and ZJU scores KV importance from the stable trigonometric structure of pre-RoPE queries and keys, matching full attention on AIME25 at 2.5x throughput or 10.7x less KV memory and fitting a 32B reasoning model on a 24GB RTX 4090.

13. Mar 31

    OpenAI raises $122B at $852B

    The largest private funding round in history, anchored by SoftBank, Amazon, and NVIDIA, came as enterprise passed 40% of OpenAI's revenue and its APIs processed over 15B tokens per minute.

14. Mar 5

    FlashAttention-4 for Blackwell GPUs

    Princeton, Together AI, Meta, and NVIDIA redesign attention for Blackwell, where tensor-core throughput outpaces memory bandwidth, reaching 1,613 TFLOPs/s (71% utilization) on B200, 1.3x faster than cuDNN 9.13 and 2.7x faster than Triton.