NVIDIA

NVIDIA and Palantir launch a sovereign AI stack for supply chains, starting with NVIDIA's own operations, with plans to extend it across other industries.

CrowdStrike and Nvidia launch SafeMind, an agentic cybersecurity system where offensive and defensive AI models continuously challenge each other, plus Falcon IQ, a 50-agent automation platform.

Nvidia's Q2 revenue hits $96.2bn as Jensen Huang declares "compute is revenue," with Vera Rubin now in full production.

A wave of new open-weight models from Meta, DeepSeek, Alibaba and others is landing this month, all built to run on your own hardware.

Nvidia, Google and Microsoft want to rewire AI data centres around direct current, betting it's the only way to keep pace with denser compute.

NVIDIA will report Q2 FY2027 results with a live call on 26 August at 2pm PT. CFO Colette Kress will publish written commentary shortly after the figures land