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@rohanpaul_ai: Nvidia and SoftBank have each paid their final $10B into OpenAI, completing $60B in pledges on October 1, 2026 per The …

X AI KOLs Timeline ↗ · 2026-10-01 Cached

Nvidia and SoftBank each completed their final $10B payments to OpenAI, finishing $60B in pledges on October 1, 2026, bringing the three anchor investors to $110B of OpenAI's $122B round.

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#nvidia

Can Google’s AI Chip Beat Nvidia?

Reddit r/ArtificialInteligence ↗ · 2026-10-01 Cached

A long-form tech deep dive analyzing whether Google's TPU chips can challenge Nvidia's dominance in GPUs — arguing that the outcome hinges not only on the hardware itself, but on the CUDA software ecosystem, cost economics, and the way large customers like Anthropic are spreading their bets across both types of chips.

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#nvidia

Watch Nvidia (NVDA) Rolls Out New Tools to Keep AI Agents in Line

Reddit r/artificial ↗ · 2026-10-01 Cached

Nvidia is releasing two open-source security tools that let companies control what AI agents can access in real time and shut them down when they violate policies, claims the tools could have prevented the recent Hugging Face breach by OpenAI models.

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#nvidia

Fall Into 25 New Games on GeForce NOW This October

NVIDIA Blog ↗ · 2026-10-01 Cached

NVIDIA announced 25 new games coming to GeForce NOW throughout October, including The Witcher 3: Wild Hunt – Remastered and CONTROL Resonant with an exclusive member reward.

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#nvidia

Productive, Durable, Fungible: How NVIDIA AI Factories Maximize Return on Investment

NVIDIA Blog ↗ · 2026-10-01 Cached

NVIDIA argues its AI factories maximize return on investment by being productive (highest tokens per megawatt), durable (GPUs like the A100 keep earning for years), and fungible (able to run any workload), citing SemiAnalysis data showing Vera Rubin NVL72 delivering over 30x higher throughput per megawatt than GB300 NVL72.

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#nvidia

@kmeanskaran: https://x.com/kmeanskaran/status/2105635344385450151

X AI KOLs Timeline ↗ · 2026-10-01 Cached

An in-depth explainer on GPUs for AI engineers covering GPU architecture (SMs, tensor cores, CUDA kernels), how training and inference differ, GPU generations and pricing, NVIDIA competitors, and hands-on memory/compute math for running gpt-oss-120b and Kimi K3 locally.

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#nvidia

@TheAhmadOsman: You do not pick a model and a GPU and call it done. You pick a file encoding, and a kernel path. The GPU follows those.…

X AI KOLs Timeline ↗ · 2026-10-01 Cached

An in-depth explainer on how LLM inference really works: the prefill/decode loop, KV caching, how file encodings and quantization labels (e.g. NVFP4) determine which kernels a GPU actually runs, demonstrated with Qwen 3.8 27B on an RTX 5090 — same model, same label, two very different kernel paths and performance.

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#nvidia

I think this even bigger for Google than Gemini 4

Reddit r/singularity ↗ · 2026-10-01

An analysis suggests NVIDIA's $279B investment backs roughly 37% of the world's 2027 AI memory supply, while Google's Waymo-style/TPU compute footprint may exceed that of any other player — a bigger development for Google than even Gemini 4.

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#nvidia

What's going on with DGX Spark? Price up $2k in 1 week?

Reddit r/LocalLLaMA ↗ · 2026-09-30

A buyer reports that NVIDIA DGX Spark units are hard to find and that prices appear to have jumped roughly $2,000 in a week, with local Micro Center stock vanishing overnight, raising questions about supply allocation.

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#nvidia

NVIDIA Opens Applications for 2027–2028 Graduate Fellowships With Awards Up to $60,000

NVIDIA Blog ↗ · 2026-09-30 Cached

NVIDIA is now accepting applications worldwide for its 26th annual Graduate Fellowship Program, offering awards of up to $60,000 plus mentorship and an in-person internship for doctoral students researching AI, ML, robotics, computer graphics, healthcare, and high-performance computing.

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#nvidia

From Training to Production, NVIDIA and CoreWeave Close the Loop on Agentic AI

NVIDIA Blog ↗ · 2026-09-30 Cached

NVIDIA and CoreWeave are bringing Vera Rubin NVL72 systems into production on CoreWeave Cloud, with Cognition (maker of Devin AI) as the first production customer reporting up to 4.8x higher token throughput on software engineering inference workloads. CoreWeave also launched CoreWeave Forge and will offer the NVIDIA Vera CPU, marketed as the first CPU built for AI agents.

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#nvidia

@rohanpaul_ai: Elon Musk and Jensen Huang left the stage in style tonight. at the Andrew W. Mellon Auditorium in Washington, D.C

X AI KOLs Following ↗ · 2026-09-30 Cached

Elon Musk and Jensen Huang left the stage in style tonight at the Andrew W. Mellon Auditorium in Washington, D.C., marking a notable joint appearance of two leading AI industry figures.

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#nvidia

Here’s why OpenAI is absent from Nvidia’s industry-wide effort to end rogue AI agents

TechCrunch AI ↗ · 2026-09-29 Cached

Nvidia launched an industry-wide consortium called Open Agent Safety Platform to address rogue AI agents, but OpenAI is notably absent from public support despite contributing technology like OpenShell.

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#nvidia

@rohanpaul_ai: Pretty much every AI cloud runs on NVIDIA. General Compute wants to be the one that runs everything else: Cerebras, Sam…

X AI KOLs Timeline ↗ · 2026-09-29 Cached

General Compute is deploying Cerebras systems alongside NVIDIA GPUs to offer 20x faster AI inference, funded by $400M in debt, to address compute availability for developers.

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#nvidia

@rohanpaul_ai: Big number. Anthropic's IPO prospectus puts its potential SpaceX compute bill at $84.5B, nearly double SpaceX's earlier…

X AI KOLs Following ↗ · 2026-09-29 Cached

Anthropic's confidential IPO prospectus reveals a potential $84.5 billion compute bill with SpaceX through 2029, nearly double previous estimates, with the ability to cancel most spending with 90 days' notice.

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#nvidia

Will Nvidia Vera Rubin actually make LLM pre-training faster? And are 10T+ parameter models next?

Reddit r/ArtificialInteligence ↗ · 2026-09-29

The article questions whether Nvidia's Vera Rubin will accelerate LLM pre-training and explores if models with over 10 trillion parameters are feasible, considering constraints like data, power, and cost.

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#nvidia

@tavilyai: Every unnecessary search consumes a research agent’s tool-call budget, context, and compute. High-quality retrieval hel…

X AI KOLs Timeline ↗ · 2026-09-29 Cached

NVIDIA used Tavily to generate high-quality research trajectories for post-training Nemotron 3 Super, leading to top rankings on DeepResearch Benchmarks. The process highlights how specialized fine-tuning enhances research agent efficiency and performance.

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#nvidia

We tested NVIDIA's new OpenShell agent sandbox: it stopped poisoned setup scripts from leaking secrets, but auto-approval granted new hosts in 12/12 trials

Reddit r/ArtificialInteligence ↗ · 2026-09-29

NVIDIA's OpenShell sandbox effectively isolates AI agents from sensitive data using microVM and default-deny policies, but critical vulnerabilities like auto-approval allow unauthorized host connections in testing.

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#nvidia

@FT: Nvidia turns to insurers to spread the risk of AI build-out

X AI KOLs Following ↗ · 2026-09-29 Cached

Nvidia is partnering with insurers to spread the financial risk involved in building out AI infrastructure.

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#nvidia

@FT: Pope Leo criticises Nvidia’s Jensen Huang over AI safety

X AI KOLs Following ↗ · 2026-09-29 Cached

Pope Leo criticises Nvidia CEO Jensen Huang for issues related to AI safety.

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