Image created with gemini-2.5-flash-image with claude-sonnet-4-5-20250929. Image prompt: A minimalist birthday cake with two lit candles rests on top of a large NVIDIA GPU chip glowing with bright green circuit traces, photographed from a low angle against a deep blue gradient background. The GPU’s emerald light illuminates the cake from below, creating dramatic reflections on glossy black and metallic surfaces, with high contrast and crisp details in a modern, stylish composition.
Nvidia just released Lyra on Hugging Face Generative 3D Scene Reconstruction via Video Diffusion Model Self-Distillation TL;DR: Feed-forward 3D and 4D scene generation from a single image/video trained with synthetic data generated by a camera-controlled video diffusion model https://x.com/_akhaliq/status/1970949464606245139
Oracle, Nvidia, Microsoft, Coreweave and Broadcom are close to half a trillion dollars in infrastructure investments for OpenAI one more OOM isn’t far off give it a few years and we will hit 7 trillion”” / X https://x.com/scaling01/status/1970543749727166600
How does a (then) 2-year-old startup with NO commercial product raise $675M from Jeff Bezos, OpenAI & NVIDIA? 🤯 This is the untold story of @Figure_robot. And @adcock_brett. It’s a masterclass in building a reality-distortion field that convinced the world’s smartest https://x.com/IlirAliu_/status/1969748812437549265
We’re excited to share that NVIDIA is investing in ElevenLabs, with support from Jensen Huang. Last week’s U.S. state visit to the UK strengthened AI ties. With our roots growing deeper in both places, this partnership and conversation were the perfect way to cap it off. https://x.com/matistanis/status/1970185470182047788
Abundant Intelligence – Sam Altman https://blog.samaltman.com/abundant-intelligence
Grateful to Jensen for the almost-decade of partnership!”” / X https://x.com/sama/status/1970483993486217258
In case anyone was wondering, 10GW is about 6% of the energy that all humans in the world spend thinking.”” / X https://x.com/gneubig/status/1970449455846768701
OpenAI Shows Us The Money – by Zvi Mowshowitz https://thezvi.substack.com/p/openai-shows-us-the-money
Our vision is simple: we want to create a factory that can produce a gigawatt of new AI infrastructure every week.”” — @sama, in reference to OpenAI”” / X https://x.com/kevinweil/status/1970519868324860145
10GW is about $340B of nvidia h100 at $30k/gpu (assuming 20% of power for non-gpus). if openai got a 30% volume discount, they’d pay nvidia $230b probably. so instead, maybe openai pays nvidia full price and nvidia invests the excess $100B into openai stock 😬 (just throwing”” / X https://x.com/soumithchintala/status/1970464906072801589
looking forward to what we’ll build together with NVIDIA!”” / X https://x.com/gdb/status/1970299081999426016
More compute in the making. Announcing 5 new Stargate sites with Oracle and SoftBank, putting us ahead of schedule on the 10-gigawatt commitment we announced in January. https://x.com/OpenAI/status/1970601342680084483
OpenAI & NVIDIA Announce Strategic Partnership to Deploy 10GW of NVIDIA Systems This enables OpenAI to build & deploy at least 10 gigawatts of AI datacenters with NVIDIA systems representing millions of GPUs for OpenAI’s next-gen AI infrastructure. https://x.com/OpenAINewsroom/status/1970157101633990895
OpenAI and NVIDIA Announce Strategic Partnership to Deploy 10 Gigawatts of NVIDIA Systems | NVIDIA Newsroom https://nvidianews.nvidia.com/news/openai-and-nvidia-announce-strategic-partnership-to-deploy-10gw-of-nvidia-systems
OpenAI and NVIDIA announce strategic partnership to deploy 10 gigawatts of NVIDIA systems | OpenAI https://openai.com/index/openai-nvidia-systems-partnership/
Together, NVIDIA and OpenAI are expanding the frontier of AI — transforming nearly every industry and unlocking use cases once unimaginable. “There’s no partner but NVIDIA that can do this at this kind of scale, at this kind of speed,” said @OpenAI CEO Sam Altman. https://x.com/nvidianewsroom/status/1970223778937586043
Announcing strategic partnership with @nvidia for millions of GPUs — about as much compute as they’ve shipped in 2025 in total — and an investment up to $100B as these GPUs are deployed: https://x.com/gdb/status/1970173243350008201
For both $NVDA and OpenAI, the $100B $NVDA investment is perfect: 1. For OAI, the biggest question was how they were going to raise the future +$300B as the valuation is already very high, and the cash burn for the next few years is projected to be crazy. On top of it, there is”” / X https://x.com/rihardjarc/status/1970170005858726278
so let me get this right: Oracle says Openai committed $300B for cloud compute → oracle stock jumps 36% (best day since 1992) Oracle runs on Nvidia GPUs → has to buy billions in chips from Nvidia Nvidia just announced they’re investing $100B into openai Openai uses that”” / X https://x.com/SullyOmarr/status/1970176527137718654
FP8 at home using 6000 Blackwell on PCIe4 (bc money went to the GPUs): Tangible benefits exist at PP=2/DP=2 Llama 8B, seq_len 4096 Single GPU: BF16 == 100 TFLOPs FP8 == 77 TFLOPs 2x GPU (Z2) BF16 == 78 TFLOPs FP8 == 85 TFLOPs 🔥”” / X https://x.com/TheZachMueller/status/1970262732319412599
Nvidia presents ReaSyn: Rethinking molecule synthesizability • Treats synthesis like CoT with Chain-of-Reaction (CoR) steps • Each reaction = reasoning step → richer supervision & step-by-step learning • Adds RL finetuning + test-time scaling for better optimization • SOTA https://x.com/arankomatsuzaki/status/1969976462091645144
there’s also an argument to be made that these are good deals. what would nvidia do with all that free paper money (which would’ve been a discount), might as well deploy it into the most successful AI company in the market if the thesis is there’s still massive upside, while”” / X https://x.com/soumithchintala/status/1970466276687380922
Modular’s GenAI stack now provides the world’s best Blackwell and MI355X performance, as well as developer support for Apple/NV/AMD consumer GPUs. Never before has it been this easy to get going, and unified pip package gives you choice of how to deploy! Check it out👇🚀”” / X https://x.com/clattner_llvm/status/1970203319097495891
NEWS: Nvidia is considering a $500 million investment in UK self-driving startup Wayne. Here is a video of a Wayve vehicle that uses 7 cameras, no radar, no LIDAR, no HD maps and no labeling. All an end-to-end AI-enabled foundation model. Wayve currently operates in Britain and https://x.com/sawyermerritt/status/1969049038302409016
Nvidia spent over $900 million on Enfabrica CEO, AI startup technology https://www.cnbc.com/2025/09/18/nvidia-spent-over-900-million-on-enfabrica-ceo-ai-startup-technology.html
@NVIDIA contributes extensively to open-source models on Hugging Face – with over 57 collections published – most within the past year: https://x.com/PavloMolchanov/status/1970553850173255895
Inference Providers @huggingface powered by @novita_labs supports Qwen3-VL, the bleeding-edge vision LM 🔥 the model is quite large (22B active 235B total params) so this makes it super easy to try 💚 https://x.com/mervenoyann/status/1971168938848551021
