NVIDIA

Company NVDA

Last mentioned: 7h ago

Timeline

  1. National AI Mission Support

    Yotta begins providing GPU capacity for India's sovereign AI initiatives.

  2. DGX Cloud Partnership

    Four-year period for Nvidia's $1 billion supercluster deployment at Yotta.

  3. Noida Facility Go-Live

    Target date for the hyperscale data center to begin operations.

  4. Sovereign AI Pivot

    Nvidia formalizes strategy to embed GPUs in national agendas rather than just global clouds.

  5. Activate announces a multi-year collaboration with Nvidia to support Indian AI founders.

  6. Initial startups expected to be onboarded to the Nvidia Inception program through Activate.

  7. Investment Announcement

    Yotta announces $2 billion commitment for Nvidia Blackwell B300 GPUs.

  8. Activate Fund Launch

    Aakrit Vaish and Pratyush Choudhury launch the $75M Activate fund.

  9. L&T Infrastructure Deal

    L&T partners with Nvidia for gigawatt-scale AI factories in Chennai and Mumbai.

  10. Yotta Blackwell Commitment

    Yotta announces $2B investment for 20,000 Nvidia Blackwell Ultra GPUs.

  11. IndiaAI Mission Launch

    Indian government approves $1.03B for AI compute, research, and startup support.

Stories mentioning NVIDIA 10

Market Trends Neutral

OpenAI Projects $600 Billion Compute Spend Through 2030

OpenAI has reportedly projected a massive $600 billion expenditure on computing resources through 2030, signaling an unprecedented scale of investment in artificial general intelligence. This figure highlights the transition of AI development into a capital-intensive industrial phase that challenges traditional venture capital models.

2 sources
Funding Rounds Bullish

OpenAI Targets $280B Revenue by 2030 Amid $600B Compute Pivot

OpenAI has revised its long-term financial projections, targeting $280 billion in annual revenue by 2030 while tempering its projected compute spend to $600 billion. The adjustment comes as the AI leader prepares for a massive new funding round to fuel its unprecedented infrastructure requirements.

2 sources
Funding Rounds Bullish

Activate and Nvidia Partner to Fuel India's 'Day Zero' AI Startups

Aakrit Vaish’s $75 million fund, Activate, has entered a multi-year partnership with Nvidia to provide Indian AI founders with unprecedented access to compute, technical expertise, and early-stage capital. The collaboration targets 'day zero' startups, offering them direct integration into the Nvidia Inception program and the Nemotron model ecosystem.

2 sources
Market Trends Very Bullish

NVIDIA Scales India Partnerships as $1B IndiaAI Mission Gains Momentum

NVIDIA is intensifying its strategic collaborations in India, positioning the nation as a primary global hub for AI innovation and infrastructure. Supported by the $1 billion IndiaAI Mission, these partnerships aim to democratize high-performance computing for local startups and develop sovereign AI capabilities.

3 sources
Market Trends Bullish

Nvidia's India AI Offensive: $2B Infrastructure and VC Scouting Deals

Nvidia has launched a massive expansion in India, partnering with local venture capital firms to scout for AI startups while securing a $2 billion infrastructure deal with Yotta Data Services. Simultaneously, a landmark agreement with Meta marks the first large-scale deployment of Nvidia's standalone Grace CPUs.

9 sources