NVIDIA_X — Investing Ideas, Posts & Market Views

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NVIDIA_X5 hours ago

The leather jacket returns to Washington, D.C. 👀

December 1, 2026.

🔗

Source: NVIDIA_X

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NVIDIA_XAug 29 at 01:30 AM

What used to take years now takes a week.

@TAMU's VISION, an NVIDIA DGX SuperPOD and the most powerful academic supercomputer on the June 2026 TOP500, is giving researchers across seven institutions the compute to tackle challenges at unprecedented scale and speed.

Source: NVIDIA_X

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NVIDIA_XAug 27 at 07:36 PM

Congratulations to Josh Parker, NVIDIA's Head of Sustainability, on being named to @TIME’s 2026 #TIME100AI list.

Learn more:

Source: NVIDIA_X

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NVIDIA_XAug 24 at 04:26 PM

📢 First ever on-silicon NVIDIA Vera Rubin performance measured on how agents actually run.

⚡ Up to 30x more throughput per megawatt and up to 35x lower token cost than GB300 NVL72.

Agentic sessions are nothing like chat or summarization workloads. Context grows across hundreds of steps and can reach hundreds of thousands of tokens.

NVIDIA measured Vera Rubin performance on @SemiAnalysis_ AgentX workload consisting of real-world agentic coding trajectories using DeepSeek V4 Pro model.

Source: NVIDIA_X

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NVIDIA_XAug 24 at 04:20 PM

The first CPU built for agents is going to work at scale.

@SpaceX is deploying NVIDIA Vera to accelerate the orchestration, code execution, and data processing that powers its next generation of agentic AI — keeping GPUs fed and agents acting fast.

From gigawatt AI factories to orbit. One NVIDIA architecture, everywhere.

Source: NVIDIA_X

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NVIDIA_XAug 13 at 04:37 PM

AI factories are the industrial infrastructure of the AI era.

Tokens are the new commodity.

How do you optimize AI token economics? 🧵

Source: NVIDIA_X

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NVIDIA_XAug 12 at 03:56 PM

We’re honored that Glassdoor has named our founder and CEO, @JensenHuang , No. 1 on its 2026 Best CEOs list. 🎉

A very meaningful recognition, grounded in feedback from the people who make NVIDIA what it is.

Source: NVIDIA_X

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NVIDIA_XAug 8 at 10:56 AM

Armenia and Kazakhstan with @FirebirdCloudAI are building the infrastructure to create intelligence at home, powered by the NVIDIA DSX platform.

📽️ Hear from @JensenHuang on this important milestone for the CIS region.

Source: NVIDIA_X

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NVIDIA_XAug 4 at 01:16 PM

Security is strongest when organizations collaborate openly and move quickly.

Now over 120 members strong, the Open Secure AI Alliance is sharing new open source security contributions, including new proposed SAFE guidelines, for turning confidential incident findings into stronger protection across the ecosystem.

Source: NVIDIA_X

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NVIDIA_XJul 31 at 08:36 PM

🎙️ @StudyFetch made its largest AI inference workload nearly 10x less expensive with NVIDIA Riva, Parakeet ASR and NVIDIA NIM microservices.

The gains support voice tutoring, real-time personalization and a new agentic learning platform.

Source: NVIDIA_X

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NVIDIA_XJul 27 at 01:27 PM

Korea’s AI moment came to San Francisco last week 🇰🇷

President Lee Jae Myung joined @JensenHuang and some of the biggest names in technology, industry and research to accelerate Korea’s full-stack AI ambitions.

Source: NVIDIA_X

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NVIDIA_XJul 27 at 09:04 AM

AI security advances when the industry builds in the open, together.

We're introducing the Open Secure AI Alliance with industry leaders to develop new techniques and tools to safeguard software and agents.

By sharing models, tooling and research in the open, we can broaden the community of defenders.

Learn more about the founding members’ contributions:

Source: NVIDIA_X

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NVIDIA_XJul 25 at 11:27 PM

"When I left this morning, I was just Jensen. Next time I come back, call me K-Jensen.”

Korea isn't just an NVIDIA partner anymore. It's where the next wave of AI gets built and SNU is at the center of it.

Introducing the NVIDIA AI Technology Center at @SeoulNatlUni.

NVIDIA ❤️ SNU — let's build. 🇰🇷

Source: NVIDIA_X

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NVIDIA_XJul 25 at 11:56 AM

This is the Golden Age of Korea.

NVIDIA is proud to partner with leaders across government, industry, and global technology to advance the K-AI vision — across chips, frontier AI, physical AI and robotics, and AI factories.

Together, we’re building AI infrastructure for Korea and the world.

Source: NVIDIA_X

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NVIDIA_XJul 25 at 06:16 AM

SK Group and NVIDIA today announced a $500 billion-plus initiative spanning AI factories and next-generation memory.

➡️ @SKtelecom is building a 2-gigawatt NVIDIA Vera Rubin DSX AI Factory in Korea to serve global compute demand.

➡️ @SKhynix and NVIDIA will codevelop next-generation AI memory, including HBM.

Korea is ready to become a global AI powerhouse with world-class networks and data centers, leadership in chip technology and vast industrial scale.

Source: NVIDIA_X

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NVIDIA_XJul 25 at 05:26 AM

To compete in the intelligence era, nations need AI factory infrastructure.

Together, @official_naver, NVIDIA, and @Brookfield are expanding Korea’s national AI factory buildout to fuel Korea’s startups and industries at gigawatt-scale.

NAVER is deploying the NVIDIA DSX platform to deliver full-stack, lowest-cost AI factory infrastructure.

Source: NVIDIA_X

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NVIDIA_XJul 21 at 11:11 PM

The AI era runs on servers. More of those servers are built in Texas.

Today, NVIDIA CEO Jensen Huang joined Wistron Chairman Simon Lin in Fort Worth to open Wistron’s first U.S. facility, producing Grace Blackwell compute boards, with Vera Rubin next.

Source: NVIDIA_X

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NVIDIA_XJul 21 at 05:01 PM

🚀 The NVIDIA Vera Rubin platform is here, with 10x better performance per watt.

➡️ The NVIDIA ecosystem, including @CoreWeave, @GoogleCloud, @Micosoft, and @Oracle Cloud, are standing up NVIDIA Vera Rubin NVL72 to deliver the lowest token cost for the agentic era.

➡️ NVIDIA Vera Rubin NVL72 on CoreWeave demonstrates 10x more tokens per megawatt than Blackwell in their first measured performance.

➡️ Benchmark results from @DeepInfra show that the NVIDIA Vera CPU is more than 2x as fast and can support more concurrent AI agents compared with other CPUs.

🔗 Read more:

Source: NVIDIA_X

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NVIDIA_XJul 17 at 10:26 PM

Agents are becoming specialized, using reinforcement learning post-training to develop domain-specific skills 🛠️

Every post-training rollout is an inference call, so a lower cost per token flows straight into a higher Intelligence per Dollar on every run.

That is what the NVIDIA Vera Rubin platform is built for: extreme co-design that drives Cost per Token down and Intelligence per Dollar up, on every run of agentic post-training.

Source: NVIDIA_X

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NVIDIA_XJul 16 at 12:25 AM

Japan’s enterprises, startups and research institutions are building industry-specialized AI with NVIDIA Nemotron open models, data and libraries, helping advance AI tailored to the country’s language, industries and workforce.

Source: NVIDIA_X

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NVIDIA_XJul 16 at 12:05 AM

Building a production-ready vision AI agent no longer takes thousands of developer hours.

NVIDIA Metropolis offers 80+ open agent skills for generating synthetic data, fine-tuning models, deploying applications and unlocking real-time insights, all through natural-language prompts.

Leading companies like @FujitsuOfficial, @Hitachi, @OMRON_Official, @YazakiNA, and Shimizu Corporation are using Metropolis to bring agentic vision AI into manufacturing and critical infrastructure.

Source: NVIDIA_X

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NVIDIA_XJul 14 at 08:42 PM

Enterprises need AI they can trust, control and customize.

Open models give teams the visibility and ownership to evaluate AI against their standards, specialize AI with domain knowledge, and improve accuracy and efficiency.

Source: NVIDIA_X

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NVIDIA_XJul 13 at 10:35 PM

As organizations move from AI pilots to production, infrastructure decisions have shifted from peak chip specs to cost per token: how many useful tokens they can deliver per dollar, per watt, and within required latency targets.

NVIDIA's full-stack inference software continuously improves hardware performance — so that number keeps improving, even after deployment.

See the 🧵

Source: NVIDIA_X