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Nvidia Rubin AI Architecture Launch: Faster Training and Inference
Nvidia has unveiled its next major leap in artificial intelligence hardware with the official launch of its Rubin computing architecture at the Consumer Electronics Show. Announced by CEO Jensen Huang, Rubin is positioned as Nvidia’s most advanced AI platform to date, designed to confront the rapidly growing computational demands of modern AI systems. Production of the architecture is already underway, with further ramp up expected in the second half of the year, signaling
Covertly AI
Jan 103 min read


Nvidia Tightens H200 AI Chip Sales to China
Nvidia has reportedly begun requiring Chinese customers to pay the full amount upfront for its H200 artificial intelligence chips, reflecting heightened uncertainty around regulatory approvals in both China and the United States. According to Reuters, the U.S. chipmaker has implemented unusually strict terms that leave no room for refunds, order cancellations, or configuration changes once a purchase is placed, even though Beijing has not yet formally approved shipments of
Covertly AI
Jan 93 min read


Nvidia’s Bold Play to Become the Android of Robotics
At CES 2026, Nvidia made a decisive move to position itself as the foundational platform for generalist robotics, unveiling a full stack of open AI models, simulation tools, and edge hardware designed to power robots that can reason, plan, and act across diverse real-world environments. Much like Android became the default operating system for smartphones, Nvidia aims to provide the underlying intelligence layer for robotics as artificial intelligence moves out of the cloud
Covertly AI
Jan 63 min read


Memory Shortage Threatens Nvidia RTX 50 Supply: PC Building is at Risk
If 2025 already felt like a difficult year to build or upgrade a PC, new reports suggest the situation could worsen in 2026. Nvidia is reportedly preparing to significantly reduce production of its GeForce RTX 50 series graphics cards in the first half of 2026, with estimates pointing to a 30 to 40 percent cut compared to the first half of 2025. The underlying issue is not a lack of demand for gaming GPUs, but a growing global memory shortage driven largely by the explosive
Covertly AI
Dec 20, 20253 min read


Nvidia Weighs H200 Ramp Up As China Drives Demand
Nvidia is reportedly considering ramping up production of its H200 artificial intelligence chips after seeing a surge in demand from Chinese companies, following a recent shift in US trade policy that allows the processors to be sold in China under specific conditions. The H200 is one of the most powerful chips from Nvidia’s Hopper generation, designed for training large language models, and until recently it was restricted from sale in China due to proposed export limits u
Covertly AI
Dec 17, 20253 min read


Nvidia Unveils New AI Chip Tracking Software Amid Smuggling Fears
Nvidia is developing new location tracking software for its AI chips at a time when concerns about smuggling and unauthorized use in China are escalating. According to multiple reports, the company has created location verification technology capable of identifying the country where a chip is operating by measuring computing performance and analyzing delays in communication between servers, which can reveal geographic distance. The feature draws on the confidential computin
Covertly AI
Dec 14, 20253 min read


Amazon’s Unveils New Impressive AI Chip: Will Nvidia Partner?
Amazon Web Services is stepping up its push to make AI infrastructure faster, cheaper, and less power hungry with the formal launch of its third generation training chip, Trainium3, unveiled at AWS re:Invent 2025. The company introduced Trainium3 UltraServer, a full system built around a 3 nanometer Trainium3 chip plus AWS’s in house networking, framing it as a major leap not only for training large AI models but also for running AI applications during peak demand (Bort). I
Covertly AI
Dec 3, 20253 min read


New Nvidia open AI Model Boosts Autonomy: Will It Deliver?
Nvidia is accelerating its push into what it calls physical AI by unveiling new open AI models and developer tools designed to advance autonomous driving and robotics research. The centerpiece of this launch is Alpamayo R1, an open reasoning vision language model that the company describes as the first action-oriented model tailored specifically for autonomous driving. By combining visual perception with language-based reasoning, Alpamayo R1 allows vehicles to interpret the
Covertly AI
Dec 2, 20253 min read


Google’s Gemini 3 Shakes Up the AI Race and Sends Chip Stocks Sliding
Google’s rapid ascent in the AI race is reshaping the dynamics of the tech and semiconductor markets, with its newly released Gemini 3 model emerging as a major catalyst. The model debuted to enthusiastic reviews, including high praise from Salesforce CEO Marc Benioff, who declared he is “not going back” to ChatGPT after trying it out (Investors Business Daily). Google parent Alphabet’s stock has surged accordingly, rising nearly 5 percent on Monday after an 8 percent ral
Covertly AI
Nov 28, 20254 min read


Qualcomm and Alphabet Rise: Is Nvidia Losing Its Lead?
The artificial intelligence hardware market has long been defined by Nvidia’s dominance, but new developments from Qualcomm and Alphabet suggest the landscape may be shifting. With a market cap exceeding $4.4 trillion, Nvidia has reached a level of influence rivalled historically only by corporations built to run colonial trade empires. Its GPUs became the gold standard not just for gaming and crypto mining, but also for powering the deep-learning boom thanks to a combinati
Covertly AI
Nov 27, 20253 min read


Nvidia’s Record Q3 Earnings Reveal High Demand for AI GPUs
Nvidia’s latest earnings paint a picture of a company not just riding the AI wave, but helping create its momentum. The chipmaker reported an astonishing $57 billion in revenue for the third quarter, a 62% jump from the same period last year (TechCrunch; Yahoo Finance; Startup Ecosystem). This surge was matched by equally impressive profitability: net income soared to $32 billion, up 65% year-over-year (TechCrunch; Yahoo Finance; Startup Ecosystem). Both figures blew past Wal
Covertly AI
Nov 20, 20253 min read


Brookfield Launches $100B AI Infrastructure Push with Nvidia & KIA
Brookfield Asset Management has unveiled a sweeping US$100-billion artificial intelligence infrastructure program that signals just how aggressively global investors are moving to support the next generation of AI technologies. Announced on Wednesday, the initiative is being launched in partnership with Nvidia and the Kuwait Investment Authority, bringing together one of the world’s leading investment managers, a dominant AI chipmaker, and a major sovereign wealth fund to acc
Covertly AI
Nov 19, 20253 min read


SoftBank Sells $5.8B Nvidia Stake to Supercharge Its AI Ambitions
SoftBank Group Corp. has once again made headlines with its decision to sell its entire stake in Nvidia Corp. for $5.83 billion, a move aimed at fueling its growing investments in artificial intelligence. The sale, though surprising to some investors, reflects founder Masayoshi Son’s ambition to position SoftBank as a dominant player in the expanding AI ecosystem (Bloomberg; Wall Street Journal). Son’s vision extends beyond software and into large-scale infrastructure, from S
Covertly AI
Nov 11, 20253 min read


AI Powerhouses Tenstorrent and Nebius Secure $700 Million Investments to Revolutionize the Industry
Two major players in the AI landscape, Tenstorrent and Nebius Group, have each secured $700 million in funding to bolster their efforts...
Covertly AI
Dec 7, 20243 min read


OpenAI and others seek new path to smarter AI as current methods hit limitations
Artificial intelligence companies, including OpenAI, are navigating unexpected delays and challenges in developing ever-larger language...
Covertly AI
Nov 21, 20242 min read


Nvidia and the Rise of Physical AI: Revolutionizing Healthcare and Beyond
The future is arriving in hospitals sooner than we might have expected, powered by groundbreaking developments in artificial...
Covertly AI
Nov 19, 20243 min read
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