#nvidia-gpus

#nvidia-gpus

"Operation Gatekeeper has exposed a sophisticated smuggling network that threatens our Nation's security by funneling cutting-edge AI technology to those who would use it against American interests," said US Attorney Nicholas J. Ganjei. The investigation had been ongoing since at least last year and centers on the illicit export or attempted export of at least $160 million worth of NVIDIA H100 and H200 GPUs.

Alphabet Inc. ( NASDAQ: GOOG) shares climbed 2.1% on Friday, November 28, 2025, as retail sentiment surged to 64 (bullish) while NVIDIA Corporation ( NASDAQ: NVDA) sentiment dropped to 33 (bearish). The catalyst: reports that Meta Platforms Inc. ( NASDAQ:META) is in advanced talks to spend billions on Google's TPU chips instead of NVIDIA's GPUs, triggering discussion about the first real crack in NVIDIA's dominance.

Oracle on Tuesday revealed it would field more than 18 zettaFLOPS worth of AI infrastructure from Nvidia and AMD by the second half of next year. This includes a cluster of 800,000 Nvidia GPUs capable of delivering up to 16 zettaFLOPS of peak AI performance - that's sparse FP4 in case you're wondering. The cluster, part of Oracle Cloud Infrastructure's Zettascale10 offering, is a big win for Nvidia, which isn't only furnishing the GPUs and rack systems, but also the networking.

Japanese research institution RIKEN has decided it needs GPUs for its next generation "FugakuNEXT" supercomputer and has signed Nvidia to supply them and design the systems needed to get them working. RIKEN is home to Fugaku, a machine that from mid-2020 spent two years atop the TOP500 list of Earth's mightiest supercomputers. The machine is still in seventh place, but RIKEN wants an upgrade and has already awarded a contract to Fujitsu to build its successor and the custom Arm-based CPU called "MONAKA-X"

Nvidia issued a security advisory regarding the threat of Rowhammer attacks, highlighting its potential to affect bits in Nvidia GPUs despite designed defenses.