Trends / topic

NVIDIA

4 items across 2 editions · appeared in the last 2 editions in a row. First seen Fri 11 Sep, last seen Sat 12 Sep.

Saturday, 12 September 2026

NVIDIA team reports an open Nemotron pipeline scoring 30 of 42 at IMO 2026 with no formal prover or tools neutralPreprintCompany claim

  • The paper, posted to arXiv on 9 September 2026 and announced in the 11 September listing, reports that the system "scored 30 out of 42 points at IMO 2026, reaching the gold-medal threshold".
  • The abstract states the pipeline "operates entirely in natural language, with no formal prover, external tools, or internet access", using three Nemotron 3 Ultra checkpoints — the general-availability model and two post-trained specialists — in "an iterative search that generates, verifies, and refines candidate proofs", with a separate high-compute stage selecting each submission.
  • The authors say they release both post-trained checkpoints plus the training data, training and inference code, the submitted solutions, and "Nemotron-IMO-Bench, a new benchmark of 200 novel olympiad-level problems".
  • The arXiv abstract page carries no affiliation block; Hugging Face lists the institution as NVIDIA. The IMO score is the authors' own report of their own submission and is not peer reviewed.

Reuters: Nvidia in talks to invest up to $10bn as anchor investor in an Anthropic IPO seeking up to $100bn neutralSingle source

  • Reuters reported on 11 September at 8:46 pm that Nvidia is in talks to invest up to $10 billion as an anchor investor in Anthropic's IPO, which is seeking to raise up to $100 billion at a valuation of around $2 trillion, with completion expected before the US midterm elections in November.
  • For comparison, Reuters cites Anthropic's May round of $65 billion raised at a $965 billion post-money valuation, and an annualised revenue run rate that surpassed $65 billion by the end of July, up from roughly $9 billion at the end of 2025.
  • The report notes Nvidia said in November 2025 it would invest up to $10 billion in Anthropic under a broader partnership including a $30 billion Azure computing commitment, and that Anthropic committed more than $100 billion over a decade to AWS in April.
  • Reuters says "The plans remain under negotiation and could change". Both companies declined to comment or did not respond, and no filing has been made. This is a Reuters exclusive; other outlets are aggregating it.

Friday, 11 September 2026

DOJ investigating whether Nvidia structured its ~$20bn Groq licensing deal to avoid antitrust review neutral

  • Reported 10 September, sourced to the New York Times: the Department of Justice is examining whether Nvidia's roughly $20 billion arrangement with Groq, disclosed in late December 2025 and billed as a nonexclusive licensing agreement rather than an acquisition, was structured to sidestep merger review. Groq founder and then-CEO Jonathan Ross moved to Nvidia along with several key team members.
  • The deal produced the Groq 3 language processing unit, now in full production as part of Nvidia's LPX rack-scale platform, integrating Groq's low-latency inference silicon into Nvidia's AI factory architecture.
  • The inquiry sits alongside an FTC examination of acqui-hires across big tech. FTC Chairman Andrew Ferguson said in February that regulators want to ensure such deals "are not an attempt to get around" merger review. A finding against Nvidia would put a widely copied AI-industry deal template at risk.
  • This is an investigation, not a complaint. No charges have been filed, and the underlying NYT report is behind a paywall; details here are as relayed by SDxCentral.

Skild AI launches S1 robot foundation model: 66% per-step success from a single video demonstration versus 9% for comparable systems mixed

  • Announced 10 September: Skild AI's S1 learns new manipulation tasks from a single video demonstration using in-context learning, with no weight updates or task-specific retraining. NVIDIA reports roughly 66% per-step success on multistep tasks against about 9% for comparable systems, and that one video example is worth roughly 380 hands-on training examples — 50 to 100 hours of manual collection.
  • S1 executes unfamiliar tasks up to 10 minutes long across dozens of steps, including potting plants, making pancakes, pour-over coffee and kit assembly. In one plant-potting test, the gap from recording the demonstration to autonomous execution on hardware was 11 minutes.
  • Skild reports a $100 million annual revenue run rate ten months after launch and more than 60 deployment partnerships across manufacturing, logistics, inspection, security and food preparation. If the demonstration-efficiency claim holds outside curated tasks, the cost of teaching a robot a new job falls by orders of magnitude — which is the labour-substitution variable to watch.
  • These are vendor figures published on a supplier's blog, not an independent benchmark. "Per-step" success is not end-to-end task success, and the 66% versus 9% comparison does not name the baseline systems.