{"mode":"hybrid","asOf":"2026-10-22T16:49:24.429Z","query":"nvidia","normalizedQuery":"nvidia","matchConfidence":"strong","searchTierUsed":"scoped","timeWindow":null,"freshnessCoverage":null,"totalCount":15,"count":10,"items":[{"publicationSlug":"read.aurelionresearch.com","slug":"in-conversation-nvidia","title":"In Conversation: NVIDIA","subtitle":"In a League of Its Own, With More Room to Run.","priceCents":100,"isPodcast":false,"isScopedPublisher":true,"relevanceScore":100,"matchedTokenCount":1,"totalTokenCount":1,"topicCoverageRatio":1,"whyMatched":["Matched title/metadata for: nvidia","Hybrid RRF — blended semantic + keyword"],"publishedAt":"2026-09-11T15:17:10.000Z","isInTimeWindow":false,"snippet":"cash generation. Management will rarely say outright that its shares are cheap, but NVIDIA&#8217;s aggressive buyback activity suggests that it sees its stock as an attractive"},{"publicationSlug":"newsletter.bepresearch.com","slug":"nvidia-wants-the-computers-behind","title":"NVIDIA’s Next AI Play: The CPUs Behind the Agents","subtitle":"At OCP, the next compute opportunity comes into focus: running the work AI agents create","priceCents":100,"isPodcast":false,"isScopedPublisher":true,"relevanceScore":76,"matchedTokenCount":1,"totalTokenCount":1,"topicCoverageRatio":1,"whyMatched":["Matched title/metadata for: nvidia","Hybrid RRF — blended semantic + keyword"],"publishedAt":"2026-10-12T15:08:55.000Z","isInTimeWindow":false,"snippet":"same finished task while having different capacity requirements, utilization patterns and costs. Source: NVIDIA OCP blog materials. BEP Research summary of the announced roles, not an NVIDIA figure"},{"publicationSlug":"newsletter.matt-levine.news.bloomberg.com","slug":"money-stuff-banks-recycle-the-risk-20260928","title":"Money Stuff: Banks Recycle the Risk","subtitle":"Money Stuff Nvidia, Automattic, agents. View in browser <https://bloom.bg/4ry3nj2> <https://bloom.bg/4huvQ4y> <https://sli.bloomberg.com/click?s=1149004&li=20095998&m=2eb31113d5f3c01ccf4665c646898d...","priceCents":100,"isPodcast":false,"isScopedPublisher":true,"relevanceScore":65,"matchedTokenCount":1,"totalTokenCount":1,"topicCoverageRatio":1,"whyMatched":["Matched title/metadata for: nvidia","Hybrid RRF — blended semantic + keyword"],"publishedAt":"2026-09-28T18:04:32.000Z","isInTimeWindow":false,"snippet":"building a data center, you’re stuffing it with Nvidia chips, and Nvidia gets the money now. Your revenue comes later. So as the rest of the stock market"},{"publicationSlug":"fundaai.substack.com","slug":"researchoptics-ecoc-2026-takeaways","title":"Research|Optics: ECOC 2026 Takeaways, NPO Gains Momentum as Slow and Wide Takes Shape","subtitle":"Moving from concepts toward products","priceCents":330,"isPodcast":false,"isScopedPublisher":true,"relevanceScore":64,"matchedTokenCount":1,"totalTokenCount":1,"topicCoverageRatio":1,"whyMatched":["Matched article body for: nvidia","Hybrid RRF — blended semantic + keyword"],"publishedAt":"2026-09-29T14:15:42.000Z","isInTimeWindow":false,"snippet":"also supports its own redriver approach, which competes with AECs on short copper links. Nvidia Nvidia&#8217;s exploratory VCSEL concept targets 57.6 Tbps per GPU in each direction"},{"publicationSlug":"michaeljburry.substack.com","slug":"dont-believe-your-lyin-eyes-gpu-depreciation","title":"Don’t Believe Your Lyin’ Eyes, GPU Depreciation & Useful Lives","subtitle":"Hystory Rhymes, Part II: Nvidia & The Great Winfield, &#8220;We have all been here before.&#8221;","priceCents":320,"isPodcast":false,"isScopedPublisher":true,"relevanceScore":61,"matchedTokenCount":0,"totalTokenCount":0,"whyMatched":["Semantic match — conceptually similar content","Hybrid RRF — blended semantic + keyword"],"publishedAt":"2026-10-01T17:23:37.000Z","isInTimeWindow":false,"snippet":"Don’t Believe Your Lyin’ Eyes, GPU Depreciation & Useful Lives\nHystory Rhymes, Part II: Nvidia & The Great Winfield, &#8220;We have all been here before.&#8221;\nHystory Rhymes, Part II: Nvidia & The"},{"publicationSlug":"blog.bytebytego.com","slug":"how-nvidia-builds-open-models-for","title":"How NVIDIA Builds Open Models for the Age of AI","subtitle":"Bryan Catanzaro, VP of Applied Deep Learning Research at NVIDIA, walked us through how his team builds the company&#8217;s open models, the reasoning behind their architecture, and why NVIDIA open-sources so much of it.","priceCents":50,"isPodcast":false,"isScopedPublisher":true,"relevanceScore":51,"matchedTokenCount":1,"totalTokenCount":1,"topicCoverageRatio":1,"whyMatched":["Matched title/metadata for: nvidia","Hybrid RRF — blended semantic + keyword"],"publishedAt":"2026-07-27T15:01:46.000Z","isInTimeWindow":false,"snippet":"batch jobs on demand. Render Workflows handles queuing, orchestration, and retries. You probably know NVIDIA sells GPUs. But did you know it is also the largest publisher of open"},{"publicationSlug":"thinkingcrypto.com","slug":"c_gtmibnkqm","title":"BULLS IN CONTROL! BITCOIN HITS $87K, BIG XRP & ETH PRICE PREDICTIONS! GOOGLE & APPLE CRYPTO HIRES!","subtitle":"Crypto News: Bitcoin's rally continues with price hitting $87,000 today. Trader Peter Brandt shares XRP and Ethereum price predictions. Google and Apple seek crypto talent as Big Tech eyes stablecoin and tokenization rails.<br />⭐️ Trade crypto perps with a free $25 bonus on Kalshi. You can trade on crypto up or down with up to 6x leverage, meaning you can put down $100 and control a $600 position. It’s the first CFTC-regulated perps exchange in the country, which means no VPN and no offshore nonsense to deal with. 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You should do your own research on each cryptocurrency and make your own conclusions and decisions for investment. Invest at your own risk, only invest what you are willing to lose. This channel and its videos are just for educational purposes and NOT investment or financial advice. Note that links included in this description might be affiliate links. If you purchase a product or service with the links that I provide I may receive a small commission. There is no additional charge to you! Thank you for supporting my channel so I can continue to provide you with free content each week!<br /><br />Become a supporter of this podcast: <a href=\"https://www.spreaker.com/podcast/thinking-crypto-news-interviews--3464539/support?utm_source=rss&utm_medium=rss&utm_campaign=rss\">https://www.spreaker.com/podcast/thinking-crypto-news-interviews--3464539/support</a>.","priceCents":100,"isPodcast":true,"isScopedPublisher":true,"relevanceScore":49,"matchedTokenCount":0,"totalTokenCount":0,"whyMatched":["Semantic match — conceptually similar content","Hybrid RRF — blended semantic + keyword"],"publishedAt":"2026-09-22T03:30:42.000Z","isInTimeWindow":false,"snippet":"com for more details."},{"publicationSlug":"newsletter.semianalysis.com","slug":"nvidias-backstop-universe-heads-i","title":"Nvidia’s Backstop Universe – Heads I Win, Tails Who Loses?","subtitle":"The $11T AI Buildout, Nvidia&#8217;s Backstop Economics, and the Limits of Nvidia&#8217;s Balance Sheet","priceCents":600,"isPodcast":false,"isScopedPublisher":true,"relevanceScore":45,"matchedTokenCount":1,"totalTokenCount":1,"topicCoverageRatio":1,"whyMatched":["Matched title/metadata for: nvidia","Hybrid RRF — blended semantic + keyword"],"publishedAt":"2026-09-11T17:04:52.000Z","isInTimeWindow":false,"snippet":"these support arrangements, Nvidia sells GPUs at full margin on day one, then floors the buyer&#8217;s revenue (in the case of the AI Cloud Partner (AICP) Program"},{"publicationSlug":"newsletter.bepresearch.com","slug":"free-isnt-cheap-enough","title":"Free Isn’t Cheap Enough","subtitle":"Read best config against best config, SemiAnalysis's own dashboard gives NVIDIA 9.7x outperformance on the TPU it just crowned.","priceCents":100,"isPodcast":false,"isScopedPublisher":true,"relevanceScore":45,"matchedTokenCount":0,"totalTokenCount":0,"whyMatched":["Semantic match — conceptually similar content","Hybrid RRF — blended semantic + keyword"],"publishedAt":"2026-09-11T15:50:33.000Z","isInTimeWindow":false,"snippet":"What the Headline Switched Off Four things are off on the NVIDIA side of the &#8220;apples-to-apples&#8221; chart, and all four are visible in SemiAnalysis&#8217;s own text and in the"},{"publicationSlug":"newsletter.semianalysis.com","slug":"openai-jalapeno-better-than-nvidia","title":"OpenAI Jalapeño: Better Than Nvidia Blackwell","subtitle":"OpenAI&#8217;s self-designed ASIC compared with Rubin, Jalape&#241;o&#8217;s TCO, throughput per MW, and spicy deets","priceCents":600,"isPodcast":false,"isScopedPublisher":true,"relevanceScore":41,"matchedTokenCount":1,"totalTokenCount":1,"topicCoverageRatio":1,"whyMatched":["Matched title/metadata for: nvidia","Hybrid RRF — blended semantic + keyword"],"publishedAt":"2026-08-25T14:00:38.000Z","isInTimeWindow":false,"snippet":"OpenAI, which is one of the single largest end users of Nvidia GPUs, is now following Anthropic&#8217;s footsteps in diversifying its compute stack. First with"}]}