Recent events
2026-05-02
Other facts
SECONDARY
Contract awarded: US Department of Defense signed new deals with NVIDIA, Microsoft, Amazon Web Services, and Reflection AI to integrate advanced AI systems into classified military networks.
2026-03-12
Other facts
INFERENTIAL
The five-month development timeline from the Oct 2025 partnership announcement to the March 2026 AIOS-RA product launch is inconsistent with standard hardware-software integration cycles for Blackwell Ultra GPUs…
2026-03-12
Other facts
SECONDARY
The March 12, 2026 joint announcement of Palantir AI OS Reference Architecture (AIOS-RA) on Blackwell Ultra GPUs suggests partnership negotiations were substantially advanced by October 2025, raising questions about…
2026-03-12
Other facts
SECONDARY
The AIOS-RA product from the Nvidia/Palantir partnership was likely under development under classified government contracts (e.g., JADC2, Project Maven) prior to the October 2025 partnership announcement, explaining…
2025-12-31
Transactions
PRIMARY
NVIDIA Corp spent $4,950,000 on federal lobbying in 2025 to influence Congress and federal agencies on AI, computing, and technology policy matters.
2025-10-26
Transactions
PRIMARY
Earnings report: NVIDIA filed Q3 FY2026 Form 10-Q, reporting goodwill increase of $1.1B from acquisitions allocated to Compute & Networking reporting unit.
2025-10-15
Transactions
INFERENTIAL
The temporal clustering of Nvidia's $5T market cap milestone and Palantir partnership announcement within the same week represents a statistically unlikely coincidence that warrants SEC materiality disclosure review
2025-06-15
Transactions
SECONDARY
Peter Thiel's simultaneous roles as Palantir board member and Thiel Macro investment principal during the Q3 2025 Nvidia divestiture period creates potential Section 16 insider trading exposure under Palantir's…
2025-06-15
Transactions
SECONDARY
Thiel Macro's institutional investment status would require quarterly 13F disclosure of equity positions exceeding $100 million, providing discoverable documentation of Nvidia divestiture timing and scale
2025-06-15
Transactions
INFERENTIAL
The coordination of Nvidia's $5 trillion market cap milestone with the Palantir partnership announcement suggests potential market timing that would be subject to SEC market manipulation scrutiny
2025-06-15
Other facts
INFERENTIAL
Thiel Macro's Q3 2025 divestiture of all Nvidia shares occurred in the quarter immediately preceding the October 28, 2025 Palantir-Nvidia partnership announcement by Jensen Huang
2025-06-15
Other facts
SECONDARY
The five-month timeline from Nvidia partnership announcement (October 2025) to joint AIOS-RA product announcement (March 2026) indicates partnership negotiations were likely active during Q3 2025 when Thiel Macro…
2025-06-15
Other facts
INFERENTIAL
Thiel Macro’s Q3 2025 13F filing will provide documentary evidence of the exact timing and number of Nvidia shares divested, enabling calculation of whether any trading occurred within six months of a Palantir equity…
2025-06-15
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PRIMARY
Thiel Macro's Q3 2025 13F filing will be filed on November 14, 2025, providing the first verifiable public record of whether the Nvidia divestiture was a complete liquidation (zero shares) or reduction to a smaller…
2025-04-09
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PRIMARY
Regulatory enforcement action: U.S. government informed NVIDIA that a license is required for export to China of H20 integrated circuits and any circuits achieving H20's memory/interconnect bandwidth, effective…
2025-04-09
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PRIMARY
Regulatory action: U.S. government imposed indefinite license requirement for NVIDIA exports to China of H20 integrated circuits and any circuits achieving H20's memory bandwidth or interconnect bandwidth, citing risk…
2025-02-26
Transactions
PRIMARY
Earnings report: NVIDIA reported Q4 FY2025 revenue of $39.3B (up 78% YoY) and FY2025 revenue of $130.5B (up 114% YoY), with record Data Center revenue of $35.6B.
2025-02-26
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PRIMARY
NVIDIA's 2025 Proxy Statement filed with the SEC incorporates governance disclosures for the Annual Meeting of Shareholders.
2025-02-26
Transactions
PRIMARY
Earnings report: NVIDIA filed Annual Report on Form 10-K for fiscal year ended January 26, 2025, disclosing record revenue and AI infrastructure investments.
2025-02-20
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PRIMARY
Regulatory action: On February 20, 2025, the Ninth Circuit's judgment in the In Re NVIDIA Corporation Securities Litigation took effect, and the derivative lawsuit case was remanded to the district court for further…
2024-09-15
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PRIMARY
Nvidia disclosed in SEC filings that it received a subpoena from the U.S. Department of Justice regarding antitrust concerns related to its AI chip business
2024-06-15
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PRIMARY
Nvidia completed a 10-for-1 stock split effective June 2024, disclosed in SEC filings
2024-02-15
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PRIMARY
In FY2024 10-K filing, Nvidia reported Data Center segment as its largest revenue source, surpassing Gaming
2024-01-24
Transactions
SECONDARY
NVIDIA contributed $30 million in support including $24 million in computing for its DGX platform to a US government AI research program involving DARPA, Department of Defense, Department of Energy, NASA, NIH, NOAA…
2023-10-15
Other facts
PRIMARY
Updated export restrictions in October 2023 expanded controls to additional Nvidia products including the A800 and H800 chips designed for the China market, requiring new SEC risk disclosures
+25 earlier events on the chart
