Latest Nvidia News

NVIDIA has lost its long-serving chief executive Jensen Huang with immediate effect, placing CFO Colette Kress in the top job on an interim basis. The abrupt transition comes days before the company is due to report fiscal third-quarter results.

Pathkey.AI has presented Chipforge as a functioning end-to-end AI platform for chip design, backed by independent testing, benchmark comparisons and a first proof-of-value contract. The harder test now is converting that engineering progress into recurring revenue before its A$5.8 million cash balance becomes a constraint.

Pathkey.AI says an independent expert used its Chipforge platform to turn written specifications into working FPGA hardware without assistance from the company or manual code changes. The validation comes as Chipforge moves into pre-production customer work, but 88.5 million performance rights will also vest and the company’s benchmark comparisons remain internally generated.

icetana AI has started FY27 with a sharp lift in recurring revenue and quarterly sales, while its Antara Core platform reached its first commercial deployment. The progress came alongside higher operating cash outflows and a $3.9 million cash balance.

Marlin Global’s portfolio fell 6.3% before fees and tax in FY26 while its benchmark gained 30.5%, producing a NZ$17.3 million net loss. The Fisher Funds-managed vehicle is responding with broader sector coverage, faster portfolio turnover and an expanded research team.

Marlin Global delivered a 3.0% gross performance return in August, beating its benchmark as software holdings rebounded sharply. The Fisher Funds-managed portfolio is also preparing to exit some investments and add businesses in three sectors.

Pentanet’s FY26 results reveal robust growth in cloud gaming and telco segments, with a 74% jump in EBITDA to $2.4 million and ongoing GPU expansion plans.

4DS Memory Limited is set to acquire Australian Edge-AI software firm Jenesys, raising $5 million to integrate its autonomous systems capabilities with 4DS’s PCMO ReRAM technology, targeting computing-in-memory and neuromorphic markets.

Dicker Data’s first half FY26 results reveal a sharp 54% jump in net profit, driven by strong revenue growth across software and AI infrastructure, prompting an upgraded full-year forecast.

Pengana Private Equity Trust (ASX: PE1) posted a 23.2% net return for FY2026, powered by a dramatic revaluation of SpaceX and strong gains across a diversified private equity portfolio.

SenSen Networks reported a 16.7% rise in annualised recurring revenue to $11.7 million and a 23.6% EBITDA increase to $2.0 million in FY26, while expanding its SenDISA platform into environmental enforcement with EPA Victoria.

State Street’s suite of six SPDR International Equity ETFs reported solid net asset growth and consistent benchmark tracking for the year ended 30 June 2026, with comprehensive risk management and an unqualified audit from Ernst & Young.