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The AI Daily Brief · Tuesday, August 25, 2026

Nvidia's Aggressive Investment Strategy and Chip Smuggling Case

Nvidia is actively making strategic investments and acquisitions, including licensing technology from Poolside, taking a stake in Merkor, and potentially investing in Perplexity at a $30 billion valuation. Concurrently, Taiwanese prosecutors have charged nine individuals, including an Nvidia manager, for smuggling cutting-edge Blackwell 300 systems into China.

personJensencompanyNvidiacompanyPoolsidecompanyMerkorcompanyPerplexitycompanySuper Micro

The tape

4 quotes
“In fact, with a flurry of recording around Nvidia's deal-making in recent days, some are wondering just what Jensen is building.”
“Over the past week, we've heard that Nvidia signed a deal to license technology and acquire talent from Poolside, by a stake in data labeling company Merkor, and potentially in Perplexity, at a potentially perplexingly $30 billion valuation.”
“On Monday, the Taiwanese announced nine indictments in relation to a scheme to smuggle cutting edge Blackwell 300 systems into China.”
“In addition to the person who has identified as a manager in Nvidia's distribution business, two others worked for Nvidia partner Super Micro.”
Heard on The AI Daily Brief — “What the Top AI Users Are Doing Differently”, published Tuesday, August 25, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
Transcribed via Gemini audio transcription · $0.02
Nvidia's Aggressive Investment Strategy and Chip Smuggling Case — Heardvine