MediaHeat glassbox · September 2026

Nvidia

Editorial score: T +20 · 9 scored stories.

Nvidia amplia a frente, mas perde centralidade na narrativa

O período combina aquisições, expansão do ecossistema e novos produtos, de Hugging Face a laptops RTX Spark. A Nvidia avança em capital e produto — sob pressão de MediaTek e startups que disputam sua centralidade.

Evidence

• NVIDIA's DLSS 5 launches with NBA 2K27 on September 3, but there's little reason for excitement — engadget.com
• Qualcomm rival MediaTek jumps 10% after $3.5 billion Nvidia AI chip deal — cnbc.com
• A Tiny Startup Helping Google Take On Nvidia Is Now Worth $18 Billion — forbes.com
• AI Spending Ripples Across Tech Stack; Nvidia Acquires Hugging Face | Bloomberg Tech 9/03/2026 — bloomberg.com
• Larry Ellison Passes Jensen Huang For 8th-Richest As Oracle Shares Soar — forbes.com
• Nvidia buys the front door to open AI as closed labs increasingly design their own silicon — the-decoder.com
• Nvidia launches free tool that links idle computers into a personal AI data center — theverge.com
• Nvidia’s new RTX Spark laptops launch in October with two different configs — theverge.com
• Nvidia To Acquire Hugging Face — forbes.com