Nvidia

Amazon’s secret ‘Moonraker’ aims to turn Alexa into AI agent

Amazon Amazon.com, Inc. is building a previously unreported initiative codenamed Moonraker that would turn Alexa into a full AI agent capable of executing complex, multi-step tasks from a single voice command, according to internal planning documents first reported by Business…

South Korea’s KOSPI enters bear market, dragging global chip stocks down

Nvidia has seen its market capitalization fall by approximately $1 trillion from its June peak, as a confluence of factors — a liquidity crisis in South Korea, reports of a delay to a key product, and broader semiconductor sector pressure…

Nvidia loses $1T in value as China shifts to local chips

Nvidia shares fell on Monday after a Bloomberg Intelligence survey revealed that Chinese technology companies plan to allocate 46% of their artificial intelligence accelerator budgets to domestic chips over the next 12 months, up from 30% currently. The findings underscore…

Samsung begins mass production of SSD for Nvidia’s Vera Rubin AI platform

Samsung Electronics announced on Tuesday that it has begun mass production of its PM1763 enterprise solid state drive, a PCIe 6.0-based storage solution built for next-generation AI and high-performance computing servers, including Nvidia's upcoming Vera Rubin AI platform.

Huawei to debut Atlas 950 AI supernode in China at Shanghai conference

Huawei will showcase its Atlas 950 SuperPoD — described as the industry's largest AI computing super node — at the 2026 World Artificial Intelligence Conference in Shanghai, scheduled to run from July 17 to 20.

Perplexity to use Nvidia’s new Vera CPU for AI agents

AI startup Perplexity confirmed on Tuesday that it plans to deploy Nvidia's new Vera central processing units, lending further momentum to the chipmaker's push into a server-processor market long dominated by Intel and Advanced Micro Devices.

Perplexity to deploy Nvidia’s Vera CPU for AI agents

AI search startup Perplexity confirmed on Tuesday that it plans to use Nvidia's new Vera central processing unit, lending an early customer endorsement to the chipmaker's push into the data center CPU market long held by Intel and AMD Advanced…

Chinese firms plan to shift 46% of AI chip budgets to domestic makers

Chinese companies plan to allocate 46% of their AI accelerator budgets to domestic chipmakers over the next 12 months, up from 30% today, according to a Bloomberg Intelligence survey published on Tuesday, marking a sharp acceleration in Beijing's drive to…

DeepSeek developing its own AI chip to cut Nvidia reliance

Chinese AI startup DeepSeek is developing a proprietary AI chip designed for inference — the process by which trained models generate responses for users — according to a Reuters exclusive report citing three sources familiar with the matter. The effort…

Nvidia AI server delay to 2028 rattles Asian tech stocks

Hong Kong's Hang Seng Index climbed 1.1% on Monday, rising 266 points to close at 23,616, marking a third straight session of gains as heavyweight internet stocks powered the advance and mainland investors continued to pour capital into the city's…

Nvidia denies report that its Kyber AI rack is delayed to 2028

Nvidia pushed back Monday against a report from semiconductor research firm SemiAnalysis claiming its next-generation Kyber NVL144 rack-scale AI system has been delayed by more than 12 months to 2028. "Our roadmap is intact," a spokesperson told Seeking Alpha, in…

Nvidia’s flagship AI rack delayed to 2028, report says

Nvidia's next-generation Kyber NVL144 rack-scale AI system has been pushed back more than 12 months to 2028, semiconductor research firm SemiAnalysis reported on July 6, just three months after CEO Jensen Huang showcased the architecture at GTC 2026.

Foxconn Q2 revenue jumps 40% on record AI server demand

Taiwan's Foxconn Hon Hai Precision Industry Co., Ltd. reported second-quarter revenue of T$2.513 trillion ($78.71 billion) on Saturday, a roughly 40% year-on-year increase driven by demand for artificial intelligence servers and cloud infrastructure products. The figure beat market forecasts and…

Boston Dynamics unveils simpler Atlas robot built for mass production

Boston Dynamics has revealed a new generation of its Atlas humanoid robot that features "almost an order of magnitude" reduction in complexity compared to its predecessor, with dramatically fewer parts designed to enable mass manufacturing. The disclosure comes alongside a…

Asia-wide crackdown on Nvidia chip smuggling widens with detentions, seizures

Taiwanese prosecutors have detained two employees of Super Micro Computer and released two others on bail as part of a widening investigation into the alleged smuggling of Nvidia AI chips to China, while Singapore authorities separately seized a $42 million…

Nvidia launches revenue-sharing model with AI cloud startups

Nvidia has unveiled a new business model that allows AI cloud providers to deploy its GPU infrastructure through revenue-sharing and credit-support arrangements, marking a shift from the chipmaker's traditional hardware sales approach toward recurring income tied to downstream cloud services.

SK Hynix unveils $64B chip plant plan amid global tech selloff

SK Hynix said on Thursday it plans to invest 100 trillion won ($64.38 billion) to build new chip-making facilities in Cheongju, central South Korea, including a major NAND memory factory set to begin production by 2029. The announcement marks the…

Chip stocks slide as bubble warnings follow historic Q2 rally

Semiconductor stocks opened the second half of 2026 under heavy selling pressure on Wednesday, as bubble warnings from Bank of America and the Bank for International Settlements rattled investors following a quarter in which three chipmakers alone added $2 trillion…

Nvidia scraps original four-chip Rubin Ultra design

NVIDIA has canceled the original four-chip design of its Rubin Ultra GPU just three months after unveiling it at GTC 2026, according to semiconductor research firm SemiAnalysis, which posted the findings on June 30. The revised chip reverts to a…

Nvidia’s China AI chip share nears zero as Huawei takes the lead

Nvidia has effectively lost its dominance in China's artificial intelligence chip market to Huawei, as U.S. export controls and Beijing's push for domestic technology reshape the global semiconductor landscape.

Anthropic deploys Claude on Nvidia GPUs in Azure for first time

Anthropic announced on Monday that its Claude family of AI models is now generally available in Microsoft Foundry on Azure, running on Nvidia's GB300 Blackwell Ultra GPU systems — marking the AI startup's first deployment on Nvidia hardware.

Europe’s deadly heatwave exposes AI data center climate risks

A record-breaking heatwave that has swept across Europe over the past week, killing more than 1,300 people and shattering temperature records in at least a dozen countries, is exposing the vulnerability of the continent's rapidly expanding AI data center infrastructure…

Nvidia-backed Firmus to build 360MW AI data center in Indonesia

Australian AI infrastructure firm Firmus Technologies has partnered with Nvidia to build a 360-megawatt data center campus on Batam Island, Indonesia, in what would be one of the largest AI computing facilities in Southeast Asia.

AWS to raise GPU cloud prices 20% on July 1

Amazon Amazon.com, Inc. Web Services will increase prices on its EC2 Capacity Block reservations for machine learning GPU instances by approximately 20% effective July 1, 2026, according to an update posted to the company's official pricing documentation page. The increase…

Italy’s Domyn plans open-source frontier AI model within a year

Italian AI company Domyn will release a fully open-source frontier AI model within a year, CEO Uljan Sharka announced on Thursday, in a bid to reduce Europe's dependence on American and Chinese artificial intelligence technology.

AI race shifts to ‘world models’ as startups and tech giants invest billions

A new front is opening in the artificial intelligence race as researchers, startups, and tech giants pivot from chatbots toward "world models" — AI systems designed to understand physical environments, spatial relationships, and the passage of time. The shift marks…

OpenAI unveils Jalapeño, its first custom AI chip

OpenAI on Wednesday unveiled Jalapeño, its first custom-designed artificial intelligence chip, developed in collaboration with Broadcom and built specifically for the inference workloads that power ChatGPT and the company's broader product suite.

Nvidia’s banned AI chips double in price on China’s black market, FT reports

Prices of Nvidia's restricted AI chips have more than doubled on China's black market over the past six months, the Financial Times reported on Tuesday, underscoring how U.S. export controls have created a vast scarcity premium even as they fail…

Samsung’s HBM4 chip sales top $1B four months after launch

Samsung Electronics has crossed the $1 billion revenue mark for its sixth-generation high-bandwidth memory chips, known as HBM4, just four months after becoming the first company in the world to begin mass production in February, according to industry sources reported…

Nvidia now powers over 80% of world’s top supercomputers

The 67th edition of the TOP500 list, unveiled at the ISC High Performance 2026 conference in Hamburg, Germany, on Sunday, cements Nvidia's dominance in supercomputing. The company's technologies now power more than 400 of the world's 500 fastest supercomputers —…