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Key Facts

Founded1993

Key PeopleJensen Huang

HeadquartersSanta Clara, USA

ProductsH100, B200, CUDA

Top News

Intel's Neural Texture Compression slashes VRAM use by 18x as Nvidia shows 6.5GB reduced to 970MB

Intel unveiled Texture Set Neural Compression (TSNC), an AI-powered compression technology that can reduce game texture sizes by up to 18 times while maintaining image quality. Nvidia demonstrated similar capabilities with its Neural Texture Compression, cutting VRAM usage from 6.5GB to just 970MB in demo scenes. Both solutions address mounting storage and memory challenges as modern games demand increasingly detailed assets.

Technology6 sources

Intel's Neural Texture Compression slashes VRAM use by 18x as Nvidia shows 6.5GB reduced to 970MB

Technology6 sources

Apple Silicon Macs gain eGPU support for AI workloads as Apple approves TinyGPU driver

Apple has officially approved TinyGPU drivers from Tiny Corp, enabling AMD and Nvidia eGPU support on Apple Silicon Macs for the first time since the M1 launch. The drivers are designed exclusively for AI workloads, allowing users to run larger local AI models without bypassing system protections. Mac Mini owners running OpenClaw agents can now tap into external GPU power via Thunderbolt/USB4 connections.

Technology4 sources

Apple Silicon Macs gain eGPU support for AI workloads as Apple approves TinyGPU driver

Technology4 sources

TSMC revenue growth beats estimates as AI demand survives Middle East war disruption

Taiwan Semiconductor Manufacturing Co. reported a 35% quarterly revenue increase to $35.6 billion, signaling that global AI chip demand remained robust during the first weeks of Middle East conflict. The chipmaker for Nvidia and Apple is expected to post its fourth straight quarter of record profit with a 50% surge in net income, driven by insatiable demand for 3-nanometre technology and advanced packaging.

Business9 sources

TSMC revenue growth beats estimates as AI demand survives Middle East war disruption

Business9 sources

AI memory shortage to drive 625x demand surge by 2028 as PC hardware prices soar

Dell's CEO predicts total memory demand from AI will increase 625 times between 2022 and 2028, driven by expanding AI accelerator memory requirements and massive data center buildouts. The High Bandwidth Memory shortage is already forcing DRAM price increases exceeding 100%, with memory consuming 30% of hyperscaler spending in 2026—up from just 8% in 2023.

Business11 sources

AI memory shortage to drive 625x demand surge by 2028 as PC hardware prices soar

Business11 sources

DeepSeek V4 model to run on Huawei chips, testing China's AI self-sufficiency ambitions

DeepSeek's anticipated V4 model will run on Huawei chips instead of Nvidia hardware, marking a strategic shift in China's AI development. Chinese tech giants including Alibaba, ByteDance, and Tencent have ordered hundreds of thousands of Huawei chips ahead of the launch. The move signals China's push for AI self-sufficiency amid US export restrictions.

Technology5 sources

DeepSeek V4 model to run on Huawei chips, testing China's AI self-sufficiency ambitions

Technology5 sources

Nebius Group plans 310 MW AI data center in Finland, stock surges on infrastructure expansion

Nebius Group unveiled plans to build a 310 MW AI factory in Lappeenranta, Finland, sending shares up 12.5%. The facility will become one of Europe's largest AI compute centers when operational in 2027. The announcement comes alongside a $4.3 billion convertible notes offering to fund data center construction and GPU procurement across its global expansion strategy.

Business2 sources

Nebius Group plans 310 MW AI data center in Finland, stock surges on infrastructure expansion

Business2 sources

Microsoft pushes to develop state-of-the-art AI models by 2027 after ending OpenAI restrictions

Microsoft AI chief Mustafa Suleyman announced plans to develop cutting-edge AI models by 2027, marking a major shift toward AI self-sufficiency. The move follows a renegotiated OpenAI deal that previously barred Microsoft from building broadly capable models. However, computing power constraints mean the company still can't compete with frontier AI leaders like Anthropic and OpenAI.

Technology6 sources

Microsoft pushes to develop state-of-the-art AI models by 2027 after ending OpenAI restrictions

Technology6 sources

Singapore charges third person in AI chip fraud case linked to Nvidia export violations

Singapore prosecutors charged Jenny Lim with fraud for allegedly misleading Dell Technologies about server purchases containing Nvidia chips. The case expands an ongoing investigation into the circumvention of U.S. export bans, with servers routed through Singapore to Malaysia and potentially China. Lim joins two co-conspirators previously charged in February 2025.

Policy5 sources

Singapore charges third person in AI chip fraud case linked to Nvidia export violations

Policy5 sources

Sharon AI shares surge on $1.8 billion deal despite posting bigger losses in debut earnings

Australia-based Sharon AI announced a $1.8 billion supply agreement and a partnership with Canva, sending shares skyward despite reporting increased losses in its first earnings since its February Nasdaq debut. The artificial intelligence company rents access to high-end computer chips from Nvidia and AMD for AI processing needs.

Business2 sources

Sharon AI shares surge on $1.8 billion deal despite posting bigger losses in debut earnings

Business2 sources

Supermicro co-founder pleads not guilty to $2.5 billion China chip smuggling charges

Supermicro co-founder Yih-Shyan Wally Liaw entered a not guilty plea to charges of illegally diverting billions in Nvidia AI-powered servers to China. Released on $5 million bond, Liaw faces trial in November alongside two co-defendants in what prosecutors call the highest-profile crackdown on restricted AI technology smuggling. The charges wiped over $6 billion from Supermicro's market value.

Policy5 sources

Supermicro co-founder pleads not guilty to $2.5 billion China chip smuggling charges

Policy5 sources

Nvidia China market share plummets to 55% as Chinese chipmakers capture 41% with 1.65 million AI GPUs

Nvidia's dominance in China has eroded dramatically, with its market share falling from 95% to just 55% as Chinese chipmakers shipped 1.65 million AI GPUs in 2025. Huawei leads domestic vendors with 812,000 units, while U.S. export controls accelerate Beijing's push for self-reliance in semiconductors. The shift marks a critical turning point in the global AI chip race.

Business4 sources

Nvidia China market share plummets to 55% as Chinese chipmakers capture 41% with 1.65 million AI GPUs

Business4 sources

Iran threatens US tech companies as AI data centers become targets in escalating conflict

Iran's Islamic Revolutionary Guard Corps has issued direct threats against major US tech companies operating in the Middle East, warning of imminent attacks on AI data centers including the $30 billion Stargate facility in Abu Dhabi. The escalation follows earlier strikes on Amazon Web Services infrastructure and marks a dangerous shift toward targeting billions in commercial tech assets.

Technology12 sources

Iran threatens US tech companies as AI data centers become targets in escalating conflict

Technology12 sources

Oracle cuts thousands of jobs to fund AI data centers as stock rises amid restructuring push

Oracle has begun mass layoffs affecting an estimated 10,000 employees across multiple divisions as it redirects resources toward AI investments and data center infrastructure. The company's stock rose 2.6% in premarket trading following the announcement, even as affected workers received termination notices. The cuts are part of a broader restructuring plan valued at $2.1 billion.

Business23 sources

Oracle cuts thousands of jobs to fund AI data centers as stock rises amid restructuring push

Business23 sources

AI factories turn to grid flexibility as power demand outpaces infrastructure buildout

NVIDIA and Emerald AI unveiled a power-flexible AI factory architecture that treats data centers as intelligent grid assets rather than static loads. The collaboration aims to unlock up to 100 gigawatts of extra capacity from existing U.S. infrastructure while Europe struggles with high energy costs that threaten its AI competitiveness. Major power producers including AES, Constellation, and Vistra are backing the approach.

Technology5 sources

AI factories turn to grid flexibility as power demand outpaces infrastructure buildout

Technology5 sources

Nvidia DLSS 4.5 launches with 6x frame generation and dynamic mode for RTX 50 series GPUs

Nvidia has officially rolled out DLSS 4.5 through a beta update for the Nvidia App, bringing 6x Multi Frame Generation and Dynamic Multi Frame Generation exclusively to RTX 50 series GPUs. The update generates up to five additional frames for every natively rendered frame while automatically adjusting multipliers to match your monitor's refresh rate, promising smoother 4K 240Hz gaming with minimal latency impact.

Technology12 sources

Nvidia DLSS 4.5 launches with 6x frame generation and dynamic mode for RTX 50 series GPUs

Technology12 sources

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