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Nvidia partner Hon Hai reports a better-than-expected increase in quarterly profit, signaling robust global demand for AI hardware
Nvidia partners with major Wall Street players to raise $500B for AI infrastructure
NVIDIA Nemotron 3.5 Lightning is now live on OpenRouter. A 30B hybrid MoE with 3B active params, distilled from Nemotron 3 Ultra. Built for high-volume, specialized AI agent workloads, delivering up to 4× higher throughput and up to 30% faster task completion compared to similar models in its class.
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NVIDIA is reportedly working on a feature that could let future GeForce GPUs use an SSD as extra VRAM. When a graphics card runs out of VRAM, it could use data stored on a fast NVMe SSD instead. Your SSD won’t be as fast as real VRAM, but it could help when a game or AI app needs more memory than your graphics card has. That could mean fewer stutters and better performance in some situations. The feature is reportedly based on RTX IO and Microsoft’s DirectStorage technology.
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NVIDIA canceled a customer’s $4,600 order for an ASUS ROG Astral GeForce RTX 5090 after ASUS declined to honor the pre-price-hike price. The customer was instructed to place a new order at $5,100, a $500 increase. The customer says NVIDIA blamed ASUS for the cancellation, while ASUS said it wasn’t responsible.
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Nvidia CEO Jensen “@Tesla stack is the most advanced autonomous vehicle stack in the world. I’m fairly certain they were already using end-to-end AI. Whether their AI did reasoning or not in somewhat secondary to that first part.” @elonmusk
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NVIDIA CEO Jensen Huang was stunned by what Elon Musk's team pulled off. "What Elon and the team achieved is singular. It has never been done before." Building a massive AI supercomputer is usually measured in years. Yet 100,000 GPUs were brought online and running in just 19 days. Not months. Not years. Nineteen days. It's the kind of execution speed that rewrites expectations for what large-scale engineering teams can accomplish.
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NVIDIA $NVDA IS BACK TO BEING THE LARGEST COMPANY IN THE WORLD Nvidia is back to having a larger market cap than Apple $AAPL and has reclaimed its spot as the largest public company in the world
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NVIDIA is no longer just selling chips—it has become the "central bank" of the AI economy. 🏦💻 By controlling the global supply of GPUs, NVIDIA is completely reshaping global capital markets. The latest KuCoin blog breaks down how physical compute power is being transformed into a highly financialized asset class: ⚙️ The GPU Capital Flywheel: How specialized "NeoClouds" are using massive fleets of NVIDIA hardware as yield-bearing collateral to secure billions in private debt. 🔄 Circular Ecosystem Reinforcement: NVIDIA is aggressively deploying its cash reserves to invest in foundational AI labs and supply chains, locking in its proprietary CUDA software as the global standard. 🏦 Macroeconomic Impact: With AI infrastructure absorbing trillions in global liquidity, long-term corporate borrowing costs across non-AI sectors are being structurally elevated. 🌐 The DePIN Counterweight: Why centralized capital bottlenecks are driving the explosive adoption of Decentralized Physical Infrastructure Networks (DePIN) and Web3 compute protocols. Are we witnessing the complete financialization of AI compute? Read the full analysis on how NVIDIA is dictating the market here:
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NVIDIA CEO Jensen Huang was stunned by what Elon Musk's team pulled off. "What Elon and the team achieved is singular. It has never been done before." Building a massive AI supercomputer is usually measured in years. Yet 100,000 GPUs were brought online and running in just 19 days. Not months. Not years. Nineteen days. It's the kind of execution speed that rewrites expectations for what large-scale engineering teams can accomplish.
Show more