Custom HBM! "By integrating the memory controller into the 3D HBM stack instead of the XPU, NVHBM delivers up to 30% greater memory bandwidth and 15% lower HBM power consumption, and frees up to 25% more area on XPU compute die compared with standard HBM4E."

NVIDIA’S OWN CFO WALKED AWAY FROM HER STOCK SALE PLAN. Colette Kress had a 10b5-1 plan set up to sell up to 500,000 $NVDA shares. She terminated it in April 2026. Zero shares sold under it. Directors were selling in the same window. The CFO chose not to.

Sam Altman admits he was wrong on AI's timeline and says society and the economy will adapt more slowly "I thought when we got to GPT-4, which was back in 2023, that very quickly after that there was going to be much more disruption, software businesses up for grabs right away, than it turned out to be." "I think I was wrong about a few things, but one in terms of the speed: the economy just has so much inertia." "People keep doing the same things, buying from the same company, wanting to use their tools the same way. I think this is actually a positive in many ways, and it's going to make this big transition go smoother and slower. I'm grateful for it." "But it means we've all been too ambitious on timelines. Even with this incredible technology, society and the economy will adapt more slowly."