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The Latest Breaking News from Nvidia

SK Hynix briefly tops Samsung as Korea’s most valuable company—and it’s eyeing a U.S. listing as soon as August

SK Hynix’s shares are up by almost 900% over the past 12 months, compared with almost 180% for the broader KOSPI index.

Fortune

Another AI Firm Is Paying SpaceX $6.3B for Nvidia Compute After Google and Anthropic's $26B Commitment

SpaceX has partnered with Reflection AI, securing a $150 million monthly deal to provide computing power, enhancing open-source AI development amid growing concerns over closed AI systems.

International Business Times UK

This Tiny AI Memory Stock Is Taking on Samsung, Google, and Nvidia

Netlist stock surged after widening its patent dispute with Samsung and adding several major AI and server companies to a new ITC complaint.

Barchart

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Valve working on SteamOS for general release — company collaborating with Nvidia to ensure compatibility, hints at dual-boot capabilities in the future

Valve engineer Pierre-Loup Griffais says that the company is working on expanding SteamOS compatibility with Nvidia and other hardware platforms. This should make it easier for users to install the gaming operating system on non-Valve hardware, although it still requires a complete system wipe to replace the existing OS.

Tom’s Hardware

SK hynix passes Samsung as South Korea's most valuable company — memory company surpasses valuation milestone on the back of HBM

SK hynix overtook Samsung Electronics on Monday to become South Korea’s most valuable listed company.

Tom’s Hardware

Cooling just became the most strategic choice in AI infrastructure

As AI power demands surge, cooling emerges as infrastructure’s defining competitive advantage.

TechRadar

3 AI stocks outweigh all of India: Why this concentration is sounding EM alarm bells

Two Asian markets are heavily reliant on AI chipmakers, with TSMC, Samsung, and SK Hynix dominating emerging market indices. This concentration poses significant risk. In contrast, India's market offers diversification across sectors like BFSI, consumption, and infrastructure, presenting a potentially more resilient investment opportunity. Experts highlight India's growing AI infrastructure…

The Economic Times

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Software-hardware loop fuelling all new AI super cycle

While energy and cooling challenges persist, a lot more hardware requirements are expected to emerge, Synopsys CIO Sriram Sitaraman told ET. While energy and cooling pose challenges, innovation is anticipated to overcome these. Enterprises are also seeing productivity boosts from AI in repetitive tasks, shifting towards efficient model usage and…

The Economic Times

Valve confirms you can build your own Steam Machine with latest SteamOS update

Valve confirmed that you can build your own Steam Machine PC with the most recent SteamOS update.

Tom’s Guide

Stocks Mostly Lower on Weakness in Megacap Tech and Software Stocks

The S&P 500 Index ($SPX ) (SPY ) on Monday closed down -0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.29%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.19%. September E-mini S&P futures (ESU26 ) fell -0.34%, and September E-mini Nasdaq futures...

Barchart

Arm servers capture over 45% of data center market revenue — GPU clusters and high-end AI infrastructure fuel a tectonic shift away from x86

Arm-based servers accounted for nearly half of server revenue in Q1 2026, challenging x86. But in the coming years, they might catch up unit wise as well.

Tom’s Hardware

Why Jefferies Is Betting That IREN Stock Will Gain 30% from Here

Thanks to a string of major AI deals and an expanding cloud platform, IREN has won over Jefferies, which sees more than 30% upside ahead.

Barchart

Nvidia says its new data center design will fix AI’s water problem

The company says it has eliminated “pretty much all water usage” with its new liquid cooling design.

Fortune

1 Company, 1.4 Billion People: How Nvidia’s Record Run Has Made the Company Higher Valued Than the Entire Country of India

There's a new viral claim going around that Nvidia is worth more than India's entire economy. That's not a totally accurate comparison, but it does tell us a lot about investor confidence in the AI revolution.

Barchart

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The Economic Times

Who is Will Cathcart? WhatsApp leader exits after steering it through privacy battles, monetisation push

Cathcart’s departure comes at a time when WhatsApp is in the middle of a transition. Under him, the platform recently rolled out Meta’s AI assistant powered by its latest model, Muse Spark, alongside privacy-focused features such as “incognito chat” built on confidential computing infrastructure using chips from AMD and Nvidia.

International Business Times

Nvidia Says a New AI Cooling System Addresses Data Center Water Concerns

Nvidia on Monday announced a new AI system designed to reduce water consumption by operating at higher temperatures and requiring less cooling equipment.

Fortune

Americans are fleeing the U.S. at record rates—an ex-Google engineer who left India to build a $7.2 billion AI firm says they’re making a mistake

He left India for Silicon Valley, built two billion-dollar companies, and insists the U.S. "remains the land of opportunity" as Americans flee.

Barchart

Nvidia Could Soon Start Paying Your Monthly Electric Bill. Here’s the Catch.

AI data centers take up huge amounts of space, electricity, and water. Nvidia's latest partnership could mitigate all of these problems by sticking a tiny data center in your house instead.

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news in one place.

100's of premium titles.
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The Economic Times

Yotta ramps up AI push with additional $6 billion investment

Yotta Data Services is injecting a massive $6 billion into expanding its AI infrastructure, significantly boosting its Nvidia GPU deployment. The company is increasing its Nvidia Blackwell GPU order and plans to integrate thousands of next-generation chips. This move highlights India's ambition to become a global AI compute hub, ensuring…

TechRadar

A YouTuber tried using an ice machine to cool down his Nvidia RTX 3060 rig —and it went about as well as you might expect

Cooling a GPU with a modified ice machine doesn't sound like a great idea on paper, and it didn't really work out all that well either.

Fortune

Exclusive: Upscale AI wants to be the next Cisco—and it just raised another $190 million

The AI networking startup has now raised $500 million in under 18 months as investors bet the next infrastructure giant will emerge from the race to connect the world's AI chips.

Fortune

South Korean chipmakers are being paid such massive bonuses it’s becoming an inflation problem for the central bank

The Bank of Korea is worried that a wage-price spiral is increasing consumer demand and pushing up prices.

The Economic Times

As new tech shines, market takes rest on old cushions: Devina Mehra

Forget the hype around tech giants like Mag 7 and MANGOS. Current market data reveals a shift, with US small-cap and old-economy stocks like transportation surging. While semiconductors are booming due to AI investments, history warns of their cyclical nature. Investors should look beyond popular narratives, as market themes constantly…

Barchart

Why TSMC Doesn’t Even Need to Win the AI Race

TSMC's biggest strength may be that its customers are also its competitors.

Barchart

Nothing Seems to Be Going Right for Meta Platforms. How to Play META Stock Here.

Meta Platforms is in the red this year and is the second-worst-performing Magnificent 7 stock so far. Here are the key challenges that the company is facing.

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