NVIDIA

Nvidia CEO Jensen Huang anticipates explosive growth, expecting to double chip sales next year. This projection follows a forecast of a 70% revenue surge by fiscal year 2028, driven by AI’s transformative impact across industries. Nvidia’s success hinges on its high-performance GPUs, with diversified offerings in CPUs, networking, and specialized platforms. Huang also stressed Nvidia’s commitment to responsible innovation and AI safety amidst growing concerns about advanced AI risks.

Snap is pivoting its Spectacles AR venture towards the enterprise sector through strategic partnerships with Nvidia, AWS, and Salesforce. This shift aims to position Spectacles as a powerful computing platform for businesses, enhancing productivity. Snap CEO Evan Spiegel emphasized Spectacles as a computer, not just smart glasses. The company is also launching Spectacles Intelligence, an AI assistant across its devices, while advocating for thoughtful international AI governance.

Nvidia CEO Jensen Huang is reportedly invited to a state dinner for Chinese President Xi Jinping during his Washington visit. This highlights AI’s prominence in bilateral discussions and signals a strategic US administration approach, leveraging tech leaders to foster dialogue and promote American innovation and economic competitiveness on the global stage.

Nvidia CEO Jensen Huang opposes antitrust exemptions for AI companies to slow development, arguing that safety is an engineering problem solvable by the industry itself. He believes existing regulations are sufficient and that AI developers should responsibly test and refine models before release. Huang dismissed imminent existential AI threats, emphasizing global efforts towards responsible AI development and safeguards.

Samsung invested $231 million in Dutch AI chipmaker Euclyd’s Series A funding round, co-led by EQT and others. Euclyd is developing a novel AI chip system designed for inference, distinct from GPUs, aiming to reduce energy consumption and costs. This move reflects a growing industry trend towards proprietary AI processors, challenging Nvidia’s dominance and driven by the increasing demand for AI infrastructure. Euclyd plans to offer hardware and licensing, with chip systems expected by 2028.

Dell Technologies’ stock surged 10% following RBC Capital Markets’ “outperform” rating and $640 price target. The company’s shares have quadrupled year-to-date, driven by its strong position supplying Nvidia-powered servers for the AI boom. RBC estimates a $95 billion server order backlog and highlights Dell’s strategic advantage in AI infrastructure, robust supply chain, and comprehensive product portfolio. Dell’s recent earnings surpassed expectations, leading to an upward revision of its full-year revenue forecast.

NVIDIA is optimizing its global hardware supply chain by integrating Palantir Foundry and its cuOpt technology. This solution automates critical allocation decisions, using cuOpt for mixed-integer linear programming to minimize “Time of Ownership.” NVIDIA also fine-tuned its Nemotron AI model on qualitative data to enhance operational insights and decision accuracy, achieving significant improvements over previous benchmarks. This closed-loop system continuously learns from real-world performance for future reinforcement learning initiatives.

Nvidia has acquired Hugging Face, a leading open-source AI model repository, for $12.9 billion. This strategic move solidifies Nvidia’s dominance in AI, securing a crucial hub for developers and preempting competitors. The acquisition aims to foster diverse AI model growth, aligning with Nvidia’s strategy to provide the computational power for AI innovation. It also has geopolitical implications, strengthening the U.S. domestic AI ecosystem.

Nvidia has become a leading strategic tech investor, with its equity portfolio soaring to $99 billion. The company has invested over $40 billion in AI companies in 2026, bolstering the AI sector and its own ecosystem. These investments span frontier AI labs, cloud providers, and emerging technologies, demonstrating Nvidia’s commitment to innovation and market dominance.

OneRail’s OmniSTAR platform, powered by Nvidia’s cuOpt and cuDF, revolutionizes logistics by using AI for real-time, cost-effective order fulfillment. It analyzes diverse delivery options, dramatically reducing computation times from minutes to seconds. This enables dynamic optimization, preventing margin erosion and improving profitability for retailers, wholesalers, and distributors. OmniSTAR is already delivering significant savings and streamlining operations for major clients.