A report from nonprofit watchdog C4ADS outlines three main routes Chinese buyers use to obtain export-restricted Nvidia AI chips like the H100, A100 and Blackwell models: direct purchases through research institutions, rerouting shipments through third countries in Southeast Asia, and layered shell-company transactions. The group notes its findings only cover documented cases, so the real volume of smuggled hardware is likely much larger.
NVIDIA, Google, and startup Emerald AI have created the AI Energy Management Alliance (AEMA), a coalition aimed at making AI data centers more flexible in their power consumption. The group wants facilities to be able to shift workloads, tap batteries, and cut usage during peak demand, in exchange for utilities granting faster grid connections and potentially sharing infrastructure costs.
Apple is reportedly building custom AI servers around future M8 Ultra chips, planned in two- and four-chip configurations, and is evaluating Nvidia's NVLink Fusion for high-speed interconnects between them. The project, said to have started roughly a year ago under former hardware chief John Ternus, aims to replace Apple's existing in-house connectivity tech, which is reportedly too slow and expensive for large-scale deployment.
King Charles will host executives from Nvidia, OpenAI, Anthropic and Google DeepMind at a Scotland summit convened with the King's Trust, King's Foundation and Sustainable Markets Initiative. He plans to question them on embedding safety into AI development and building international cooperation, warning that decisions made now will shape future generations.
Leaker Kepler_L2 claims AMD's upcoming RDNA 5 graphics architecture will include its own neural lighting technology, similar to Nvidia's DLSS 5. Because next-gen consoles are expected to use AMD chips, this feature could bring neural rendering to the PS6 and the next Xbox rather than staying limited to high-end PC cards.
Apple is reportedly exploring an AI inference server using future M8 Ultra chips, in configurations of two or four chips, and is debating whether to use Nvidia's NVLink Fusion to link them instead of its own interconnect methods. Any product wouldn't ship before 2029 and could be canceled. The plan follows rising demand from AI firms like OpenAI and Anthropic, which have bought or rented large numbers of Mac mini and Mac Studio units for reinforcement-learning workloads.
Valve says it's actively working to bring functional Nvidia graphics drivers to SteamOS, the Linux OS behind the Steam Deck and Steam Machine, but the effort could take years to complete. Internal testing has already gotten Nvidia drivers running and rendering graphics on certain GPU generations, though performance still trails AMD hardware.
Snap is teaming up with Nvidia, Amazon Web Services and Salesforce to market its $2,195 Specs augmented reality glasses to businesses, aiming to position the device as a computing platform rather than a consumer camera accessory. CEO Evan Spiegel said the glasses could help field technicians view digital repair instructions and interact with coworkers, leveraging Nvidia's open-source XR AI platform. Snap also unveiled Specs Intelligence, an AI assistant working across the glasses, iPhones and Macs, with pricing still undetermined.
Nvidia sells limited-run clothing featuring CEO Jensen Huang at conference pop-ups and brief online drops that sell out fast, while OpenAI occasionally opens sales of employee apparel to the public and Anthropic gave away branded hats at a temporary New York pop-up. Fans like New York entrepreneur Natalie Fratto wear the gear as a badge of allegiance, comparing it to sports fandom.
OpenAI CEO Sam Altman will attend the White House state dinner marking Chinese President Xi Jinping's visit, according to CNBC. Nvidia CEO Jensen Huang is also expected to be present, as the Trump administration invites prominent tech executives to the event.
Leaker Kepler_L2 says most of Nvidia's next-gen RTX 60 series and AMD's RDNA 5-based Radeon 10000 lineup won't launch until 2028, with AMD's midrange AT2 chip as the sole exception still on track for 2026. The claim contradicts an earlier report from Moore's Law is Dead suggesting Nvidia's RTX 6090 could arrive in early 2027, and AMD board partners have reportedly given inconsistent timelines ranging from late 2027 to early 2028.
Cloud gaming platforms from Nvidia, Microsoft, Sony and Amazon have survived a decade of tepid adoption since Google's Stadia collapsed in 2023, but rising demand for AI computing power is now driving up data center costs sharply. That surge is undermining the original pitch of cloud gaming: cheap, leased compute that let players skip expensive consoles or PCs.
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