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Nvidia CEO Jensen Huang forecasts chip sales will double next year

Speaking at a UK summit alongside King Charles III, Nvidia CEO Jensen Huang predicted the company would sell twice as many chips in the coming year compared to this year. This follows Nvidia's recent guidance of roughly 70% revenue growth for its fiscal year ending January 2028, reaching about $673 billion, a figure that already pushed analyst estimates higher.

Leaker claims Nvidia RTX 60 and most AMD Radeon 10000 GPUs slip to 2028

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.

Anthropic signs $45 billion compute deal with UK's Nscale

Anthropic has agreed to a six-year, roughly $45 billion deal with British infrastructure firm Nscale to secure AI compute capacity, according to a source familiar with the matter. The capacity will run on Nvidia's new Vera Rubin chip system and come from Nscale's data center in West Virginia, with power expected online in late 2027.

Anthropic secures $45B compute deal with UK's Nscale for West Virginia data center

Anthropic has agreed to a roughly $45 billion cloud computing arrangement with Nscale, a UK-based AI infrastructure firm, to lease about 460 megawatts of capacity at a planned West Virginia data center. The facility, expected to go live by late 2027, will run on Nvidia's upcoming Vera Rubin chips and adds to a string of recent infrastructure agreements Anthropic has struck with AMD, SpaceX, Google and Broadcom.

SK hynix delays hybrid bonding for HBM until HBM5, cites 775-micron package limit

At Hot Chips 2026, SK hynix's Jaesik Lee said hybrid bonding won't be ready in time for HBM4E and will instead debut with HBM5, as current HBM4 packages are already constrained by a 775-micron thickness ceiling matching standard logic wafers. To keep scaling within that limit, 16-Hi HBM4 stacks now use dies thinned to about 50 microns with half the interlayer gap of 12-Hi designs, while SK hynix continues using its existing MR-MUF bonding method through upcoming Nvidia Rubin-generation products.

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