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1.
Nvidia CEO Jensen Huang says China should not have Blackwell or Rubin AI GPUs — firmly states US should have 'the first, the most, and the best' when it comes to AI hardware (tomshardware.com)
2.
Nvidia's exposure to Asian supply chains for components hits 90% of its production costs — marked increase from 65% could intensify as physical AI adds even more exposure (tomshardware.com)
3.
Nvidia quietly launches 12GB RTX 5070 laptop GPU — midrange mobile gaming gets more VRAM amid the RAMpocalypse (tomshardware.com)
4.
Nvidia's once-tight bond with gamers is cracking over AI, 'and that breaks my heart' (cnbc.com)
5.
The beginning of scarcity in AI (news.ycombinator.com)
6.
The Beginning of Scarcity in AI (news.ycombinator.com)
7.
Grab MSI’s RTX 5080 gaming laptop for just over $2,000 — offers fast 240 Hz QHD+ display, dual storage slots, and expandable DDR5 memory (tomshardware.com)
8.
Cognichip wants AI to design the chips that power AI, and just raised $60M to try (techcrunch.com)
9.
Testing DirectStorage with GPU decompression — do Blackwell GPUs have the upper hand? (tomshardware.com)
10.
HP's new AI workstation can expand horizontally to add 15% more internal volume — alternate side panel also includes more active cooling. (tomshardware.com)
11.
Price of Nvidia's Vera Rubin NVL72 racks skyrockets to as much as $8.8 million apiece, but server makers' margins will be tight — Nvidia is moving closer to shipping entire full-scale systems (tomshardware.com)
12.
Transforming Data Science With NVIDIA RTX PRO 6000 Blackwell Workstation Edition (spectrum.ieee.org)
13.
Tinybox – A powerful computer for deep learning (news.ycombinator.com)
14.
Tinybox – Offline AI device 120B parameters (news.ycombinator.com)
15.
Tinybox- offline AI device 120B parameters (news.ycombinator.com)
16.
Why Wall Street wasn’t won over by Nvidia’s big conference (techcrunch.com)
17.
Walmart flooded with RTX 40-series GPUs as 50-series remains out of reach for most gamers — retailer slashes up to $480 off last-gen GPUs to offer sensible prices (tomshardware.com)
18.
Nvidia GTC: Everything We Learned About AI, Claws, CPUs and Robotics This Week (cnet.com)
19.
Jensen Huang just put Nvidia’s Blackwell and Vera Rubin sales projections into the $1 trillion stratosphere (techcrunch.com)
20.
Jensen just put Nvidia’s Blackwell and Vera Rubin sales projections into the $1 trillion stratosphere (techcrunch.com)
21.
Nvidia's DGX Station is a desktop supercomputer that runs trillion-parameter AI models without the cloud (venturebeat.com)
22.
Nvidia GTC 2026: CEO Jensen Huang sees $1 trillion in orders for Blackwell and Vera Rubin through '27 (cnbc.com)
23.
Nvidia claims 1 million times better path tracing performance is coming in future gaming GPUs — says current GPUs are already 10,000x faster than Pascal (tomshardware.com)
24.
China's ByteDance to access 36,000 Blackwell GPU cluster through Malaysia cloud operator — Nvidia confirms no objections, deal is in line with US export controls (tomshardware.com)
25.
OpenAI is walking away from expanding its Stargate data center with Oracle (news.ycombinator.com)
26.
Oracle is building yesterday's data centers with tomorrow's debt (news.ycombinator.com)
27.
Mercury 2: Fast reasoning LLM powered by diffusion (news.ycombinator.com)
28.
Mercury 2: The fastest reasoning LLM, powered by diffusion (news.ycombinator.com)
29.
AI inference costs dropped up to 10x on Nvidia's Blackwell — but hardware is only half the equation (venturebeat.com)
30.
Nvidia’s Vera Rubin is months away — Blackwell is getting faster right now (venturebeat.com)
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