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Nvidia has launched OpenShell 0.1.x, a runtime designed to let autonomous AI agents access files, APIs, and credentials under enforced policy limits. The release adds a stable version cadence, new isolation primitives, an expanded extension surface, and new APIs, with kernel-level sandboxing and formal verification used to check policy changes before they take effect.
A Zotac RTX 5090 traced back to the $470,000 GPU shipment stolen from Guarulhos International Airport was found listed for sale on OLX for over $6,000, identified by its serial number in photos posted by the reseller. Police have named three airport-linked employees, including two forklift operators and a checker, as suspects in removing and releasing the pallets from customs before they vanished.
Tom's Hardware reports that Microsoft's Surface Laptop Ultra with Nvidia's RTX Spark platform struggles with gaming at its native 3270x2180, 3:2 resolution because DLSS upscaling becomes heavy and standard 16:9 or 16:10 content stretches or shrinks awkwardly on the unusual aspect ratio. The outlet found that Microsoft's built-in 1600x1024 scaled mode is too low-resolution, and instead calculated a custom 1764x1176 resolution that better matches the pixel count of 1080p, yielding sharper images with less DLSS strain.
Jensen Huang told CNBC he doesn't expect a memory oversupply by 2029, saying demand for memory such as HBM and LPDDR will keep rising as data centers expand. His comments came after memory stocks fell sharply following a South Korean opinion column that warned of a looming supply flood and potential AI downturn by 2029.
Federal disclosures show Anthropic, OpenAI and Nvidia each logged their highest-ever quarterly lobbying spend between July and September. Nvidia led with $2.2 million, followed by Anthropic at $2.1 million and OpenAI at $1.5 million. Anthropic disclosed engagement on bills including KOSA's AI provisions, the AI Overwatch Act, an executive order renaming AI policy, and a data-center energy cost bill, while OpenAI lobbied on cybersecurity evaluations, safety oversight frameworks and antitrust protections for information sharing.
Nvidia CEO Jensen Huang told CNBC at the GTC conference in Berlin that demand for neocloud providers is extremely high, but a shortage of working capital is restraining their expansion. He said demand for capital far exceeds its availability, though he expects the imbalance to resolve over time. Huang also pointed to energy scarcity in Europe as a key constraint, naming Nebius and Mistral as firms whose growth depends on securing power allocation.
Hugging Face launched Carbon-X, an open-source AI model built with researchers from Zhongguancun Academy and the University of Naples Federico II that lets users ask natural-language questions about DNA and receive conversational answers about gene activity and health effects. The model is trained on genomic sequences paired with text and can run locally on a laptop, according to Hugging Face research scientist Lewis Tunstall.
Atari announced it will close the official online store for its VCS mini PC in early 2027, ending the ability to download new apps and games through that platform. Previously downloaded software will remain usable, and Atari plans an OS update to remove dependencies on its servers for authentication and software access. The company also plans an Atari Home Brew app to let third-party developers keep adding games after the store closes.
The Nasdaq Composite recovered most of Friday's losses after positive developments tied to SpaceX, Anthropic and Nvidia boosted sentiment across AI-related technology stocks. The gains spanned multiple parts of the so-called AI supply chain, from chipmakers to AI software firms and related ventures.
At Nvidia's GTC conference in Berlin, CEO Jensen Huang announced the DSX Pod, a prefabricated, container-based AI data center built around Nvidia's Vera Rubin compute racks that can reportedly be deployed in 14 days. Huang framed the launch around a broader push for Europe to build AI infrastructure, robotics and AI agents rather than simply consume AI services from elsewhere, and the event was briefly interrupted by Greenpeace protesters criticizing the company's environmental impact.
According to SemiAnalysis, Nvidia has denied some neocloud providers access to its GTC Berlin conference after they added AMD GPUs or Google TPUs to their cloud offerings. The analysis firm says this follows earlier claims that Nvidia withheld early chip allocations and financial support from neoclouds that diversified their hardware, while larger hyperscalers have not faced the same treatment.
Nebius chief revenue officer Marc Boroditsky told CNBC that prices per megawatt of AI computing capacity are rising faster than expected, citing a Tuesday capacity auction as evidence. He said Nebius's 2027 capacity would sell out and a similar dynamic could occur in 2028, and argued Nebius isn't exposed to the debt concerns that hit rival CoreWeave. Crusoe CEO Chase Lochmiller separately said he's also seeing rising prices for Nvidia GPUs, including older chips.