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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.
Pinterest is rolling out a beta feature called Restyle in the U.S. and Canada that lets users photograph their rooms and use AI to test new furniture, decor, colors, and design styles pulled from saved Pinterest images. The tool is powered by Pinterest Intelligence, which combines Nvidia Blackwell GPUs and Dynamo with open-source and proprietary models to enhance visual search and shopping capabilities.
Nvidia has introduced the RTX Pro 5500 Blackwell Workstation Edition, a professional graphics card built on the same GB202 die as the GeForce RTX 5090 and offering similar CUDA core counts and performance. The key difference is memory: the RTX Pro 5500 carries 84GB of GDDR7, 2.6 times more than the RTX 5090, positioning it between the existing RTX Pro 5000 and RTX Pro 6000 in Nvidia's professional lineup.
Shenzhen Suqiao Intelligent Technology, an established Chinese OEM/ODM, is listing a customized GeForce RTX 5090 with 96GB of memory—triple the stock 32GB—for $3,888 on Alibaba, undercutting the standard U.S. price by roughly 35%. The listing contains dubious specs like GDDR6X memory and 14 Gbps speeds, raising questions about accuracy, though the underlying GB202 chip used in Nvidia's 96GB RTX Pro 6000 Blackwell suggests such a memory configuration is technically feasible.
At the Goldman Sachs Communicopia + Technology conference, Nvidia CEO Jensen Huang repeated the company's guidance that revenue could climb 70% year-over-year next year, building on roughly $400 billion expected this fiscal year to around $680 billion. He described Nvidia's GPU systems as massive, multimillion-dollar installations requiring airplanes to ship, and noted 27% month-over-month order growth for its combined Grace CPU-Blackwell GPU systems.
Ajinomoto build-up film, the insulating material used in nearly every high-end CPU, GPU, and AI accelerator package, is supplied almost entirely by one Japanese company that controls over 95% of the global market. As AI data centers scale into the gigawatt era with millions of accelerators needed, this narrow supply chain of substrate makers and a single film source is becoming a critical constraint on chip production.
Nvidia's DLSS 5 has launched as an official feature in NBA 2K27, marking the first first-party implementation of the technology after weeks of community mods. Tom's Hardware tested it across the full RTX 50-series lineup, finding it demands a notable performance cost but still runs at 1080p on nearly every Blackwell GPU.
Nvidia has officially detailed its RTX Spark chip, branding it the N1X and confirming it will ship in laptops and mini PCs starting in October. The lineup includes a top config pairing a 20-core Grace CPU with a 6,144-core Blackwell GPU and up to 128GB of unified memory, plus a lower-tier laptop-only version with 18 CPU cores, 5,120 CUDA cores, and up to 32GB of memory. Lenovo and Acer have already unveiled devices using the chip ahead of IFA Berlin, with more OEMs expected to follow.
Lenovo has published detailed specifications for two Nvidia RTX Spark-based laptops: the Yoga Pro 9n clamshell and the Yoga 9n 2-in-1 convertible. Both use Grace CPUs with up to 20 cores and Blackwell RTX graphics with up to 6,144 cores, but differ in memory, storage type and screen size, with the Pro model offering higher-end specs overall.
Nvidia showed the first working laptop built on its RTX Spark superchip, the Lenovo Yoga 9n, a 16-inch 2-in-1 with an OLED touch display, six speakers and a 9.2-megapixel webcam. The chip pairs an Arm-based Grace CPU with up to 20 cores and a Blackwell RTX GPU with up to 6,144 cores in a single system-on-a-chip, letting the laptop measure just 0.69 inches thick, nearly matching the MacBook Pro. Nvidia also revealed mini desktop PCs using the same chip, aimed at running local AI workloads.
Nvidia has detailed two variants of its Arm-based N1X chip that will power RTX Spark laptops arriving next month. The higher-end version pairs a 6144-core Blackwell RTX GPU with a 20-core Grace CPU and up to 128GB of unified memory, while the scaled-down laptop version uses a 5120-core GPU, an 18-core CPU, and up to 32GB of memory. Devices from Asus, Dell, HP, Lenovo, Microsoft, and MSI are expected to launch in October, alongside mini PCs like Microsoft's Surface RTX Spark Dev Box.
Acer revealed two small-form-factor desktops aimed at AI workloads. The SFF RTX Spark uses NVIDIA's new RTX Spark superchip, offering up to a 6,144-core Blackwell GPU, a 20-core Grace CPU, and 128GB of memory, though pricing and availability remain undisclosed. The Veriton RI110 AI Mini Workstation runs on an Intel Core Ultra X7 358H processor with an Arc B390 GPU, supports agentic AI tools, joins Microsoft's Copilot+ PC lineup, and is slated for North American release in late 2026.