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Tech News
At the All-In conference in Los Angeles, Nvidia CEO Jensen Huang took a live on-stage phone call from President Trump using a Samsung Galaxy Fold 8, not an Apple device as initially reported. During the call, the two discussed AI safety, with Trump dismissing fears about AI risks as a 'hoax' benefiting China and political opponents, and Huang appearing to agree that the technology's momentum shouldn't be slowed.
Apple released detailed security changelogs for macOS 27 Golden Gate, macOS Tahoe 26.7, and macOS Sequoia 15.8, collectively addressing more than 200 vulnerabilities. The flaws include bugs that could let attackers execute code with kernel or root privileges, escape the sandbox, bypass Gatekeeper, or trigger remote code execution via Bluetooth, CUPS, and WebDAV.
Dell Technologies stock surged 10% on Friday after RBC Capital Markets began coverage with an outperform rating and a $640 price target. The move adds to a rally that has already lifted Dell shares nearly 350% in 2026, driven by its growing role supplying Nvidia-based servers to cloud and enterprise customers building out AI infrastructure.
Nvidia's portfolio of equity stakes in tech and AI companies jumped more than tenfold over the past year, reaching $99 billion as of late July, up from roughly $7 billion a year earlier. The chip maker has committed over $40 billion to financing deals across the AI industry in 2026 alone, alongside separate pledges including up to $105 billion in conditional credit support for an OpenAI data center and a planned $12.9 billion acquisition of Hugging Face.
UGreen has introduced three smart home hubs — the HomeAgent HA100, HomeAgent HA100 Pro, and MasterAgent MA100 — that handle voice commands, camera monitoring, and Matter device control entirely on-device rather than through cloud servers. Each unit combines a two-bay NAS with dedicated video storage and varying levels of onboard AI horsepower, including NVIDIA hardware in higher-end models, with the base HA100 offering 16GB of RAM and 26 TOPS of AI performance.
AI search startup Perplexity has shifted its strategy toward building AI agents, and that pivot has helped triple its annualized revenue to $750 million. Nvidia is reportedly now seriously considering an investment in the company.
Nvidia posted stronger-than-expected fiscal second-quarter results and issued a bullish forward outlook, reinforcing confidence that AI infrastructure spending remains robust. On the earnings call, Nvidia disclosed that Amazon will buy an additional 2 million of its GPUs in 2027 and 2028 even as it builds its own AI chips, and the strong report helped push the Nasdaq, S&P 500 and Dow to their best trading day since early August.
Nvidia has registered a new federal political action committee that will collect voluntary donations of up to $5,000 a year from eligible employees to fund candidates and party committees. The company told staff that upcoming congressional decisions on AI regulation, export controls and infrastructure could significantly affect the industry. This move follows Nvidia's hiring of a new chief external affairs officer and five outside lobbying firms, alongside a jump in federal lobbying spending to over $2.5 million this year.
The Wall Street Journal reported that Nvidia had frozen some transactions under its two-month-old 'take or pay' AI Compute Partnership after partners objected to Nvidia dictating which customers could lease its GPUs. Nvidia pushed back, saying the program remains active and is simply evolving amid strong demand, without confirming or denying specific paused deals.
Nvidia has formed a political action committee to make donations to federal candidates, marking a new step in its efforts to build lobbying and political influence in Washington. The PAC will be funded through voluntary, capped contributions from eligible employees rather than corporate treasury funds. The move comes as Congress and the Trump administration debate a national AI regulatory framework ahead of the midterm elections.
Nvidia CFO Colette Kress said on August 26, 2026 that the company expects 70% revenue growth in fiscal 2028, which would translate to roughly $673 billion in annual sales based on current fiscal 2027 consensus estimates. That figure would put Nvidia ahead of Apple and Alphabet, trailing only Amazon among major US tech firms. The outlook follows a fiscal 2027 second-quarter report showing $96.2 billion in revenue and 117% growth in data-center sales to $89 billion.
Nvidia reported revenue of $96.22 billion for the quarter ending July 2026, beating Wall Street's $91.90 billion estimate, with net income more than doubling to $53.95 billion. The company guided for roughly $108 billion in the current quarter and forecast about 70% revenue growth in fiscal 2028, well above the 45% analysts had projected. Shares rose over 7% after CFO Colette Kress said customer forecasts point to growth doubling next year, while CEO Jensen Huang confirmed the next-gen Vera Rubin chip is now in production.