GoKawiil
Tech News
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.
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.