Business Insider reports, citing internal emails, that Amazon is buying Nvidia GB300 server racks faster than it can power them, spending roughly $5 billion in August alone through its 'Early Rack Receipt' process and about $3 billion monthly since. Some hardware is being stored in intermediary warehouses because AWS sites lack the electricity to install it, and one internal team reportedly said there was no clear timeline for deploying the accumulating GPUs.
techspot.com
· 2026-10-24
A new Entrepreneur analysis compares three local AI hardware options for developers: NVIDIA's DGX Spark, built on 128GB unified memory and the Grace Blackwell GB10 chip, offers the most mature CUDA-based software compatibility but has slower memory bandwidth at 273 GB/s. The piece frames local AI machines as tools for data privacy, cost control and predictable performance rather than replacements for cloud-based large-scale training.
entrepreneur.com
· 2026-10-23
A video of Nvidia CEO Jensen Huang demonstrating small robotic Microducks at the GTC Berlin keynote went viral, and preorders surpassed 20,000 units within a day, according to Hugging Face co-founder Clem Delangue. The Microducks are open-source robots made by Pollen Robotics, a company Hugging Face acquired in 2025; Nvidia itself acquired Hugging Face in September. The devices were trained using Nvidia's technology stack and ship with basic tricks like walking and sitting, with owners able to teach and share new behaviors.
techcrunch.com
· 2026-10-23
Between October 8 and 18, Ukrainian drone strikes hit five Russian data centers, including three Yandex facilities housing its top supercomputers, plus sites serving Sberbank and VKontakte. The attacks disrupted cloud services, banking, e-commerce and ride-hailing across Russia, following earlier Russian strikes on Ukrainian data centers that knocked out internet and TV broadcasts.
tech.slashdot.org
· 2026-10-23
Apple's stock hit an intraday record above $351 per share on Friday, pushing its market capitalization to about $5.12 trillion and overtaking Nvidia as the world's most valuable company. The milestone coincided with the launch of the $2,000 foldable iPhone Duo. Nvidia and Google now rank second and third by market cap.
9to5mac.com
· 2026-10-23
Israeli security firm Lava says it identified 32 Nvidia Blackwell Ultra B300 chips operating inside the network of state-owned China Telecom, despite these chips being barred from export to China under U.S. controls. Lava says it detected the chips using Nvidia's own DCGM Exporter monitoring tool, though it cannot confirm exactly where in China Telecom's infrastructure they reside. Nvidia did not dispute the finding but said diversion of controlled chips remains statistically insignificant.
tomshardware.com
· 2026-10-23
A review of the ASUS ProArt P16 laptop equipped with NVIDIA's RTX Spark chip and 128GB of RAM found strong GPU, NPU and AI benchmark performance, outperforming a MacBook Pro with M5 Max in Geekbench 6 GPU tests and UL Procyon AI benchmarks. However, the system scored lower than a Snapdragon X2 Elite-powered ASUS A16 in PCMark 10 and single-threaded CPU tests. The laptop reportedly ran large local AI models like Qwen3.8 27B alongside demanding games such as Cyberpunk 2077 without performance slowdowns.
engadget.com
· 2026-10-23
Nvidia CEO Jensen Huang told Yahoo Finance at GTC Berlin that the company's AI accelerators can stay productive for eight years or more, far outlasting the traditional four-year GPU lifecycle. He said lending against Nvidia hardware carries 'the lowest' risk of any asset because the chips hold strong resale and reuse value across different customers and workloads.
techspot.com
· 2026-10-23
At Nvidia's GTC conference in Berlin, CEO Jensen Huang met European leaders including Andy Burnham, Emmanuel Macron and Friedrich Merz while unveiling new products, even as public neocloud stocks tumbled — CoreWeave fell 10% and Nebius dropped 7% that day. Huang told CNBC demand for neoclouds remains strong, while attendees at the event voiced concern about debt-heavy AI infrastructure firms lacking credit ratings.
cnbc.com
· 2026-10-23
Ride-hailing app inDrive has signed a memorandum of understanding with Chinese autonomous driving firm Pony.ai and Nvidia to test robotaxis in Kazakhstan's capital Astana starting in the first half of 2027. Pony.ai would supply its Gen-7 vehicles through inDrive's app, with safety operators onboard initially before moving toward fully driverless rides, while Nvidia would provide its Hyperion and Halos AI and safety systems.
techcrunch.com
· 2026-10-23
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.
github.com
· 2026-10-22
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.
tomshardware.com
· 2026-10-22
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