GoKawiil
Tech News
Nvidia's latest SEC 13F disclosure reveals it holds $63.44 billion across just eight public equity positions, with Intel and SpaceX making up roughly 80% of the total value. Notably, seven of the eight holdings saw no new activity last quarter, yet the portfolio's value more than tripled, rising from about $18.4 billion to over $63 billion largely due to price appreciation.
Chinese robotics firms are building humanoid and industrial robots using Nvidia's chips and simulation software, an area of AI hardware trade that remains largely permitted under current U.S. export rules. Nvidia has positioned itself as a key infrastructure provider for this 'physical AI' sector, supplying both computing power and development platforms to Chinese customers despite broader U.S.-China tech tensions.
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.
A leaked DLL file from DLSS 5, discovered inside NBA 2K27's installation files, has been packaged into the RenoDX modding tool and applied to numerous games including Remedy's Control. The unfinished build initially worked only on RTX 50-series cards, but modders quickly adapted it for RTX 40-series GPUs as well, letting a much wider audience test the unreleased technology months ahead of Nvidia's planned fall launch.
Following its latest earnings report, Nvidia is showing investors that its competitive moat isn't limited to GPU chips, where rivals like Amazon and Google are building in-house alternatives. The company's Vera Rubin architecture bundles GPUs with CPUs, inference accelerators, storage and networking racks, positioning Nvidia as the orchestrator of entire gigawatt-scale AI data centers rather than just a chip supplier.
Residents and advocacy group Stand.earth allege that the DataOne data center in Vineland, New Jersey — tied to a $19.4 billion Nebius-Microsoft GPU deal — has been running dozens of unpermitted gas turbines and building an unpermitted 1.5-million-gallon LNG storage tank near two schools. Locals say they only learned the site was a data center after the Microsoft deal became public, and complaints about nighttime noise and air pollution led to a delayed town hall in January 2026, months after construction began.
South Korea's government will roll out a free generative AI program called 'AI for All' starting with beta testing in September, expanding to the whole population later this year. Three consortia, including groups led by the nation's top telecom carriers and Kakao's operator, will build apps that connect to government systems for tasks like booking medical appointments, apartment hunting, and tax filing, with no token limits on usage.
President Trump called Nvidia CEO Jensen Huang's cellphone in the middle of a company-wide staff meeting on Thursday, with Trump's voice audible through Huang's onstage microphone before Huang briefly stepped away and returned within a minute. The call came the same day Nvidia launched an employee-funded political action committee and a day after the company posted quarterly revenue of $96 billion, up 106 percent year over year.
AI cloud provider Lambda has secured $1 billion in private, short-dated debt arranged by JP Morgan Chase to purchase Nvidia AI chips it plans to lease to Microsoft, according to Bloomberg. This follows a $1 billion secured credit facility Lambda closed in May and a $926 million loan this week for Nvidia GB300 GPUs tied to a separate contract with Nvidia itself.
Shares of The Cheesecake Factory, the casual dining chain, have climbed 122% so far this year, a gain that outstrips the year-to-date performance of several Magnificent Seven tech stocks, including Nvidia. The rally highlights how a traditional restaurant business has outperformed some of the market's most closely watched technology giants.
An early, unofficial leak of NVIDIA's upcoming DLSS 5 technology has surfaced, showing its neural rendering applied to games like Control and Skyrim. The AI-altered faces look strangely aged or overly realistic while clashing with untouched, lower-poly bodies and stiff animations, producing an uncanny visual mismatch. Testing also showed a steep performance cost, with Control's frame rate reportedly dropping from 71 fps to 35 fps at 4K on an RTX 5070 Ti when Neural Rendering was enabled.
Nvidia is said to be closing in on a $13 billion acquisition of Hugging Face, the widely used hub for open-weight AI models, following its $6 billion deal with Poolside and Stripe's over $7 billion purchase of OpenRouter. Together the deals mark a surge of major capital flowing into companies built around freely distributed AI models rather than proprietary frontier systems.