Culper Research shorted Nvidia after predicting the $5 trillion AI giant might be re-routing Chinese demand for AI chips through sketchy deals …
Nvidia
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Analysis
Nvidia Relinquishes Largest U.S. Company Title to Apple as AI Chip Stocks Slide
by shayaanby shayaanNvidia has surrendered its position as the biggest American company by market capitalization back to Apple after its stock price fell sharply. …
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Web3
SK Group and NVIDIA Expand Strategic Partnership Across AI Factories and Next-Generation Memory
by shayaanby shayaanNews Summa y: SK G oup a d NVIDIA expa d st ategic collabo atio with a $500-billio -plus i itiative spa …
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Web3
NAVER, NVIDIA and Brookfield to Expand Korea’s National AI Factory Infrastructure Buildout
by shayaanby shayaanNews Summa y: NAVER, NVIDIA a d B ookfield pla to i vest i gigawatt-scale, multi-te a t AI cloud i f …
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In brief Nvidia, Meta, Microsoft, Andreessen Horowitz, Hugging Face, IBM, and 19 other companies published a letter Friday titled “Open Weights and …
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Apple overtook Nvidia as the world’s most valuable publicly traded company after it hit an all-time high of $334.95 per share just …
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Finance
Groq raises $650 million for AI inference cloud after Nvidia licensing deal
by shayaanby shayaanGroq raised $650 million to expand its inference cloud business six months after licensing its semiconductor technology to Nvidia and losing its …
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Web3
Supermicro Delivers NVIDIA Vera Rubin NVL4 End-to-End DCBBS Blueprint with Native FP64 Performance for Converged HPC and AI Infrastructure
by shayaanby shayaanTotal solution includes up to 1,152 NVIDIA Rubin GPUs and 576 NVIDIA Vera CPUs in liquid-cooled racks—3.2MW Scalable Unit delivers next-generation performance …
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Smart Contracts
China’s Z.AI Releases GLM-5.2: A Model That Rivals Claude Opus—Using Zero Nvidia Chips
by shayaanby shayaanIn short GLM-5.2 trails Claude Opus 4.8 by just 1% on FrontierSWE – a benchmark that measures multi-hour autonomous engineering projects – …
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Nvidia (NASDAQ: NVDA) stock could emerge as the biggest winner from the historic SpaceX (NASDAQ: SPCX) IPO, according to a new analysis …