Nvidia takes a stake in Safe Superintelligence at a $32B valuation. The reason is known: the GPU supplier in the capital of the labs that buy its GPUs. It becomes a portfolio.
Jul 28, 2026 at 21:00 9 10
Microsoft unveils MAI-Cyber-1-Flash and a security agentic system, while 30+ publishers - Nvidia, Microsoft, allies - announce the « Open Secure AI Alliance ». Cyber-AI moves from feature to market.
Jul 28, 2026 at 20:57 9 10
Nvidia signs $1.5B with Amkor for advanced packaging in the United States. The compute AI bottleneck rises one notch towards the sovereignty of the back-end.
Jul 26, 2026 at 18:40 8 9
Three days of meetings in Seoul and San Francisco result in a Korea-US package valued by ETNews at ~$950B. The `korea-ai-supercycle` thread moves from signal to lock.
Jul 26, 2026 at 18:40 14 11
Nvidia commits $1.5 billion with Amkor for advanced AI chip packaging in Peoria (Arizona). One of the first public commitments of this size for a back-end located outside the TSMC / ASE Taiwan duo.
Jul 24, 2026 at 21:02 10 10
Etched is making a narrow bet - a dedicated ASIC for Transformers - as Nvidia's roadmap hardens on pricing. Sequoia is putting $300M to validate the thesis.
Jul 24, 2026 at 09:33 9 8
The accusation formalizes what regulators suspected - and shifts the debate from frontier access to material traceability.
Jul 24, 2026 at 09:33 8 8
Nikkei Asia documents the alignment of SoftBank, Sony, and Honda on a common Japanese AI stack, powered by Nvidia. After Toyota (Woven City), Fujitsu, and Yaskawa, the consumer trio completes the circle: Nvidia becomes the OS of the Japanese industry.
Jul 16, 2026 at 21:46 7 8
Apple is exploring acquisitions of AI chip startups, sources tell Tech in Asia. The reading: Apple is preparing an inference-silicon path that does not run through Nvidia.
Jul 16, 2026 at 08:48 17 8
Nvidia is partnering with Toyota's Woven City on physical AI hardware and software. The reason it matters: Woven City is not a demo - it's an actual populated test bed, and Nvidia just booked the seat next to the engineers.
Jul 16, 2026 at 08:46 21 9
After targeted cuts and the whitelist, Southeast Asia discovers that being a GPU hub comes at a price.
Jul 15, 2026 at 10:14 22 6
Nvidia imposes a whitelist of authorized buyers in Asia and halves the list of approved companies: Washington wants to close the rerouting path to China, Nvidia chooses self-audit rather than waiting for a new export rule.
Jul 14, 2026 at 15:44 3 8
