#Nvidia

Nvidia’s Einride deal extends Hyperion into autonomous trucks. Here’s what it means for NVDA stock, fleet scale and near-term revenue.

Jensen Huang rejects AI-extinction forecasts but backs safety engineering. Nvidia’s stake in faster deployment makes the policy argument more complicated.

OpenAI is in early talks with investors at a $1.2 trillion valuation, the FT reports, 41% above March and three days after Sam Altman shelved the IPO on safety grounds.

Intel, Micron and AMD fell about 6% premarket and Nvidia 2.7% as the AI slowdown call met a 3% oil spike; ServiceNow and Adobe rose. Nasdaq futures -1.6%, Fed odds 89%.

Firmus is pitching a A$7 billion (US$5 billion) ASX IPO for late October, Bloomberg reports: 900 MW contracted, OpenAI anchoring two Malaysian sites, Nvidia in Batam.

Nvidia now gives some customers up to a year to pay, guarantees $105B of an OpenAI campus's rent and holds $94B of stakes. Why a 106% grower trades at 24x.

Reuters reports Nvidia is in talks to invest in Anthropic’s IPO, which could raise $100 billion at a $2 trillion valuation. The terms remain tentative.

AMD fell 3.7% and Intel 4% while Nvidia held near flat. The market is separating chipmakers that can pass on rising input costs from those that cannot.

ByteDance and Tencent each received about 10,000 Nvidia H200 chips. US licences permit 75,000 per customer. The gap says more than the approval did.

Firebird opened its Armenia AI factory, but the 70,000-GPU, 300 MW vision still depends on power, financing and customers. Here is what is actually live today.

NAVER, NVIDIA and Brookfield are tripling Korea's AI factory to 200MW. The real story isn't the megawatts — it's the ~$10 billion capital stack behind sovereign AI.

Bloomberg says Z.ai switched on a ~1GW data center running only Chinese chips to train GLM. What it means for export controls, open models, and Nvidia's China thesis.

OpenAI, Meta, NVIDIA/ServiceNow, and Google shipped enterprise agent platforms in a month — and disagree on what the product is. The market-structure read for buyers.

CoreWeave measured 10× more DeepSeek-R1 tokens per megawatt on Vera Rubin NVL72, but missing methodology limits what NVDA investors can conclude today.

NVIDIA says its 32GB Jetson T3000 can match T5000 inference. TECHi examines the missing methodology, memory economics and 2027 hardware timeline for buyers.

TECHi's application to NVIDIA's Inception program was approved on June 13, 2026. What the membership means, how we got here, and what changes for readers.

Alibaba's best day in 10 months came as four banks cut price targets, an AI-theft complaint hit the Senate and Beijing opened H200 access. What changed.

Nvidia stock slipped 1.3% while Meta's cloud plan crushed AI renters and Palantir soared on NVIDIA's sovereign-AI pact. What the two signals mean for NVDA.

Palantir stock added about $22 billion on July 1 after an NVIDIA sovereign-AI pact and an Army data-layer win. The disclosed dollars tell a different story.

Qualcomm is buying Chris Lattner's Modular for $3.9B to attack NVIDIA's CUDA moat with a hardware-agnostic AI layer. Why it's the right target, and so hard to crack.

Micron reports fiscal Q3 on June 24. Why Wall Street doubled its price targets on a triple-digit DRAM surge — and what the print must deliver to justify it.

Vertiv's AI data-center cooling business has a $15B backlog and rising guidance — but VRT trades near $128B and ~48x forward earnings. The bull and bear case.

A fresh TECHi ranking of Nvidia, Alphabet, and Palantir for a $1,000 AI-stock basket, with AMD and Broadcom folded in as watchlist context.

Nvidia and SK hynix signed a multiyear HBM4 memory pact for Vera Rubin. Why memory is AI's real bottleneck — and what it means for NVDA and Micron (MU).