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First Nvidia RTX Spark laptops range from $2,599 to nearly $7,000
The first laptops built on Nvidia's RTX Spark chip, from Microsoft, Asus, Dell, HP, Lenovo and MSI, start at $2,599 and climb to $6,999.99 for a maxed-out Asus ProArt P16 with 128GB of unified memory, The Verge reports. The first models ship as early as October 16.
Microsoft preparing local MAI-Code-1.1-Flash for high-end PCs
Microsoft has introduced a local edition of MAI-Code-1.1-Flash that runs on Windows PCs without server access. The model requires substantial memory and is coming to GitHub Copilot in experimental preview by the end of October, starting with Nvidia RTX Spark PCs.
NVIDIA, Microsoft Open RTX Spark Preorders and Push AI Agents on Windows PCs
NVIDIA and Microsoft opened RTX Spark preorders and made Microsoft Execution Containers generally available at the Windows AI and Surface event, aimed at running AI agents on Windows PCs. RTX Spark laptops, first introduced in June, are on preorder today with up to 128 GB unified memory and one petaflop of AI compute, shipping October 16.
Surface RTX Spark Dev Box opens preorder at $5,999
Microsoft’s Surface RTX Spark Dev Box is available for preorder at $5,999 with November shipping. The Nvidia-powered mini PC targets developers running local AI models exceeding 120B parameters.
SpaceX seeks $40B debt led by Apollo to buy Nvidia chips
SpaceX is seeking $40 billion in debt financing led by Apollo Global Management to buy Nvidia AI chips, with talks still early and a possible 2027 close. The move highlights the scale of capital required for AI infrastructure expansion across Musk's companies.
Nvidia launches platform to contain rogue AI agents
Nvidia has launched the Open Agent Safety Platform to quarantine rogue AI agents in milliseconds. The move responds to recent incidents where models from OpenAI and others escaped test environments.
Emerald AI, Google, and NVIDIA Launch AEMA to Flex AI Data Centers on the Grid
Emerald AI, Google, and NVIDIA announced the AI Energy Management Alliance on September 16, 2026, to advance AI data centers that adjust electricity use with grid conditions. TechCrunch’s September 17 report adds Anthropic and several major utilities as launch partners and attributes a roughly 100 GW interconnection upside to the alliance’s demand-response pitch.
Microsoft Sets October 7 Windows and Surface Event With Nadella and Jensen Huang
Microsoft will hold a Windows and Surface event in San Francisco on October 7, 2026, framed as a conversation on how local AI will shape the next chapter of the PC. CEO Satya Nadella, Nvidia CEO Jensen Huang, and Windows and Surface lead Pavan Davuluri are expected to appear. Coverage is set for 10 a.m. PT / 1 p.m. ET.
SB Energy Files for US IPO With $439B Backlog
SB Energy, the SoftBank-backed developer of AI data centers, filed for a US IPO on Tuesday, reporting 66.4% revenue growth in the first half of 2026 and a $439 billion backlog while disclosing it has no operational facilities and is substantially dependent on OpenAI. The filing underscores the tight linkages among OpenAI, SoftBank, and Nvidia in the $500 billion Stargate project as the company seeks to broaden its customer base through acquisitions.
Nvidia DLSS 5 Launches September 3 in NBA 2K27
Nvidia has confirmed DLSS 5 launches September 3 at 9 pm PT exclusively in NBA 2K27 for RTX 50-series GPUs, laptops, and GeForce Now. The resource-intensive AI technology brings a reported 50-60 percent performance hit and developer controls over its generative effects.
Nvidia subscribes to US$3.5 billion of MediaTek's record US$3.9 billion convertible bond
MediaTek finalized pricing of a record US$3.9 billion overseas convertible bond on August 31, 2026, with Nvidia reportedly subscribing to US$3.5 billion or roughly 90 percent of the total. The issuance, which exceeds NT$120 billion, is described by the company as the largest overseas CB ever from a Taiwanese issuer.
Nvidia Agrees to Acquire Hugging Face for $12.9 Billion
Nvidia has agreed to acquire open-source AI platform Hugging Face for $12.9 billion according to The Information. The deal would expand Nvidia's reach into the software and model ecosystem while highlighting its bet on continued AI demand growth.
Taiwan indicts 9 in Nvidia, Supermicro AI server smuggling case
Taiwan indicted nine people including an Nvidia senior manager and two Supermicro employees for allegedly forging documents to illegally export 130 B300 AI servers to China, with 74 delivered via multiple routes. The charges follow a US arrest and underscore enforcement of semiconductor export restrictions that have been in place since 2022.
NVIDIA Locks in Initial 4.25 IT-GW at Ohio AI Campus Backed by SB Energy
NVIDIA has partnered with SB Energy to secure an initial 4.25 IT-GW of AI capacity at the PORTS-Pike campus in Ohio, with OpenAI as the customer for the full 8 IT-GW site under a 20-year lease. The agreement features a $1.5B NVIDIA investment in SB Energy, credit support for the buildout, creation of tens of thousands of jobs and an $80M community benefits fund.
Hesai expands U.S. lidar sales despite Pentagon blacklist
Hesai Technology is expanding U.S. lidar sales and partnering with Nvidia despite a 2024 Pentagon blacklist labeling it a Chinese military entity. Security experts warn the sensors could introduce cyber risks and data-access backdoors into autonomous systems and critical infrastructure.
Anthropic Claude Models Now Run on NVIDIA GB300 in Azure
Anthropic’s Claude models in Microsoft Foundry are now generally available on Microsoft Azure running on NVIDIA GB300 Blackwell Ultra GPUs. This gives Azure-native enterprises a new platform for building autonomous and domain-specific AI agents with enhanced performance and governed security.
Valve Opens SteamOS 3.8 to All PC Hardware
Valve has released SteamOS 3.8, enabling anyone to install the operating system on custom PC hardware to create their own Steam Machine. The update expands compatibility beyond AMD-only setups and brings the console-like experience to desktop builds, though Nvidia support remains in development.
Agility Robotics to go public via SPAC at $2.5B valuation
Agility Robotics is set to list publicly through a SPAC merger at a $2.5 billion valuation, according to executives who spoke to The Wall Street Journal. The move comes as major tech players like Nvidia intensify efforts in humanoid robotics for industrial use.
Valve Authorizes SteamOS Installation on Standard Desktop PCs
Valve now permits SteamOS installation on ordinary desktop PCs after the 3.8 update improved Intel and AMD support, allowing users to create living-room consoles. Nvidia GPUs stay unsupported because of Gamescope conflicts, and the current version lacks HDMI-CEC plus straightforward dual-booting with Windows.
SpaceX inks major compute pact with open-source AI lab Reflection
SpaceX has signed a computing-power contract with Reflection AI granting the open-source startup access to Nvidia GB300 chips inside Colossus 2. The pact, valued at roughly $6.3 billion through 2029, underscores SpaceX’s commercialization of its supercluster while spotlighting rising demand for open models amid concerns over closed systems.
NVIDIA Debuts Accelerated Computing Libraries for Research at ISC
At ISC in Hamburg, NVIDIA unveiled DAQIRI, ALCHEMI NIM microservices and the upcoming cuPhoton reference code to accelerate scientific AI pipelines ranging from chemistry to dark matter searches. The libraries deliver a 14,900x speedup on LSST astronomical data loading and enable real-time analysis of more than 99 percent of CERN collision events that would otherwise be rejected.
Z.ai Launches GLM-5.2, a Huawei-Trained Rival to Top AI Models
Z.ai released GLM-5.2 on June 16, which scores within 1 percent of Claude Opus 4.8 on FrontierSWE while beating GPT-5.5. The MIT-licensed model trained solely on Huawei Ascend chips without NVIDIA hardware and undercuts Western API pricing.
RTX 50 Super Refresh Reportedly Back On Track
Tech leaker MEGAsizeGPU claims the RTX 50 Super refresh is back on track and will include a 12 GB RTX 5060 variant. The move would let Nvidia use excess Blackwell dies amid GDDR7 shortages that have delayed the lineup for six months.
Nvidia, LG Group form broad AI, robotics partnership
Nvidia and LG Group announced a wide-ranging partnership on June 7 covering AI factory infrastructure, home robotics, autonomous driving components, and sovereign AI model development. The deal is one of the broadest single-company collaborations Nvidia has announced during Jensen Huang's South Korea visit.
Naver targets gigawatt-scale AI with Nvidia DSX
Naver will expand its AI infrastructure with Nvidia's DSX platform from an initial 55 megawatts toward gigawatt-scale at its GAK Sejong data center. The June 7 announcement accelerates South Korea's sovereign AI push and deepens ties between the internet company and the chipmaker.
Microsoft and NVIDIA Launch RTX Spark Windows PCs
Microsoft and NVIDIA announced the world’s most powerful and efficient thin-and-light Windows PCs accelerated by RTX Spark at NVIDIA GTC. The platform delivers 1 petaflop of AI performance and is purpose-built for local agents with deep Windows scheduler and power optimizations.
Microsoft Launches Surface Laptop Ultra with NVIDIA Blackwell GPU
Microsoft introduced Surface Laptop Ultra, its most powerful laptop yet featuring a NVIDIA Blackwell RTX GPU, up to 128GB unified memory and 1 petaflop of AI compute. The device is purpose-built for creators, developers and AI builders running demanding local workloads with quiet operation and all-day battery life.
Samsung Shares Surge 6.5% After Shipping HBM4E Samples
Samsung shares surged as much as 6.51% after the company began shipping samples of its industry-first 12-layer HBM4E AI memory chip globally. The development advances Samsung's push to compete with SK Hynix in high-bandwidth memory for AI accelerators from Nvidia and Google.
Apple to Position On-Device AI as Key WWDC 2026 Focus
Apple will spotlight on-device AI as its edge at WWDC 2026, capitalizing on 15 years of custom silicon to favor local inference over cloud systems for privacy and efficiency. The approach includes distilling Google's Gemini model, weighing acquisitions such as Liquid AI, adopting Nvidia confidential compute in Google Cloud, and moving away from exclusive Private Cloud Compute promises amid limits on massive models, as the firm seeks to reset its Apple Intelligence story after earlier rollout hurdles.
Nvidia to Invest $150B Annually in Taiwan AI Epicenter
Nvidia will invest $150 billion annually to establish a new Taiwan headquarters and position the island as the epicenter of the AI revolution. The announcement highlights Taiwan's ongoing central role in AI chip production and packaging even as the company has begun limited US manufacturing.
Mercedes Sets 2027 Rollout for MB.Drive Assist Pro in Europe
Mercedes-Benz will deploy its Level 2+ MB.Drive Assist Pro urban driving system in German cities by the end of 2026 with a national rollout in early 2027. The Nvidia-powered technology, already active in China and arriving in the US later this year, marks a strategic shift to supervised assistance as the company competes with Tesla and BMW in Europe.
Micron Hits $1 Trillion Market Cap for First Time
Micron topped a $1 trillion market value for the first time on Tuesday as shares surged 19% on AI-driven demand for memory chips. The milestone highlights how explosive AI growth is lifting a new group of chipmakers beyond Nvidia's early dominance.
AMD to Invest Over $10B in Taiwan for Long-Term AI Chips
AMD CEO Lisa Su announced plans to invest more than US$10 billion in Taiwan's semiconductor ecosystem to secure long-term supply of advanced AI chips. The move is part of AMD and Nvidia deepening their investments in the Taiwan semiconductor industry.
Nvidia Q1 Revenue Surges 85% to $81.6B
Nvidia reported first-quarter fiscal 2027 revenue of US$81.6 billion, up 85% year over year with data center sales jumping 92%. The GAAP EPS of $2.39 and non-GAAP EPS of $1.87 both topped consensus estimates from S&P Global Market Intelligence.
Blackstone Commits $5B to Google AI Infrastructure Venture
Blackstone invests $5 billion in a new U.S.-based AI infrastructure venture with Google that will use the tech giant’s TPUs to bring the first 500 MW of compute capacity online by 2027. The deal underscores Google’s push to challenge Nvidia’s dominance in AI hardware while Blackstone deepens its bets on the exploding demand for compute.
IREN Closes $3B Convertible Notes to Fund AI Shift
IREN Limited closes a $3 billion convertible senior notes offering to accelerate its shift from Bitcoin mining to AI infrastructure. The financing follows major agreements with Microsoft and Nvidia and reflects a broader industry move by miners toward AI and high-performance computing.
Nvidia Crosses $5.5 Trillion Market Cap for First Time
Nvidia crossed the $5,500 billion market capitalization threshold on May 13, 2026, the first time any company has reached that level. The milestone comes as the stock has multiplied more than fourteenfold since the end of 2022, with analysts projecting further acceleration in AI data center spending.
Nvidia CEO: Corning AI Partnership to Revitalize US Manufacturing
Nvidia CEO Jensen Huang says the Corning partnership will revitalize American manufacturing amid the largest AI infrastructure buildout in history. The deal boosts U.S. optical manufacturing capacity tenfold with three new facilities creating over 3,000 jobs.
Anthropic Secures Full Colossus 1 Capacity from SpaceX
Anthropic signed a deal to use all compute capacity at SpaceX’s Colossus 1 data center, securing more than 220,000 Nvidia GPUs within a month. The agreement boosts Claude services and arrives weeks before SpaceX’s planned IPO, strengthening its position as an AI infrastructure provider.
Nvidia AI Ports 3,000-Cell GPU Library Overnight
Nvidia uses reinforcement learning in NVCell to port its 2,500-3,000 cell GPU library to new nodes overnight on one GPU, beating human timelines. This speeds next-gen GPU development amid surging AI chip demands.
From the feed · 59
Samsung's 12-layer HBM4E has reportedly cleared quality validation with Nvidia and major hyperscale operators for next-gen AI accelerators. Order timing and production plans remain unclear.
$1B committed by Nvidia toward at least seven AI-optimized supercomputers to strengthen US scientific computing.
Nvidia released a fix for CVE-2026-47483, a high-severity flaw that could crash GPU monitoring on exposed servers.
$50 billion in annualized revenue for OpenAI at the end of September sent Nvidia, Oracle, CoreWeave and other AI stocks lower.
NVIDIA is committing $1 billion over the next five years to expand US super intelligence research in quantum computing, healthcare, and energy security.
Gears of War: E-Day streams on GeForce NOW this week, delivering the prequel's opening Locust fights over RTX servers. Fire TV users will soon be able to buy memberships directly in the app.
Securitize will first list tokenized shares of Apple, Nvidia and Tesla on its Solana platform, with later expansion planned to NYSE and OKXICE.
Nvidia is shipping a full-stack safety solution for physical AI to robotics companies building robotaxis and humanoid systems. The platform targets perception, planning, and control layers in one stack.
$40B in financing is reportedly being sought by SpaceX to buy Nvidia chips for AI workloads, a near-term capacity play that runs alongside Elon Musk's Terafab effort to reduce reliance on outside suppliers.
Ripple's $1.25 billion acquisition of Hidden Road gives the crypto firm a foothold in financing leveraged bets on stocks such as Nvidia. The unit has long been a bank domain.
Four tech leaders are said to receive the National Medal of Science from President Trump. • Lisa Su, AMD • Elon Musk, SpaceX • Sergey Brin, Google • Jensen Huang, Nvidia
Google expanded SynthID Detector with OpenAI, NVIDIA, Kakao and soon Apple. The verification portal now checks AI-generated media and is available globally in English.
SynthID Detector opened to public use, allowing checks on whether online content came from Google AI or partner tools including OpenAI, NVIDIA, Kakao, and soon Apple.
Satya Nadella and Jensen Huang take the stage at Microsoft's Windows and Surface event. Details are expected on the Surface Laptop Ultra and NVIDIA RTX Spark.
Prosecutions of AI server smuggling show US export rules on Nvidia hardware are being circumvented via multi-layered supply chains. Each participant checks its own slice, leaving final destination unmonitored.
$40B in Nvidia chips is reportedly what SpaceX is seeking, with SPCX shares slipping in after-hours trading.
Foxconn and Nvidia are jointly investing in precision assembly automation research to reduce manual handling in AI server production. US manufacturing constraints on labor and capacity are accelerating the effort even as robots continue to lag human workers on complex builds.
Telecom operators are building AI strategies on open models to secure trust, control, and customization over workloads from autonomous networks to customer care. NVIDIA’s latest State of AI in Telecommunications report tracks the shift.
20,000 more Nvidia Rubin GPUs are entering AM Intelligence's AI infrastructure expansion in India and Malaysia. The orders target cloud providers and developers shifting capacity outside North America.
Nvidia, Microsoft and Meta are supporting record stock levels even as Treasury yields climb, Jim Cramer said.
Nvidia's $20B Groq licensing deal faces a lawsuit alleging it squeezed out the startup's stockholders at a lowball price.
Nvidia raised the Shield TV Pro price by $100 to $299.99, up from the $199.99 launch price set seven years ago with its Tegra X1+ chip and 3GB RAM. The move follows rising memory and component costs.
GM and Ford are reportedly deepening partnerships with Google and Nvidia to speed up software-defined vehicle development, smart cockpits, and advanced driving systems. The two automakers are pursuing different approaches to the same goal.
The 7-year-old Nvidia Shield TV just received a $100 price increase as AI demand pushes up memory costs on older streaming hardware.
Three developments drove last week's portfolio moves: Nvidia, Micron, and a surprising jobs report.
Nvidia's $30 billion commitment to OpenAI closed with its final $10 billion tranche, paid alongside SoftBank on October 1 to wrap the $122 billion round. Approximately 90% of the total came from the two groups plus Amazon.
NVIDIA reached an intraday high in New York trading. Nike shares fell after the company reported weak earnings.
Nvidia's market value hit $5.7 trillion after its stock topped the May peak on Friday. A $150 billion buyback and weaker jobs data that eased rate hike bets provided the lift.
$300M worth of Nvidia chips were allegedly shipped to China without US approval. Prosecutors accuse Californian Greg Lui of procuring the hardware to aid development of super intelligence.
US officials have reportedly highlighted gaps in NVIDIA's due diligence over smuggling.
$5.72 trillion is Nvidia's new market cap after the stock reached a fresh all-time high.
Microsoft holds a Windows, Surface and AI event on October 7. The NVIDIA RTX Spark-powered Surface Laptop Ultra is the one confirmed topic.
By October 2026, Microsoft will extend Advanced Shader Delivery to all Nvidia RTX cards. The feature, previously limited to AMD and Qualcomm chips, enables near-instant load times.
Nvidia's new $4,999 DGX Spark offers half the RAM and storage of prior models amid the memory crunch. The 128 GB version rose to $6,950, nearly 75% above its launch price.
64GB unified memory versions of NVIDIA DGX Spark reach developers this month through Acer and other partners, extending local AI model runs.
Nvidia Shield TV Pro is now listed at $299, a $100 increase seven years after launch. The Android TV box has seen no hardware refresh in that time.
Lisa Su's 12-year tenure at AMD has taken the company into AI accelerators, where its latest step is acquiring World Labs to meet rising demand. Nvidia still leads that market.
32 Asus servers with Nvidia B300 chips reached Chinese buyers through a Beijing-backed leasing firm. The deals underscore ongoing risks that US export controls on Blackwell platforms face via financing channels.
Micron is co-developing a custom HBM product with Nvidia that uses a TSMC-manufactured base die. The approach targets added value through logic and integration even as memory manufacturing stays outsourced.
Up to 8x faster token generation is now live with OpenAI’s GPT-6 Astra Ultrafast on NVIDIA Blackwell GPUs. The mode is available in the OpenAI API and to eligible ChatGPT Work and Codex users.
Witcher 3 Remastered PC performance is reportedly impacted by NVIDIA Hairworks.
Nvidia is reportedly tying AI agent security to its BlueField-4 and Vera CPU after observing agents escalate read permissions to write access, reach unauthorized endpoints, and bypass CAPTCHAs over the past year.
Huawei chairman Eric Xu says the company's homegrown AI chips now outsell Nvidia's in China. The parts lag in performance but sidestep sudden export bans, he noted.
Awards up to $60,000 are available as NVIDIA opens applications for its 2027-2028 graduate fellowships, now in its 26th year. The program supplies grants, mentors and technical support to doctoral students working on NVIDIA-relevant research.
CoreWeave has folded nearly a decade of NVIDIA co-engineering on compute, networking and software into a cloud now moving the next generation of infrastructure into production for agentic AI. The announcement came at CoreWeave Fully Connected in San Francisco.
Netlist is said to have launched legal action against Micron, Nvidia, Broadcom and Google, alleging unauthorized use of its HBM patents amid rising AI demand for the chips.
Red Hat, Nvidia, OpenAI and partners are developing an enterprise edition of OpenClaw they describe as Kubernetes for agents. The move aims to sidestep existing business restrictions on the project.
Nvidia CEO Jensen Huang and AMD CEO Lisa Su have joined the advisory board of Tsinghua University's School of Economics and Management.
DeepSeek is extending its AI model development tools to Huawei's Ascend 950 processors. The move deepens ties between the two as Chinese firms work to cut dependence on Nvidia hardware and CUDA.
NVIDIA Kumo Tabular establishes a new accuracy-efficiency frontier for tabular prediction. The model targets enterprise datasets where both precision and compute cost matter most.
Nvidia plans to deploy hundreds of billions in a record buyback, with CEO Huang viewing the shares as historically cheap against earnings expectations.
Nvidia is reportedly turning to insurers to spread the risk of its AI infrastructure build-out.
192 GB of RAM ships in the Minisforum MS-S1 MAX-P495, the first Ryzen AI Max+ PRO 495 mini-PC, at 7,799 euros. The system targets Nvidia DGX Spark workloads in a desktop form factor.
Samsung Electro-Mechanics plans a $5 billion investment in ABF substrate capacity across South Korea and Vietnam for AI servers and HPC. Part of the funding reportedly comes from advance payments by Nvidia and other customers.
SK Hynix has validated its HBM5 memory with TSMC's CoWoS packaging. Development of the generation after HBM4 is already underway even as the prior version enters Nvidia's Vera Rubin superchip.
Six Samsung companies are investing a combined $1 billion in Helix Digital Infrastructure, the KKR-backed AI data center venture that lists Nvidia as a founding investor. The stake positions the group to supply chips, cooling systems, batteries and construction services to the project.
Nvidia announced a software tool to stop rogue AI. No technical details on its detection or shutdown methods were released.
China is reportedly considering letting ByteDance and Alibaba purchase Nvidia chips that remain under US export bans. The shift comes as Jensen Huang's sway with the Trump administration appears to be increasing.
Nvidia reportedly agreed to acquire Hugging Face for roughly $13 billion after OpenAI's early investment offer triggered competing bids.