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    Ed Zitron questions where Nvidia's chips are actually going●Watched Ed Zitron on The Tech Report this week and one question stuck with me: where are all the chips? Even Microsoft'sMmastodonTechnologyAI51 h ago

    Tech industry commentator Ed Zitron appeared on The Tech Report this week, arguing that Nvidia can compel large customers like Microsoft to buy and hold vast quantities of AI chips that sit idle. He noted Microsoft's own chief executive has admitted to holding chip inventory the company cannot yet connect, fuelling debate over whether data centre buildouts can keep pace with Nvidia's supply commitments.

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    Nvidia chief executive Jensen Huang has dismissed concerns that widespread use of AI tools is eroding people's skills, arguing that AI should be treated as a tool that augments workers rather than replaces their abilities. His remarks come amid ongoing debate in the tech industry about whether reliance on AI systems, from coding assistants to chatbots, is weakening critical thinking and expertise among workers and students.

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    Virtio-nvgpu brings near-native Nvidia GPU access to KVM guests●Virtio-nvgpu: Near-native Nvidia GPU access inside a KVM guestYhnBusinessEconomy15317 min ago

    A project called virtio-nvgpu has been released, offering near-native Nvidia GPU performance inside KVM virtual machines. It lets Linux guests use Nvidia graphics hardware with minimal overhead via a virtio-based passthrough approach. The project, hosted on GitHub under nestrilabs, is drawing attention from developers interested in virtualization and GPU workloads, with discussion focused on how close performance gets to running on bare metal.

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    NVIDIA/Model-Optimizer is an open-source Python library on GitHub that collects state-of-the-art model optimization techniques, including quantization, distillation, pruning, neural architecture search and speculative decoding. It compresses deep learning models so they run efficiently in deployment frameworks such as TensorRT-LLM, TensorRT and vLLM, improving inference speed. It is trending on GitHub's rankings with modest engagement, and the posts shown only describe the project itself, so there is no evidence of a specific event driving attention.

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    Jensen Huang says AI doomsday warnings hide ulterior motives●Jensen Huang: Those warning on AI apocalypse "have ulterior reasons"YhnWar1242 min ago

    Nvidia CEO Jensen Huang said people warning about an AI apocalypse "have ulterior reasons," dismissing the loudest doomsday narratives around artificial intelligence. His remarks add fuel to the ongoing split in tech between those urging extreme caution on AI risk and those, including major chip and lab executives, who argue such warnings often serve competitors or regulators rather than public safety.

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    Swedish startup's autonomous drone picks and bombs targets aloneβ–ΌAutonomous strike drone uses Nvidia Jetson Orin Nano to pick and bomb targetsYhnBusinessLabor2917 min ago

    A Swedish startup has developed attack drones that run small AI models on an Nvidia Jetson Orin Nano chip, allowing them to independently select and strike targets with no human input and no external communications. The report has drawn attention to how cheap, commercially available consumer hardware can now power fully autonomous lethal weapons, raising questions about arms control and battlefield ethics.

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    AMD briefly joins the trillion-dollar club●AMD briefly joins the $1T clubYhnTechnologySemiconductors1117 min ago

    AMD's market value crossed $1 trillion for the first time, briefly placing the chipmaker in an elite group long dominated by rival Nvidia. The milestone caps years of AMD being seen as the perpetual underdog in semiconductors, and commenters note it now poses a genuine challenge to Nvidia's lead in AI chips. Analysts are watching whether the valuation can hold amid volatile AI-driven trading.

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    A filing shows ByteDance, the Chinese parent company of TikTok, gained access to more than 2,000 Nvidia B200 chips via Nscale's data centre in Norway, with a Singaporean subsidiary called Spring contributing about 73 percent of the UK neocloud's 2025 revenue. The arrangement highlights how restricted US AI chips reach Chinese firms through third countries, drawing attention amid ongoing export control debates.

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    Bank of America says Nvidia and other stocks are on sale●Bank of America says Nvidia and these other stocks are on saleβœ‰newsBusinessMarkets35 min ago

    Bank of America analysts have published a list of stocks they consider attractively priced, with chipmaker Nvidia among them. The call suggests the bank sees recent sell-offs or valuation dips as buying opportunities for investors. The full list of other named companies was not detailed in the available reporting, but the recommendation is drawing attention as markets weigh tech valuations.

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    Micron Q1 2026 earnings: Nvidia chip benefit may be delayedβ–ΌMicron Q1 2026 earnings: Nvidia chip launch benefit may be delayedβœ‰newsTechnologySemiconductors17 min ago

    Micron reports its fiscal Q1 2026 earnings, with analysts focused on whether the memory chipmaker's expected sales boost from Nvidia's latest chip launches is being pushed back. The question hanging over the results is timing: demand tied to new Nvidia platforms may lift Micron's revenue later than investors had anticipated, shaping how markets read the company's guidance.

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    Huawei's Atlas 960E Ships With Fewer Chips Than Announced●Huawei Unveils Atlas 960E With 4,096 Chips, Not the 15,488 Announcedβœ‰newsTechnologySemiconductors17 min ago

    Huawei has unveiled its Atlas 960E AI computing system, but reports indicate the delivered configuration carries 4,096 chips rather than the 15,488 originally announced. The discrepancy is drawing attention as Huawei positions itself as China's alternative to Nvidia in artificial intelligence hardware, raising questions about the scale and readiness of its advertised superclusters.

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    Jensen Huang says a key figure in the AI debate isn't science-basedβ–ΌHuang says 1 number in the AI debate isn’t science-based at allβœ‰newsScience1 h ago

    Nvidia chief executive Jensen Huang is challenging a widely cited figure used in the ongoing debate over artificial intelligence, arguing that the number has no scientific basis. His comments add to a heated public discussion about AI's risks and benefits, in which competing claims about the technology's future are often made without solid evidence behind them.

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    Attention is focused on NVIDIA's GTC conference, the company's flagship event for announcing new AI chips, software and partnerships. Attendees and industry watchers typically follow the keynotes closely for updates on GPU roadmaps and AI infrastructure plans that shape the semiconductor market.

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    Jensen Huang: AI labs that can't control their systems must close●Jensen Huang: AI Labs That Can’t Control Their Systems Must Closeβœ‰newsTechnologyGadgets4 h ago

    Nvidia CEO Jensen Huang says AI laboratories that cannot control the systems they build should be shut down. The remarks, reported by Gadget Review, add a prominent industry voice to the ongoing debate over AI safety and accountability. Huang's position suggests that the ability to manage and contain advanced AI models should be a baseline requirement for any lab developing them.

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    Stanford and Nvidia release CLM-8B agent modelβ–ΌStanford and Nvidia's open CLM-8B caches reusable agent actions and runs up to 9x faster than Jev in testsβœ‰newsTechnologySoftware3 h ago

    Stanford University and Nvidia have open-sourced CLM-8B, an AI model built for software agents that caches reusable actions instead of recomputing them. In tests the model ran up to nine times faster than Jev, a comparable agent system. The open release is drawing attention for offering large speed gains on agentic workloads, an area where inference cost is a major bottleneck for developers.

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    Reports say China's Moonshot, an artificial intelligence firm, is seeking access to additional Nvidia Blackwell chips. The report comes a week after a Trump administration official flagged a breach of US export controls on advanced chips to China. The development lands amid tightening US restrictions on selling cutting-edge Nvidia semiconductors to Chinese companies, a flashpoint in the ongoing tech and trade standoff between Washington and Beijing.

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    SCHMID shares surge as chipmakers eye glass substrates●SCHMID surges after Nvidia, AMD, Intel consider using glass substrates in chipsβœ‰newsTechnologySemiconductors4 h ago

    German equipment maker SCHMID saw its shares jump after reports that Nvidia, AMD and Intel are weighing the use of glass substrates in future chips. Glass substrates could allow larger, denser chip packaging and better performance than organic materials, and SCHMID produces equipment used in that production process.

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    CoreWeave faces next test: building a durable AI cloud●CoreWeave’s next test: From GPU scarcity to a durable AI cloudβœ‰newsTechnologyAI5 h ago

    CoreWeave, the GPU-focused cloud provider, is shifting from capitalising on shortages of AI chips to proving it can build a lasting, sustainable cloud business. Commentary centres on whether the company can convert its early advantage in scarce Nvidia GPUs into durable revenue as competition intensifies and chip supply improves. Analysts are watching its contracts, margins and ability to diversify beyond raw computing power.

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    SpaceX reportedly buying Nvidia AI chips in bulk●Nvidia Stock: Here’s How Many AI Chips SpaceX Is Buying.βœ‰newsTechnologySemiconductors5 h ago

    Barron's reports that SpaceX is purchasing a significant number of Nvidia AI chips, tying Elon Musk's space company to the booming demand for artificial intelligence computing hardware. The report follows widespread interest in how much AI compute Musk's ventures are securing, as Nvidia's GPUs remain the most sought-after chips in the industry. Investors are watching Nvidia's stock closely as major buyers like SpaceX add to already heavy demand.

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