Nvidia
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SpaceX Pivots to AI Dominance: Grok 4.6 Launch and Massive Infrastructure Expansion Announced
SpaceX shifts focus to AI as Grok 4.6 launches next week, with AI revenue hitting $2.6 billion and massive infrastructure plans aiming for 15GW by 2027.
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Apple Reclaims Top Market Value Spot Amid Disciplined AI Spending
Apple has overtaken Nvidia as the world’s most valuable public company, as investors favor its cautious approach to AI capital expenditures.
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Nvidia and Tech Coalition Launch Open Secure AI Alliance to Standardize AI Security
Nvidia and a coalition of industry leaders have formed the Open Secure AI Alliance to develop open-source security frameworks for AI agents and infrastructure.
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Nvidia Faces Rising Credit Risk Concerns Amid $250B AI Infrastructure Financing Backstop
Nvidia’s record-breaking credit default swap surge highlights investor fears over its $250B AI infrastructure backstop, questioning its expansion strategy.
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SK Telecom Plans 2-Gigawatt AI Factory to Come Online in 2027
SK Telecom and NVIDIA have announced a $500 billion-plus partnership to build a 2-gigawatt AI factory in South Korea, launching by 2027.
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South Korea’s President Lee Launches ‘San Francisco AI Declaration’ as SK and Nvidia Unveil $500B Alliance
South Korean President Lee Jae Myung unveils the “San Francisco AI Declaration” as Nvidia and SK Group launch a massive $500B-plus AI hardware alliance.
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AI Disruption and the Semiconductor Surge: Inside The Motley Fool’s July 2026 Market Analysis
The Motley Fool’s July 2026 analyses highlight how generative AI is reshaping tech, squeezing traditional firms like Gartner while driving chip giants AMD and Nvidia.
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South Korea Eyes 3.5 Trillion Won Investment for ‘Frontier AI’ Development
South Korea’s DPM Bae Kyung-hoon estimates 10,000 NVIDIA Vera Rubin GPUs and 3.5 trillion won are needed to build a frontier AI model rivaling US technology.
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Alibaba Open-Sources AI Software Stack to Challenge Nvidia’s CUDA Dominance
Alibaba’s T-Head unit open-sourced its SAIL software stack to help developers migrate from Nvidia’s CUDA to its proprietary Zhenwu AI processors.
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NVIDIA Launches Isaac GR00T Development Platform to Accelerate Humanoid Robotics
NVIDIA has released the Isaac GR00T development platform, an open-source toolset designed to unify and streamline the creation of humanoid robot AI policies.
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Singapore Tech CEO Charged with Laundering S$38 Million in Nvidia Chip Fraud Probe
Alan Wei Zhaolun, CEO of Aperia Group, faces new money laundering charges linked to a S$55 million property purchase and an alleged Nvidia chip export fraud scheme.
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Nvidia pivots to revenue-share model for AI startups, appoints new sales chief
Nvidia has launched a new revenue-sharing program to help AI startups access compute power while recruiting Microsoft veteran Nick Parker as global sales chief.
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Palantir Stock Rebounds as Analysts Praise AI Sovereignty Strategy
Palantir shares climbed following a DA Davidson upgrade and a strategic partnership with NVIDIA, as CEO Alex Karp pushes for enterprise AI data control.
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Palantir CEO Alex Karp Challenges AI Pricing Models as Stock Climbs
Palantir CEO Alex Karp has criticized token-based AI pricing, pushing for data sovereignty as the company’s stock surges following an NVIDIA partnership.
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Palantir Rebounds Following NVIDIA Partnership and Strategic Defense Wins
Palantir shares surged by $21.7 billion following a strategic NVIDIA AI partnership and a critical contract to power the U.S. Army’s data infrastructure.