#Nvidia

The Wall Street Journal reports that the gap between investments in AI infrastructure and actual revenue has reached $1.5 trillion. Analysts warn of bubble risk amid continuing growth in big tech capital expenditures.

Nvidia will pay $6 billion for a license to Poolside's technologies and poach 109 of the startup's employees, investing an additional $1 billion in its business. The goal is to create an open AI model to compete with Chinese counterparts.

Nine Nvidia and Supermicro employees were detained in Taiwan, accused of organizing the smuggling of AI servers to China in violation of U.S. sanctions. The defendants used their internal positions within the companies to bypass export restrictions.

Hugging Face has engaged a bank to gauge interest in buying the business: according to Business Insider, the deal's valuation could exceed $13 billion, although no deal has been concluded yet.

Supermicro published the results of its investigation into the smuggling of $2.5 billion worth of AI equipment to China: several employees were dismissed, and the company stated that senior management was unaware of the scheme.

Nvidia's study showed that a software shell with a supervisor enabled Claude Opus 5 to score 100% on ARC-AGI-3 versus 30% without it, shifting the focus from the base model to the agent system.

NVIDIA is preparing a special AI chip for the Chinese market based on Groq technologies featuring LPU and large SRAM memory, attempting to stay within US export restrictions and maintain its position in the PRC.

According to Edgewater Research, NVIDIA has signed multi-year agreements with SK hynix and Micron for DRAM and HBM supply amid a global memory shortage that, by estimates, may last until 2028.

Chinese workshops are mass-resoldering GeForce RTX 3080 cards, upgrading GDDR6X memory from 10 to 20 GB. The modified cards are sold for $445–600 as an alternative to expensive new Blackwell GPUs.

Yuriy Bublik released HYDRA 2.3B Pro, allowing GDDR7 memory overclocking on all RTX 50 cards up to 36 Gbps and increasing Power Limit to 125% without BIOS modification.

🇨🇳 Chinese sellers are massively offering modified GeForce RTX 3080 graphics cards with 20GB of video memory for around $445. ⚠️ These are not new cards, but used models that have undergone makeshift "memory reballing." 🚀 Performance: The card easily beats the RTX 5060 Ti, and 20GB of VRAM saves you from memory shortages in demanding games. 📉 Risks: No warranty, unstable operation, and the risk of failure. 💰 Context: Demand is growing against the backdrop of the high cost of RTX 50 series cards. #RTX3080 #VideoCards #TechNews #Gaming #XABinfo

🤖 Shock Content: CoreWeave will lease Nvidia A100 chips until 2029! By 2026, these accelerators are already 6 years old, and by the end of the lease term, they will be 9. Despite lagging behind modern models, the shortage of power and the "zero cost basis" of old chips make them a goldmine. 📉💰 #Nvidia #CoreWeave #AI #Technology #Crypto

🌩️ War of the Currents 2.0: Nvidia, Google, and Microsoft announce the shift of AI centers to 800V Direct Current. Alternating Current, which won in the 19th century, is becoming a bottleneck for modern chips. The new standard promises to reduce energy losses and simplify cooling. #Nvidia #AI #TechNews

📉 Even the RTX 5090 can't handle 6K: performance drops by half in Cyberpunk 2077. The Nvidia flagship delivers the same FPS in 6K as the RTX 5070 Ti does in 4K. Gaming above 4K requires sacrificing graphics quality or relying on upscalers. 🎮💻 #RTX5090 #Gaming #HardwareUnboxed

🚀 Hermann Hauser, creator of the Arm architecture, warned about the "technological colonization" of Europe and "roller coasters" in the AI market. The investor acknowledged the revolutionary potential of AI but pointed out inflated valuations and dangerous circular financing schemes. 📉 In his opinion, the market awaits a correction, but not a 2008-style crisis. 🔮 The future belongs to photonics and in-memory computing: Nvidia has already invested $6.5 billion in these technologies. 🇪🇺 Europe risks losing sovereignty if it fails to learn how to scale startups. #AI #HermannHauser #TechNews #Nvidia #Europe

🚨 Nvidia delays launch of Kyber NVL144 super rack by a year! 🔹 Reason: technical issues with the 'orthogonal interposer board'. 🔹 Specs: 144 Rubin Ultra accelerators, 340.4 TB of memory. 🔹 Price: $41.6 million per rack. Project not canceled, but timelines are at risk. The AI race continues! 📉🤖 #Nvidia #AI #TechNews

🚨 **Danger Signal for AI Investors:** Trump advisor David Sacks warns of a 'bubble' in computing power. After NVIDIA became the 'Fed for AI', the market is overheated. Sacks compares the situation to the dot-com crash: an excess of GPUs and data centers could crash the cost per watt from $50 to a minimum. 📉💸 #NVIDIA #AI #Economy #DavidSacks

📉 **Are the giants' profits an illusion?** In August 2026, it was revealed that 70% of Alphabet's profit and 65% of Amazon's profit are not from sales but from speculation on SpaceX and Anthropic stocks. 🔹 **Vicious Cycle:** Giants finance AI startups, which spend that money on the clouds of the same giants. 🔹 **Crash Risk:** 42% of the 'Magnificent Seven's' profit is unrealized investment income. If the valuation of SpaceX or Anthropic drops, corporate reports will collapse. 🔹 **Facts:** SpaceX shares have already dropped by 17% after the IPO, casting doubt on Alphabet's current balances. The AI market is held up by mutual investments, not real sales.