Nvidia (GPUs)

MacBook Neoは100ドル値上げし699ドルに、MacBook Airは200ドル値上げし1,299ドルに。AIデータセンターの旺盛な需要がメモリ・ストレージの調達コストを押し上げ

クエリあたりのコスト削減とエヌビディア依存の低減を目指す推論プロセッサ

2026年度第3四半期（6月24日発表）、AIメモリーで過去最高収益。データセンター売上が約150%増、2026年通年のHBM生産能力はすでに予約済み

ウェーハスケールの新興チップメーカーが四半期で1億9300万ドルを計上し、AWS提携も追加、史上最大の半導体IPO後に

NvidiaがLPUのIPをライセンス取得し創業者を引き抜いた後、Groqは人員を再編してネオクラウド容量に賭ける

米国の4工場がフル予約、アリゾナ第2工場が3nmの装置搬入を2026年第3四半期に前倒し。AI需要が供給を上回るなか年間売上高成長率30%超へ上方修正

NvidiaがQuantum-X Photonicsを出荷、2026年後半にEthernetへのコパッケージ光学を投入。光が銅線に取って代わり、百万GPU規模のクラスターを3.5倍の効率で接続

AGI CPU(136個のNeoverse V3コア、TSMCの3nmプロセス)はArmが純粋なIP事業者から直接シリコン販売へ転換したことを示す。オープンなChiplet System Architectureで60社超のパートナーを取り込む

A 560-page spec gives Ethernet InfiniBand-class RDMA and congestion control; the 2026 work item is Programmable Congestion Management

Seoul bilateral yields HBM4E samples and LP40 foundry talks; Tesla A16 to be built at Taylor, Texas; Samsung pins HBM5 comeback on an in-house 2nm base die

A draft registration lands a week after Anthropic's and days before SpaceX trades, the three could become the largest IPOs on record

Nighthawk validated in two independent studies; Quandela cuts QPU latency 5,000ms→30ms over NVQLink; QCi buys a packaging fab to commercialise photonic chips

Jensen Huang confirms Samsung, SK Hynix and Micron passed HBM4 qual on June 5; SK Hynix holds ~60-70% of Rubin volume, 12-layer stacks priced above $600

Helios yields 94 logical qubits from 98 physical; Quantinuum accelerates fault-tolerance to 2030 and signs Mitsubishi; IonQ publishes a 'walking cat' blueprint

Navitas joins Nvidia's MGX 800VDC push; SiC and GaN replace silicon to break the AI 'power wall', borrowing EV power architecture

After a year of bans and reversals, the US approved limited H200 sales, then Beijing told firms to pause and pushed Huawei instead

Up to $25bn with Amazon, a multi-gigawatt Google-TPU/Broadcom deal, and a monthly lease of xAI's Colossus 1 output

Linux Foundation ships OpenMDW-1.1 (Nvidia adopts for four model families); days later the G7 replaces the binary open/closed split with a spectrum

Data-center revenue ~$72.8bn; Vera Rubin ramps to full production by fall; guidance assumes zero China data-center compute, and the stock still slid

Native state-of-the-art computer use, 1M-token context and Codex on Nvidia infra push agentic workflows mainstream

NVLink licensed to third-party CPUs and accelerators (MediaTek, Marvell, Astera, Lightmatter); a $2B Marvell stake reads as a toll booth, not an investment

SoftBank, Nvidia and Amazon lead one of the largest private raises ever; APIs now clear 15bn tokens/minute

Arc Institute's 40B-parameter DNA foundation model predicts disease mutations and designs bacterial-scale genomes, the design-tool side of the biosecurity debate

Jensen Huang says orders are in and manufacturing is 'restarting'; BIS revised the license policy, but as of mid-2026 only a small number of H200s have actually shipped

Amazon ~$200bn, Microsoft ~$190bn, Alphabet $175–185bn, Meta $125–145bn, a combined AI buildout larger than most national budgets, with component inflation now a line item

Nvidia, Cisco, QIA and MGX back the Colossus compute build; xAI then leases Colossus 1 output to Anthropic

Nvidia invests in OpenAI; OpenAI commits to Oracle clouds; Oracle buys Nvidia chips, a self-referential money wheel as Oracle/Microsoft CDS spreads roughly double

Two Fairwater sites stitched by a dedicated AI wide-area network train one model in tandem, hundreds of thousands of Nvidia GB200/GB300 GPUs, 140kW racks, no UPS or gen-sets

First 1GW of Instinct MI450 deploys 2H 2026; the Helios rack targets ~3 AI exaflops with 72 MI455X accelerators, AMD's bid to break Nvidia's data-center grip

The 1.2GW Texas campus runs on Oracle Cloud with first GB200 racks delivered; Crusoe's $1.38bn Series E funds the expansion as SoftBank completes its $41bn into OpenAI