Nvidia (GPUs)

맥북 네오 100달러 인상해 699달러, 맥북 에어 200달러 인상해 1,299달러; 애플은 AI 데이터센터 수요가 소비자 하드웨어 공급과 경쟁하며 메모리·스토리지 가격이 전례 없는 속도로 올랐다고 설명

쿼리당 비용 절감과 엔비디아 의존도 완화를 위해 설계된 추론 전용 프로세서

2026 회계연도 3분기, AI 메모리 주도 기록적 매출; 데이터센터 매출 약 150% 성장; 연간 HBM 생산 캐파 이미 완판

웨이퍼 스케일 도전자, 분기 매출 1억9300만 달러 기록하고 AWS 제휴 추가, 역대 최대 반도체 IPO 이후

Nvidia가 LPU 지식재산권을 라이선스하고 창업자를 빼내간 후, Groq는 인력을 재편하고 네오클라우드 용량에 승부를 걸다

미국 4개 공장 예약 완료, 애리조나 2호 공장 3nm 장비 설치 2026년 3분기로 앞당겨. AI 수요가 공급 초과하는 가운데 연간 매출 성장률 30% 이상 상향 조정

엔비디아, Quantum-X Photonics 출시하고 2026년 하반기에 이더넷용 공동 패키징 광학 투입. 구리 대신 광(光)으로 백만 GPU 클러스터를 3.5배 효율로 연결

AGI CPU(136개 Neoverse V3 코어, TSMC 3nm)는 Arm이 순수 IP 라이선서에서 직접 실리콘 공급자로 전환한 것을 나타낸다. 개방형 Chiplet System Architecture로 60개 이상의 파트너를 끌어들이고 있다

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