#Nvidia

Nvidia's physical AI director held back-to-back meetings with Samsung, SK hynix, Doosan Robotics, LG, and Hyundai in Seoul. Here's what the visit signals about where the AI race is heading.

Tim Cook's 25-year goodbye, $40 billion poured into Anthropic, shots near the White House dinner, and TXT's first Grand Slam — a week of power handed over and crises distributed.

Apr 27, 2026·

Jeong Jin Lee

Nvidia closed at an all-time high as Intel posted its best day since 1987. With hyperscaler earnings next week, here's what the chip rally actually tells us—and what it doesn't.

Cerebras Systems has refiled for an IPO targeting mid-May, backed by a $23B valuation, a reported $10B OpenAI deal, and an AWS partnership. What does this mean for Nvidia's dominance and the AI chip landscape?

Cerebras files for IPO with a $20B OpenAI deal in hand. What does this mean for Nvidia's dominance, AI infrastructure investment, and the next wave of chip competition?

TSMC posted a 58% profit jump and its fourth consecutive record quarter. As AI chip demand reshapes the semiconductor industry, here's what it means for investors, competitors, and the global tech supply chain.

Alibaba and China Telecom launched a 10,000-chip AI data center in Guangdong powered by Alibaba's homegrown Zhenwu semiconductors. What does China's accelerating chip self-sufficiency mean for Nvidia, global AI competition, and your portfolio?

Nvidia's new Auto Shader Compilation feature pre-builds DirectX shaders during idle time, aiming to cut those frustrating load-screen waits after driver updates. Here's what it actually means.

South Korean AI chip startup Rebellions raised $400M at a $2.34B valuation, backed by Samsung, SK Hynix, and the Korean government. Here's what it means for Nvidia's dominance and the global AI chip race.

Reflection AI is targeting a $25 billion valuation with Nvidia's backing. What does this tell us about AI's power dynamics, investment logic, and who actually profits?

A Super Micro co-founder is accused of smuggling $2.5 billion in Nvidia AI chips to China using fake servers and forged documents. SMCI stock fell 25%. Here's what it means for export controls and the AI supply chain.

At Nvidia's GTC 2026, a rambling Olaf robot had its mic cut mid-demo. The real story isn't the glitch — it's the questions the industry keeps avoiding.