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    Ed Zitron questions where Nvidia's chips are actually going●Watched Ed Zitron on The Tech Report this week and one question stuck with me: where are all the chips? Even Microsoft'sMmastodonTechnologyAI54 h ago

    Tech industry commentator Ed Zitron appeared on The Tech Report this week, arguing that Nvidia can compel large customers like Microsoft to buy and hold vast quantities of AI chips that sit idle. He noted Microsoft's own chief executive has admitted to holding chip inventory the company cannot yet connect, fuelling debate over whether data centre buildouts can keep pace with Nvidia's supply commitments.

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    Virtio-nvgpu brings near-native Nvidia GPU access to KVM guests●Virtio-nvgpu: Near-native Nvidia GPU access inside a KVM guestYhnBusinessEconomy1539 min ago

    A project called virtio-nvgpu has been released, offering near-native Nvidia GPU performance inside KVM virtual machines. It lets Linux guests use Nvidia graphics hardware with minimal overhead via a virtio-based passthrough approach. The project, hosted on GitHub under nestrilabs, is drawing attention from developers interested in virtualization and GPU workloads, with discussion focused on how close performance gets to running on bare metal.

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    NVIDIA/Model-Optimizer is an open-source Python library on GitHub that collects state-of-the-art model optimization techniques, including quantization, distillation, pruning, neural architecture search and speculative decoding. It compresses deep learning models so they run efficiently in deployment frameworks such as TensorRT-LLM, TensorRT and vLLM, improving inference speed. It is trending on GitHub's rankings with modest engagement, and the posts shown only describe the project itself, so there is no evidence of a specific event driving attention.

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    Jensen Huang says AI doomsayers have 'ulterior reasons'●Jensen Huang: Those warning on AI apocalypse "have ulterior reasons"YhnWar1234 min ago

    Nvidia chief executive Jensen Huang said that people warning of an AI apocalypse 'have ulterior reasons', pushing back against prominent voices predicting catastrophic outcomes from artificial intelligence. Huang's remarks add to an ongoing debate between AI industry leaders who see the technology as an economic opportunity and critics who argue its risks are being downplayed for commercial gain.

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    Swedish startup's autonomous drone picks targets with AI chip▼Autonomous strike drone uses Nvidia Jetson Orin Nano to pick and bomb targetsYhnBusinessLabor299 min ago

    A Swedish startup has developed attack drones that use Nvidia's Jetson Orin Nano, a small AI computer, to independently select and strike targets without human input or external communications. The system runs a compact AI model entirely onboard, raising debate over fully autonomous lethal weapons and how readily available consumer AI hardware can power them.

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    Nvidia chief executive Jensen Huang has dismissed concerns that widespread use of AI tools is eroding people's skills, arguing that AI should be treated as a tool that augments workers rather than replaces their abilities. His remarks come amid ongoing debate in the tech industry about whether reliance on AI systems, from coding assistants to chatbots, is weakening critical thinking and expertise among workers and students.

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    AMD's market value crossed $1 trillion for the first time, briefly placing the chipmaker in an elite group long dominated by rival Nvidia. The milestone caps years of AMD being seen as the perpetual underdog in semiconductors, and commenters note it now poses a genuine challenge to Nvidia's lead in AI chips. Analysts are watching whether the valuation can hold amid volatile AI-driven trading.

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    Huawei's Ascend Chips Overtake Nvidia in China's AI Market●Huawei's Ascend Chips Have Overtaken Nvidia in China's AI Market✉newsTechnologySemiconductors9 min ago

    Huawei's Ascend processors have reportedly overtaken Nvidia in China's market for AI chips, marking a significant shift in the country's semiconductor landscape. The claim suggests Chinese firms are increasingly turning to domestic hardware as US export restrictions limit Nvidia's access to the market, handing Huawei a lead in powering China's artificial intelligence buildout.

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    ByteDance accessed 2,000 Nvidia B200 chips via Norway●China's ByteDance gained access to over 2k Nvidia B200 chips through NorwayYhnTechnologySemiconductors109 min ago

    A new filing reveals that ByteDance, TikTok's Chinese parent company, gained access to more than 2,000 Nvidia B200 chips through Nscale's data center operations in Norway. A Singaporean subsidiary called Spring reportedly contributed 73 percent of a UK neocloud provider's 2025 revenue. The arrangement highlights how export controls restricting advanced US chips to China may be circumvented through cloud services and third countries.

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    Bank of America says Nvidia and other stocks are on sale●Bank of America says Nvidia and these other stocks are on sale✉newsBusinessMarkets1 h ago

    Bank of America analysts have published a list of stocks they consider attractively priced, with chipmaker Nvidia among them. The call suggests the bank sees recent sell-offs or valuation dips as buying opportunities for investors. The full list of other named companies was not detailed in the available reporting, but the recommendation is drawing attention as markets weigh tech valuations.

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    Micron Q1 2026 earnings: Nvidia chip benefit may be delayed▼Micron Q1 2026 earnings: Nvidia chip launch benefit may be delayed✉newsTechnologySemiconductors9 min ago

    Micron reports its fiscal Q1 2026 earnings, with analysts focused on whether the memory chipmaker's expected sales boost from Nvidia's latest chip launches is being pushed back. The question hanging over the results is timing: demand tied to new Nvidia platforms may lift Micron's revenue later than investors had anticipated, shaping how markets read the company's guidance.

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    Microsoft unveils new Surface hardware and custom AI chips▼Microsoft Corporation (NASDAQ:MSFT) Advances Azure Disclosure, Fresh Surface Hardware And Custom AI Chips✉newsTechnologySemiconductors1 h ago

    Microsoft announced expanded Azure transparency reporting, new Surface devices and its own custom AI chips, strengthening its cloud and hardware lineup. The company is positioning the chips to reduce reliance on outside suppliers and to lower costs for AI workloads running across its data centres. Coverage focuses on how the moves fit Microsoft's broader push into artificial intelligence infrastructure alongside rivals such as Amazon, Google and Nvidia.

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    Huawei's Atlas 960E Ships With Fewer Chips Than Announced▼Huawei Unveils Atlas 960E With 4,096 Chips, Not the 15,488 Announced✉newsTechnologySemiconductors9 min ago

    Huawei has unveiled its Atlas 960E AI computing system, but reports indicate the delivered configuration carries 4,096 chips rather than the 15,488 originally announced. The discrepancy is drawing attention as Huawei positions itself as China's alternative to Nvidia in artificial intelligence hardware, raising questions about the scale and readiness of its advertised superclusters.

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    Student protesters disrupt NVIDIA AI climate panel in New York●Student protesters disrupt NVIDIA AI climate panel https://www. aljazeera.com/video/newsfeed/2 026/9/26/student-protesteMmastodonWorld347 min ago

    Student protesters interrupted an NVIDIA panel on artificial intelligence and climate held during NYC Climate Week. Footage shared by Al Jazeera shows activists taking over the session, adding to ongoing criticism of the tech industry's energy-hungry AI expansion and its climate commitments. The disruption has drawn attention during a week when companies are showcasing their environmental pledges.

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    Reports say China's Moonshot, an artificial intelligence firm, is seeking access to additional Nvidia Blackwell chips. The report comes a week after a Trump administration official flagged a breach of US export controls on advanced chips to China. The development lands amid tightening US restrictions on selling cutting-edge Nvidia semiconductors to Chinese companies, a flashpoint in the ongoing tech and trade standoff between Washington and Beijing.

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    Attention is focused on NVIDIA's GTC conference, the company's flagship event for announcing new AI chips, software and partnerships. Attendees and industry watchers typically follow the keynotes closely for updates on GPU roadmaps and AI infrastructure plans that shape the semiconductor market.

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    Nvidia's Huang Pledges to Double Chip Supply, Securing 37% of HBM▼Huang’s 2x Chip Vow Locks Up 37% of HBM Supply [2026]✉newsTechnologySemiconductors2 h ago

    Jensen Huang has reportedly committed to doubling chip supply, a move that would lock up roughly 37% of the world's high-bandwidth memory (HBM) output for 2026. The pledge underscores Nvidia's aggressive push to secure memory for its AI accelerators amid shortages, leaving rival chipmakers competing for the remaining HBM capacity from suppliers like SK Hynix, Samsung and Micron.

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    Jensen Huang says a key figure in the AI debate isn't science-based▼Huang says 1 number in the AI debate isn’t science-based at all✉newsScience4 h ago

    Nvidia chief executive Jensen Huang is challenging a widely cited figure used in the ongoing debate over artificial intelligence, arguing that the number has no scientific basis. His comments add to a heated public discussion about AI's risks and benefits, in which competing claims about the technology's future are often made without solid evidence behind them.

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    Jensen Huang: AI labs that can't control their systems must close●Jensen Huang: AI Labs That Can’t Control Their Systems Must Close✉newsTechnologyGadgets7 h ago

    Nvidia CEO Jensen Huang says AI laboratories that cannot control the systems they build should be shut down. The remarks, reported by Gadget Review, add a prominent industry voice to the ongoing debate over AI safety and accountability. Huang's position suggests that the ability to manage and contain advanced AI models should be a baseline requirement for any lab developing them.

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    Stanford and Nvidia release CLM-8B agent model▼Stanford and Nvidia's open CLM-8B caches reusable agent actions and runs up to 9x faster than Jev in tests✉newsTechnologySoftware5 h ago

    Stanford University and Nvidia have open-sourced CLM-8B, an AI model built for software agents that caches reusable actions instead of recomputing them. In tests the model ran up to nine times faster than Jev, a comparable agent system. The open release is drawing attention for offering large speed gains on agentic workloads, an area where inference cost is a major bottleneck for developers.

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    SCHMID shares surge as chipmakers eye glass substrates●SCHMID surges after Nvidia, AMD, Intel consider using glass substrates in chips✉newsTechnologySemiconductors6 h ago

    German equipment maker SCHMID saw its shares jump after reports that Nvidia, AMD and Intel are weighing the use of glass substrates in future chips. Glass substrates could allow larger, denser chip packaging and better performance than organic materials, and SCHMID produces equipment used in that production process.

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    CoreWeave faces next test: building a durable AI cloud●CoreWeave’s next test: From GPU scarcity to a durable AI cloud✉newsTechnologyAI8 h ago

    CoreWeave, the GPU-focused cloud provider, is shifting from capitalising on shortages of AI chips to proving it can build a lasting, sustainable cloud business. Commentary centres on whether the company can convert its early advantage in scarce Nvidia GPUs into durable revenue as competition intensifies and chip supply improves. Analysts are watching its contracts, margins and ability to diversify beyond raw computing power.

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    SpaceX reportedly buying Nvidia AI chips in bulk●Nvidia Stock: Here’s How Many AI Chips SpaceX Is Buying.✉newsTechnologySemiconductors8 h ago

    Barron's reports that SpaceX is purchasing a significant number of Nvidia AI chips, tying Elon Musk's space company to the booming demand for artificial intelligence computing hardware. The report follows widespread interest in how much AI compute Musk's ventures are securing, as Nvidia's GPUs remain the most sought-after chips in the industry. Investors are watching Nvidia's stock closely as major buyers like SpaceX add to already heavy demand.

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