FT AI·
Second-largest memory chipmaker says customers prioritising procurement over pricing amid supply crunch
Read full articleAlphabet's strategic AI advancements and custom chip development could reshape tech industry dynamics, challenging Nvidia's market position. The post Alphabet poised to overtake Nvidia as world’s most valuable company appeared first on Crypto Briefing.
The post Nvidia Crosses $40 Billion in AI Investments, Expanding Equity Bets Across Supply Chain appeared on BitcoinEthereumNews.com. TLDR: Nvidia has crossed $40 billion in investment commitments in 2026, targeting firms across the AI supply chain. A $30 billion bet on OpenAI stands as Nvidia’s single largest investment, deepening a decade-long partnership. Deals with Corning and IREN tie optical manufacturing and data center capacity directly to Nvidia’s hardware ecosystem. Analysts warn that neocloud investments may be pre-funding GPU purchases, raising questions about organic AI demand. Nvidia has surpassed $40 billion in investment commitments in 2026, backing companies across the AI infrastructure stack. The chipmaker recently agreed to invest up to $3.2 billion in glass maker Corning and $2.1 billion in data center operator IREN. These deals reflect a broader strategy of financing the AI supply chain while securing commercial partnerships. Analysts see both promise and risk in N
The post Nebius (NBIS) Stock Surges Near 52-Week Peak Following Major Tech Partnerships and $643M Acquisition appeared on BitcoinEthereumNews.com. Key Takeaways Nebius Group has finalized a $643 million deal to acquire Eigen AI, integrating advanced inference and optimization capabilities into its technology stack. A $2 billion equity commitment from Nvidia supports Nebius’s strategic transformation into a Platform as a Service provider. The company has locked in multi-billion dollar, extended-term agreements with Meta and Microsoft for AI infrastructure services. Institutional investors have increased their holdings to 21.9%, with Mitsubishi UFJ Asset Management expanding its position by 230.6%. NBIS shares opened Friday at $177.08, approaching the 52-week peak of $197.89, while analyst consensus shows a “Moderate Buy” rating with a $154.75 average price target. Nebius Group is executing an ambitious strategy to climb higher in the artificial intelligence technology stack. The company
Nvidia's expansion in Israel strengthens its global R&D capabilities, potentially boosting innovation and economic growth in the region. The post BST Group to build new Nvidia office tower in Yokneam for NIS 170M appeared first on Crypto Briefing.
NVlabs releases cuda-oxide v0.1.0, a custom rustc codegen backend that compiles #[kernel]-annotated Rust functions to PTX through a Rust → Stable MIR → Pliron IR → LLVM IR → PTX pipeline, with single-source host+device compilation from one cargo oxide build command. The post NVIDIA AI Just Released cuda-oxide: An Experimental Rust-to-CUDA Compiler Backend that Compiles SIMT GPU Kernels Directly to PTX appeared first on MarkTechPost.
NVIDIA researchers have introduced Star Elastic, a post-training method that embeds multiple nested reasoning models — at 30B, 23B, and 12B parameter scales — inside a single checkpoint, eliminating the need for separate training runs or stored model weights per variant. Built on the Nemotron Elastic framework and applied to Nemotron Nano v3, the method trains all three variants in a single 160B-token run, achieving a 360× token reduction compared to pretraining each model from scratch. Beyond training efficiency, Star Elastic introduces elastic budget control — a novel inference scheme that uses a smaller submodel for the thinking phase and the full model for the final answer — delivering up to 16% higher accuracy and 1.9× lower latency compared to standard budget control, while nested FP8 and NVFP4 checkpoints bring the full model family within reach of RTX-class GPUs. The post NVIDIA AI Releases Star Elastic: One Checkpoint that Contains 30B, 23B, and 12B Reasoning Models with Zero-
Nvidia continues to be a big investor in the AI ecosystem.
Nvidia gains rights to invest up to $2.1 billion in IREN as companies race to lock down massive AI compute capacity.
