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Chips blogs.nvidia.com

NVIDIA Powers Over 400 of the World’s 500 Fastest Supercomputers

News Highlights: NVIDIA technology runs 81% of the TOP500 and 90% of the systems new to the list. 26 systems on the TOP500 adopted the NVIDIA Grace CPU, up eight from the previous list. The top eight systems on the Green500 run on NVIDIA GPUs and nine of the top 10 use NVIDIA technologies. No. […]

Quick takes

The introduction of Mistral OCR 4 and the release of PP-OCRv6 on Hugging Face demonstrate growing industry options for multilingual, self-hosted, and tiered parameter enterprise document intelligence.
Models
Anthropic's deployment of Claude Tag into Slack highlights a shift toward embedding conversational assistants directly into team communication channels to capture organizational context and enterprise workflows.
Models
Agentic coding is seeing rapid adoption, with GitHub project activity doubling since late 2025 and developers utilizing tools like Claude Code and Codex to automate complex software development workflows.
Models
Enterprises are accelerating their adoption of generative tools, with Samsung deploying ChatGPT and Codex globally and Oracle integrating these models into its cloud platform under existing customer commitments.
Models
As technology providers expand data center infrastructure through major capital investments, Nvidia is introducing liquid-cooling designs to mitigate power and water consumption challenges in high-density facilities.
Chips
Google DeepMind has entered a partnership with film studio A24, investing around 75 million dollars to develop AI-powered production tools that expand storytelling capabilities for filmmakers.
Models
Anthropic is integrating Claude directly into Slack as a team member, signaling a move to capture organizational context, institutional knowledge, and enterprise workflows directly within daily communication platforms.
Models
OpenAI's plans to acquire Ona to bring secure cloud environments to Codex highlights a broader industry shift toward supporting persistent, long-running agent workflows across enterprise infrastructures like Oracle and Samsung.
Models

Market Pulse

AI Pulse
32/100
bearish

AI-linked equities are under pressure, with Arm Holdings plc -10.1%, Taiwan Semiconductor Manufacturing -6.69%, Super Micro Computer -6.03% driving the tracked basket lower.

ARM -10.1%
Arm Holdings plc chips
TSM -6.69%
Taiwan Semiconductor Manufacturing chips
SMCI -6.03%
Super Micro Computer cloud
AMD -5.76%
Advanced Micro Devices chips

Recurring Movers

ARM 12 hits · -6.99%
TSM 12 hits · -5.66%
AMD 12 hits · -6.66%
SMCI 11 hits · -6.23%