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AI tomshardware.com

Grab an NVIDIA RTX 5060 Ti gaming PC with Core Ultra 7 CPU and 32GB RAM for under $1,200 — Thermaltake's View u2660T-170 slashed by 33%

Thermaltake has a no-brainer deal up on Woot right now where it'll let you have an $1,800 PC for as little as 1,177. For that price, you're getting an RTX 5060 Ti (8GB), a Core Ultra 7 265KF, 32GB of DDR5-6000 RAM, a 1TB M.2 NVMe SSD, and a nice ARGB case.

Chips nvidianews.nvidia.com

NAVER, NVIDIA and Brookfield to Expand Korea’s National AI Factory Infrastructure Buildout

NAVER, NVIDIA and Brookfield today announced a proposed expansion of Korea's sovereign AI factory infrastructure, with planned investments that will grow the initial NVIDIA® DSX™ AI factory deployment to 200 megawatts — more than tripling the 55-megawatt buildout announced last month.

Chips nvidianews.nvidia.com

SK Group and NVIDIA Expand Strategic Partnership Across AI Factories and Next-Generation Memory

SK Group and NVIDIA today announced plans for a $500-billion-plus comprehensive partnership to establish AI infrastructure serving the surging demand for global compute. The two sides signed letters of intent to formalize the agreement, which spans from AI factory construction to AI memory supply.

Big Tech digitimes.com

Samsung, SK, Hyundai join Jensen Huang and Korea's President Lee at San Francisco AI Summit

South Korean President Lee Jae-myung and a delegation of the country's most powerful business leaders convened with NVIDIA founder and CEO Jensen Huang in Silicon Valley this week, in a series of meetings and public appearances that cast Korea as a cornerstone of the global AI infrastructure push.

Quick takes

AI infrastructure growth is exposing coupled constraints across data-center power resilience, high-bandwidth memory supply, and rack-scale system competition.
Chips
Frontier model releases are increasingly framed around long-running agents, coding, and professional workflows, suggesting capability competition is moving toward sustained task execution.
Models
Model distribution is expanding through education, small-business programs, and enterprise deployments, linking adoption growth to workflow-specific access rather than standalone model launches.
Models
Agent platforms are consolidating around voice, chat, deterministic tools, sandboxing, and enterprise controls as organizations move from model access toward operational deployment.
Models
AI expansion into science, education, healthcare, and robotics is creating domain-specific deployment tracks that pair models with institutional data, curricula, or simulation.
Research
Transparency commitments and safety constraints are becoming product-shaping layers, especially where AI systems handle health data, cybersecurity research, or public-sector workflows.
Policy
Model competition is broadening beyond benchmark claims toward token efficiency, deployment cost, and integrated user experience as differentiated adoption levers.
Models
Frontier model releases are forming tiered portfolios spanning long-running agents, lightweight variants, and cyber specialization.
Models

Market Pulse

AI Pulse
38/100
bearish

AI-linked equities are under pressure, with Arm Holdings plc -8.14%, Oracle -4.21%, Super Micro Computer -3.53% driving the tracked basket lower.

ARM -8.14%
Arm Holdings plc chips
ORCL -4.21%
Oracle cloud
SMCI -3.53%
Super Micro Computer cloud
AMD -3.29%
Advanced Micro Devices chips

Recurring Movers

ARM 12 hits · -8.14%
ORCL 12 hits · -4.21%
SMCI 12 hits · -3.53%
AMD 12 hits · -3.29%