Viewing archive Mon, Jul 27

Archive

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.

Quick takes

Frontier labs are shipping dense model-tier upgrades for long-running agents alongside faster Flash inference variants.
Models
Enterprise AI is shifting from chat interfaces toward packaged voice and chat agent platforms for customer and internal workflows.
Models
Major AI labs are packaging educator-facing tools that pair model access with curriculum-aligned classroom workflows.
AI
The embodied-AI stack is filling out through open robot-data systems, locomotion simulation research, and large robotics funding rounds.
Chips
Frontier labs are refreshing agent-oriented model tiers, with Anthropic shipping Claude Opus 5 for long-running agent and coding work while Google expands the Gemini Flash family across speed and cost tiers.
Models
Enterprise AI is consolidating around deployable agent platforms, from OpenAI Presence for trusted voice and chat workflows to large-scale Codex adoption that compresses incident analysis for thousands of employees.
Models
AI infrastructure buildout is pairing hyperscale campus investment with tight memory supply, as OpenAI advances Project Camellia in Georgia and NVIDIA secures high-bandwidth memory under a large multi-year chip deal.
AI
Grid reliability is becoming a hard constraint on AI capacity after Northern Virginia disruption risk showed how poorly some data centers handle power-line failures.
AI

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%