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Chips blogs.nvidia.com

NVIDIA Joins NSF State and Regional AI Hubs Program to Expand AI Research and Education Across the US

NVIDIA is participating in the U.S. National Science Foundation’s (NSF) State and Regional Artificial Intelligence Infrastructure Hubs program, an effort launching today to expand access to the advanced computing, data, software and expertise needed for AI-enabled research and education.

Research constellationr.com

SpaceX’s Q2 takeaways: Rocket building knowhow translates to AI data center efficiency

SpaceX’s Q2 takeaways: Rocket building knowhow translates to AI data center efficiency Larry Dignan Tue, 4 Aug 2026 - 14:21 Larry Dignan Editor in Chief of Constellation Insights Constellation Research Larry Dignan is Editor in Chief of Constellation Insights at Constellation Research, where he leads editorial...

Chips tomshardware.com

US mulling ban on key Chinese networking tech in data center component crackdown — White House wants to impose restrictions in 2026, China says it will respond if necessary

Sources say that the FCC is drafting a ban on optical transceivers for data centers. These components, which convert electrical signals into light signals, are said to pose a risk as they can be used to steal data, install malware, or disrupt data center operations in the U.S.

Startups siliconangle.com

Obsidian Security raises $85M as AI agents create cybersecurity’s next major attack surface

Obsidian Security Inc. has raised an $85 million Series D funding round at a post-money valuation of $1.1 billion as enterprises increasingly look to secure autonomous artificial intelligence agents accessing cloud applications, Chief Executive Hasan Imam said today in an exclusive interview with theCUBE with me at...

Chips tomshardware.com

Texas slams on the breaks for 1,800 data centers, power grid requirements are five times higher than peak record demand — 474 gigawatts of power requests are now subject to new moratorium

Gov. Greg Abbott (R) instructed PUCT and ERCOT to pause all data center applications until they complete an audit on all the information that data center developers must submit. The move reportedly came after PUCT asked 377 data center operators to submit water and power use, of which only 28 complied.

Quick takes

Frontier labs are shipping specialized model tiers for long-running agents, speech-to-speech, and multi-robot collaboration in the same release window.
Models
Unreleased agent containment failures are driving liability questions, third-party cyber evaluation reforms, and industry secure-AI defense work.
Models
Edge and open-weight stacks are converging on capable on-device agents and CPU-first long-context inference rather than cloud-only deployment.
Chips
Grid and siting constraints are throttling AI buildout as Texas pauses new data center connections and orders audits under demand pressure.
Startups
Enterprise voice and chat agents are moving into production verticals, including telco personalization and always-on multilingual retail support.
Models
AI infrastructure capital is spreading beyond GPUs into nuclear power and modular portable data centers as capacity bottlenecks intensify.
Chips
Coding-agent workflows are shifting toward reviewable multi-PR stacks and CLI tooling that non-engineers can use for internal process automation.
Models
Frontier labs are shipping specialized models across robotics video understanding, speech-to-speech, and long-running agent tiers in parallel rather than one general release wave.
Models

Market Pulse

AI Pulse
80/100
greed

AI-linked equities are broadly positive, with Palantir Technologies. +29.5%, Arm Holdings plc +17.4%, Super Micro Computer +10.6% leading the tracked basket.

PLTR +29.5%
Palantir Technologies. data
ARM +17.4%
Arm Holdings plc chips
SMCI +10.6%
Super Micro Computer cloud
AMD +7.00%
Advanced Micro Devices chips

Recurring Movers

PLTR 12 hits · +29.5%
ARM 12 hits · +17.4%
SMCI 12 hits · +10.6%
AMD 12 hits · +7.00%