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Chips blogs.nvidia.com

Universitas Gadjah Mada, Indosat and NVIDIA Open Indonesia’s First University AI Center to Develop Local AI Talent

Indonesia is taking charge of its AI future. This week, the Ministry of Communication and Digital Affairs (Komdigi), Indosat Ooredoo Hutchison (Indosat or IOH), NVIDIA and Universitas Gadjah Mada (UGM) launched the UGM Indosat NVIDIA AI Technology Center (NVAITC) in Yogyakarta — the country’s first university-based...

Startups siliconangle.com

The AI party keeps roaring: Why it won’t end anytime soon

Yes, there’s an artificial intelligence bubble, no denying that anymore — so the question becomes, “Will it burst, and when?” You’d be forgiven for thinking it could happen soon, given the continuing, seemingly never-ending funding of and spending by AI model makers, AI processor makers, chip equipment makers — the...

Chips digitimes.com

AI server tracker: Demand drives July revenue gains across Taiwan infrastructure suppliers

Data center infrastructure providers reported revenue gains across baseboard management controllers (BMCs), optical modules, power supply components, and thermal management products. Some companies, such as LandMark Optoelectronics and Auras Technology, reported year-over-year July revenue growth exceeding 100%.

Quick takes

Frontier labs are shipping faster workhorse models for coding and long-running agents, with Google releasing Gemini 3.7 Flash and xAI introducing Grok 4.6.
Models
Enterprise demand is becoming OpenAI's commercial center of gravity, with enterprise revenue now exceeding consumer and partners embedding ChatGPT and Codex into operations.
Big Tech
Edge deployment is hardening as compact vision-language and agent models ship for local CPU and GPU inference rather than cloud-only use.
Chips
Mistral is bundling open models with in-region inference infrastructure as Europe's sovereign-AI stack, not only as standalone model releases.
Models
Frontier model makers are shipping successive coding-and-agent workhorse models—Gemini 3.7 Flash, GPT-5.6 Sol Ultrafast, and Grok 4.6—within days of each other.
Models
Enterprise AI demand is shifting from chat assistance toward agentic execution, with OpenAI documenting ChatGPT and Codex workflows across engineering and operations.
Models
OpenAI reports enterprise revenue now exceeds consumer while cycling its chief revenue officer through consecutive executive departures.
AI
Mistral is coupling open models with in-region European inference infrastructure, treating sovereignty and local control as product requirements.
Models

Market Pulse

AI Pulse
47/100
neutral

AI-linked equities are under pressure, with Advanced Micro Devices +6.50%, Broadcom. -5.94%, Oracle -3.65% driving the tracked basket lower.

AMD +6.50%
Advanced Micro Devices chips
AVGO -5.94%
Broadcom. chips
ORCL -3.65%
Oracle cloud
PLTR -2.78%
Palantir Technologies. data

Recurring Movers

AMD 12 hits · +4.12%
AVGO 12 hits · -4.02%
ORCL 12 hits · -1.31%
PLTR 9 hits · -1.28%