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Chips blogs.nvidia.com

NVIDIA NVLink Fusion Expands With NVHBM Custom High-Bandwidth Memory

The next wave of AI is placing new demands on infrastructure. As AI agents and trillion-parameter workloads become mainstream, the performance of AI infrastructure depends not only on compute, but on how compute, memory, storage, networking and software are designed together as a unified system.

Research thehackernews.com

OpenAI Bans Russian ChatGPT Accounts Used to Run Influence Operation

OpenAI on Tuesday said it banned a cluster of Russian ChatGPT accounts that used VPNs to bypass access restrictions and run an influence operation, which relied on its artificial intelligence (AI) tool to generate social media posts and comments that were shared on Substack, Telegram, X, Facebook and LinkedIn.

Big Tech digitimes.com

NVIDIA says AI labs it is helping to finance will be about a quarter of next year's business

Nvidia has put a figure on its exposure to the AI labs it helps fund. On its second-quarter earnings call, chief financial officer Colette Kress said the company expects "demand from the AI labs for which we expect to leverage our balance sheet to contribute toward roughly a quarter of our business next year." That...

Research constellationr.com

NVIDIA projects $432 billion annual revenue run rate on Q2 surge

Nvidia projects $432 billion annual revenue run rate on Q2 surge Larry Dignan Wed, 26 Aug 2026 - 13:47 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 coverage focused on...

Quick takes

Software creation is shifting toward free and company-wide agent workflows as Replit Free Mode, Codex deployments, and Copilot automation compress build and maintenance cycles.
Models
Faster inference paths are stacking across the stack, pairing GPT-5.6 Sol Ultrafast on Cerebras with OpenAI Jalapeño chip results for throughput and power efficiency.
Chips
Compute procurement remains a binding constraint, as Amazon adds two million Nvidia GPUs and Anthropic commits a $45 billion Nscale capacity deal.
Chips
Enterprise agent products are adding governance layers, from ChatGPT Work and Codex admin controls to Claude Cowork memory shared across chat sessions.
Models
Frontier labs are increasingly pairing custom silicon and specialized hardware partnerships to accelerate model inference speeds and lower per-token energy consumption at scale.
Chips
Rapidly expanding foundation model infrastructure demands are driving multi-billion-dollar compute commitments and spurring substantial expansion in regional utility and power generation capacity.
Chips
Organizations are integrating automated coding models directly into production environments to compress multi-year software migrations and automate recurring engineering workflows.
Models
Major platform vendors are embedding native speech recognition and automatic transcription models directly into operating systems and daily productivity workflows to enable voice-driven task delegation.
Models

Market Pulse

AI Pulse
52/100
neutral

AI-linked equities are broadly positive, with Arm Holdings plc +3.93%, Oracle +2.84%, Super Micro Computer -2.78% leading the tracked basket.

ARM +3.93%
Arm Holdings plc chips
ORCL +2.84%
Oracle cloud
SMCI -2.78%
Super Micro Computer cloud
PLTR +2.76%
Palantir Technologies. data

Recurring Movers

ORCL 11 hits · +2.43%
SMCI 11 hits · +9.35%
PLTR 9 hits · +1.40%
ARM 8 hits · +2.20%