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Chips digitimes.com

NVIDIA and MediaTek link AI technologies in bid to accelerate custom data center chip adoption

Nvidia and MediaTek are widening a global AI partnership that could reshape data center, edge, and PC hardware markets. MediaTek's US$3.9 billion overseas convertible bond sale, largely bought by Nvidia, signals a deeper strategic tie that may affect supply chains, customer choices, and competition worldwide.

Chips tomshardware.com

NVIDIA's latest driver update breaks mVolt+ overclocking functionality — Nifty, open-source app allowed users to increase the power limit to 700W on their RTX 50-series GPUs without hardware mods

Overclocking utility mVolt+ seems to have been blocked by the latest Nvidia driver update, hard crashing the moment you try to adjust the core power limit. However, it seems like a driver conflict more than a deliberate blacklist since another app, Hydra 2.3B Pro, is working just fine.

Quick takes

Enterprise coding agents are compressing multi-year software work into weeks as Codex and related tools spread beyond engineering teams.
Models
Defense buyers are consolidating multi-vendor AI access as ChatGPT and Grok join Gemini on the Pentagon's central AI tools portal.
Models
Inference competition is shifting toward specialized silicon and speech models that emphasize throughput and power efficiency over raw training scale.
Chips
AI infrastructure financing is deepening through debt and chip partnerships, including Lambda's $1B chip loan and Nvidia's $3.5B MediaTek stake.
Chips
Google is folding Gemini deeper into creative, notebook, and classroom workflows with video controls, purchased-book grounding, and teacher tools.
Models
Music-rights enforcement against frontier labs is broadening as Sony and Warner sue Anthropic over alleged large-scale copyright piracy.
Models
Enterprise teams are using Codex-style coding agents to compress multi-year engineering backlogs into weeks while opening software creation beyond traditional developers.
Models
Defense buyers are consolidating frontier chat models onto a shared Pentagon portal even as courts reverse Anthropic's supply-chain risk designation.
Models

Market Pulse

AI Pulse
48/100
neutral

AI-linked equities are quiet; the tracked basket is moving in a narrow band while Amazon.com -2.50%, Alphabet. -2.09%, NVIDIA +1.48% show the largest moves.

AMZN -2.50%
Amazon.com cloud
GOOGL -2.09%
Alphabet. labs
NVDA +1.48%
NVIDIA chips
MSFT -1.22%
Microsoft cloud

Recurring Movers

AMZN 12 hits · -1.82%
GOOGL 12 hits · -2.23%
NVDA 10 hits · +0.97%
MSFT 7 hits · -1.22%