Nvidia's New Age: AI Agents Over Code
Nvidia CEO Jensen Huang said AI agents are transforming software engineering roles at the company, shifting engineers from coding to building agents and guardrails. Huang rejected fears of job losses,…
NVIDIA is a semiconductor company best known for its GPUs, which are the primary compute hardware for training and running AI models. Its H100 and A100 chips power the majority of AI data centers worldwide.
Nvidia CEO Jensen Huang said AI agents are transforming software engineering roles at the company, shifting engineers from coding to building agents and guardrails. Huang rejected fears of job losses,…
Investors are rotating out of Nvidia and into Chinese and Korean chip stocks, with SK Hynix raising nearly $29 billion in a Nasdaq ADR listing and Chinese memory maker CXMT preparing a $4.3 billion IP…
Supercomputing is splitting into two tracks in 2026: publicly funded exascale systems ranked by TOP500 FLOPS and hyperscaler-built AI campuses measured in megawatt–gigawatt capacity. Microsoft claimed…
Samsung projects an 18-fold profit surge and plans $70 billion in memory investments through 2026, while Micron expands its Hiroshima HBM fab with $4.8 billion in Japanese government subsidies, aiming…
Software developer Tarun Gupta launched Autopilot-Jobhunt, a free AI tool that searches for job postings and generates tailored resumes and cover letters but does not submit applications. The tool use…
Founders, executives, and early investors in AI companies are selling their shares at a notable pace, with figures like Stanley Druckenmiller, Peter Thiel, and Michael Burry reducing or exiting positi…
South Korea is moving to strengthen investor protections amid stock market volatility, even as chip-led export growth fueled by AI investments drives a record current account surplus of $14.1 billion …
SK Hynix makes its U.S. trading debut on Friday after a $26.5 billion share sale, testing investor appetite for AI-related stocks amid a recent pullback in semiconductor shares. The South Korean chipm…
LG CNS has partnered with UK-based PhysicsX to develop next-generation industrial AI models, combining PhysicsX's AI-powered engineering simulation platform with LG CNS' enterprise systems integration…
Italian semiconductor testing firm Technoprobe has seen its stock surge 129% year-to-date through May 2026, driven by soaring demand for AI chip testing. The company reported Q1 2026 revenue of €187 m…
Elon Musk reversed his criticism of Anthropic, now calling the company 'the leader in AI' after SpaceX signed a deal providing Anthropic with $1.25 billion per month in compute fees through May 2029. …
SK Hynix raised approximately $26.5 billion in its US share sale on Nasdaq, marking the second-largest stock listing globally. The offering was oversubscribed more than seven times, with proceeds earm…
Gradium, an AI startup spun out of Kyutai, raised a $100 million seed extension backed by Nvidia to accelerate development of real-time speech models and expand into the San Francisco Bay Area. The fu…
Meta plans to begin manufacturing its custom AI chip, codenamed Iris, in September as part of a push to reach 14 gigawatts of computing capacity by 2027. The chip, built with Broadcom and TSMC, is cen…
Nvidia is focusing on improving 'tokens per watt' as hyperscalers shift from building AI infrastructure to monetizing it, with offload engines designed to reduce GPU underutilization caused by memory …
Samsung Electronics Executive Chairman Lee Jae-yong plans to meet Nvidia CEO Jensen Huang in the US in late July to deepen their AI chip alliance, following a series of meetings that have boosted Sams…
SK Hynix, a leading supplier of high-bandwidth memory crucial to AI systems, begins trading on Nasdaq via American depositary receipts under ticker SKHY. The listing gives investors a new way to buy s…
SK Hynix's $28 billion US ADR listing on Nasdaq attracted $200 billion in investor demand, with top 10 institutional buyers securing nearly half the shares. The South Korean memory chipmaker will use …
Elon Musk called Anthropic the current AI leader, reversing his earlier criticism, while Anthropic's May update revealed its SpaceX deal adds over 300 megawatts and 220,000 Nvidia GPUs of capacity. Th…
Elon Musk reversed his criticism of Anthropic, now calling the AI company the industry leader and praising its team, after SpaceX struck a $1.25 billion monthly compute deal with Anthropic. Musk had p…