Nvidia stock slides as investors weigh AI trade
Investing.com examines why Nvidia shares fell, tying the move to broader AI trade and rate concerns.
Nvidia
Chips & Infrastructure
Archive, page 1
Wednesday 14 October 2026
Nvidia AI racks support 250 kW as IBM, Siemens tout 7A chip
Reports say new Nvidia AI racks support 250 kilowatts per rack, while IBM and Siemens highlight a 7-angstrom AI chip research collaboration. Nvidia shares fell 2.9%.
Nvidia
Zesty launches autonomous GPU resource management for CUDA
Zesty released autonomous GPU resource management that fractions CUDA-native GPUs, aiming to run more workloads per GPU while protecting performance.
Zesty
Axionic raises $80M pre-seed for AI chip startup
Axionic, an AI chip startup founded by a former Qualcomm executive, raised an $80M pre-seed round, per Dealroom.
Axionic
AI infrastructure stocks slump as US rate hike bets rise
AI infrastructure firms' shares fell as markets priced in higher odds of US interest rate hikes, Press reports.
Bloomberg analyst warns debt-fueled AI data-center growth risks
DA Davidson's Gil Luria told Bloomberg that Nvidia's ecosystem and chip demand could support growth through 2030, but warned debt-heavy data-center builders may face serious pressure.
SK hynix details H-TPU cores for SSD controllers
SK hynix detailed H-TPU, tiny in-house CPU cores that offload routine I/O from Arm CPUs in its next enterprise SSD controllers as drive speeds rise.
SK hynix
Mistral AI models run aboard first satellite of 50-satellite constellation
Mistral AI models are running aboard the first satellite of a planned 50-satellite AI constellation, putting models in orbit.
Mistral AIClosed
Cisco and Nvidia develop 12.8 Tbps optical pluggable USFP
Cisco and Nvidia are teaming on a new optical pluggable called USFP that targets 12.8 Tbps per module, far above today's 1.6 Tbps optics, for AI datacenter networking.
Cisco
Vast Data pitches unified pipelines for sovereign AI data
Vast Data argues stitched-together AI pipelines struggle to keep sensitive embeddings, permissions and source data in sync, positioning unified architecture for sovereign AI inference.
Vast Data
ScaleFlux bets smarter SSD controllers ease AI memory bottleneck
ScaleFlux argues smarter SSD controllers can address the AI memory bottleneck as GPUs sit idle waiting for data and NAND flash takes on more processing work.
ScaleFlux
SemiAnalysis: AMD challenges Nvidia in AI inference
Analysis outlets examine whether AMD is a real threat to Nvidia or just a pricing lever, after SemiAnalysis found AMD challenging Nvidia in AI inference workloads.
AMD
More: Yahoo Finance, Benzinga
Skeleton Technologies becomes Estonia's latest unicorn
Estonia's Skeleton Technologies became a unicorn after raising investment from Siemens to manufacture energy storage systems for AI data centers in the US.
Skeleton Technologies
AI memory-chip boom faces fear of too much competition
Reports warn that the AI memory-chip boom now faces a new risk: too much competition among its most valuable players, which could pressure pricing and margins.
Cramer says US chip stocks tied to SK hynix
Jim Cramer said US chip stocks are 'joined at the hip' with SK hynix, arguing investors should look beyond Nvidia when weighing the AI memory supply chain.
SB Energy expands US solar and storage for SoftBank AI power
Nikkei Asia reports SB Energy, SoftBank's US renewable energy arm, is doing the groundwork for Masayoshi Son's AI push by building solar and battery capacity to power data centers.
SB Energy
Nikkei examines Singapore's role as AI supply chain link
Analysis piece on how Singapore has become a key node in the global AI supply chain, covering chip, data center and logistics links between the US, China and Southeast Asia.
China IC exports jump 136% to $45B in September
China's integrated circuit exports rose 136% year on year in September to US$45 billion, outpacing 108% growth for the first nine months, on AI-driven demand and higher chip prices. September volume reached 32.7 billion units.
Intel targets humanoid robots with all-in-one 'robot brain' chip
Intel is pitching an all-in-one chip aimed at closing the commercialization gap for humanoid robots, positioning it as a 'robot brain' for physical AI.
Intel
Ukrainian drones strike Russia's largest data center
Reuters reports Ukrainian drone strikes hit Russia's biggest data center, an attack on infrastructure that services both military and civilian computing needs.
Nvidia ships 678K AI accelerators to China; Doctolib stake reported
Key facts from TradingView: Nvidia has shipped 678,000 AI accelerators to China and holds a Doctolib stake, with pre-market shares dipping.
Nvidia
CYANIS AI launches Sovereign Inference Cloud
CYANIS AI launched Sovereign Inference Cloud, a service for running AI inference inside a customer's own jurisdiction and infrastructure. Pricing and availability were not disclosed.
CYANIS AI
ASML beats on AI demand, says it can't keep up
ASML raised its full-year sales outlook and forecast Q4 revenue above expectations as AI-driven chip demand surges, but warned it will be unable to meet customer demand in 2027 and 2028.
ASML
Microsoft ramps up AI chip effort as Google and Apple push into AI
A roundup reports Microsoft is accelerating its in-house AI chip challenge while Google and Apple deepen their own AI hardware and product efforts.
Microsoft
Nvidia adopts PTFE for next-generation AI rack technology
A report details Nvidia's PTFE strategy, describing the fluoropolymer material approach as a hidden enabler behind its next-generation AI server racks and high-speed interconnects.
Nvidia
Singapore's PDG seeks $1.2B loan for Malaysia data center
Asian data center operator Princeton Digital Group is seeking a syndicated loan of up to $1.2 billion to fund its Malaysia buildout, as AI infrastructure borrowing grows.
Princeton Digital Group
Hitachi Energy CEO discusses AI power and grid demands
Hitachi Energy CEO Andreas Schierenbeck discusses whether electricity infrastructure can expand fast enough to support the AI boom and industrial electrification.
Hitachi Energy
CoreWeave eyes insurance capital to fund AI data centers
CoreWeave co-founder says the Nvidia-backed cloud provider is courting insurers' vast capital for loans as it funds data center build-out.
CoreWeave
AI accelerator growth shifts to value as custom ASICs move upmarket
Digitimes reports AI accelerator growth is shifting from volume toward value as custom ASICs move upmarket, changing the competitive landscape for chip vendors.
Compal and Liteon show Nvidia platforms at OCP Summit
At OCP Global Summit 2026, Compal unveiled next-generation Nvidia-based AI platforms and Liteon showcased Nvidia's 800 VDC power architecture and thermal management portfolio.
Nvidia
More: Yahoo Finance, Morningstar
Nvidia DCGM Exporter bug exposes GPU servers to resource exhaustion
CyberSecurityNews reports a flaw in Nvidia's DCGM Exporter that exposes GPU servers to resource exhaustion attacks, potentially disrupting AI infrastructure monitoring.
Nvidia
Cathie Wood favors Nvidia, AMD, avoids memory chips
Ark's Cathie Wood says she avoids traditional memory-chip makers due to the volatile cycle, favoring Nvidia and AMD as the AI revolution is 'just beginning.'
Ark Investment Management
More: Bloomberg.com
Tuesday 13 October 2026
Nvidia prepays for US chip-testing capacity in KYEC's $1.4B expansion
Nvidia is prepaying for US chip-testing capacity as KYEC expands by $1.4B, with the two eying a Texas site for a US AI chip testing plant.
Nvidia
More: digitimes
Satlyt's open satellite software launches on SpaceX rocket
Satlyt, which aims to be the Android of orbital computing with open software that works on many companies' satellites, launched its software on a SpaceX rocket alongside Google's hardware after both SpaceX and Google declined to back it.
SatlytOpen
AWS shares MoE kernel optimizations on SageMaker AI
AWS engineers detail fused Mixture-of-Experts kernel work on SageMaker AI: Swap-AB for WGMMA utilization, Triton backend routing for FP8 quantization and cutting JIT recompilation, for up to 10% higher throughput.
AWSClosed
User details local AI stack serving 40 people
A Reddit user describes serving 40 people, including ten developers, with local AI: n8n automation, Whisper and Vexa transcription, OpenWebUI chat and agentic features largely disabled.
OpenCode
US chip stocks extend slide on memory report and AI jitters
Reuters reports US chip stocks extended their declines, hit by a China memory report and jitters over AI spending.
Nvidia reportedly halts RTX 5090 production as GPU prices spike
Reports say Nvidia halted RTX 5090 production, while Japanese retail prices for RTX 50-series cards jump up to 144%, with the RTX 5080 passing $2,400.
Nvidia
Microsoft plans multi-gigawatt Azure Maia rack rollout
Microsoft plans a multi-gigawatt deployment of next-gen Azure Maia AI accelerator racks, with 96-chip configurations promising seven times its predecessor's token throughput and production deployments due in 2027.
Microsoft
Report names Applied Materials, Lam as overlooked chip stocks
The Information argues Applied Materials and Lam Research are overlooked chip equipment opportunities as AI chip designer, manufacturer and equipment stocks have soared.