nvidia

Sources say that the U.S. Department of Justice is reviewing NVIDIA's acquisition of the artificial intelligence platform Hugging Face.

NVIDIA (NVDA.O) announced that the starting price for laptops equipped with RTX Spark is $2,599, offering a 128GB configuration version.

NVIDIA (NVDA.O) announced that the DGX SPARK 64GB system is now available for purchase, equipped with the GB10 Grace Blackwell superchip.

NVIDIA (NVDA.O) launched the Nemotron 3.5 speech transcription model.

HIVE Digital Technologies, a Bitcoin mining company, announced that its subsidiary BUZZ Alpha Cloud has signed a fixed-rate credit agreement with institutional lenders for approximately $129 million, with an annual interest rate of 9.0% and a term of three years, with a loan-to-value ratio of about 80%.The financing will be used to purchase an AI GPU cluster and related infrastructure, including the NVIDIA GB200 NVL72 system, to fulfill a three-year sovereign AI customer contract signed with Cohere. The CEO of HIVE stated that this financing corresponds to the procurement of 2,303 NVIDIA GB200 GPUs worth approximately $165 million, with the related equity contribution coming from the company's 0% convertible bonds issued earlier this year. The company expects GPU deliveries to take place by the end of the fourth quarter of 2026.

NVIDIA (NVDA.O) and Oracle (ORCL.N) are expanding the deployment scale of the NVIDIA Vera Rubin platform.

The semiconductor research organization SemiAnalysis has released the actual test results of Huawei's Ascend 950PR. The organization selected 1,055 sets of commonly used matrix calculations for large models. Huawei's own underlying program has allowed the 950PR to achieve 86% of its theoretical computing power, higher than NVIDIA's H100 at 75.5%; however, the actual computation speed is still only 43% of the H100, and only 21% compared to the relatively newer B300. This set of results has not yet utilized the newly ported operators from DeepSeek.DeepSeek is working on reducing data movement and waiting from the software side. In attention computation, after adjusting storage with FlashMLA, the two sets of data that originally needed to be read separately can now be retrieved at once; TileLang allows the chip to compute while preloading the next batch of data. SemiAnalysis measured that automatic scheduling has reduced the time for some small computing tasks by up to about 40%. DeepSeek has also ported DeepEP, which is responsible for MoE expert communication, but communication and computation will still compete for memory bandwidth, and Huawei plans to continue improving the firmware.Last year, DeepSeek attempted to train R2 using Huawei's Ascend chips, but even with Huawei engineers on-site for assistance, it could not be completed due to issues related to chip stability, inter-card communication, and software support. This year, both parties continue to collaborate, and by the end of September, DeepSeek focused on publicly releasing six sets of Ascend adaptation code. In October, it was reported that Huawei is adjusting the next generation of chip designs according to DeepSeek's model requirements. The 950PR tested this time is mainly aimed at inference input processing, while DeepSeek is preparing to use the 950DT for large-scale pre-training as early as the end of the year. Previously, both parties had conducted tests at the thousand-card level, but to enable tens of thousands of chips to complete a round of large model training continuously, more complex coordination and stability issues still need to be resolved.

According to Gate data, the "Seven Sisters" sector in the U.S. stock market is generally down before the market opens, with mixed performance in the storage sector.NVIDIA is down 0.53%, Apple is down 0.27%, Microsoft is down 0.59%, Google is up 0.16%, Amazon is down 0.10%, Meta is down 0.36%, and Tesla is down 0.21%.Micron is up 0.55%, SanDisk is up 0.65%, SK Hynix is up 1.67%, Western Digital is down 0.58%, and Seagate Technology is down 0.34%.

According to Jinshi News, Nvidia will invest 3 billion dollars in equity issuance to Meta, and both parties will also expand their cooperation in AI infrastructure and models.Both sides will consider collaboration around the OpenShell reference architecture and Nvidia Sentry, and will expand the deployment scale of Nvidia's products such as Vera Rubin, Vera CPU, Spectrum-X, and BlueField-4, while further deepening cooperation in MUSE and the MUSE series of models.

NVIDIA (NVDA.O) and Meta will expand the deployment scale of NVIDIA Vera Rubin, Vera CPU, Spectrum-X, and BlueField-4.

NVIDIA (NVDA.O) and Meta are considering collaboration on the OpenShell reference architecture and NVIDIA Sentry.

NVIDIA (NVDA.O) announced an investment of 3 billion dollars in equity issuance to Meta.

Market news indicates that Nvidia and Meta will expand their collaboration on MUSE and the MUSE series models against a backdrop of steady growth.

IBM (IBM.N) and NVIDIA (NVDA.O) will bind AI entity identity with runtime access control.

According to Goldman Sachs data, in the past two weeks, global technology stocks have experienced a net sell-off of approximately $20 billion, with the intensity of the sell-off reaching an extreme level of -3.3 standard deviations. The sell-off scale in the TMT sector is close to the $23 billion seen in July of this year. Meanwhile, the volatility spread between the Nasdaq 100 Index and the S&P 500 Index has risen to the 98th percentile of the past five years, indicating a significant increase in market demand for hedging against technology stocks.According to JPMorgan, the scale of debt financing for AI infrastructure has exceeded $500 billion this year, with the financing costs for large-scale cloud service providers rising by about 120 basis points compared to before. As Google, Microsoft, and Amazon release their earnings reports this week, the market will focus on whether AI capital expenditures can be converted into actual revenue, as well as the sustainability of financing for subsequent investment expansions.JPMorgan believes that the financing relationship between Nvidia and GPU operators may become a channel for credit risk transmission. If operator financing tightens, pressure may spread upstream along the supply chain. The bank maintains a constructive view on the fundamentals of the technology sector, believing that a buying window may appear in early November, but it is still necessary to observe signals such as further market position clearing, corporate earnings realization, and credit spread narrowing.

Market news reports that Nvidia, AMD, and Broadcom intend to purchase up to 5 billion dollars of Meta Platforms stock.

Samsung Electronics and SK Hynix plan to start mass production and delivery of 8-layer HBM4 in the second quarter of next year, supplying it to NVIDIA.According to informed sources, NVIDIA will equip the 8-layer HBM4 based on the scale of the Rubin Ultra NVL rack, and it is expected that the proportion of 8-layer HBM4 will significantly increase starting from the middle of next year.

According to a report by Reuters cited by Phoenix Technology, on October 26, Beijing time, Elon Musk, the founder of SpaceX, stated that the company has completed $40 billion in debt financing for the procurement of graphics processors. Musk posted on the social platform X that this financing is primarily for the purchase of GPUs that will be delivered in the first and second quarters of next year, and the debt can be redeemed early, which will not have a significant impact on this quarter.Musk added that SpaceX's investment-grade credit rating, along with the revenue generated from Starlink satellite internet and launch services, has helped the company maintain its ability to secure credit financing. Earlier this month, Reuters reported that SpaceX is in talks with banks and asset management companies to raise $40 billion for the purchase of NVIDIA's AI chips.For the three months ending September 30, SpaceX's revenue grew by 161% year-on-year, reaching $14.58 billion. During the same period, the company's capital expenditures on computing infrastructure nearly doubled, reaching $19.6 billion.

Dongfang Gangwan Fund Chairman Dan Bin is making a "major adjustment" in the technology sector. According to statistics from Private Equity Ranking Network, as of the end of the third quarter of 2026, Dongfang Gangwan's overseas fund held a total of 13 U.S. stock targets, with a total market value of approximately $1.469 billion.From the perspective of industry distribution, AI remains a key focus for Dongfang Gangwan. As of the end of the third quarter, Google was the largest holding in Dongfang Gangwan's overseas fund. However, in terms of buying and selling actions, Dan Bin's preference for sub-sectors within the AI industry has changed significantly compared to the second quarter.According to statistics, in the third quarter of this year, Dongfang Gangwan's overseas fund reduced its holdings in targets such as Advanced Micro Devices (AMD), Broadcom, and Lumentum, which were newly purchased in the second quarter, while increasing its positions in storage giant Micron Technology, SanDisk, as well as Nvidia, Google-C, and Taiwan Semiconductor Manufacturing Company.