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Nvidia's 9.3% Nebius Stake and $6.3B CoreWeave Backstop: Is This 'Circular Financing' or Real Demand?

Nvidia's 9.3% Nebius Stake and $6.3B CoreWeave Backstop: Is This 'Circular Financing' or Real Demand?

Nvidia's 9.3% Nebius Stake and $6.3B CoreWeave Backstop: Is This 'Circular Financing' or Real Demand? On July 20, 2026, a regulatory filing revealed that Nvidia holds a 9.3% stake in the AI cloud company Nebius — and the stock jumped nearly 19%. It is

AMD Helios vs Nvidia Vera Rubin: What Microsoft's Azure Deal Actually Changes (40 vs 50 PFLOPs)

AMD Helios vs Nvidia Vera Rubin: What Microsoft's Azure Deal Actually Changes (40 vs 50 PFLOPs)

AMD Helios vs Nvidia Vera Rubin: What Microsoft's Azure Deal Actually Changes (40 vs 50 PFLOPs) On July 21, 2026, AMD said Microsoft will deploy its new Helios rack — 72 Instinct MI455X GPUs plus EPYC "Venice" CPUs — "at scale" on Azure, and AMD shares

Google's 'Frozen v2' Chip: Why Hardwiring Gemini Could Cut AI Power Use 6–10x

Google's 'Frozen v2' Chip: Why Hardwiring Gemini Could Cut AI Power Use 6–10x

Google's 'Frozen v2' Chip: Why Hardwiring Gemini Could Cut AI Power Use 6–10x The Information reported on July 20, 2026 that Google is developing a server chip codenamed "Frozen v2" that could be six to ten times more power-efficient than its latest

Kimi K3 in Three Numbers: 2.8 Trillion Parameters, $15 Tokens, and a 48-Hour Compute Wall

Kimi K3 in Three Numbers: 2.8 Trillion Parameters, $15 Tokens, and a 48-Hour Compute Wall

Kimi K3 in Three Numbers: 2.8 Trillion Parameters, $15 Tokens, and a 48-Hour Compute Wall On July 16, 2026, China's Moonshot AI released Kimi K3 — at 2.8 trillion parameters, the largest open-weight AI model ever built, priced at roughly a third of a comparable

AI Drug Discovery Hits 80% in Phase 1 and 40% in Phase 2: What the Numbers Really Say

AI Drug Discovery Hits 80% in Phase 1 and 40% in Phase 2: What the Numbers Really Say

AI Drug Discovery Hits 80% in Phase 1 and 40% in Phase 2: What the Numbers Really Say On July 20, 2026, Bristol Myers Squibb said it would build one of the life-science industry's most powerful AI systems on Nvidia's new Vera Rubin hardware — the

Etched's Jump From $5B to $20B: What a Transformer-Only AI Chip Means for Nvidia's Grip

Etched's Jump From $5B to $20B: What a Transformer-Only AI Chip Means for Nvidia's Grip

Etched's Jump From $5B to $20B: What a Transformer-Only AI Chip Means for Nvidia's Grip AI chip startup Etched is reportedly in talks for a funding round valuing it near $20 billion — roughly 4x the ~$5 billion valuation from its round just months earlier. The

Apple Just Passed Nvidia at $4.88 Trillion: What the Market-Cap Flip Says About the AI Trade

Apple Just Passed Nvidia at $4.88 Trillion: What the Market-Cap Flip Says About the AI Trade

Apple Just Passed Nvidia at $4.88 Trillion: What the Market-Cap Flip Says About the AI Trade On Friday, July 17, 2026, Apple briefly overtook Nvidia to become the world's most valuable company, closing around $4.88 trillion versus Nvidia's roughly $4.86 trillion after