Nvidia introduced new AI-focused products at Computex, including the Vera CPU for AI agents, the RTX Spark superchip, and the Cosmos 3 open-source model, signaling advances in AI technology. JetBlue updated its outlook, reporting strong travel demand and healthy bookings through Q2, indicating a positive trend in the airline sector. MGM Resorts surged after reports of an $18 billion cash bid from People Inc., offering an 11% premium, suggesting potential major industry consolidation. Former Fed Chair Jerome Powell cautioned against political interference in the Federal Reserve, emphasizing the importance of its independence for economic stability. Goldman Sachs forecasted a record $225 billion in IPO proceeds for 2026, but noted this supply remains manageable relative to the market size.
TSMC and ASML have both increased their guidance, indicating ongoing supply constraints in AI infrastructure. Nvidia's Rubin N3 node is fully booked, and CoWoS capacity has expanded by nearly 50%, supporting strong demand. Concerns about Nvidia's Kyb...
Nvidia introduced Cosmos 3 Edge, a new AI model designed for robots and vision AI agents to navigate physical environments in real time. The company is expanding its AI ecosystem in Japan by partnering with major local firms like Fujitsu, Hitachi, an...
Netlist has prompted the US International Trade Commission (ITC) to investigate Samsung and its customers Google, Supermicro, Nvidia, and Broadcom for allegedly infringing two Netlist patents related to Samsung's high-bandwidth memory and DDR5 memory...
NVIDIA and Noetra Corp. are partnering to build Japan's first national AI infrastructure, the NVIDIA Vera Rubin AI factory, featuring 13,750 Vera CPUs and 27,500 Rubin GPUs. Supported by Japan's Ministry of Economy, Trade and Industry, this 140-megaw...
NVIDIA announced that leading Japanese companies in robotics and manufacturing are adopting its Cosmos, Isaac, Metropolis, and Jetson platforms to accelerate AI-powered intelligent machines across industries. The new Cosmos 3 Edge model enables real-...
