Nvidia

Reuters reported exclusively that ByteDance, Alibaba and Tencent have placed Nvidia chip orders worth more than $35 billion, covering roughly three million workstation-class graphics processors that fall within permitted export-control categories. Reporting indicates only about one tenth may be immediately deliverable, meaning even compliant demand is constrained by capacity allocation and quota policy. Barron’s noted that even large-purchase speculation failed to lift Nvidia’s share price.

German Chancellor Friedrich Merz said on October 19, 2026 that Germany must significantly increase its investment in artificial intelligence to preserve its industrial competitiveness and disclosed that an agreement with Nvidia would be announced shortly. The remarks mark a renewed push by Berlin in Europe’s AI race and a key plank in the Merz government’s drive to digitise German industry.

雅虎财经10月12日发布的深度分析显示，一种新兴内存架构正从意外方向对英伟达与美光主导的高带宽内存(HBM)市场构成挑战。若技术验证顺利，可能影响AI加速器供应链的成本结构与议价格局，并对SK海力士、三星等HBM厂商产生连锁冲击。

Reuters, Quartz and The Verge reported that the CEOs of Microsoft and Nvidia jointly appeared at a San Francisco event to officially unveil the next-generation AI laptop, the Surface Laptop Ultra — built around the latest AI chip and tightly integrated with Windows — widely viewed as a direct response to Apple’s MacBook Pro lineup.

Ars Technica reports the seven-year-old Nvidia Shield TV series has undergone a price hike: the entry-level standard SKU is being discontinued, leaving only the Pro version, which has been repriced from $199 to $299, a $100 jump blamed on rising DRAM costs driven by AI chip demand.

Bloomberg reports Broadcom has begun arranging roughly $60 billion in financing to produce custom AI chips for Anthropic, marking the custom-silicon camp’s formal entry into a capital-intensive expansion phase.

Nvidia announced an additional $150 billion share repurchase authorization, the largest single such authorization in corporate history, drawing significant Wall Street attention to the AI chip leader’s capital allocation strategy, against the backdrop of a sharply expanded market capitalization and abundant cash reserves, reinforcing confidence in the long-term cash-generating power of AI bellwethers.

Snap has announced strategic partnerships with Nvidia, Amazon Web Services and Salesforce to push its augmented reality glasses into the enterprise market. The collaboration brings together high-performance AI silicon, cloud infrastructure and enterprise software, signalling Snap’s most ambitious move yet from consumer social applications into industrial, training and remote-collaboration use cases. The partnerships mark a significant milestone in the broader shift of augmented reality from consumer novelty to enterprise utility.

Nvidia CEO Jensen Huang has publicly stated that the AI industry does not need new dedicated laws, arguing that existing legal frameworks are already sufficient. His stance stands in sharp contrast to OpenAI and Anthropic, which have called for stronger regulation, highlighting a fundamental split within the AI industry over the regulatory path forward.

NVIDIA officially launched on September 13 the RTX PRO 5500 Blackwell professional graphics card targeting professional workstations, edge computing and mid-scale inference scenarios. The card features the same core count as the consumer flagship RTX 5090 but comes with 96GB of ECC memory, approximately 40% improvement in double-precision floating-point performance, and a stricter power-management scheme, mainly targeting computer-aided design, building information modeling, complex scientific computing and mid-scale AI inference workloads. This is the first time NVIDIA has adopted the same core count across its professional and consumer product lines, and is seen by the industry as a strategic signal of NVIDIA further squeezing its discrete-graphics competitors in the professional graphics market.