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According to Jinshi, U.S. President Trump praised NVIDIA CEO Jensen Huang and NVIDIA's chip technology.

SSI received $2 billion in funding last year from top venture capital firms such as Andreessen Horowitz and Sequoia Capital, with a valuation of $32 billion at that time.

According to Sina Finance, on Monday local time, Apple surpassed Nvidia to become the world's most valuable company for the first time since April 2025. Nvidia's stock price fell nearly 5% on Monday, with its market value dropping to $4.77 trillion, as investors expressed concerns about the enormous costs of AI infrastructure, leading to a decline in the AI chip sector overall. Meanwhile, Apple's stock price rose by 1%, bringing its market value to $4.95 trillion, as the company is set to release its highly anticipated earnings report after the market closes on Thursday. Nvidia has maintained its position as the world's most valuable company since it took the title from Microsoft in June 2025, briefly reaching a market value of $5 trillion last October. So far in 2026, Nvidia's stock price has only increased by 4%, while Apple's has risen by 24%. Apple's performance has outpaced the market, as it remains cautious with its AI capital expenditures, preferring to lease computing power rather than build its own infrastructure, a strategy that has been well received by investors.

NVIDIA released the open-source AI model NVIDIA Ising Calibration 1.5, designed for the automatic analysis of quantum processor (QPU) diagnostic data, and to autonomously determine device calibration schemes, achieving automation of the quantum computer calibration process. NVIDIA stated that Ising Calibration 1.5 is a visual language model (VLM) specifically designed for quantum computing calibration scenarios, capable of understanding experimental data from quantum chips and performing "zero-shot" analysis in the absence of historical cases, while also enabling context learning (ICL) with relevant experimental samples to help continuously optimize the operational state of quantum devices.In the QCalEval quantum calibration benchmark test, Ising Calibration 1.5 averaged about 10% ahead of similarly sized open-source models in zero-shot inference capability, and when using relevant experimental cases for context learning, it showed an approximately 86.5% performance improvement over the previous generation model, surpassing multiple open-source models and approaching the level of top closed-source large models. The model has 31 billion parameters and supports operation on NVIDIA Grace Blackwell and Vera Rubin data center GPUs. It also launched an NVFP4 quantized version, which can be deployed on a single consumer-grade GPU or NVIDIA DGX Spark, significantly lowering the usage threshold for quantum laboratories.NVIDIA claims that the training data for Ising Calibration 1.5 comes from various qubit architectures, including superconducting qubits, quantum dots, ions, neutral atoms, and helium surface electrons, providing calibration capabilities for different types of quantum computing devices. Industry experts believe that automated calibration is one of the key bottlenecks in the scalable development of quantum computing. NVIDIA's launch of this AI-driven quantum calibration tool signifies that AI models are beginning to extend from traditional computing domains into the quantum hardware control layer, potentially becoming an important component of the future quantum computing industry infrastructure.

According to Gate market data, U.S. chip stocks have declined, with the Philadelphia Semiconductor Index currently down about 5%. Among them, AMD fell over 8%, NVIDIA dropped over 7%, and Intel decreased nearly 4%.

According to a report by the WSJ, Nvidia has invested in the AI laboratory Safe Superintelligence (SSI), founded by former OpenAI chief scientist Ilya Sutskever. The two parties have reached a long-term cooperation agreement aimed at expanding SSI's computing resources while helping Nvidia secure important clients in the AI field. Both companies stated that Nvidia made a "large-scale" investment after understanding some of SSI's research progress, but did not disclose the specific amount.As part of the collaboration, SSI will receive a significant amount of Nvidia's flagship GPU resources, with its computing power expected to increase by an order of magnitude. Previously, SSI primarily relied on TPU chips provided by Google for AI research and development. This collaboration indicates that Nvidia is further expanding its AI chip ecosystem and binding future computing power demands through investments in top AI laboratories.SSI was established in 2024 by Ilya Sutskever, with the goal of developing "Safe Superintelligence." The company has previously raised about $2 billion in funding, with investors including Andreessen Horowitz and Sequoia Capital, and reached a valuation of approximately $30 billion last year. This is not Nvidia's first investment in an AI company founded by former core members of OpenAI. In March of this year, Nvidia also invested in Thinking Machines Lab, founded by former OpenAI chief technology officer Mira Murati, whose first AI model is trained on Nvidia hardware.Ilya Sutskever is one of the important researchers in the field of modern artificial intelligence, having co-founded OpenAI and promoted the development of large model technologies such as ChatGPT. However, after leaving OpenAI, he began to question the approach of solely relying on expanding data and computing power to drive AI progress, turning instead to explore new directions in superintelligence research.

According to Bloomberg, CME Group will launch single stock futures covering over 50 U.S. companies, including Nvidia and SpaceX, on July 27. The contracts will be cash-settled based on the closing price of the underlying stocks, trading 5 days a week for 23 hours each day. CME has partnered with over 35 retail brokers and plans to promote the product to institutional investors.

According to Jinshi reports, NVIDIA CEO Jensen Huang posted on social media, sharing a letter titled "Open Weights and U.S. AI Leadership," calling for the promotion of open-weight artificial intelligence model development. The letter originally published by Huang included 25 co-signers. Now, the number of co-signers has increased to 50, doubling in number.OpenAI is one of the 25 newly added organizations, along with other new organizations including Google, AMD, Cisco, Cloudflare, GitHub, Block, and Ollama. However, Anthropic and Amazon have consistently not appeared on any version of the list, and the absence of these two companies is the most noteworthy detail in the list.

According to Jinshi, citing a report from the Korean News Agency, SK Group will supply chips worth $750 billion to American technology companies, including Nvidia.

According to Jinshi reports, Nvidia announced on Friday that it will collaborate with South Korea's SK Group on an AI project worth over $500 billion, covering large-scale AI data center construction and next-generation memory technology.The plan includes establishing a long-term partnership with SK Hynix, aimed at ensuring Nvidia secures next-generation memory supplies and jointly developing high-bandwidth memory (HBM) for AI training, AI agents, and physical AI applications.SK Telecom plans to build an AI data center with a capacity of up to 2 gigawatts (GW), which will use Nvidia's Vera Rubin chips and SK Hynix's HBM4 high-bandwidth memory, with the first facility expected to be operational by 2027.

According to Jinshi reports, Nvidia (NVDA.O) announced that it will invest $1 billion in South Korean internet and cloud service provider Naver for its AI data center project under construction in Korea.Nvidia stated that this funding will allow Naver's data center to expand more than twice its current size. The project is jointly developed by Naver and the American private equity firm Brookfield Group, and will be fully equipped with Nvidia AI computing hardware.In addition, Nvidia has reached a cooperation agreement with SK Group to plan the construction of an AI data center cluster in Korea with a total computing power exceeding 2 gigawatts, which can roughly meet the electricity needs of 1.5 million households.Nvidia revealed that the first AI computing factory built by SK Telecom will be put into operation next year. Nvidia CEO Jensen Huang stated, "Korea is entering a golden development period. The country's semiconductor industry and industrial sector are thriving, and it has the complete capability to build AI infrastructure for the world."

NVIDIA CEO Jensen Huang posted his first personal tweet, sharing an open letter titled "Open Weights and U.S. AI Leadership," co-signed by NVIDIA and more than 20 other technology companies and organizations.The open letter argues that open weight models can expand access to the AI economy, enhance market competition, and give users more control. The signatories include Meta, Microsoft, Andreessen Horowitz, Hugging Face, IBM, Mistral AI, Palantir, Perplexity, Mozilla, Y Combinator, and others.The letter states that while open weight models carry risks, development should not be restricted through bans but should instead leverage openness to enhance AI safety and cybersecurity capabilities. Jensen Huang stated, "The world needs cutting-edge closed-source models, and it also needs cutting-edge open models."

In a leaked internal conversation from the DeepSeek investor conference, DeepSeek founder Liang Wenfeng elaborated on his core views regarding the development of the domestic AI computing power industry and ecosystem. He stated that the current domestic AI chip replacement is facing a historic opportunity, with no compatibility barriers in hardware and ecosystem, and that NVIDIA cannot block the replacement process. The only current issue is insufficient production capacity, and it is expected that within a year, the market's perception of domestic chips as "unusable and poor-performing" can be reversed.He pointed out that NVIDIA's CUDA ecosystem moat is rapidly collapsing, and multiple industry transformations combined with export controls have opened a development window for domestic AI chips. He revealed that DeepSeek has partnered with Huawei to obtain 16,000 950 cards to run the ecosystem, and Huawei's 950 super nodes can completely replace NVIDIA's GB200 and GB300 in terms of performance and price, showing an optimistic attitude towards the development of the domestic computing power industry.

Michael Kratsios, the Director of the White House Office of Science and Technology Policy, stated that information has been obtained showing that Moonshot AI is distilling Anthropic's Fable model by building a large-scale internal platform for the development of its K3 model, and has switched access methods multiple times to evade detection. He also pointed out that Moonshot AI has purchased GB300 servers and accessed GB300 equipment in Thailand, which may be used for training AI models. Kratsios stated that the U.S. supports legitimate distillation and open innovation but opposes the theft of U.S. technology through large-scale secret industrial distillation methods. Currently, Moonshot AI has not publicly responded to this.

According to Gate market data, U.S. stocks closed lower on Wednesday, with the Dow Jones Industrial Average initially down 0.01%, the S&P 500 index down 0.14%, and the Nasdaq down 0.57%. SpaceX (SPCX.O) fell 6.7%, hitting a new closing low. Nvidia (NVDA.O) rose 2.3%, SK Hynix (SKHY.O) fell 3.8%, Supermicro (SMCI.O) rose nearly 20%, and Dell (DELL.N) rose 9%.The Nasdaq China Golden Dragon Index closed down 1.8%, with NetEase (NTES.O) falling over 6%.

According to CNBC, AMD has officially launched its first rack-scale AI system for artificial intelligence, Helios, which is seen as AMD's important product to compete with NVIDIA's Grace Blackwell and Vera Rubin AI systems. It has been adopted by enterprise customers such as Microsoft, Meta, OpenAI, and Oracle, attempting to initiate more direct competition with NVIDIA in the AI infrastructure market.Microsoft announced that it will deploy the AMD Helios system in its Azure data centers, becoming the latest customer to adopt this platform. AMD stated that Helios is expected to start delivering to customers later this year and will be used to support cutting-edge AI model inference, Azure AI services, and enterprise-level AI applications.Market analysis firm Futurum Group data shows that NVIDIA currently holds over 95% of the data center GPU market share, while AMD accounts for about 4.5%. Analysts believe that if Helios is deployed successfully, AMD has the opportunity to capture 20%-25% of the market share in the future, corresponding to a potential market space worth hundreds of billions of dollars.

According to TechFundingNews, Nvidia's venture capital division NVentures previously invested approximately $196 million in the UK fintech company Revolut.A confirmation statement disclosed by the UK Companies House shows that a shareholder entity suspected to belong to NVentures LLC holds about 141,834 shares of Revolut. Based on the issuance price disclosed in this round of financing by Revolut, this portion of shares is valued at approximately $195.9 million.Previously, neither Nvidia nor Revolut publicly disclosed the specific investment amount and shareholding scale of NVentures in the company. The exposure of this document indicates that Nvidia is further positioning itself in the fintech sector through strategic investments.Founded in 2015, Revolut is one of Europe's leading digital banking platforms, covering areas such as payments, foreign exchange, investment, and cryptocurrency services. In recent years, Nvidia has continuously invested in AI, fintech, and next-generation internet infrastructure companies through NVentures, and this investment in Revolut is also seen as part of its expansion into the AI and digital finance ecosystem.