Chinese RAM Maker CXMT Debuts at $484B Valuation

Nvidia is investing $1 billion in South Korean internet company Naver to expand the country's AI data center infrastructure. The investment will finance Naver's plans to increase its AI data center capacity from 55 megawatts to 200 megawatts. The deal reflects Nvidia's strategy to build AI compute capacity outside the United States and positions South Korea as a regional hub for AI infrastructure.

Frontier physical AI models are moving beyond video training data to incorporate multiple camera angles, dense annotation, and brain wave readings as training inputs. The shift reflects growing recognition that traditional video datasets alone are insufficient for training AI systems that interact with the physical world. Brain wave data represents an emerging frontier in multimodal training approaches for robotics and embodied AI.

Nvidia announced a $500 billion partnership with SK Hynix's parent conglomerate on Friday to secure access to high-bandwidth memory chips critical for its AI servers. The deal aims to increase Nvidia's supply of memory components and accelerate data center deployment. The partnership addresses a key supply chain constraint for Nvidia's AI infrastructure business.

NVIDIA is deploying its Vera CPU across electronic design automation workflows to accelerate the development of next-generation processors. In collaboration with Cadence and Synopsys, early testing shows up to 1.5x performance improvements on formal verification and functional simulation workloads. The move addresses a bottleneck in chip design where CPU performance remains critical despite GPU and AI acceleration in other areas.