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NVIDIA RTX 5090
RTX 5090: Official US Channels Sold Out, Third-Party Prices Hit $9,500
Official US channels have no RTX 5090 stock left. Third-party sellers want $6,500 to $9,500 – nearly double June's median. AI demand is the culprit. Micro Center still sells at $4,299. Sourcing one? Watch for fakes.
Top 10 Fabless IC Design Houses Post 73% YoY Growth – AMD Breaks into Top Three
Top 10 fabless IC revenue surged 73% YoY in 2Q26, hitting $141.45B. NVIDIA holds 64% share, AMD breaks into top three, Broadcom gains on custom ASICs. Agentic AI is putting CPUs back in the spotlight.
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Cisco, NVIDIA & Supermicro – The New Power Trio of Rack-Scale AI
Three companies, one integrated stack: Cisco networking + NVIDIA compute + Supermicro liquid-cooled servers. The AI infrastructure market is shifting to pre-validated rack-scale systems – and power/cooling are now as critical as chips.
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NVIDIA Just Wrote a $3.5B Check to MediaTek – And It Is Not Just About Chips
NVIDIA invests $3.5B in MediaTek. MediaTek will offer NVLink Fusion (chiplet, C2C, NVHBM) to custom silicon clients, letting hyperscalers plug XPUs into NVIDIA's ecosystem. Partnership runs through 2030. NVIDIA secures AI backbone.