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Nvidia stock saw a sharp rally following a new AI chip deal with Microsoft, signaling ongoing momentum in hardware partnerships despite lingering questions regarding specific technical timelines.

Nvidia is challenging Intel and AMD's market dominance by partnering with Dell, HP, and Microsoft to launch specialized AI agent-capable PC processors.

Cohere’s North Mini Code sees a 1.65x speed increase and 40% memory savings through NVFP4 optimization, according to early reports from Nvidia developers.

Marvell Technology stock surged 30% after Nvidia's CEO pointed to the chipmaker as a potential trillion-dollar player, fueling debate over the next phase of the AI infrastructure boom.

Nvidia is reportedly moving past its Blackwell silicon, with internal development underway for next-generation N2X and N3X chips designed to scale AI capabilities.

Nvidia’s Jensen Huang announced an aggressive annual chip release schedule at Computex, signaling potential shifts in how global data centers plan and procure infrastructure.