xLight EUV bet: $350m raise takes aim at ASML

How Businesses Are Building Specialized AI They Can Trust

NVIDIA ra mắt NVIDIA Agent Toolkit, một nền tảng mã nguồn mở và mô-đun giúp doanh nghiệp xây dựng các tác nhân AI chuyên biệt đáng tin cậy. Bộ công cụ tích hợp các mô hình Nemotron (tùy chỉnh lý luận), NemoClaw (đảm bảo hành vi an toàn) và OpenShell (thực thi bảo mật), được triển khai trong các lĩnh vực như y tế, an ninh mạng và thiết kế chip.

Lập trình viên chuyên về AI nên đọc bài này để hiểu cách xây dựng các hệ thống agent chuyên dụng, an toàn và có thể kiểm soát được, giúp họ ứng dụng kiến thức về mô hình open-source, bảo mật và tích hợp vào các dự án doanh nghiệp thực tế.

The Ultimate Summer Sale Pairing: Steam Sale Meets GeForce NOW Discounts

NVIDIA's GeForce NOW is running summer membership discounts alongside the Steam Summer Sale, offering $70 off a 12-month Ultimate membership and $35 off a Performance membership. The Ultimate tier delivers RTX 4080/5080-class cloud performance at up to 4K/120fps with DLSS and ray tracing. Six new games join the GeForce NOW library this week, headlined by Devolver Digital's Dark Scrolls and Square Enix's The Adventures of Elliot: The Millennium Tales.

SK Hynix sets a $29 billion US listing that could top every ADR deal ever done

SK Hynix has filed to raise up to $29 billion through American depositary receipts on Nasdaq, tentatively set for July 10. If priced at the top of its range, the deal would surpass Alibaba's 2014 record as the largest ADR offering ever. The entire raise is earmarked for chip fabrication capacity — including a fab in Yongin, an advanced-packaging facility in Cheongju, and EUV lithography equipment — with nothing going to shareholders or debt repayment. SK Hynix holds 60–70% of HBM4 volume allocated to Nvidia's Vera Rubin platform and recently surpassed Samsung to become South Korea's most valuable listed company. The company crossed $1 trillion in market cap in May, joining Nvidia and TSMC. HBM capacity for 2026 is sold out with shortages forecast into 2027, though the cyclical nature of memory markets remains a key risk.

The Download: introducing the Engineering issue

MIT Technology Review's daily newsletter covers the launch of its Engineering issue, featuring stories on subsea tunneling, ASML chipmaking machines, and geoengineering. Key news includes China reclaiming the world's fastest supercomputer title with Shenzhen's LineShine overtaking El Capitan, Anthropic's Mythos AI model being suspended after reportedly finding flaws in classified US government systems, a $500 million nonprofit backed by Stripe, Anthropic, OpenAI, and Bill Gates to combat respiratory viruses, SpaceX's secretive Starfall orbital delivery spacecraft test flight, and Nvidia's banned AI chips doubling in price on China's black market.

NVIDIA and AWS Collaborate to Bring AI to Production at Scale

NVIDIA and AWS have announced several joint infrastructure advancements for enterprise AI at scale. New Amazon EC2 G7 instances powered by NVIDIA RTX PRO 4500 Blackwell Server Edition GPUs deliver up to 4.6x AI inference performance and 2.1x graphics performance over G6 instances, with support for up to 8 GPUs and 700 Gbps networking. Amazon OpenSearch Serverless now uses NVIDIA cuVS for GPU-accelerated vector indexing by default, enabling up to 10x faster vector indexing at a quarter of the CPU-only cost, making billion-scale vector databases buildable in under an hour. Additionally, AWS has achieved NVIDIA Exemplar Cloud status for GB300 training workloads, certifying that AWS meets NVIDIA's rigorous performance benchmarks for large-scale AI training.

Nvidia accidentally made the RTX 50 series feel like a beta test for the RTX 60 series

The RTX 50 series launched with headline features like Multi Frame Generation, Ray Reconstruction, and Neural Texture Compression that were either unfinished or lacked broad software adoption. Months after launch, major fixes and updates are still arriving, and the most compelling exclusive features primarily benefit 4K gaming — a niche most PC gamers don't occupy. RTX 40-series owners already receive the biggest DLSS 4.5 image quality improvements, leaving the 50 series in an awkward middle ground. The author argues the generation feels like a transitional stepping stone, with the upcoming RTX 60 series (Rubin) positioned to be the hardware that fully realizes Nvidia's long-term rendering ambitions.

TensorX and Solstice line up $1bn to finance Europe’s sovereign AI buildout

TensorX and Solstice have announced a $1bn financing facility to fund AI hardware and data-centre capacity across the EU, targeting the growing demand for sovereign compute that stays on European soil. Alongside this, Solstice is launching aiUSX, a yield-bearing asset that lets companies put idle AI-earmarked capital to work as infrastructure lending. The product is capped at $5m at launch and is designed to generate yield that can later offset inference costs. Both companies operate within the Deus X Capital ecosystem, which positions itself as the connective tissue enabling the partnership.