
Huawei unveils new chip technologies as Chinese firm steps up the AI race with Nvidia
Chinese technology giant Huawei has launched new chip technologies as it challenges leading global companies such as Nvidia
- neutral toward Nvidia · 99%

Chinese technology giant Huawei has launched new chip technologies as it challenges leading global companies such as Nvidia

The rising AI compute demand from data centers could significantly boost AI infrastructure investments, impacting tech giants' growth trajectories.

The Elliott Wave outlook for Nvidia (NVDA) indicates that the stock is undergoing a larger three‑swing correction from its all‑time high of $236.54, recorded on May 14, 2026. From that peak, wave (A) concluded at $189.8 as a five‑swing decline. A corrective rally in wave (B) followed, terminating at $234.78. The subsequent wave (C) is now unfolding lower and subdivides into a five‑wave impulsive structure, confirming that the correction remains active. From the wave (B) high, wave ((i)) ended at $229.43, while wave ((ii)) retraced to $233.71. The decline continued with wave ((iii)) finishing at $217.2. A modest rally in wave ((iv)) reached $222. The final leg, wave ((v)), dropped to $208.93, completing wave 1 of a higher degree sequence. At present, wave 2 is advancing as a double three corrective pattern. From the wave 1 low, wave ((w)) rose to $216.76, followed by a pullback in wave ((x)) that ended at $212.5. This structure implies that the stock is likely to continue higher, aiming to complete a seven‑swing double three formation with a potential target zone between $220 and $225. As long as the pivot at $234.7 remains intact, rallies are expected to fail after completing the corrective sequence. This outlook favors further downside once the seven‑swing structure is complete.

Apple executive chairman Tim Cook is expected to attend a White House state dinner for Chinese President Xi Jinping, reports Bloomberg . Cook stepped down as Apple CEO and transitioned to executive chairman on September 1, with John Ternus taking over. Part of Cook's new role includes engaging with policymakers around the world. U.S. President Donald Trump invited Cook, OpenAI CEO Sam Altman, and Nvidia CEO Jensen Huang, among others. The dinner will be held next week during Xi's visit to Washington. Cook has attended multiple state dinners with Xi. Earlier this year, Xi held a state dinner for Trump in Beijing where Cook was present, and in 2015, Cook was seated next to Xi at a state dinner then-President Barack Obama hosted. Tag: Tim Cook This article, " Tim Cook to Attend White House State Dinner for Xi Jinping " first appeared on MacRumors.com Discuss this article in our forums

Snap is partnering with Nvidia, Amazon Web Services and Salesforce as part of an enterprise sales push centered on its $2,000 Specs AR glasses.

Nvidia, OpenAI and Anthropic are all now selling their own limited edition fashion lines

The partnership strengthens Canada's AI infrastructure, potentially boosting local data sovereignty and economic growth in the tech sector.

Zuckerberg aligned more closely with Nvidia’s Jensen Huang, who has said AI companies should “run as fast as they can.”

According to The Information, Apple is planning to get back into the server game and might just pair up with NVIDIA to make it happen. Apple retired its Xserve line in 2011 and has largely left enterprise machines to other manufacturers since. But the growing demand for compute power as the AI industry continues to […]

Nvidia's dual role as AI investor and supplier could reshape tech financing, fostering dependency but also accelerating AI infrastructure growth.

The robotics industry is still waiting for their breakthrough into day-to-day life. Nvidia's Les Karpas has an answer as to why at TechCrunch Disrupt 2026. Register before September 25 to save up to $200 on your pass.

This collaboration could significantly lower costs and enhance efficiency in quantum computing, potentially accelerating real-world applications.
Apple is considering offering an AI server built around "M8" series chips and has discussed incorporating Nvidia networking hardware, The Information reports. The system would be sold to outside customers, potentially bringing Apple back into a business it left behind when it discontinued Xserve in 2011. Apple is reportedly targeting companies that want to run AI models on their own equipment, with a particular focus on inference and generating responses from trained models. One option under consideration is Nvidia's NVLink Fusion, which provides hardware and software for exchanging data between chips. Apple could use the platform to link its M8 processors, although neither the Nvidia arrangement nor the server itself is finalized. The report places a potential release date in 2029, but it could be canceled before then. Apple CEO John Ternus reportedly supported the initiative when work on it began approximately a year ago, during his tenure as the company's hardware engineering chief. The project follows growing interest in Apple hardware among AI businesses , which have been buying Mac mini and Mac Studio systems in large quantities. Apple already produces server hardware for Private Cloud Compute, the infrastructure that handles Apple Intelligence tasks requiring processing beyond a user's device. According to the report, scaling Apple's existing connections between chips would present cost and speed problems, which is why it is considering Nvidia's technology. Apple has also declined partners' requests to use those Private Cloud Compute servers. An agreement would give Nvidia a role in an Apple product that could compete with its own AI systems. NVLink Fusion allows Nvidia to supply networking technology to companies building alternative processors, expanding its business beyond customers using Nvidia chips. The discussions also suggest a closer working relationship between Apple and Nvidia following their longstanding disputes. Apple has already announced plans to extend Private Cloud Compute to Google Cloud using Nvidia GPUs . The companies have reportedly explored additional ways to work together on AI, including the use of Nvidia's open-source models. The project still faces challenges beyond developing the hardware. There is still said to be a need for stronger support for business customers and more software resources for AI developers, including further investment in its MLX framework. Tags: Nvidia , The Information This article, " Apple May Return to Server Market With Nvidia Technology " first appeared on MacRumors.com Discuss this article in our forums

The alliance could drive significant advancements in energy efficiency, potentially reshaping competitive dynamics in the tech industry.

The alliance could revolutionize energy management by transforming AI data centers into dynamic grid assets, enhancing grid stability and efficiency.

Today, the AI Energy Management Alliance is launching with 18 members who lead the AI and energy industries. We want to support our communities.

🌏 Markets: AMEX:SPY +2.58 +0.34%(pre/m) NASDAQ:QQQ +4.45 +0.63%(pre/m) 🆕 Economic News: 08:30 USA – Export/Import Prices 08:30 USA – Retail Sales 10:00 USA – Business Inventories 10:00 USA – NAHB Housing Market Index 10:30 USA – EIA Crude Oil/Gasoline Stocks Change 14:00 USA – Fed Interest Rate Decision 14:30 USA – Fed Press Conference 📈 Gap Ups Reaction to earnings/guidance: NASDAQ:TCOM Other news: Barclays upgraded NASDAQ:ALVO from Underweight to Overweight and raised its price target from $4.00 to $8.00. Barclays highlighted the FDA’s decision to close its May 2026 inspection of Alvotech’s Reykjavik manufacturing facility with a Voluntary Action Indicated (VAI) classification. Eight operators are advancing AI-RAN proofs of concept and live trials with NYSE:NOK on NVIDIA platforms. NYSE:BE Gains Another ‘Meaningful’ Proof Point With Project Phoenix, Says RBC — 2 GW Build Reinforces Data Center Opportunity NASDAQ:SKHY and NASDAQ:INTC are discussing a potential agreement to manufacture memory chips in the United States. 📉 Gap Downs Reaction to earnings/guidance: Other news: NASDAQ:JBHT warned of a decline in earnings and highlighted rising operating costs. CRYPTOCAP:BTC , NASDAQ:COIN , NYSE:CRCL Under Pressure After CLARITY Act Vote Stalls. NYSE:STLA to invest over €1bn in French van plant upgrade – report ‼️ Additional Von der Leyen: The EU’s trade deficit with China has reached €1 billion per day. The EU depends on China for more than 80% of many critical raw materials and for 90% of certain rare earth elements. -- EU countries’ military spending has increased by nearly 80% over the past five years. -- We want to make Canada the EU’s first associate member. Musk’s X has partnered with Interactive Brokers, Moomoo, Gemini, Kraken, and Coinbase to launch trading, including cryptocurrencies, directly through the platform. The social network X is part of the SpaceX corporate structure. NASDAQ:SPCX Foreign investors are currently buying more US equities than US Treasuries, something that has occurred only three times over the past century. Deutsche says this reflects exceptionally weak demand for US government bonds. 🏢 IPO NYSE:ASBH – American Savings Bank of Hawaii Company is the third-largest bank in Hawaii by deposits, serving nearly 400,000 customers through 35 branches and 120+ ATMs across five islands. Its loan portfolio is heavily concentrated in Hawaiian real estate. Core thesis is a well-capitalized local banking franchise with a century-long operating history and strong market presence in Hawaii. Price: $16.00 Shares: 8.1M Raised: $128.9M Market Cap: ~$1.0B LTM: Revenue: $195.2M Net Income: -$30.2M Key point: The bank swung back to net profit in H1 2026 and reported a CET1 ratio of 13.5% and Tier 1 leverage ratio of 9.1%. Comparable public companies: NYSE:BOH , NASDAQ:FHB , NYSE:WAL , NASDAQ:COLB , NASDAQ:CVBF , NYSE:BANC 📋 List of tickers involved: NASDAQ:TCOM NASDAQ:ALVO NYSE:NOK NYSE:BE NASDAQ:SKHY NASDAQ:INTC NASDAQ:JBHT CRYPTOCAP:BTC NASDAQ:COIN NYSE:CRCL NYSE:STLA NASDAQ:SPCX NYSE:ASBH NYSE:BOH NASDAQ:FHB NYSE:WAL NASDAQ:COLB NASDAQ:CVBF NYSE:BANC Best regards – hi2morrow team.

CoreWeave's rapid deployment of advanced AI infrastructure could reshape competitive dynamics in cloud services, driving innovation and demand.
Nvidia CEO Jensen Huang's remarks are trending on Weibo, the country's version of X.

Macroeconomics and Geopolitics NVIDIA dominates the global hardware ecosystem with unprecedented market capitalization. However, macroeconomic volatility and sovereign tech mandates test its market dominance. Governments aggressively fund domestic semiconductor ecosystems to reduce foreign silicon dependency. Competitors draw massive investments, including Samsung co-leading a 231 million dollar funding round for Dutch startup Euclyd. This competitive shift forces NVIDIA to strengthen its global geostrategic footprint. The company builds localized data centers to comply with strict sovereign security laws. Business Models and Enterprise Trends NVIDIA actively transforms its core business model beyond graphics hardware sales. Enterprise clients now prioritize complete ecosystem integration over standalone processor purchases. Salesforce partnered with NVIDIA to launch Koa, a specialized CRM reasoning model built on Nemotron 3 Super. Simultaneously, privacy fears reshape enterprise AI adoption across major tech corridors. NVIDIA and Palantir restricted third-party models due to corporate data retention concerns. NVIDIA leverages its private Nemotron framework to satisfy strict enterprise security demands. Management, Leadership, and Culture Chief Executive Officer Jensen Huang maintains a flat organizational architecture. This leadership style drives hyper-speed decision-making across all operational units. Company culture emphasizes continuous disruption and extreme accountability. Engineers pivot rapidly from graphics rendering roots to advanced neural compute architectures. Leadership ruthlessly targets long-term technological transformations rather than short-term financial gains. This aggressive mindset insulates NVIDIA against legacy hardware stagnation. High-Tech, Quantum Science, and Technology NVIDIA expands beyond classical artificial intelligence into fault-tolerant quantum computing systems. The company launched CUDA-Q Logical at IEEE Quantum Week 2026 to simplify hybrid programming. This open-source platform accelerates quantum algorithm development across heterogeneous CPU, GPU, and QPU architectures. Using NVQLink networking technology, researchers link quantum processor units directly to GPU supercomputers. Fermilab reduced algorithm development cycles from five months to three weeks using CUDA-Q. Cybersecurity Infrastructure and Patent Analysis Cybersecurity remains a pivotal foundation for enterprise client architecture investments. Patent filings highlight exponential growth in hardware-level encryption and confidential cloud compute enclaves. Recent patents focus on token-efficient inference architectures and microsecond interconnect protocols. These proprietary technologies secure multi-tenant AI clusters against advanced state-sponsored data extraction. NVIDIA builds formidable intellectual property moats around its zero-trust hardware design. Scientific Breakthroughs and Pharmaceutical Science NVIDIA silicon directly accelerates modern computational biology and drug discovery research. The company's specialized compute stack powers bio-molecular simulation platforms globally. Researchers leverage high-throughput GPU clusters to map complex protein structures efficiently. This computational speed drastically reduces clinical trial costs for leading pharmaceutical firms. Hardware innovation transforms theoretical medical science into actionable life-saving treatments.