Overview
- Prediction markets on Monday kept the odds near 86% that Nvidia remains the largest company by market cap on June 30.
- Google is developing Tensor Processing Units and has discussed custom inference chips with Marvell, though outside adoption remains unproven.
- Nikkei Asia reporting says global DRAM output may cover only about 60% of demand through 2027, steering supply toward high‑bandwidth memory used in Nvidia’s data‑center GPUs.
- TrendForce reports Nvidia’s next GeForce lineup could slip, with 2026 possibly seeing no new generation, while Nvidia says it is still shipping cards and working to maximize memory availability.
- Foxconn said its first‑quarter sales rose 30% year over year, citing strong AI system orders built on Nvidia platforms, which signals ongoing demand across the AI supply chain.