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AI & Enterprise

Jensen Huang says AI has moved from generative AI to agent AI

Nvidia has formalised its shift into an AI infrastructure company geared for the agent AI era beyond generative AI. Jensen Huang (젠슨 황), the company’s CEO, unveiled the next-generation Vera Rubin platform, enterprise agent development tools and DSX for operating AI factories in a keynote at Computex, Taiwan media outlet iThome reported. Huang said useful AI has arrived and is shifting from a cost centre to a revenue driver.

AI & Enterprise

U.S. blocks exports of AI chips to overseas Chinese affiliates, Nvidia and AMD shares face opening pressure

The U.S. government is requiring export licences for advanced AI chips shipped to overseas affiliates of Chinese companies, a move that could pressure Nvidia and AMD shares at the June 1 market open. The Commerce Department\'s Bureau of Industry and Security issued guidance requiring separate approval when the ultimate parent is in China. The measure aims to close enforcement gaps rather than impose a blanket ban, while raising due diligence requirements across distributors and cloud resellers.

AI & Enterprise

Nvidia H200 GPU rental rates fall 40 percent in three weeks, raising questions over AI chip scarcity

Nvidia\'s H200 GPU rental prices have fallen about 40 percent over the past three weeks, a move seen as a possible sign that years-long GPU shortages are easing. The decline is linked to demand shifting to Nvidia\'s newer Blackwell series, while supply of older Hopper chips stabilises in the neocloud market. Some warn the scarcity premium supporting Nvidia’s valuation could fade faster. Wall Street remains upbeat, citing strong results and continued AI spending.