Lisa Cook denies allegations of mortgage fraud, dismissal reason not established

[NVIDIA's H200 Chip Sales in China Account for Less Than 1%, $400 Million Inventory Write-Down] According to Bloomberg, during the fiscal quarter ending July 26, NVIDIA's revenue from H200 chip sales to Chinese customers accounted for less than 1% of its data center business income. Although NVIDIA obtained permission from the U.S. government to export H200 chips to China, factors such as opposition from relevant Chinese authorities prevented the company from completing the approved sales quota. Due to weakened product demand and inventory buildup, NVIDIA has written down $400 million in excess H200 inventory over the past six months.

[Amazon Plans to Deploy 2 Million NVIDIA GPUs Between 2027 and 2028] According to TechCrunch, Amazon is expanding its collaboration with NVIDIA, with AWS planning to deploy 2 million NVIDIA GPUs between 2027 and 2028. This will include products such as Blackwell Ultra, Rubin, and Rubin Ultra. AWS will integrate NVIDIA networking, CPUs, open-source models, as well as Omniverse, Isaac, and other physical AI and robotics technology stacks.

The Bank of Korea predicts a CPI of 2.7% for 2026, which is consistent with the May forecast of 2.7%; The predicted inflation rate for 2027 is 2.3%.

[Jensen Huang: OpenAI and Anthropic's Self-Developed Chips Differ from NVIDIA's Product Positioning] According to Yonhap News Agency, NVIDIA CEO Jensen Huang stated during the fiscal year 2027 Q2 earnings call that the AI chips developed in-house by OpenAI and Anthropic are entirely different from NVIDIA's products. He mentioned that most custom chip projects are primarily aimed at AI inference scenarios, whereas NVIDIA provides a comprehensive AI computing platform that can be deployed across multiple cloud platforms. NVIDIA has already invested in OpenAI and Anthropic. Huang expects both companies to remain NVIDIA's customers and partners in the long term and expressed confidence in the competitiveness of NVIDIA's technology in terms of performance and cost.

According to TechCrunch, AI assistant startup Instinct has completed a $250 million Series B financing round, co-led by Index Ventures and Benchmark. Instinct's total funding has reached $350 million, with a valuation of $2.5 billion. Instinct was launched by Spear Street Technology and is led by founder Noah Shinn. The product is currently in private beta testing. Users can connect Instinct to personal apps and devices, interacting with the AI assistant via text messages and phone calls to plan itineraries, purchase goods, book events, and manage subscriptions.