# 엔비디아

- 분류: 기술·AI · 별칭: 엔비디아, nvidia, nvda, 지포스
- 페이지: https://aisignal.kr/file/nvidia
- 기록: 49건 (2026-08-01 ~ 2026-09-21) · 매일 갱신 · 출처는 각 기록 아래
- 출처: AIsignal 아카이브 (공개 언론 보도를 출처와 함께 요약·정리하는 아카이브, 언론사 아님)

## 지금까지의 요약

엔비디아는 AI 가속기 및 GPU 시장의 주도권을 가진 기업이다. 최근 애플을 제치고 세계 시가총액 1위 자리를 탈환했다. Broadcom과 실리콘 시장의 양극화된 구조 속에서 경쟁하고 있으며, AMD와 함께 그래픽 카드 가격 인상 전망이 제기된 상태다. 기술 업계의 자금 지원처 역할을 수행하며 Marvell의 기업 가치를 평가하고 프런티어 AI 분야에 대한 전략적 투자를 추진하고 있다. 아마존, 알파벳, 테슬라, 메타 등 빅테크 기업들의 AI 인프라 비용 상승으로 인한 현금 흐름 악화 추세 속에서 최근 주가가 2% 반등했다.

## 날짜별 기록 (최신부터)

### 2026-09-21

젠슨 황 CEO의 AI 종말 가능성 부정이다. 젠슨 황은 2030년까지 AI가 세상을 끝낼 것이라는 공포를 일축하며, 그 가능성이 0%라고 밝혔다. 그는 AI 개발 속도를 늦춰야 한다는 요구에 반대하며 신속한 개발을 촉구했다. 젠슨 황은 AI를 두려워하는 미국인들에게 직설적인 메시지를 전달했다.

엔비디아 주가는 1.3% 상승 마감했다. 젠슨 황은 2027년 더블 칩 테스트를 설정했다. 엔비디아는 내년 칩 판매량을 두 배로 늘리겠다고 밝혔으며, 이는 공급망에서 결정될 사안이다. 엔비디아는 로컬 AI 시대가 도래했으며, 이것이 가정 내 AI 사용 방식을 바꿀 수 있다고 언급했다.

출처:
1. Nvidia CEO has a blunt message for Americans fearing AI — https://news.google.com/rss/articles/CBMihgFBVV95cUxQdkN2UHp4emxyS3JkdFJxWlRQM3JIclVUTDhIcm05Q3B1bldtTXRQLU02bm0xM3hiWkFwZ2R6X1J5ZUhtSkxvSFRrUUJRS0dpQThoVS1pbWx6R0ZxYmVBM29sRUNnTFV1MVRMVzdiYXpMOXNROU8teTVqU0xxSEd2djFDUkREUQ?oc=5 (2026-09-20)
2. Nvidia Stock Closes 1.3% Higher After Huang Sets a 2027 Double-Chip Test - TechStock² — https://news.google.com/rss/articles/CBMilwFBVV95cUxNc25kcGZfeFB4XzFHUndIa2wtdU9CZmdNa2JTWUlXYjh6dnJkSUExRGt5RU9FczhLblU0MjBHRlg1elhwVVEzbWRyR1E0VVRTY3JPeVVfdklNVF91TE1zLWVBU28wU0NhNWVNQjVSRl9USm9WM0QzWnVLcTZTakNyWERzX3hydV81M1Rsa2w0VUFTNTE4UWdr?oc=5 (2026-09-20)
3. Nvidia Says It Will Double Chip Sales Next Year. The Supply Chain Is Where That Gets Decided. - MarketScale — https://news.google.com/rss/articles/CBMiugFBVV95cUxNcEhrWWVuaHRWTldzREJJaGtvTG9qTTg0dEJSR19hWG5MWWk1Sl9OOWlEOTJYLXEtNG1LbGxjbTQxQWpUNWlYVEtYZVhvZy1RYXZyMTEwQ0wwTnMyOW51T3N2TEJ4UkZFcTYtYXdaTEViMWRyUXo3VVZXLVhVZzNjLWhtX2xIdDZvOTlhQlNQS0FyanFIVzNFaVdDdURCQjN6RzFqVGFnVWtnaks5MDFXLS1Zb0UtN2t2TUE?oc=5 (2026-09-20)
4. Nvidia CEO dismisses fears of AI ending the world by 2030 - ET Enterprise AI — https://news.google.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?oc=5 (2026-09-20)
5. If You'd Invested $1,000 in Nvidia's 1999 IPO, Here's How Much You'd Have Today — https://finance.yahoo.com/markets/stocks/articles/youd-invested-1-000-nvidias-110500806.html (2026-09-19)
6. Nvidia CEO rejects AI fears, says '0% chance' of end of world — https://news.google.com/rss/articles/CBMiggFBVV95cUxONWlWM3Q4eVpPc2s4aTRLZ1k1WmVrS3BQNXFIVlVZQkJvR21SS25wTU5teWdYQzJoV2hBSXo4QnJ1LXl1ckdVLVhITVVFMkJicmQwX1FFWl9pMzNXWmVYMVo2eDVDcnUtWmxiWC1SM0ZZdnRuU2staDBtaEx3b0o2RHFR?oc=5 (2026-09-20)
7. These 15 Words From Amazon’s Andy Jassy May Eliminate Nvidia’s Biggest Risk — https://finance.yahoo.com/technology/ai/articles/15-words-amazon-andy-jassy-082801539.html (2026-09-19)
8. Nvidia says 'local AI is here' — and it could change how you use AI at home - Tom's Guide — https://news.google.com/rss/articles/CBMiogFBVV95cUxNOXpDY1dIRFFfUEtmcVp3Q3VqamJXR1FQazFwUzBjNTVSMTFHOFNtS1p6amM1cFBpYjdQdUNyZ3o0cVI4VDhzRjE0S0NRazBuRVBLcWxfcnV4UWgwSXhhaTc3SDBwZWl3SVJfTHNfbkdRNlNpbWpsUy1UTG1CbUVSVHVfNUMxT091MDdZbUFIRjlsSUppQkFqRjRvTGxtRFN3aVE?oc=5 (2026-09-20)
9. Nvidia CEO says there’s ‘0% chance’ that world will end in 2030 - The Straits Times — https://news.google.com/rss/articles/CBMimgFBVV95cUxPeU8zc2lOeG1SbU5HT1VaUE9WWjk5T3lPM2c4Q21mZXdDMUlMYmdEQ0NEeXItZ0NzM3Z6amg0a0FqbnNBaW9oUlJBT0RYNnY1ZGl6cGxfMGQ2Q1hoUjVrNWFJWllKZDFxUExBZUhqUzlUMlZodEcxRV9Hb3hXekctdG9aMHRIWUhDNzlHMGlDaVBxNG5KazdYVXNR?oc=5 (2026-09-19)
10. IBM Once Held Nvidia's Spot as Tech's Biggest Name. The Stock Just Crashed 25%. Here's the Comeback Case. — https://finance.yahoo.com/markets/stocks/articles/ibm-once-held-nvidias-spot-230002527.html (2026-09-18)

### 2026-09-20

젠슨 황 CEO가 AI 개발 속도를 최대한 빠르게 유지해야 한다고 주장했다. 젠슨 황은 AI가 인류를 멸망시킬 가능성은 0%라고 언급했으며, 2030년에 세상이 끝날 가능성 또한 0%라고 말했다. 젠슨 황은 AI 개발 속도를 늦춰야 한다는 요구에 반대하며 신속한 개발을 촉구했다.

엔비디아 경영진들이 주식을 매각했다. 젠슨 황은 세금 납부를 위해 약 1,000만 달러 상당의 주식을 보유했으며, 코렛 크레스 CFO는 이와 별개로 765만 달러 규모의 주식을 현금화했다.

엔비디아의 투자를 받은 영국계 AI 클라우드 인프라 기업 엔스케일이 미국 증시 상장 절차를 밟고 있다. 한편, 게임 '컨트롤: 레조넌스'가 NVIDIA DLSS 4.5 및 RTX 50의 성능 테스트와 광선 재구성 기능을 적용했다.

출처:
1. Nvidia Executives Dispose of Shares in Bulk: Huang Renxun Has Nearly $10 Million in Stock Withheld for Taxes, CFO Kress Cashes Out $7.65 Million Separately — https://news.google.com/rss/articles/CBMidkFVX3lxTFB0Sm0tUGFla096dFFNY0ZReldnallqMUYwUmlhTkRtaEgxWV9fRHJMX3ZRZ0xUYXR2S0xUOWtiLVluRW5aN2Vxbm5xdlFLODlRUEp3VjdtZEdSdTl4NEFZa1NzbXdGbUp1X3psUEJoN0lFMGJ1cGc?oc=5 (2026-09-19)
2. Nvidia CEO says AI development should move ‘as fast as we can’ - Anadolu Ajansı — https://news.google.com/rss/articles/CBMinAFBVV95cUxOOFdHQk9TYTZucE0zaklhdDZOMGpFZGZOYTFPbVJGQzU3X3lXSWMxNGE2OGJ2SHcyWUVRbDZPYzFHOUF3aHdLck9UUnVJaGpkN2ZqVll0ZTI1RmZZb1F0VzJPLWwtUnh6QzVnTjlzY2Qzemd3YndIOTMtVmpsbGtJdDllWTBpMVU5T3pDa0FwekRBd1EwNUJCRlJuak8?oc=5 (2026-09-19)
3. Nvidia CEO urges rapid AI development, pushing back on calls for slowdown - TRT World — https://news.google.com/rss/articles/CBMiWEFVX3lxTE1ONU9uNlNaWVVGSzBqbHRxdUF5ZmFnVlFIdXN3MHNNVTZPOVJaclBsRFFVUVE0Y1laVVF0MVN0U2NkX0dnUGplS1RuS2I5ak9hUU5vT3pMUFE?oc=5 (2026-09-19)
4. ‘0 per cent chance’: What Nvidia CEO has to say on ‘extinction-level’ threat from AI | World News - Hindustan Times — https://news.google.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?oc=5 (2026-09-19)
5. NVIDIA Executives Sell Shares Amid SEC Disclosure - GuruFocus — https://news.google.com/rss/articles/CBMikgFBVV95cUxNUllyWWJiTllQY0JuazVucC1nLWZKM202Z3hpU2toMmluUHNjTzNTNENTVnItSzVjZC1TZVJNQUVqd1NsS1FCU3ZLLU1MT1BqMF9SVnYtME5DV0VmRGFHdHBmbll4MUEtdFI5bnE3YnJqSC1BWmluekw3RVNiZjJJLTVhTHpTbXF6aUllbjg2R2IyUQ?oc=5 (2026-09-19)
6. Nvidia Stock Split in 2026? My Prediction: It's Unlikely, but the Stock Is Still a Buy. — https://finance.yahoo.com/markets/stocks/articles/nvidia-stock-split-2026-prediction-210800886.html (2026-09-17)
7. Nvidia cloud partner crosses major compute threshold — https://finance.yahoo.com/technology/ai/articles/nvidia-cloud-partner-crosses-major-211700319.html (2026-09-17)
8. Nvidia CEO Says There’s ‘0% Chance’ That World Will End in 2030 — https://news.google.com/rss/articles/CBMisAFBVV95cUxPLXhIME9aMzVZRU5MZ1NnVTRlT2ZKUm1MU3BUUlYyS0x4R1pPQlJucHktcEZmS3hqOGRTZWRBQVpia3pQQTU5WWJmZmpTbUFremMzLU5jNmdqamxuR1p4VldhUjh1dkFoX3ptMHZ4Q3pUY3phSUxaOUVYMDlEUVVOSmFrUU5seVh3T3A0WVUzcDhvaFEtOHgyM1EzazR6STYweGdsM0JsNk9JR3piQzdsSQ?oc=5 (2026-09-18)
9. "GPU는 잊어라" 경쟁사도 품은 엔비디아, 다음 먹거리는? [김인엽의 AI 프런티어] — https://www.hankyung.com/article/202609184402i (2026-09-19)
10. Why Nvidia-Backed Nebius Group Stock Skyrocketed Thursday Morning — https://finance.yahoo.com/markets/stocks/articles/why-nvidia-backed-nebius-group-185134503.html (2026-09-17)

### 2026-09-19

엔비디아 CEO는 투자자들에게 강한 신호를 보냈으며, 내년 칩 판매량이 두 배로 증가할 것으로 예상한다고 밝혔다. 또한 인공지능 규제와 관련하여 규제 당국이 기술 자체가 아닌 제품을 대상으로 삼아야 한다고 주장하며 광범위한 인공지능 규칙에 반대 의견을 냈다. 한편 엔비디아 매출의 4분의 1 이상이 대만에 기반을 둔 고객들로부터 발생하고 있다. 이 외에 RTX 50 시리즈의 DLSS 4.5 성능 테스트 및 경로 추적, 광선 재구성 관련 내용이 확인된다.

출처:
1. Nvidia CEO Sends Strong Signal to Investors - TradingView — https://news.google.com/rss/articles/CBMipgFBVV95cUxPYnExZ29JaUNhb0JjcnlsS3dnUTgzRDFESHhJd2hjR24tUjFNLWh5YjhFZ2JhOEFCaGR5SDZMQkktREcxODZfTEN6NWRwOWd0cTFFVDYycVV5THhYeEI1SVQ3Y2RsUGVfY2x0WUVKQkpERXJ0aFlvNmRaZVhQM2djdWNmS1pWNjgxQ2NoblpENXFZSVhNOEdZaGVYVTRFOVBHWWVGMEhn?oc=5 (2026-09-18)
2. Nvidia expects to double chip sales next year, CEO says - Anadolu Ajansı — https://news.google.com/rss/articles/CBMimgFBVV95cUxQNWROWFNoQWJ0XzV1dGp5eUJtYm82anJUdFhTZWNvRWtRY0N3U3lDaGpiU2c3Y203ZG5TdWRjNDZTNk1uYlVGcklYdi1Mbk9xUWVHSTRaZkNGcjR3UkRSbVpJSHFXQkNwSzk4Z3lnSEdnajhXdy1OeUY5MXNqVWloLTNocjdfUXR5bUNoLTlrdGFYMUZfZHcwWVNR?oc=5 (2026-09-18)
3. Micron vs. Sandisk: Which AI Memory Stock Benefits More From Nvidia's $279 Billion Warning? — https://finance.yahoo.com/markets/stocks/articles/micron-vs-sandisk-ai-memory-014100496.html (2026-09-17)
4. 《控制：共振》換弟弟上，NVIDIA RTX 50 DLSS 4.5 效能測試 / 路徑追蹤 光線重建 - XFastest News — https://news.google.com/rss/articles/CBMifkFVX3lxTE9qd0NjSzAyTy1uaXA5RXVxVXNwRDdqRkVmRk91S1h6Vy1obV9fMjNDbmdBZmJrelFRcERrNGRLSzZpN1pHNVh2OTAzSWx3RkhycHE2aThwTE5fNm1qUEVPNzNmRE44M05Ec210RzZLQm55QmJDWGgtS1ZvRml0UQ?oc=5 (2026-09-18)
5. Nvidia CEO Pushes Back on Broad AI Rules, Says Regulators Should Target Products, Not Technology - International Business Times — https://news.google.com/rss/articles/CBMiwAFBVV95cUxNN3ZwU3EzbVZhMVBsbEpFSEd5VjRMYUk3Rk1lYTI4V1d3UWdqNUZQQlIwUlpzUVl5MTlGQ3oxVkJ1WUYwaXZYLWdxWTJleUVnNFA1QXBjTHRGV29UUkEwZXQ0SndtVjI5TDdOdVZvY2ttdllGdmphU2RFNXVqeXJOSmVWUERUUHRlOFhhemNrdnRkN2l0YWtmZ0N1OE5ILVc3em5MWE1SU1ZMbzB5ZnJUVnF3cEtfM0dEaFZRM1ZQZno?oc=5 (2026-09-18)
6. Prediction: This Is Where Nvidia Stock Could Be by the End of Next Year - 24/7 Wall St. — https://news.google.com/rss/articles/CBMitAFBVV95cUxOendoRmVjZ0xlYURWVHo0c2hSbnVQWlRJYkwyXzJDV2xuOFlfbXk0aEN5b2szVVJpd2N5OGhLS2V6bjJlNEc1Uml4alkxXzJGSTkxN1V1U2FFMnkzNXAtUWUtNW41a0lhUnVQazRpRDVDLTA1MmVFUWNtXzVaaFRpcG1xbHBadlJkbkZVUGF3c0N0c29uMjI4RDRwa2RtS1IzcnNMU0dORHB2VU5xSDFBeE1kcGk?oc=5 (2026-09-18)
7. More Than a Quarter of Nvidia's Revenue Now Comes From Customers Based in Taiwan. Should Investors Be Worried? — https://finance.yahoo.com/markets/stocks/articles/more-quarter-nvidias-revenue-now-005401979.html (2026-09-17)
8. Nvidia CEO Delivers Stunning Prediction About Chip Sales - GuruFocus — https://news.google.com/rss/articles/CBMimwFBVV95cUxOMmpBdTJLb0Z3c3FYSllUdkdzX0ZzaGhCMW9hV2tVUVlIZVVvcnBkOGJ6UnJRM2xuMDF0OU50eHRsV0NVc2QwbVhROEFkTFlYYXlJTXpGR21SUHJ1M3JybHVlMHlKYXdFRVZScHlQNFFtblhEeVJ4NkJwQUllVWNJb2dOeFY1ZTJJS0hxQW15TjV3WDdFYWVRVTh5RQ?oc=5 (2026-09-18)
9. BOJ hikes rates; Huang on Nvidia chip sales - what’s moving markets — https://news.google.com/rss/articles/CBMitwFBVV95cUxOOERON2UzVW45Wl9ubDRfN0l2YXRNb1ZvZTFBZm9aVGpvMFBxdWlpQXVfYVJUNXlwcU96VEF6R1pmYkpPUngwbGhBRy1jaUFWQTR2YWliZy1lSXFyMzFPaGkwYk16MUFNY01JNXJUX0NQenotaUlpeVgxUkt3c0tzTGlRdGh5T0RYMDg1MG9YR1h5a2tKSDd0enB3aGpCMGR3ZWM0NWtKSkJweE0yMHlVZkd5eXdKLTA?oc=5 (2026-09-18)
10. How Far Can NVIDIA Stock Fall In A Demand Scare? — https://finance.yahoo.com/markets/stocks/articles/far-nvidia-stock-fall-demand-181517612.html (2026-09-16)

### 2026-09-18

젠슨 황 CEO는 AI 기업들이 테스트 과정에서 더 엄격해져야 한다고 언급했다. 젠슨 황 CEO는 2027년에 칩 판매량이 두 배로 증가할 것으로 전망했다. 화웨이는 새로운 칩 기술을 공개하며 엔비디아와의 AI 경쟁을 강화하고 있다. 화웨이는 내년 어센드 960 칩의 출시 시기를 앞당기며 컴퓨팅 분야를 AI 전략의 핵심으로 설정했다. 화웨이는 AI 프로세서 100만 개 연결을 추진하며 미국 제재를 기회로 삼고 있다. 애플은 18년 만에 서버 시장 복귀를 검토하며 엔비디아와 AI 동맹을 맺고 있다. SteamOS가 엔비디아 GPU 드라이버를 네이티브로 지원하게 되면서 관련 드라이버 실행이 가능해졌다.

출처:
1. Watch Nvidia CEO Huang Says AI Firms Should Be 'More Rigorous in Testing' — https://news.google.com/rss/articles/CBMirgFBVV95cUxQS1JTUFp2WGtILVhFRExQWi0ybTVGbE9pZThSSHdzMHpMU1BFMEduS042T2dNNVFnRGYxTWwxRVJMYkVtdnl4QmRlV2hrMnB4ckNyQlFQZC04Vm12YjJkTElpU0RBb3ZyQkk5OFlIVGs5SWViWGdJMHgzQk9XTl9XYkFKNUx4ZDd1b0hsZkpJT0RkYW9tZmNvVWJybzl1eUV5bGdwb1JHM2NpTE45bFE?oc=5 (2026-09-17)
2. Breakout Watch: Savvy Investors Get Wired Up For This Nvidia, Amazon Partner — https://www.investors.com/research/ibd-stock-analysis/f5-stock-near-breakout-as-top-funds-buy-into-nvidia-amazon-partner/?src=A00220&yptr=yahoo (2026-09-17)
3. Nvidia Shares Race Over 2% Pre-Market As CEO Huang Sees Chip Sales Doubling In 2027 - NDTV Profit — https://news.google.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?oc=5 (2026-09-17)
4. Huang: Nvidia chip sales to double in 2027 — https://news.google.com/rss/articles/CBMikAFBVV95cUxNaVRZTmlYbzd0MFhpMFd3RG13LTRIRjk4VFVCVllyMUlUWnlyNHZCLVp4Unl6LTRBSUk4d1RwY3VsbkllTW9BdWxTQUlCOWh1c2FTSXpJQjJEdXZ6UmFEZGY3cDRNejlVcGlVLXhpbFVMbkdFY0hJeHBIVUtvQU5qQW9NcVBwXzhEWDNiQ1RZbWw?oc=5 (2026-09-17)
5. The Return-on-Capital Question Looming Over NVIDIA Corporation’s (NVDA) AI Investments — https://finance.yahoo.com/markets/stocks/articles/return-capital-looming-over-nvidia-114808044.html (2026-09-17)
6. Nvidia Bought Hugging Face for $12.9 Billion. This Software Acquisition Changes Everything. — https://finance.yahoo.com/technology/ai/articles/nvidia-bought-hugging-face-12-213200678.html (2026-09-15)
7. Huawei unveils new chip technologies as Chinese firm steps up the AI race with Nvidia - The Independent — https://news.google.com/rss/articles/CBMirgFBVV95cUxNZmxqX1B3RXZ1SXBlcmlVcEktd2p6WUpHZGxjakxxWVNKZWZfV3lwc2E3cGNrY25hM09pS2xaaTY3SG5QQWd0aGtCakdVbklFYmo3ajZ3Ync4NUVmMHMwVWpMMGRMb1F4UW5zZnV0Und0Ny1BOXByVl96dm9ON1RTbG1fNUtYLW1QTVNwUXZzSXQtVF8tZG1hN1lkUmRqYXBpS3Nqcjg5WWVvN0dSeEE?oc=5 (2026-09-17)
8. 화웨이, 엔비디아 추격 가속…내년 어센드 960칩 출시 시기 당겨 — https://www.yna.co.kr/view/AKR20260917165900089 (2026-09-17)
9. "엔비디아 잡겠다" 화웨이, 美 제재가 오히려 기회…'AI 프로세서 100만개 연결' — https://www.hankyung.com/article/202609171626g (2026-09-17)
10. 애플, 18년 만에 서버 시장 복귀 검토… 엔비디아와 ‘AI 동맹’ — https://biz.chosun.com/it-science/ict/2026/09/17/LSG63ERGDBETJGROCWTHVSLGAQ/ (2026-09-17)

### 2026-09-17

애플이 서버 시장 복귀 가능성을 두고 엔비디아의 기술 도입을 검토하고 있다. 구글과 엔비디아는 데이터 센터 산업을 위한 유연한 전력 연합을 출범시켰다. 화웨이 고위 관계자는 정보통신기술(ICT) 및 컴퓨팅 분야의 목표가 엔비디아가 되는 것이며, 고객사의 LLM 지원 등 AI 인프라 제공에 중점을 둔다고 밝혔다.

엔비디아 CEO는 AI 안전에 대한 우려가 커지는 상황에서 AI에 새로운 법률이 필요하지 않다고 언급했다. 그는 AI 혁신과 안전 사이의 선택은 '거짓 선택'이라고 주장했다. 또한 AI 규제를 부정하며 시장이 리스크를 관리할 수 있다고 말했다.

한편, 엔비디아의 학습 시장 거래가 속도 조절 단계에 진입했으며 인텔이 이후의 상황에서 이득을 얻을 수 있다는 분석이 있다. IREN은 컴퓨팅 수요가 충족되지 않을 수 있다고 보는 반면, AI 리더들은 속도를 늦춰야 한다고 말하며 엔비디아가 그 중간에 위치한다. 시장에서는 엔비디아 주식의 고평가 여부와 매수 시점에 대한 논의가 이루어지고 있다. 일부에서는 엔비디아 대신 애플을 주목해야 할 AI 주식으로 꼽기도 한다.

출처:
1. Apple weighs Nvidia technology for potential server market return, The Information reports — https://www.channelnewsasia.com/business/apple-weighs-nvidia-technology-potential-server-market-return-information-reports-6389366 (2026-09-16)
2. Think Nvidia Is Overpriced? The Irony Keeps Me Buying Again and Again — https://finance.yahoo.com/markets/stocks/articles/think-nvidia-overpriced-irony-keeps-131532848.html (2026-09-16)
3. Tech giants launch flexible-power coalition for data centers — https://www.axios.com/2026/09/16/tech-giants-launch-flexible-power-coalition-data-centers (2026-09-16)
4. Is It Too Late to Buy Nvidia Stock? — https://finance.yahoo.com/markets/stocks/articles/too-buy-nvidia-stock-103500667.html (2026-09-16)
5. 中화웨이 "AI 전략은 엔비디아처럼 되는 것…고객사 LLM 지원" — https://www.yna.co.kr/view/AKR20260916167800089 (2026-09-16)
6. AI Leaders Say Slow Down. IREN Says Compute Demand May Never Be Satisfied. Nvidia Sits in the Middle — https://finance.yahoo.com/technology/ai/articles/ai-leaders-slow-down-iren-190519922.html (2026-09-14)
7. Nvidia’s Training Trade Hit a Speed Bump. Intel Could Win From What Comes Next — https://finance.yahoo.com/technology/ai/articles/nvidia-training-trade-hit-speed-190003364.html (2026-09-14)
8. Nvidia boss says AI 'doesn't need new laws' as safety concerns grow - Yahoo — https://news.google.com/rss/articles/CBMijwFBVV95cUxORnRFYW1XU3NzZWR6ZG9QNmN4Y2JXNlNicTZua3FtZG1WMHUxa25yckdtam9uc2VGWmE4YWI2QS1ZcmFtQmJiakpUeEJjSHJiaFpNdXRoQVNYZVpFcnNzSmVCN3pPTE81bWpWaVdpWjdlRHRmbF81bVFqQnRINi0xeXJMVVBTMVpDRngtWnhpSQ?oc=5 (2026-09-15)
9. Forget Nvidia. Apple Could Be the AI Stock to Watch Next. — https://finance.yahoo.com/markets/stocks/articles/forget-nvidia-apple-could-ai-150035999.html (2026-09-14)
10. Battle over AI innovation and safety is a ‘false choice’: Nvidia CEO - AFR — https://news.google.com/rss/articles/CBMipAFBVV95cUxOdnd1STZCZE5xZ0lkbU4wN0VBWlpVLWhsTjZuSVNlSmFJWXcyLTJBWEUxOVAyZURENmR3bkdKbmh2eXlvdHdocFBJbmlXXzhxY2hwQ3lrZEZHQzVzYjNEdzlIRW9TYXdLVzMybUo2SlhqRktVUnkzam1VajVaN3lia0dGNmx5eWtha1Y0Nlo2U280Yi1rRFNuRE5WS2JHZUQwcHUzdw?oc=5 (2026-09-16)

### 2026-09-16

젠슨 황 CEO는 인공지능 개발 속도를 늦추는 것을 원하지 않는 입장을 보였으며, 프런티어 개발의 속도 조절을 요구하는 다른 인공지능 리더들보다 더 미묘한 입장을 취하는 것으로 보인다. 한편 엔비디아는 AI 개발, 추론, 시뮬레이션 등을 겨냥한 전문가용 GPU 'RTX 프로 5500 블랙웰'을 공개했다. 이 제품은 84GB 메모리를 탑재했으며, 지포스 RTX 5090과 동일한 GB202 GPU 기반 및 2만 1760개의 쿠다 코어를 갖췄다. RTX 5090의 경우 대형 소매점에서도 천문학적인 가격에 도달했다.

세일즈포스는 엔비디아의 개방형 인공지능 모델을 활용해 고객관리 AI 모델을 자체 개발한다. 세일즈포스의 'Koa'는 엔비디아의 오픈 웨이트 모델인 'Nemotron'을 기반으로 구축되었으며 영업, 마케팅, 고객 지원 업무를 수행하도록 훈련되었다. 또한 엔비디아가 지원하는 칩 설계사가 플래그십 스마트폰 시장 진출을 심화하고 있으며, 미디어텍의 '디멘시티 9600 프로'는 하이엔드 폰의 게이밍 및 인공지능 성능에 집중한다.

재무 및 기업 활동 측면에서 엔비디아는 129억 달러 규모의 역사상 최대 규모 인수가 마무리 단계에 있다. 동시에 대규모 자본 지출과 마진 압박이 제기되고 있으며, 주가가 하락했다. 한국의 이소영 중소벤처기업부 장관 후보자는 인사청문회에서 대한민국에 엔비디아와 같은 기업이 나오기를 바란다고 언급했다.

출처:
1. Nvidia's Huang Appears To Take More Nuanced Stand Than AI Leaders Calling For The Pacing Of Frontier Development - International Business Times — https://news.google.com/rss/articles/CBMiwgFBVV95cUxNMVRoLTExQVhLU1BROEh6WU5oN1kxM1hPQ2Y5X3FQc2JGUEJucEJPVWJGdzZxbktRb2JFR2FOMXhnVnNpUnJhdmpjVzd0NUJadzRlRExjQzVFUVppV204eW5uZFRvcnQyR016WlNHa1FSM0JEOWYtR3JKMVBLMnpCeE05U1FRQ2VGc0JMTFFiT3N5RXpHeFFsV3ZGd0JKNmhUbko2d2xKdG5acTBNbW0wM3NxaEZUdGNOaUU3V0d4eXdjQQ?oc=5 (2026-09-15)
2. No One Can Believe The Current Price Of An Nvidia RTX 5090 — https://kotaku.com/nvidia-rtx-5090-gpu-stock-best-buy-amazon-price-genai-ai-2000734583 (2026-09-15)
3. Nvidia: Massive Capex and Margin Pressure Raises the Stakes — https://news.google.com/rss/articles/CBMimAFBVV95cUxPbHdsTnU1d1JtTXljcVBzdGJLZEdQMEhpdlU5RDB0WUd5ck83Q3FPZEJXSjBNSzJRZ0VkS3E1SjFZRUZpRVdWRlVzLThsNm92djFrTjhjWThwZjdsSThfZG5YbEd6QzdnRV9hbm1JczM1U1ZDajZBRzVLRFJzMGZuWTdEZ2R3eW5kaXpHeEVrbEhxcDBFejlCbg?oc=5 (2026-09-14)
4. What Will $5,000 Invested in Nvidia Stock Be Worth in 5 Years? — https://finance.yahoo.com/markets/stocks/articles/5-000-invested-nvidia-stock-123005877.html (2026-09-15)
5. 세일즈포스, 고객관리 AI모델 자체개발…엔비디아 개방형 AI활용 — https://www.yna.co.kr/view/AKR20260915091400091 (2026-09-15)
6. MediaTek’s Dimensity 9600 Pro Focuses on Gaming, AI Performance for High-End Phones - CNET — https://news.google.com/rss/articles/CBMitgFBVV95cUxNbExGekVndVJHSWd1a3RhRFhydHE5TWVtbVQwY1I2UnhESXo5cS1SWWlBVHY5V0xod0Rfc0NKbGJSVUt4X0k0RHV0X2tGSzNNb0VZbjFYM0ZqRHN0b3lBRm9iVl9KcmFTWFphSUhkek1rczVyeElKY0VRUHRpMFNzb0lWcFBLQ0NGSGhibFBaSERGS1MzSVZEUkNBTEJKeUczWDhEZ1FBRmgzdEF3amZvMlhaUUladw?oc=5 (2026-09-15)
7. Salesforce and Nvidia’s new reasoning model is everything the AI labs should fear — https://techcrunch.com/2026/09/15/salesforce-and-nvidias-new-reasoning-model-is-everything-the-ai-labs-should-fear/ (2026-09-15)
8. Grafikkarten: Nvidia baut RTX 5090 mit 84 GByte für KI — https://news.google.com/rss/articles/CBMingFBVV95cUxOcmdvQ0xzR1ZBNWM4a19KQndhTFpRSFNLUnk2WGNSd2pITHYxVEl2anZkdlE3Ulg5WDM2QVRobzRKamFQUEFPVzc0dUYydDJkODdVeko5VW8wTTk5cDFKSWRlTjhPQXdITDJleHpxTmE3OC1hMXRKNHV4RXpLTHFhMmVpb3pGa2VqT3d1TjliUWpRRmEyTG9vVFBieXc3UQ?oc=5 (2026-09-15)
9. Nvidia CEO Huang doesn’t want AI development to slow down - Techzine Global — https://news.google.com/rss/articles/CBMiqgFBVV95cUxNNHdtUmFTQW9hWGxmTlZIQzV1eE9iRmJlUkdiTkVJVDBfblBQVFpMM05uTzF2cWRvRUxOOG0zTjhiMldBaU9ia2ZWU1RxVlRTQl83RTFGZWN6ZW5Wc1Q5QkZBeFZ3bjFtTnQ1R19KN0JEaVlpMHN2VTlXekN5TFduQWV2eHJSR1ZoNXlRMEJvc2Zjclo2ODdGLU9kcTV6aXBBdWlkRVVSSnlLdw?oc=5 (2026-09-15)
10. 이소영 중기부 장관 후보자 “한국의 엔비디아 바라지만 아직 타다도 수용 못하는 환경” — https://www.khan.co.kr/article/202609151736001/?utm_source=khan_rss&utm_medium=rss&utm_campaign=total_news (2026-09-15)

### 2026-09-15

인공지능 기술 개발 속도를 늦춰야 한다는 'AI 속도조절론'이 부각되며 14일(현지시간) 엔비디아와 브로드컴의 주가가 동반 하락했다. 엔비디아는 주주들에게 기록적인 260억 달러를 환원했다. MFG는 RTX 4000에서 작동하며 DLSS 5를 가속화할 수 있다. 싱가포르는 반도체 가치 사슬 내 입지를 확보하고 있으며, AI 수요가 전자제품 및 수출을 견인해 국내 수출이 2010년 이후 가장 빠른 속도를 기록했다. 한국의 AI 스타트업인 업스테이지와 리벨리온은 엔비디아와 회의를 가졌다. 엔비디아는 앤트로픽의 IPO 조달 과정에서 100억 달러 규모의 투자를 논의 중이다. 엔비디아 매출의 44%가 3개 고객사에서 발생하며 소수 고객 의존도가 심화되었다는 분석이 제기되었다.

출처:
1. AI 개발 제동론에 반도체주 급락…엔비디아·브로드컴 동반 하락 — https://www.yna.co.kr/view/AKR20260914175900072 (2026-09-14)
2. Stock Market Today: Dow Falls On Rising Oil; Nvidia Sells Off On AI Warning (Live Coverage) — https://www.investors.com/market-trend/stock-market-today/dow-jones-sp500-nasdaq-oil-prices-nvidia-nvda-stock-ai-warning/?src=A00220&yptr=yahoo (2026-09-14)
3. Nvidia Returned a Record $26 Billion to Shareholders. Here's Why That Matters. — https://finance.yahoo.com/markets/stocks/articles/nvidia-returned-record-26-billion-115000113.html (2026-09-14)
4. Nvidia: MFG läuft auf RTX 4000 und könnte DLSS 5 beschleunigen — https://news.google.com/rss/articles/CBMiqgFBVV95cUxNTzI5UmZQVHpFa0N2Tl82THZMaE9JODkxRzc0MENxQjVrZXpDVWd5dkpELVlEMzZLMzhQYktaa2dJZkM5VFV2eHpsem1KODh4TV94ZnZlRDZXTGJSTUowZ0k0clpHRTdLZHNkNG1kTWM2dnowVUVoaTlSWUJrMVRKNkp3ZmhKNTFnQUJMNWp3UGRTN190MEJ3MVpORUowYXpyZUhfU1VUUEdRZw?oc=5 (2026-09-14)
5. Prediction: The Next Nvidia-Backed Stock to Go Parabolic Could Be Hiding in Plain Sight — https://finance.yahoo.com/markets/stocks/articles/prediction-next-nvidia-backed-stock-093000386.html (2026-09-14)
6. Beyond Nvidia: How Singapore is earning its place in the semiconductor value chain - The Business Times — https://news.google.com/rss/articles/CBMi6gFBVV95cUxNQVRVZG5PbjZMcDJDdlFIRllkb0ZDNFYwNS1Wd2ljU21vYlA2QnJ6V2wtRzRfNVNhTE5pSVI4aWhHWkdxRWpMSUR0Z1lGSU1pdDhKNzB2ZHlPb0lsdDBSaXVnRkFvT0dxc2dEbzVGWUtoYkwxUGdEOVQ2cHRGNW5UQzBQd3czWEVaWThIcjVXQUVSeWZfNkZ5TTliTjE1LXY0LWUtRWwyOVhWYWR4TkpOb1lYMy1oUHQ1OUxQYWpCcnNXcE5HamM5ZTdabEZ1cGlrU0RLNWtfM3dHQUdWTUpkbXRWeGc0WG9jcFE?oc=5 (2026-09-13)
7. Nvidia (NVDA) Q4 2026 Earnings Call Transcript - Fortune — https://news.google.com/rss/articles/CBMiYkFVX3lxTE5KYktXZ0ZUOWlZdEs2TlpicWRqTlpZeUFiZDZMZmExa25jZUlnN2Y1bm5DWkFTSW02bEdMdlNmc2U2X2kybncwSUFuUzU5SkJtVkZySEVKSjZmeGNNdFBXMlJR?oc=5 (2026-09-13)
8. South Korean AI Startups Court Nvidia: Upstage and Rebellions Hold Meetings — https://news.google.com/rss/articles/CBMidkFVX3lxTE1yU2p1Nk1kb0lkSUFBcmRMakQtU3hwZGFtZkRBM1FPWjh3UjRVUTAteVdFa3J3OVpVLVpPdGVrRGNveHZEZFFLU2NsSklaYVREamtraFVCRVkxV1dZdldOTzM4WmNxR1BUMXAyZG5zQTd3YThFT1E?oc=5 (2026-09-14)
9. 앤트로픽, IPO로 최대 1000억달러 조달 추진…“엔비디아, 100억달러 투자 논의” — https://biz.chosun.com/it-science/ict/2026/09/14/JOHIBYCBVZHJJAQA5UR2QZUWM4/ (2026-09-14)
10. Nvidia takes new role as AI’s $5 trillion bill comes due — https://finance.yahoo.com/technology/ai/articles/nvidia-takes-role-ai-5-164700743.html (2026-09-12)

### 2026-09-14

AI 칩 수요 지속으로 엔비디아의 매출이 106% 급증하며 예상치를 상회했다. 엔비디아는 투자금 1달러당 100달러가 돌아온다고 언급하며 '순환 금융' 주장을 부인했다. 한편 엔비디아는 소수의 대형 고객사에 대한 의존도가 높아지고 있다. 구형 GPU는 여전히 수익을 창출하고 있다.

현대차그룹은 2028년에 엔비디아 자율주행 솔루션을 적용한 소프트웨어중심차량(SDV)을 양산하고, 2029년에는 자체 개발 AI '아트리아(Atria)'를 적용한 차량을 출시하는 투트랙 전략을 계획했다. TSMC가 기록적인 매출을 달성한 가운데, 엔비디아가 승자인 동시에 비용을 지불하는 주체가 될 가능성이 제기되었다.

엔비디아의 CEO는 DLSS 5와 관련한 반발이 완전히 틀렸다고 언급했다. 또한 2026년 베를린에서 NVIDIA GTC가 개최될 예정이다. 시장금리가 꺾일 경우 엔비디아와 SK하이닉스가 주목받을 수 있다는 분석이 있다.

출처:
1. Nvidia’s Growing Dependence On a Few Big Customers - The Information — https://news.google.com/rss/articles/CBMihwFBVV95cUxQZVdYUUJMc0c4STZDYmI5T1RDSnZYenBJZF80anNKXzF0R2xSV01GeVBFeG5SUVBHXzNDNkhoOVFCa0l1UmpIcGd5TTZaZGxsVmtTWjNLTjUxMElEbDNXVUltM1F6eEdCUEszbVdoRnVoak56bE9DMGJfbjl4TW83NmphN1JNSEE?oc=5 (2026-09-13)
2. NVIDIA’s Older GPUs Still Earn Rent. What That Does and Doesn’t Prove for CoreWeave — https://finance.yahoo.com/markets/stocks/articles/nvidia-older-gpus-still-earn-140210350.html (2026-09-13)
3. Weekend Round-Up: Nvidia's Bold Claims, Oracle's Earnings Pop and Apple's New iPhone Launches - TradingView — https://news.google.com/rss/articles/CBMi5AFBVV95cUxNR3hoYWkzN3JiZnlLS3dKVmd4cmNIYWNmQ0kyc05iZWUxZnBuUjMxZ2RvX0hZa1BNWl84NDJHcF9WR2ZJcFRySWw3Z2FOVjExLW5fcFJueHdEYjdZSHpQdnBsT2NGREl4aUFNUkdEM0l0RVF6S1psVWlhMWg5T1BxOHVNeUZ6QjBRakx4VzlJMVNZZUFUUkdaaXQ1MDBVXzZubTA2b3Nxa2dqaUZweld4MzlmZHRUY3VNblA0YkpoTm1iVzVRV0hpTUQ5WVlfVGZxcVgyNlpLbkRqWjJPekZyNUJLWXE?oc=5 (2026-09-13)
4. Nvidia revenue soars 106%, beats expectations as AI chips stay in high demand — https://news.google.com/rss/articles/CBMimwFBVV95cUxQVTdlSVdfanZLZVB3elBDNkpjOXRrVEtqODlaaVJEakxvWUhTLU9zNEpkUkUzbUpGWVhDNEQtc2JNSEpwRFlTQUpnNkw4eU5xakpQd09OaXAzQUw2ZEJaVHRlb1N5cU1rcFZ3XzYxMl9RNWx0dGwzMGtvb1dORHNqbUVmdmd1RDZXdEFIcXc4Vmp2MEFmc1hmYXpzONIBoAFBVV95cUxQbExCZEYxVi1YOTlRaVdpZVlpb1NSZVZUWExBazBJSVBhUlZtOUM3YzhpUG1EZGE0WGZ5VkNoNDM4LTBqTG82bXktaGdzb2tmcFY5dVV3VEpseDZhNXc5SGVjOTZIWFNscmRFNDJkd0IzdHJCYkZHSUFHZG1KcVdldGdOYkd4b3NnYVFMRnB0NW9lRkxIdVhRRjFHZ0lsVm92?oc=5 (2026-09-13)
5. Nvidia dismisses "circular financing", says every $1 it invests brings back $100 — https://invezz.com/news/2026/09/11/nvidia-says-every-1-it-invests-brings-back-100-so-why-does-the-stock-keep-falling/ (2026-09-13)
6. NVIDIA GTC Berlin 2026 - Nokia — https://news.google.com/rss/articles/CBMiW0FVX3lxTE80WHhkejZZWkJfZXVIbEJrQlp6aWNpRHBvckdPeWNua1FfSkxaSmNEVXhFWXliWG4taWJlVkVhMUk1dGVVQnMyaUptVC1rcFlxdDc5YmRsbzVLZ3M?oc=5 (2026-09-13)
7. 시장금리 꺾이면 하이닉스·엔비디아…고금리 버틸 전력기기도 주목 — https://www.hankyung.com/article/202609131232i (2026-09-13)
8. TSM Just Posted Record Sales. Nvidia May Be Both the Winner and the One Paying for It — https://finance.yahoo.com/markets/stocks/articles/tsm-just-posted-record-sales-225826905.html (2026-09-11)
9. 2028년엔 엔비디아, 2029년엔 자체 AI…현대차 자율주행 ‘투트랙’ 승부수 — https://www.donga.com/news/Economy/article/all/20260913/134656263/1 (2026-09-13)
10. "서두르면 어정쩡한 L2++만"…엔비디아로 먼저 가는 현대차 속내 [현장+] — https://www.hankyung.com/article/202609119251g (2026-09-13)

### 2026-09-13

젠슨 황 CEO는 인공지능 시장의 거대한 전망을 강화했다. 그는 2027년까지 70%의 매출 성장 목표를 확인했다. 젠슨 황은 AGI가 도래했다고 언급했다. 또한 그는 에이전틱 AI가 곧 직장에서 일반적인 형태가 될 것이라고 믿으며, 현재 4만 명의 직원 규모에서 미래에는 400만 명의 에이전트 체제가 될 것이라고 보았다. 젠슨 황은 엔비디아의 컴퓨팅 자원이 대체 가능하고 내구성이 있으며 임대 가능성이 높다고 말했다. 엔비디아는 투자금 1달러당 100달러의 수익을 가져온다고 밝혔다. 한편 엔비디아와 디지털 리얼티의 유연한 AI 팩토리는 추가 자금 지원만으로는 해결할 수 없는 시험대에 직면했다. 칼시(Kalshi)는 새로운 무기한 선물 추진을 통해 테슬라, 엔비디아, 애플에 대한 24시간 레버리지 베팅을 고려하고 있다. 엔비디아와 레딧이 시작된 식당 부스 두 곳에는 현재 기념 명판이 설치되어 있다.

출처:
1. Two Diner Booths Launched Nvidia and Reddit. Both Now Have Plaques - Benzinga — https://news.google.com/rss/articles/CBMi4wFBVV95cUxPUWRhZFphMHNFZm10dEppMHdTZEk2akZ1Z0xSYjZZVEN3bWF0czdHME0yNUh0eFR2NTJfTVVXbkM0dUhxNHZuVVpLVFNQTHZhT1RNS180S0JHZTVSU3o3aXB2QTFuNk1fdmJlMnowZGpkUFhPS0luVmVoY2s3QzVYZ2tXQzh5TjVKVEF3WWM0VGxEdVg3YnlnRkFZSW1nNGNxeVdaSDhDZUp0SFpfYzdVUFdMVDJoUFZaT3BJTzRrRU9PckFWbC1EMnUzcnZuUE1QM1lPT1dmdEdvMmRnYm9rMDE5Zw?oc=5 (2026-09-12)
2. 40,000 Employees Today and 4 Million Agents Tomorrow: Nvidia CEO Jensen Huang Believes Agentic AI Will Soon Become the Norm in the Workplace — https://news.google.com/rss/articles/CBMid0FVX3lxTE5DVTRqbmdLT0xKcG9FVVpKdXJjenViY2FjWkVCLUJUa05kYmNCZ2g0ZGVvZnM0M0c3TlNtVjJfaUNPUjRPWXh6UlA5OEV3ZGw1Y3o1SURSTExJTTEyUkVLVE85X3gtMTVVZzZKNTZ0dmhrQzlCbVpN?oc=5 (2026-09-12)
3. Oracle Just Added $30 Billion in AI Contracts. Nvidia Investors Should Read the Fine Print — https://finance.yahoo.com/technology/ai/articles/oracle-just-added-30-billion-111550996.html (2026-09-12)
4. Nvidia CEO Jensen Huang just doubled down on his big 2030 prediction — https://finance.yahoo.com/markets/article/nvidia-ceo-jensen-huang-just-doubled-down-on-his-big-2030-prediction-115945089.html (2026-09-11)
5. NVIDIA and Digital Realty’s Flexible AI Factory Faces a Test That More Funding Alone Can’t Solve — https://finance.yahoo.com/technology/ai/articles/nvidia-digital-realty-flexible-ai-131211843.html (2026-09-12)
6. Kalshi Eyes 24/7 Leveraged Bets on TSLA, NVDA and AAPL With New Perpetual Futures Push: Report — https://finance.yahoo.com/markets/options/articles/kalshi-eyes-24-7-leveraged-101315727.html (2026-09-11)
7. Nvidia (NVDA) Stock Analysis: CEO Huang Reinforces Massive AI Market Projection - Blockonomi — https://news.google.com/rss/articles/CBMiogFBVV95cUxQaUQ5UDRMX19MNGJXdWY4SUNndmRUdGQ1Yi1tZWZtZERpUm5keDNFdVJtdkRxVXF1T2twRUVsTEVuMzlpN2liQVJxWE1IdWYyOXpRZllmclZabHNBTE5rU0VTa013WEx6YXUzQmJ2azA3aEJIMk1BR2FKZHZWUEUtYkE5TzVMQ3lHT1VqS3FWWWxHUU81VUNvWXF6d1AyWkNMZEE?oc=5 (2026-09-12)
8. Nvidia CEO Jensen Huang Said Nvidia Compute Is 'Fungible, Durable and Highly Rentable' — Now Oracle CEO Stands Impressed as 4-Year Old GPUs Fetch 20% Premium — https://finance.yahoo.com/technology/ai/articles/nvidia-ceo-jensen-huang-said-064752898.html (2026-09-11)
9. Nvidia (NVDA) CEO Confirms Bold 70% Revenue Growth Target Through 2027 - Blockonomi — https://news.google.com/rss/articles/CBMilgFBVV95cUxPbUE4X3FsUENKLUc1RnVQVDBjODR4WHJLRDZtSU1ibW1kTEV4ejhYMm9NVDdxZ1N4NnJhS1pycFpCYTJlbng1UXJ3N3JleGx3VGdGUV9Yd3o2ekFmbzc0ZU96ZVl2bmQ2ckk4eVRYcnVZZUZRY0Q5NXBEQWJGajBodmNleFB1VUZEU2NLdV9iUkNVQkxpVmc?oc=5 (2026-09-11)
10. Nvidia says every $1 it invests brings back $100: so why does the stock keep falling? - Invezz — https://news.google.com/rss/articles/CBMiuAFBVV95cUxOckt5LWE5WTZ0VnN6ZUVaMmEtNy1tc2Z3WHREX1Bfd2NMVjNCQ2hsYkxxOEVuR1lfSHFndksyZWFwSVFjVFhTMS16bEJLcWFvd3g1TUZheG1rSDJ5bW01SkZnRGlOcG9EaTZoWVFCX0tub1BTRXFRUzI1T2hhWTU5RU1qV0lxblVuQTZuMEpEcjNQMjVMenJacHdUZHgxT0tINno1STFDN2ZCUFhBekZ0cHFBNEh3Nm5M?oc=5 (2026-09-11)

### 2026-09-12

엔비디아의 젠슨 황 CEO는 인공일반지능(AGI)을 언급하며 AI 분야의 영향력을 강화하고 있다. 젠슨 황은 AI 사이버 보안에 대한 공포가 판매 전략(Sales Pitch)이라고 말했다. 또한 '순환 금융(Circular Financing)'에 대한 우려를 조롱했다. 젠슨 황은 엔비디아의 컴퓨팅 자원이 대체 가능하고 내구성이 있으며 임대 가치가 높다고 밝혔다.

엔비디아는 AI 수요에 대응하기 위해 호주 내 데이터 센터 용량을 대폭 확장할 계획이다. 퍼스널 AI 라우터는 로컬 컴퓨팅 전반에 AI 작업을 분산한다. 젠슨 황은 AI의 미래와 관련하여 매출 70% 성장을 예상했다. 주주들을 위한 강력한 모멘텀을 시사했다.

글로벌 10대 IC 설계 업체들의 2분기 매출은 전년 대비 73% 증가했다. 엔비디아는 이들 중 1위를 차지했으며 비중은 60%다. 젠슨 황은 AI 혁명의 배후가 되는 인프라를 구축했다.

출처:
1. NVIDIA Personal AI Router Distributes AI Tasks Across Local Compute — https://news.google.com/rss/articles/CBMib0FVX3lxTFBNQlNEZDBEa3BYU0JSM3NrbUhOeXFmcklpZEdmdS1NTG5naXp0aU9Sb0JxNS0tbW9wMHVhcVV1bGJGX3ZyeTZsWWxkVk44SUx2RWpxbWRNSXJ1cVRqS3ZfVWV4NksxT0prdlNTVGhIZw?oc=5 (2026-09-11)
2. Jensen Huang Mocks Nvidia ‘Circular Financing’ Fears - NVIDIA (NASDAQ:NVDA) - Benzinga — https://news.google.com/rss/articles/CBMiqAFBVV95cUxPX2FsSXFvY1E2cjBKWWFJSmVnaWV3R0RsOEVTWHlrY2pQX1Y3RTNhV0dFTmFhWlhFZTh1Ukk4NGFQSlNxNWF5ZEhPd3FXVVo2MS15RGR3ekxDQjN4UUNMVU44Z0lIVkdldHNjS0FMLUVBcG8tSk5vaTRQbFZJWmI2eElpajlTTUtQVUpFcnBuR0w2UkpNQVYxVzRmMXJrSUhZeHpKMjZUZ2U?oc=5 (2026-09-11)
3. AI把IC設計業績捧上天！全球十大營收年增73% 聯發科居第五、台廠3家卡位 - Yahoo新聞 — https://news.google.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?oc=5 (2026-09-11)
4. How Jensen Huang, the CEO of Nvidia, Built the Infrastructure Behind the AI Revolution - Analytics Insight — https://news.google.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?oc=5 (2026-09-11)
5. Nvidia CEO Jensen Huang Calls AI Cybersecurity Panic a Sales Pitch - BeInCrypto — https://news.google.com/rss/articles/CBMieEFVX3lxTE1xS2RiWDlOWlhMbFZmaGdkMzdncHhaRHNYYTIzVGQ2eXdRRXhtcjVOYlNYM0R3NUM4b0lIRmhObU5kLWhvWnhlU3dTb0ptVTUyN0NzV1hJTGYyajBMQmhKeW1DUll2QkVMNHRvWnVPTXIzV2lQcG1FeA?oc=5 (2026-09-11)
6. The Next Phase of the AI Boom Could Be Great News for NVIDIA, Micron, and SanDisk — https://news.google.com/rss/articles/CBMid0FVX3lxTE1WRTJYUEhoSG80dzZhdEdtZGdCSE14clJPM2lveDJrWDJaQ2FxNVhxamVUd1VYN1V6bGFjYlFhRDh6ZExfLU80MWFpZlVHRlpGYm5GQ0UzX3FXZTQ3N0JReFIxNFVETHFXN1JxUHFpZDJaRVlKQ2M0?oc=5 (2026-09-11)
7. Nvidia Expects 70% Revenue Growth: Jensen Huang on AI Future - Kryptomagazin — https://news.google.com/rss/articles/CBMirAFBVV95cUxPckNXLWZQcnlqX0VUZjVvaUVSMWFKYm1GcXlvdG5sWkxudDJYVmhyN3AzMjhZN1BDNmpkeUdwc1B5c2RuUXh0eWx2ejFSSnpWbzdERXVsRzlXSHpFVW40WHFqd0p6TlBmNTlxWk9aRE8yUU9mQTJJZmlmMVlDdGpiVk1hY0V0bmNXQlNZUjA1QlhBOG9jd1Q4VEJhSWtudG5wUjM5SUV2a1NRc0hl?oc=5 (2026-09-11)
8. Nvidia CEO Signals Strong Momentum for Shareholders - The Globe and Mail — https://news.google.com/rss/articles/CBMi0wFBVV95cUxNM0E0STVtNkxwbDNBU2hXbnE1eWpJTXg5WVdZMXN2c0V6MFdOcnVRWThmUGRiOTQyR1ZzaDN4UXdkaklWNnYwcnBwcG5iTzlQV3dpamhpT0FON21KYWtVSzdaUGtIOW91QjBORnJiV3dzR0xWemxmczNUdHZKTy1xNUtkV2RlYlJSNUFWLU1GSXNOZWE0N0loU1hWSXhhQjd0eE80cllBYUZQUTlxWmRHQXhkaTNGWTBPcDFibkhfR3J4QnNNSVhLc1F1eUdZN1JabHhr?oc=5 (2026-09-11)
9. Nvidia plans major expansion of data centre capacity in Australia to meet AI demand — https://finance.yahoo.com/technology/ai/articles/nvidia-plans-major-expansion-data-032949319.html (2026-09-10)
10. Marvell Or NVIDIA: Which One Costs Less Per Dollar Of Profit? — https://finance.yahoo.com/markets/stocks/articles/marvell-nvidia-one-costs-less-230212940.html (2026-09-09)

### 2026-09-11

젠슨 황 CEO는 인공지능 구축 단계가 여전히 초기라고 보았다. 그는 사이버 보안이 인공지능의 다음 주요 활용 사례가 될 것이라고 밝혔다. 또한 인공지능 연산을 투자 가능한 자산으로 전환하는 것에 다음 성장 동력을 걸고 있다. 젠슨 황은 범용인공지능(AGI)이 도래했다고 주장했다. 그는 인공지능 수요 급증으로 인해 내년 매출이 70% 성장할 것이라고 예측했다. 젠슨 황은 투자 감시가 강화되는 가운데 순환 금융 주장을 부정했다. 그는 마이클 버리의 엔비디아 하락 전망에 답변했다.

중국 정부는 미중 정상회담을 앞두고 엔비디아를 포함한 미국 기업들을 소집해 투자 정책을 설명했다. 중국의 엔비디아 경쟁사인 엔플레임(Enflame)은 상하이 시장 데뷔 당시 188% 급등했다. 한편 엔비디아는 호주에서의 비전과 에너지 부담에 관한 내용을 제시했다.

출처:
1. Chinese Nvidia challenger Enflame jumps 188% in Shanghai market debut — https://asia.nikkei.com/business/markets/ipo/chinese-nvidia-challenger-enflame-jumps-188-in-shanghai-market-debut
2. Nvidia outlines sprawling Australian vision, and energy strain - AFR — https://news.google.com/rss/articles/CBMirAFBVV95cUxNTjdOVVdqOFJpQ1ZEeTFxRHhnQ083NXF2bEVPQzE3VXJEZTRnMTlOZDFxWFU3c2RXUG5WN3d0WkE4OXVSdEtDN1ZBblNVSTZZVGNQSUxKVDFJUm53Vjg0dFVNLUw2el9mc2lrR3ZTd0VXMDBaNmgwdDB1ZDU2bFZYN2FXVmhKcHZvREJUT09BWGRZUU15NVQzVkp5cDJYVmhnbWZ6NkdtUmpneFgw?oc=5 (2026-09-10)
3. NVIDIA at Goldman Sachs conference: Huang sees AI buildout still early - Investing.com Australia — https://news.google.com/rss/articles/CBMi2gFBVV95cUxQdFQ4WmZhU1FKUDg2RDl1QXJyeldqZTc2UGxuN096bVZhaFlBUVU5NWwxMFRwWFZTUUhEeEd6WE1FeW9TTnNIajZBT0JSUG1sQTZDLXVYRXdzSV9HcVJ0bS1VamtrTFY1ZHV2Y2VzZDluOV9BSnl0U1NLS0xMVFozQ01IU1U2azNNOU9vNUM3MjFIcU5CMG1xOVBId1VqU25jeEE4a0dVakZia3J3YWxaNVJnYWFpZHhaRkd3em1NWHVDWFI3UTJkQkFhd2hoSFQ1MDdRT2g1V2Uwdw?oc=5 (2026-09-10)
4. Nvidia’s Huang says cybersecurity will be next major AI use case — https://news.google.com/rss/articles/CBMixwFBVV95cUxPOHlYVWN1eEhXaTVKM1pmZXRmTVE5STR6MEN2bVpfWlhJNlJwSUw4QlZHeWUxUXdQbDc0RlR1WnhfQm41bjVCUEgzM1hJV0pCQ0RvNTBDbkYyRE9CNVFpRWFWTDJfLVVUb2J6eE1wVGV6V0RPNFU5eV9VR2tMc2Rwcm82UW1rNThaaU1ISjlqaG1vdXVXMFVGb1I5NGo5SGxJOTdKQ3F0Smh4Y0tsZC1uWXdObEJ4WTFIYUVrUXlheFVFOUZYbzVJ?oc=5 (2026-09-10)
5. Nvidia CEO Predicts 70% Revenue Growth as AI Demand Surges - Межа. Новини України. — https://news.google.com/rss/articles/CBMiZ0FVX3lxTE9HZ0QtZTRMS3l3bk9qU0pjcngxdEJ3Q0ZaUExfbTEyOElHNGE0NWhYQVhub212aVZxdHZGQWJmc0E2dUo4bEpzMmhscFJncG5PWTRJNFdwNjJfYlNSUjZVZG9sYmhHX1k?oc=5 (2026-09-10)
6. NVDA, CRWD, PANW, PLTR Stock In Focus — Nvidia's Huang Highlights Cybersecurity As Next AI Leg - Stocktwits — https://news.google.com/rss/articles/CBMi6AFBVV95cUxQUDlIMWpOUmJTWXI4X2VUbzF3d3BrcEw3Y2t2OS01OF92YWRhUVZXY3l0UEFZYUgtWmFybWJIN3Z5SFlrRjlZNzVJR1dTcnI1bUhHakQ5TGU2NWI0bzAwdVBrdTdWcy1rV2JKeW1PYk9UUTFhbXNZekdlNTlCbW1UN0lDRFZwRkdJWkdjRVJTUEloakE5UzBoZ1NuUXBaWXY4MEd5MjE1el9LZ2hRZ3dtWUc2ZVlXVDJYU2dvY01EakJPUlc1UTMxZXdvbzRuQlpFZ19CTklOb0xjclBpaHN6S1dEVW1HZ3o4?oc=5 (2026-09-10)
7. Nvidia's Huang rejects circular financing claims as investment scrutiny grows - investingLive — https://news.google.com/rss/articles/CBMisAFBVV95cUxOMHZoQjVqMXhONnlBTkJpWTEyZkpOTklHQlFNQWlxYWRWbGZER3Zxd0lRazlQcExJNUUzVzU5b19ITmV0V1U5bnoxc2ppalVoQnNuV01DOEhRcXBOcklQVEtHOFNfcHZYb2ZOWDNjc3Q4UE9kdklaSGNQM2Fkd25YY0xXRTNEN2NiYkVIdTlwRG1TZ2VPb2JHelRwN0VaMVpadk5Bb0NGZExiM3hWdHUwaA?oc=5 (2026-09-10)
8. Jensen Huang bets Nvidia's next leg of growth on turning AI compute into an investable asset - digitimes — https://news.google.com/rss/articles/CBMioAFBVV95cUxOck04OFNObkMyMDJ2SjRGT1MtRU5CZzNycE1tYXRVZEZJQXhsM1dadHE1WnN1TUREZmVOVWJPQlAwSC1DYzdzYnFpNTljd3U4NUtaX0h1end5UHU3MUx3OUJfc3pKSmRPS045c0owV193Y1dYVWpPdV9sSGhOZVpTVnA3NFRnNFJ0RmNpU3FzbDZ0WWV6M2dhYkJwRWdLMU92?oc=5 (2026-09-11)
9. Jensen Huang just answered Michael Burry’s Nvidia bear case — https://news.google.com/rss/articles/CBMisAFBVV95cUxQVjlmOGhGbndUUklNcGdnRG1CdkRrQVlLeWRxWmtFNVBjSzRrd01lZmlEaUc2dFAwOHU0X0ZvTlZQRElnOVhVNmQtd3FKV3RaNWRJRU5DdVNsZkZ1UWF5Y2JFWmI3QXl2QW5jbVdPbXN5SFdWTFFFM0E3VzVQMUdnMEVRWmNkMlBqb2ZTVWxxa2dBVXQzdmthSjNfeVFrN3M4VE9JcjJPdVZPYVllbmlNZA?oc=5 (2026-09-10)
10. Nvidia's Jensen Huang Claims AGI Has Arrived. Here's How to Invest. — https://news.google.com/rss/articles/CBMilwFBVV95cUxQZUQwNGxLSWMxZXFHYUdGdEV5UGJydTQ4QVM3NEsxUEQxa3U0cmJPaFUya1lUNm1CNnBlT1ZyeFowWnE0S2pkdFktY2Rxc19MY2Zlb3FWeVJwX3dVSFBZazNSSTZtaGRncG5wUzQ2eG9qaXVpYzN6MENsWU9XV1BfdzNmOTBLV0VoUGtJYzN5MEFYcS1PVkUw?oc=5 (2026-09-11)

### 2026-09-09

젠슨 황 CEO는 AI가 일반 지능에 도달했다고 선언했다. 그는 구형 H100 칩을 '수익 창출 자산'이라고 지칭했다. H100 렌털 가격은 시간당 3.28달러에 도달했으며, 렌털비가 22% 상승한 점이 구형 칩의 지속적인 수익 창출 능력을 증명한다고 언급했다. 젠슨 황은 컴퓨팅이 대체 가능하고 내구성이 있다고 말했다.

엔비디아는 허깅페이스에 129억 달러 규모의 투자를 진행했다. 해당 투자는 모델 확보를 목적으로 한 것이 아니며, 하나의 거대한 리스크를 동반한다. 한편, 고릴라 테크놀로지 CEO와 전문가는 엔비디아의 AI 관련 주장에 대해 의구심을 제기했다.

엔비디아의 기업 가치는 5조 달러 규모다. 공급사인 위스트론은 15억 달러 규모의 글로벌 주식 매각을 발표했으며, 이후 주가가 하락했다. 젠슨 황 CEO는 아내의 마음을 얻기 위해 사용했던 농담 섞인 픽업 라인을 공개했다.

출처:
1. Jensen Huang Calls Nvidia Chips a ‘Revenue-Generating Asset’ as Older H100 Rentals Reach $3.28 an Hour - TipRanks — https://news.google.com/rss/articles/CBMiyAFBVV95cUxOUkU3TVdFYnFjUXJjNER1T09JcXBsN19ZRHdDUmVSNzdleE9Ic1dYM0JXNVR3WUhqNldvQVdxdTg4UnQwNUJpSkhkUlN4SE1xemFJTzNhSkdPeE9XX3k5NHNDMUF1b01RTWp4UkVXUGh3aE4zeUR6d2NRR1RwaUhFRVNQN2x1NWoxZnBBV2NEVElSZXVPbTRPRjNFR1JtZkJvZkhOU1o0RzhhdGNrZUhxYUlmTktNSVFEQ3otVVFxcDlreFZaQk9wVw?oc=5 (2026-09-08)
2. Nvidia’s $12.9 Billion Hugging Face Bet Comes With One Huge Risk - 24/7 Wall St. — https://news.google.com/rss/articles/CBMiqgFBVV95cUxONVlnQXNIZTlkczRlVlE0RmJqMjRXdUtOQWs2aDB1YndSTHJ3VGxmejdZaUNnZUFuTGJHYXBLLWVSYmxoRkdQZV84MmJPSXh1cFhWZEVNQ190R1FDblJuXzNpYi1KZmdYMHNLQUk2Ty1HeXN4bGJvdkVocVF4NklqUEpVR0Y3NnhETjRhLWNWZDRrcllpbVhkemdWOUM0ekx4QU9WSFRHdmJCQQ?oc=5 (2026-09-08)
3. Gorilla Technology CEO and expert raises doubts over Nvidia's AI claims - Newstalk ZB — https://news.google.com/rss/articles/CBMi9gFBVV95cUxOVGs1ckk2VFJYbjJEbFBIMVlONXRMTndFWnNvMnJJd3RRdTJaa2dEdjlqR3NYdERhalpGckplNDBJRzgwRUZFSlhxRktvSnpiQ1N5ZU5Ha3pqdzhkNFBjYW9KU1RyejR1YXZrOTJFMDZTX0g5V2NmNXEtUkhWa3B3VjR5NGpBZ2xCMy1Qczh6YlFWQ3JoWjlWRk82MGMwTTNVRUUyTk9HZWV5RUVoaHpNY3EtOHE5WU4xRVRkanV4STZfWlN5aVkzTWI3UHRQbTdnVm9hUlQtcExqOWtWX1BHZXlyNVBnRXB4UENHOFo2aXZqTUw0Tnc?oc=5 (2026-09-08)
4. Nvidia CEO declares AI has reached general inte... - Pluang — https://news.google.com/rss/articles/CBMimgFBVV95cUxObXpidkhLam54QXVXcXBhRzZ0M01ld0hfLXdMS3drZHI4a3BzN2YtMWY3V3NsWXdSZXhoVkdwdXJHbHZ2M0JXTDR4VTBVcGlsZHZpdGF6dTNsbERqMVFKUW8zRUNhTjBNcUZfZHhBQ1cyVjhfdndtNVpmbmltdWxHRi14aUJpUWs2SlpMdllVUnVkQmNCTkxULUN3?oc=5 (2026-09-08)
5. Nvidia CEO Says Older H100 Chips Are 'Revenue-Generating Assets' as Rental Prices Climb — https://news.google.com/rss/articles/CBMidkFVX3lxTE9CTFpkQmhyTmNIUDRqTmN5ZGhpZ1diWEI2RDVXVlZZaHlHRU5QNS1wSlpSMHJzSmpwYVJnRVBZSVRPdWt4Y096QnEtOTNGSWV1NmF1VjQ4U2h4LWhKTnNGU1NCZHh3SUVHdlBnNThuNnFZTlN3a2c?oc=5 (2026-09-08)
6. Nvidia Is Worth $5 Trillion. But This Could Be the Next Big Catalyst for the Stock - 24/7 Wall St. — https://news.google.com/rss/articles/CBMiwgFBVV95cUxQQnp0XzVHcVJmbXFEanlpMmN4Qk4zSGtZN2lWTGNGZzBLU1NENlI0YndlNlhDbHM5NHR6bWFZcGlYRzNQa0xmRjBjdjJlc19FSEwtbHVDRHlwU1ZnbFNuZnh1N3pXZS1JQl91NzJpblczZGxudHlrSWRKdktwek84SWxIcmhqTWZOeTNGNG15VzJVNFlYdkVSN1NiSDdlc0hmTVFhRFNYbTRiQk11UUpDZkdUZVRwWUgtUFlNNkxUVjJXUQ?oc=5 (2026-09-08)
7. Nvidia Didn’t Buy Hugging Face for the Models — https://news.google.com/rss/articles/CBMiggFBVV95cUxPalpJVTVXRmk5b3Z4aVJDUjJVemFFbm1nTGI5QUJvSUMxZUlwdHIxYmQ0dUpLeXd5bFl3akNpNkR2blhoaWVNNlhoXzdJeHF5RmNfYUdZZ1JQVWhsckJueXlRMHVqQjUtRE1OUWpYamd5cmJJTDlDbTR3UFF2elpaUEZn?oc=5 (2026-09-08)
8. Nvidia's 3-Year-Old H100 Chip Is Still Getting the Market to Pay Up, Jensen Huang Says Compute Is 'Fungible, Durable and… - Longbridge — https://news.google.com/rss/articles/CBMiUkFVX3lxTE1jbHVPWGpxQi1CUkhLUVVOUWZScEVMMGhhTi1rU0ljT0RKWHJndVRxMnRjaXMwZ3NDYUZQTjgzVkxxc3dpMlMwUUp3U3VFYU5IQ0E?oc=5 (2026-09-08)
9. NVIDIA CEO Jensen Huang reveals the hilarious pickup line he used to win over his wife — https://news.google.com/rss/articles/CBMi3AFBVV95cUxPd3F2M2wxQWxKWTQzVTBIc3RaclRtUFlMMGxSc3JVMUwtYnNPeXN0a0ptTHRFdFdiZDd0RWUtbzNEVzVybHZ4bkxsaWR2WjlNZmdSNmRsOXAxMHZjM24zcVd2aG5NZ1EwenEyTWpuMVhTc01CSXZPX084azdRYVVodmtJOFVRbkxtNEdzMldiRVZTX1BMZVBxc3ZVbFZhLUdOZnRJZ2F4bVFmal9jcWJ4SDE5cmZjMjgyWDZKVlE0NEFTQUpqQ2dUN1ctWE05ZjJWTTNRSlRkajhZUE5z?oc=5 (2026-09-08)
10. Jensen Huang Says a 22% Rent Jump Proves Old Nvidia Chips Keep Earning - BeInCrypto — https://news.google.com/rss/articles/CBMiakFVX3lxTFBDdWVDUDlXRFdxUk1MamV5b3pVRDZLRHhreThmdWw0YWhXUF9WWmVqTjJydVNobXhyQ1Y1eFEzX3pESjF3aE92a0kxNDVHQURBa1VRa2dlVHpUYmh5SHNOeGFITU5lRTdJa0E?oc=5 (2026-09-08)

### 2026-09-07

레노버가 IFA 2026에서 엔비디아 RTX Spark 노트북 2종을 공개했다. 엔비디아는 크라우드스트라이크와 새로운 사이버 보안 AI 모델을 개발한다. 엔비디아는 AI 추진을 위해 허깅페이스를 129.3억 달러에 인수한다. 원레일은 소매업체의 신속한 배송 결정을 돕기 위해 엔비디아와 AI 플랫폼을 출시한다. AI 클라우드 기업 엔스케일이 기업공개(IPO) 전 최대 35억 달러 규모의 자금 조달을 추진하며, 핵심 파트너인 엔비디아로부터 약 20억 달러의 투자를 유치하는 방안을 논의 중이다. 엔비디아 주가는 역대 최고치에 근접했다. 국내 투자자들은 이달 들어 엔비디아, 마이크론, 샌디스크 등 주요 반도체주를 매도했으나, 반도체지수의 하루 움직임을 3배로 추종하는 레버리지 상장지수펀드(ETF)인 SOXL에는 4억 달러 넘는 자금을 투입했다.

출처:
1. Lenovo takes the wraps off 2 new Nvidia RTX Spark laptops at IFA 2026 - Mashable — https://news.google.com/rss/articles/CBMie0FVX3lxTE9BQkFfbUd6TUtSSFR6WjFvbTdPVFYwM19SaWxsT0psZmU2dW1BUkpnbnpsUnhNbDhVUWdYRDZ4WEZqZ0w0MVFyUk15SE8xRWJla202bmRrY20ycWNpN0xxVlhldGZYX1d6MGNwOVpwdDlubWxGa3VBdVpnMA?oc=5 (2026-09-06)
2. Nvidia and CrowdStrike Develop New Cybersecurity AI Models | The Morning Download for Sept. 2 - WSJ — https://news.google.com/rss/articles/CBMioAFBVV95cUxNa19QTkMyU3B3eUJFcXB3TmFIWVJ5RW5aNTN4LVhBby1oaVhaei12N2VmYW9kTUFPc0pPajNLSkhXWTFsOXF5RDRIWkhJNUoyN29HcGd1UUU3bDhLMUtvLWhvb2l1bUdTaHMwWUR4RDFrS21Xc1VRWXJ5c25nR0E1TVAxV2IxR3QyT0MzOC1GTFNxeDY0RDdxenA0bmQ4WFlZ?oc=5 (2026-09-06)
3. AWS Plans 2 Million More NVIDIA GPUs. Is This Better News for AMZN’s Cloud Growth or NVDA’s Backlog? — https://finance.yahoo.com/technology/ai/articles/aws-plans-2-million-more-230419284.html (2026-09-04)
4. Nvidia to buy Hugging Face for $12.93 billion in AI push - Big News Network.com — https://news.google.com/rss/articles/CBMipgFBVV95cUxNSU5CTlkyYl9kazBwNnFjTzlGS0ZsenRvaU03RzdEWTIwam1hZm9nVE1Ea3g4Uy1XTzhrMkc0LUMtaG9oNzRjNzFTOUEycFIzZFRCTFplYlhlTUJHRWw5eFd6ZWEtc2E4M0NwNEEwTk52RF8xdzFldnEzRVFXUlFqVVNTMWl3bExmd2VEX0NRWHpjOGlTZ0ZycWJTcUJfZ0wweXFpbTBn?oc=5 (2026-09-05)
5. OneRail launches AI platform with Nvidia for retailers to make faster delivery decisions — https://www.cnbc.com/2026/09/01/onerail-nvidia-ai-delivery-platform.html (2026-09-01)
6. 엔비디아·마이크론 팔아치운 서학개미…'수익률 3배' ETF에 4억달러 베팅 — https://www.etnews.com/20260906000068 (2026-09-06)
7. AI 클라우드 엔스케일, IPO 앞두고 35억 달러 조달 추진…엔비디아도 논의 — https://zdnet.co.kr/view/?no=20260905084246 (2026-09-06)
8. Nvidia stock moves closer to all-time high — https://finance.yahoo.com/markets/article/nvidia-stock-moves-closer-to-all-time-high-193309793.html (2026-07-27)
9. Prediction: This Is What a $1,000 Investment in Nvidia Will Be Worth by 2029 — https://finance.yahoo.com/markets/stocks/articles/prediction-1-000-investment-nvidia-185801010.html (2026-09-04)
10. Nvidia’s Huang Is Talking Out of Both Sides of His Mouth - Dr. Robert Castellano's Semiconductor Deep Dive Newsletter — https://news.google.com/rss/articles/CBMihAFBVV95cUxNczhlczNMUXJfdHBucjFIVkE4WG1kRV9Db3lmME1Iekl2c0FNbklRV2hxR2dVZnJoYXo2OFM0SW80aDNIQlpvRkJZQjlCdjk5ZG5GOHh5OEo0RXBuMFVKamJYeEdNYk1PMm1iWXlKOWRvby1iQmVqT0RVVG9kWE5oTkkwOG0?oc=5 (2026-09-06)

### 2026-09-06

엔비디아가 오픈소스 AI 플랫폼인 Hugging Face를 129억 달러에 인수한다. 이번 인수는 오픈소스 AI 확장을 목적으로 하며, Hugging Face의 CEO 클레망 들랑은 1억 명의 AI 빌더에게 권한을 부여하는 것을 목표로 한다. 한편, 엔비디아의 RTX Spark 칩을 탑재한 Windows PC가 10월에 출시될 예정이며, 레노버와 에이서가 첫 브랜드에 포함된다. 또한 엔비디아의 파트너사인 혼 하이(Hon Hai)는 AI 서버 모멘텀으로 매출이 52% 상승했다. 한편 NVIDIA GTC 2026은 헬스케어 AI를 팝 컬처 현상으로 만들었다.

출처:
1. Lenovo, Acer to launch Nvidia RTX Spark-powered Windows PCs in October — https://news.google.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?oc=5 (2026-09-04)
2. Here Is How to Play Nvidia Stock After Its Blockbuster AI Deal — https://finance.yahoo.com/technology/ai/articles/play-nvidia-stock-blockbuster-ai-125227937.html (2026-09-04)
3. Most Investors Overpay for AI Hype. Nvidia Is the Exception. — https://finance.yahoo.com/technology/ai/articles/most-investors-overpay-ai-hype-142900414.html (2026-09-05)
4. Nvidia deepens AI dominance with $12.9 billion Hugging Face deal - Bol News — https://news.google.com/rss/articles/CBMioAFBVV95cUxOYlBpZlZOajdLNTQzaDMtbDgzbXZ6eWZaV0JWaFlObkw4NTJUNUp1NXR1akUyT2doQmxFbk1CdHFuajFySU5FeEl1NU9OYmc5RXg3NE9PdkI0dHJLOTRESG5tSzRKbnRHQUJtLUo2NEJ1UVNRYndDTTJBcEFpOUdYWW9PNE5GQkN4TFhHbXpNRm5VelhHU2pOcGRzS016Z3hS?oc=5 (2026-09-05)
5. Nvidia Announces $12.9 Billion Hugging Face Acquisition to Expand Open Source AI - Межа. Новини України. — https://news.google.com/rss/articles/CBMia0FVX3lxTE5yZVZ6U0lRTmgxQ3RtYlFaekpEQ3Y5N3FZanlTcXVleEVud0VHeTNXUktEaDNScU5zSXByZG1VOXBTa2hEQ3daM1I1YTN4a2tFZklHREthdmE4OXpVMEpxZ2JNbTdQMk5CRFVJ?oc=5 (2026-09-05)
6. Jim Cramer Breaks Down P/E Multiples Explaining Why NVIDIA (NVDA) Looks Cheaper Than ServiceNow — https://finance.yahoo.com/markets/stocks/articles/jim-cramer-breaks-down-p-111844638.html (2026-09-05)
7. Nvidia RTX Spark AI PCs Set To Launch In October; Lenovo, Acer Among First Brands - Times Now — https://news.google.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?oc=5 (2026-09-04)
8. 'Aim to Empower 100 million AI builders': Hugging Face CEO Clement Delangue as Nvidia buys AI startup for $12.93 billion - Livemint — https://news.google.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?oc=5 (2026-09-05)
9. NVIDIA to Acquire Hugging Face for US$12.9 Billion After Major Breach - Investing News Network — https://news.google.com/rss/articles/CBMiZkFVX3lxTE0xbGZjREI5dmRLYndHcnI1VFlKX2RrWGxEY0JNdmRPbXY5YkFIaUFaWEZUTmJ5aHhRT0dSQUlvQkRyaFRkOWxuVmEzeXF6ckZzc3NVSWJGYWJZNFNmNXVpX2VRZnZRZw?oc=5 (2026-09-04)
10. Nvidia Partner Hon Hai’s Sales Climb 52% With AI Server Momentum — https://news.google.com/rss/articles/CBMitAFBVV95cUxQbzlqM0poZnNVNkZCQk4yTnphQi1jaXpFOEY3TndPQ28wQ2tTMlQwNHRFVmdGSWJvQUZyeTZUbjJjUTRQeHpVRlp5QmJVdzVuY0U2VGQtUHk5NVFqX19seWlsTFdyVE9BV0tqcXlnQUtqekRwNlZLV3YyenlEa1N6cFQwYWh5N0JnZXZUUnV4ZndwaWgtUi1UcG1Vb194aWhZVHplcFNhSTBHSG1wVVkzVzgycWg?oc=5 (2026-09-05)

### 2026-09-05

엔비디아가 오픈소스 AI 플랫폼인 허깅페이스(Hugging Face)를 129억 달러 또는 130억 달러에 인수한다. 클레망 들랑구는 2년 내에 이용자 수를 1,800만 명에서 1억 명으로 늘리길 원한다. 엔비디아는 2년 만에 거의 무에서 990억 달러 규모의 지분 포트폴리오를 구축했다. 또한 네팔 총리 재난 구호 기금에 1,000만 달러를 기부했다.

기술 부문에서는 GeForce RTX 40 시리즈에 DLSS 5가 도입될 예정임을 확인했다. DLSS 5는 'NBA 2K27'에서 3D 가이드 뉴럴 렌더링(3D-Guided Neural Rendering)으로 데뷔하며, RTX 5090 노트북에서도 구동된다. 한편, 억만장자 댄 로브가 엔비디아와 브로드컴 지분을 매각했으며, 브릿지워터는 엔비디아 비중을 18% 줄였다.

출처:
1. Nvidia buying open-source AI platform Hugging Face for $13B — https://news.google.com/rss/articles/CBMigAFBVV95cUxQUWI4dmsxQjdrMkUxUkE1Q2F0ZmRGbGhodVpMRlg5RzZidGxSX1Q0WUNJMF9VSGdKR1FGRWtadTk1aDVicHgtZ00wUGJEaVRQVDZaSWtEX2pzV2FMMGVrbmxEQkgycGlxVnEwTGRoaHd6Zm5RT1NDS3VuZHVUTVlLcA?oc=5 (2026-09-04)
2. NVIDIA Confirms DLSS 5 for GeForce RTX 40-Series is Coming - TechPowerUp — https://news.google.com/rss/articles/CBMimAFBVV95cUxONmNadFVQUFU0OE5CczcyR2hZRGQtelFZX0pIRF9XeGNKb0c3M0lRaGJEMjBaNy1tSENxOXowNV9WTFR4dWJYaGROdW1IRE9IOGpDbW80NUV3VEo2SWp0aEJwdlh3V0tuQUNmZHRzUm5RdGZMS2NvVlhVWjJkRjJ4NHN3R3owUDBMa05qNUNocE9OblBwVWJkb9IBngFBVV95cUxQdko2TFdZZUZ2dUZibzhUczBGMnhva3hBN21jYkVWdE14dnJhTkMwaFZ4cjM0cW5ORE82VWdackdWT0xURUc2ZmpXcFhUTDE3cXJ5bmtEOEltQnluUnJTMWt3RTQwU2FaRER3VmFIcFJpSkJYeUlLci1TOXZ4anBMYXVNUDA2OXVhX21DNVJ2ek9ZMERSX291TmhOX1RXdw?oc=5 (2026-09-04)
3. Nvidia built a $99 billion equity portfolio from virtually scratch in 2 years - Business Insider — https://news.google.com/rss/articles/CBMisAFBVV95cUxPdUlmTllXTlotSnNNeTBZSUJHU1AzRGQya3otbVB5NUlXM09hZEFvMHdBRUtNTkRoc0lXZGdlTnRaWTNmWGpNUmhPVWw2cWJQQlZCekROSzBLUFNmSURRblRHb01MNzg1OUxwa3VNbWpraFlZUDNTb0RZWml0dFdCZ2hMYnNXRGRPaDNUVTdWd1hkcGlFWTE2eFljczdYdnE1LTRNcDF1YzF1NC1UT2FlWg?oc=5 (2026-09-04)
4. Nepal's PM Disaster Relief Fund Crosses NPR 10 Billion After NVIDIA's $10 Million Donation - NDTV Profit — https://news.google.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?oc=5 (2026-09-04)
5. Nvidia Confirms It Will Buy Hugging Face for $12.9 Billion — https://news.google.com/rss/articles/CBMiigFBVV95cUxOb2xWMUdxYXR0S2lZQ0NtejhXZDRtejlIWTBoQnRJbzY0RmpCNWlmZDlDOXR3NlI4Q2tNQXE1cXRtckxXaC1xbTI0UDdTUXlUWEx4QjFOVXhFY2cwSlFSek5HYmFRVU9Ea3d3eUlGenRNdXhYbGxJTDcyM0VIcF9LRXFRMlpoT2hKQlE?oc=5 (2026-09-04)
6. Nvidia’s $13 billion Hugging Face bet reveals Jensen Huang’s vision for the next AI battleground — https://news.google.com/rss/articles/CBMitgFBVV95cUxQQVd2X1dnTS12d3ozWnJ4VWV4eW8wRFV2Qkg1TjR2T0E2WDdqTUg1SDMySE40NXJLUkp6RktXU2ZGYkgtc3oxRGVjWjM4Z1UxNU9wSDBJTFRIQm52MC1WQnlzcUlRYmpNTm5oZzdlVGpFYy05TXdfMWNMVEJVcDhyd09JS1k0Q294VkV1R2NIYmlFYkVIQmZBcWxfVW5uWDd1NDRObDBVTW55REZvMmI5ZzZGaW1GQQ?oc=5 (2026-09-04)
7. Here are Friday's biggest analyst calls: Nvidia, Tesla, Apple, Robinhood, Oracle, PulteGroup & more — https://www.cnbc.com/2026/09/04/friday-biggest-calls-on-wall-street-like-nvidia.html (2026-09-04)
8. Rachat de Hugging Face par Nvidia : Clément Delangue veut passer de 18 à 100 millions d’utilisateurs en deux ans - Maddyness — https://news.google.com/rss/articles/CBMi4AFBVV95cUxON0JZa3NHcjFvU0QzOTJFczBsaG1wUVN3MEhEeHoyT01ySDBMLXc4Q0lLWTRiUUtTd1FUUU1vMUJjVXF2Q25pUE1ibmk0eXhYVEZiTU4zWVVJMEhfNEpMejE3UTRQbk9MUVhnT2Mtc04yQVlScGlkYTM5QW1YRDREM3B1LTNOenhkTjVtSlJoNl9tOUFRNjhWdXBfcFJlRVdmTmxNdUlvbEMyM2huVUo0UzZWN2RiTlRxcEtNcW1VRHZrZnlYaWk1My1oWVNJeXNuWVNUbmozV3l4NjRyTUtEUw?oc=5 (2026-09-04)
9. Nvidia DLSS 5 on an RTX 5090 laptop: Our initial impressions - Notebookcheck — https://news.google.com/rss/articles/CBMipwFBVV95cUxNTE95Ui00Y05XLUZELUIyemFiTjVDWmNrdzhtN19FcjFCY2Y2Zldydjg0RzhJV2hJYjNyOTlJU1RyNTg2OWxVZUlPbkZ5TVppY0duR3hqckF1OWd0Z3BwcEpsLXJ5eC1jT2FVWVJCTU5Bc2xQRHBOMHpSbjVyREdxWk42U3ZVYV9tRjFwYU9GY1FIUjgxM1ZPTWx3dl9raUZzcjV6dTlWYw?oc=5 (2026-09-04)
10. Nvidia’s $13bn deal cements its $5.5tn advantage - Financial Times — https://news.google.com/rss/articles/CBMihAFBVV95cUxNMDlQVDZjWlVVVlFqOTZhaE9PeGp4RG9UUUx0YjF5UFdiR0hNUkZnNUlBeGo0R3hfdkFRbmltVFhScFpCanFhZ0RjX25tbDJ4ZWFhY2pBLVJ0c0N4YW80VmxaeHVGUEpGNkphV2dCSWNocGtkTXdEdm1YQUx1MW94VXhaOFU?oc=5 (2026-09-03)

### 2026-09-04

엔비디아가 프랑스 AI 기업 허깅페이스를 인수한다. 인수 금액은 129억 달러 또는 약 130억 달러로 보도되었다. 젠슨 황 엔비디아 CEO는 이번 거래를 확인했으며, 허깅페이스를 전체 AI 생태계를 위한 개방형 플랫폼으로 유지하겠다고 약속했다. 허깅페이스는 오픈 소스 플랫폼으로 남을 예정이다. 젠슨 황 CEO는 G20이 '이론적인' 피해에 기반한 AI 규제를 피할 것을 촉구했다. 엔비디아의 주가는 젠슨 황 CEO가 129억 달러 규모의 허깅페이스 거래를 확인한 후 상승했다.

출처:
1. Hugging Face: Nvidia plant Übernahme für knapp 13 Milliarden Dollar - Spiegel — https://news.google.com/rss/articles/CBMi2wFBVV95cUxQaWhzWEVZcDlMUWQ0QUZoY3BSSThhOEVPVFhuVGRjNzNQc09SZkEwdk1CTmh0RHJYcXh1M1oybVQ1bm5MNHJqM3B6dmgyaUdhTGpjalU3eEpVNGlJR0hVd3A1YXVBRUNjR0Z2VG1ULWppRlZxSlpkbEI1MG80eloxT29PQ2o2bzMxWlg5STJQcEFVMW5BNGJmVUhFN29MSU9MTlB5NFdJNnJYZ1VXS2h1c3h5OUpxTzFNRUZ4WXM1MkpUS3pMS05fZUw3MzhCdWFlUVZKM05aVWdWSjA?oc=5 (2026-09-03)
2. Stock Market Today: Major Indexes Surge as Treasury Yields Decline; Snowflake Shares Soar; Nvidia Buys Hugging Face for $13 Billion - Investopedia — https://news.google.com/rss/articles/CBMikAFBVV95cUxOU0xCa2RGdFZHWkxScHduVkhkYXhFMFVsRnE1d0ZiU21kSXB0cXhxTVpoNVdTcFJ5OV8xR1ZLaDIxVzE0YjdqUDNrdmJ6NFlXRE5aV1VHZzUtTjVMNHVadWxDeFplaWtwOTNPSjJEbm9wTU16OTlEMXhDMzkzei16OFE3TkVNekZUNktCaGtwTUQ?oc=5 (2026-09-03)
3. NVIDIA to Acquire Hugging Face for $12.93 Billion - Wowtale — https://news.google.com/rss/articles/CBMiU0FVX3lxTE9LWmlmRk5wN1M3S2xiZWVQYlFxelNISUVCUk1mLTJjT2NqaUNZM056b2Q0WXkyWWlKaXA2Y0Vqa0paMW9OQ1d5NlkzYjM4aElZcUpR?oc=5 (2026-09-03)
4. Nvidia's Latest Buy: $13B Hugging Face - Newser — https://news.google.com/rss/articles/CBMiggFBVV95cUxOaW00UVRTaURkMzFobzZwNk9yOTN5SEhiMHJqVXNsM1lSYjhfRmxwZHBvdGMwNHZSUXJnOXdyMmFObzVSVWl6UDVTMGJjd2NCanV2UkRqbTlwY01SdkdzaWRxYW1tOTBIZEFETDVRY295bnFDS004VjNabl9Ua0lTRzd3?oc=5 (2026-09-03)
5. Nvidia announces $12.9 billion acquisition of Hugging Face — https://news.google.com/rss/articles/CBMilgFBVV95cUxNa1ZoczZxd1E2WC1naW80Ync3bmVpRnlZYml3SDA3MHVKYTFGTm5RUGQ5UGZZdUx4UEVvQk5IUUJnMS1YVlVOREJrNUQ0a2VLaTl3akhvVkFlT0I3WXo5YmxfTHpWcW9xcnpfUGFlY2xZaGpNc0YxMTBrMy1sb2Q0Nm9qYVFIVjVHYlJaZUZCQW4zeEI2cXfSAZYBQVVfeXFMTWtWaHM2cXdRNlgtZ2lvNGJ3N25laUZ5WWJpd0gwNzB1SmExRk5uUVBkOVBmWXVMeFBFb0JOSFFCZzEtWFZVTkRCazVENGtlS2k5d2pIb1ZBZU9CN1l6OWJsX0x6VnFvcXJ6X1BhZWNsWWhqTXNGMTEwazMtbG9kNDZvamFRSFY1R2JSWmVGQkFuM3hCNnF3?oc=5 (2026-09-03)
6. Nvidia to spend $13 billion on Hugging Face, which will remain an open source platform - WJTV — https://news.google.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?oc=5 (2026-09-03)
7. Nvidia Stock Rises After Jensen Huang Confirms $12.9 Billion Hugging Face Deal - GuruFocus — https://news.google.com/rss/articles/CBMitgFBVV95cUxQM0ROcWZlbnJnZGZ1SzRDZUt6V1dOVDRqaG8yWEp6RWdnNUozZGhpWUUtajVHaHlVMF9DemVhamxveEV5RHFCR2x5WEctemVwa3dDUDhVaVVlVjZMWkhNLUFteWJfai1pZEg2R2VDV1kxMUVuU055bDczcXczR1lRRWxXOXg2VUtsdmZUUzdzRklpUnB0QVB2WFdGX0JHaXlDaVQ2VlI3VEhfaG5XeWE0VzhYZTJTUQ?oc=5 (2026-09-03)
8. Nvidia CEO Jensen Huang vows to keep Hugging Face 'an open platform for the entire AI ecosystem' - Fast Company — https://news.google.com/rss/articles/CBMipwFBVV95cUxNUjFCYmJwbFZyV3JYNFd4YXdLR3Q2V3ZRdjVzd1F4MTJhR1E0N2NuMjU2UHZDY1pwMFh4YWFlUTU1ZzZEVjAtWll2LVM5d0wtazJvdnNOelFzOWJzQ0o1QWFMU2p6dUNveXVieU1OMEhsUFdsZGhCbGhMU2ZaelgyVjUxbFYwbWU5Z2UwSndKSnprWUFCTWdrRVMwUXNfSXRPOXFQa1U5bw?oc=5 (2026-09-03)
9. Nvidia is driving the AI boom. Good — https://news.google.com/rss/articles/CBMihgFBVV95cUxPYzVrYWFJSldGNkxRaTBicmg5M2lZYkJSWFhPeDNwT2w3NnYtcE5BSXJLOF9tUXE0aDdfTWltZmdOLTJqU3AtUTlGbXFxcG5rdEh6UkZjSV9iX2Y3X2hXQ1BjejY1NmI5RkdqQ2RUN01ZWFgySWJDVkc4WEtGa05WOVNyeTg4UQ?oc=5 (2026-09-03)
10. Watch CNBC's full interview with Nvidia CEO Jensen Huang and Hugging Face CEO Clément Delangue - CNBC — https://news.google.com/rss/articles/CBMi0gFBVV95cUxNLVRCZE1ZeDBkcWZMZUhZWkY2SEhIN0JUcG9ybHhSMGUtLUZXYTFSZklEQ2R5N2xKU3RfOGVBckhTRE52S1h5ZG0tOFdFU3N6b1ZBdVlRSGJtT3FGc083bFotSjA4TXVLdXJqVThZLTB1dml6NEE1SEx2TFRCSFJYWU5fcFp5R1Znb19qQkUxZWEzMEUyamNuZ2lFWm5wREJCX3UtcDQwTUoxZVpfWWw2U0t2SVV4YlVIRE1NNE9NQXBsREphMFBFN0QyTW9NS2RKWmc?oc=5 (2026-09-03)

### 2026-09-03

젠슨 황 CEO는 G20에 AI 도입 속도를 높여 성장의 핵심으로 삼을 것을 촉구하며, '이론적인' 피해에 기반한 AI 규칙 제정을 피할 것을 요청했다. 엔비디아는 허깅페이스 인수를 추진 중이라는 보도가 있으며, 코히런트에 20억 달러를 투자했다. 에퀴닉스는 엔비디아 및 투게더AI와 협력하여 280여 개 데이터센터를 통해 AI 추론망을 구축하며 내년 1분기 출시할 예정이다. 미디어텍과는 클라우드 컴퓨팅 플랫폼을 제공한다. 하드웨어 분야에서는 AOC가 5K 해상도와 엔비디아 지싱크 펄사 기술을 결합한 게이밍 모니터를 공개했다. 또한 DLSS 5의 시작일과 새로운 DLSS 4.5 적용 게임들이 언급되었다.

출처:
1. B200 Attention Kernel from Scratch to Near-SOTA in 60 Diagrams — https://iaroslavelistratov.github.io/b200-attention/ (2026-09-02)
2. Nvidia CEO urges G20 to avoid AI rules on ‘theoretical’ harms - WKZO — https://news.google.com/rss/articles/CBMikgFBVV95cUxOVGE3dVlyWDZFckZ3anpyYjQ0THUzWXhSQUFOTWw2RFlsWWdKZ0ZKOXo3TWJFcDZ5WVRGZFFNaVdYNmFNVVBHcUhTSXpVVzFabGJFMWxOYWtmeWFLZUVyeTFaelVUOUJLZm1hVUF1QnJHWGMtMW4wMjhYZXd6UzVDVURWb25wYUxSTHUzakFHS2ZfQQ?oc=5 (2026-09-02)
3. Nvidia's 70% Growth Forecast Is a Supply Ceiling. Demand Is Actually Stronger Than That. — https://finance.yahoo.com/markets/stocks/articles/nvidias-70-growth-forecast-supply-143800839.html (2026-09-02)
4. Nvidia CEO’s ‘Dinner Joke’ Masks Massive AI Growth Reality - Whalesbook — https://news.google.com/rss/articles/CBMiywFBVV95cUxQVnBCNFBObXpSSHctMzlYQ3RaS2dsVXVLT0o4aXJzeXJvNkNEZ18zV19OVG5rc2tIUjRTbDNLYklaMWFlQ2lmTXVDTnhaWER1eV9BVGY3X2hSTzZQQVRKYlJoVEVaVWxsSXR2UHZoN3ZhYUdYaXpXeFFvbmJTbm9RQVZvOERrNVdlcHdGZnVoNnBzOHQxdWJqaG4tSHhPaldEblJSNDN2dWdpZEV1cUpsQzZpWlNaeF9UY1kxY3pDQWxQRUxyTGpZc1ZzSQ?oc=5 (2026-09-02)
5. Explained: Why Nvidia wants Hugging Face—and what Jensen Huang sees in open AI models - Fortune India — https://news.google.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?oc=5 (2026-09-02)
6. Nvidia’s Huang Urges G20 to Speed AI Adoption as Key to Growth — https://news.google.com/rss/articles/CBMiswFBVV95cUxQeDBvU0xsLUx1VXU1bkZtdEN6VU1CSU90QUZ1ak1OckxQc1c2ZXBHcC1QYnBUM1VwOXBQWkN2VWNVWXJOTWU5bXZJTldqMXhOSnFyWC1zOTNkVmo1MC00cGJjV1k2djVNa1NSWm4wQTItR3FnQUVKQWgtZ0FmckZaUUdsb19pa0wtVWFWZEN3ejZwZ18yd3BkbzJSaWhuWWR4LWhnV0xNN3pnby1xSV9RNVk3NA?oc=5 (2026-09-02)
7. Broadcom Needs Nvidia-Like Earnings to Stop $520 Billion Skid — https://news.google.com/rss/articles/CBMisAFBVV95cUxPU1Vzb2JPam5jYTJOdnFNZVE5UHcxRVg4R0JDWnZ5VTFiLU1BWUhYUnVkNWd0N1JPSlBkdlpIVDRXQ0oyNzlQSE9fanFyWlY5a1RWS1FEdWdueWFRMWlkNTFxUUNzb0VMYV9Tcjl1R3ZGUlNSUXZzMWdsdlNMWFJyN1EzVWxyWDBBZjZRYlllX0JxakdUYXFwbHA5V0VXV0FaU1lzQ2ItUzd5WHE5dlgwdg?oc=5 (2026-09-02)
8. One Number Tells Me Nvidia Stock Could Go Much Higher — https://finance.yahoo.com/markets/stocks/articles/one-number-tells-nvidia-stock-130007540.html (2026-09-02)
9. 에퀴닉스, 엔비디아·투게더AI 손잡고 ‘AI 추론망’ 구축 — https://www.mk.co.kr/news/it/12142396 (2026-09-02)
10. NVIDIA & MediaTek Offer Cloud Computing Platform — https://news.google.com/rss/articles/CBMimgFBVV95cUxOcDZsZGcySkg1QVNrQ2xBOEhuZUNMSlJoemY0RUlyM01Pb3FZVndUSVpZLXhWQXQyanVsd0lGNFJzWFR2eXNTT3VwdldFd2lPc1NKRVlteDJOSndFeTIzc25RZzJwRHhBYmlLSTM0dWFscXNNYkJFRFl2MEFyMDhHdFVSeFV4Zncza3hYVGhvYUVrZVhlOGE4Mmh3?oc=5 (2026-09-01)

### 2026-09-02

엔비디아의 DLSS 5가 9월 3일 NBA 2K27을 통해 출시된다. DLSS 5는 뉴럴 렌더링을 특징으로 하며, Kingdom Come Deliverance의 제작자가 이를 옹호했다. 한편 DLSS 5의 AI-Slop 필터가 프레임 속도를 절반으로 낮출 것이라는 내용이 확인되었다. AI 분야에서 젠슨 황 CEO는 AI가 숙련직을 포함해 수십만 개의 새로운 일자리를 창출할 것이라고 말했다. 엔비디아는 OneRail과 함께 소매업체의 빠른 배송 결정을 돕는 AI 플랫폼을 출시한다. 또한 엔비디아의 지원을 받는 SB Energy가 나스닥 상장을 위해 IPO를 신청했다. 엔비디아는 G20 회의에 참여했으며, 미국은 가벼운 AI 규제를 추진하고 있다. 시장에서는 엔비디아의 주가가 하락했다는 보고와, 실적 발표 이후 투자자들의 관심이 높다는 보고가 공존한다.

출처:
1. NVIDIA DLSS 5 Technical Preview Review - Neural Rendering is Here - TechPowerUp — https://news.google.com/rss/articles/CBMidkFVX3lxTFBFckpJcGZiTnN5NjUzVkJoWUJYTVhVeUVxcXdXMldDemJPYVRBYy1uVkpUcXdPVFk0ZTNHMG5oQ2F3MGtFVWJYVTFZbTV0dDl0OUpZY28zUlNOYTYwZFVIQy1sZ05peHFvVHFoXzZzMUZ0ek00NVE?oc=5 (2026-09-01)
2. « Les gens sont devenus fous » : le DLSS 5 de Nvidia défendu par le créateur de Kingdom Come Deliverance — https://news.google.com/rss/articles/CBMi3AFBVV95cUxPSUU3MkhZMDhiUE0zVFBnamN2d3ZYRVBoeXpDMGNxT2J6V0NmN1ZzNzU2RjE3WHdmbmpyOVlhM19BcktHdHdNb3dkRVJtUmgyU1lLbWtFNDdxdFd5Q3hDYURlYkEwYVl0aXRHWVBEMUVUZzVGVjVtMkhEa1JtSk10ZkZPSldmTXhucjVKZVg2eDBtQ0wza2RwQ0RwWUtBMXJ3MUp1RFEwVjBHSHpSZDF4Qkx4NVdScFZ3aHdRUXB0VVpvSEFxU2hSYkY1ZE9WVEdLS3ZHdzZ6SVd5dlFt?oc=5 (2026-08-31)
3. US Pushes Light-Touch AI Rules as Nvidia Joins G20 Talks - NVIDIA (NASDAQ:NVDA) - Benzinga — https://news.google.com/rss/articles/CBMimgFBVV95cUxPbzE4YXhEYVVtWDdOTDgwYS03cFBUZUNzdWlpUFEwUEU4SUgwYk1fMUhrSDdwSnFMdDBpWWtSelFsYkdKNWlmYU5udHk1NXBWVi1KRmNIRy1wbHBhQ1JNellxZklmM2dpX0piYkt1MldBUEd6U1ZDWkIySy1pa0wzYVZ2Znc3bHRUWlNLTUlmWkxqUFdGSG5vMVZR?oc=5 (2026-09-01)
4. Nvidia Confirms AI-Slop Filter DLSS 5 Will Cut Your Framerate In Half — https://kotaku.com/nvidia-dlss-5-framerates-ai-slop-nba-2k27-rtx-gpu-2000730208 (2026-09-01)
5. Nvidia’s DLSS 5, explained — https://www.theverge.com/games/986980/nvidias-dlss-5-explained (2026-09-01)
6. NVDA Is Booming, But BlackRock Sounds the Alarm on a $100 Billion AI Debt Problem: Are AI Bottleneck Plays BE, VRT, MU the Next Winners? — https://news.google.com/rss/articles/CBMimAJBVV95cUxQQWVWQ1JLR1JnUVBjQUUwN0lGNVltMVlaZWNGMTMza2FBS3kwVXlpNjFiRnc3Vm9zcDBDLWllVHNhOUN4ODZzUTVEcDl5eUZzZUI0OGpkenNJMW0yS0FpcXpQMUxUcUplcENoZ0M5UkttcFRBNXYwY1hTcUZ0UkhSOTRwRlZITnFfX2ZXTGZXcEoyaXZqeTUwUDgzRWNRN3ZRNFhTdlljbUprNVJfTXRQQzdQdWxvUnMyQ21NdUh3VFZxeXhhOXNCbWpXWDgybFp2SkJibFpFRjR4bGxjQ0Z2LVdpZzdWeUJiWHdpcnVBVGxfeWF3Uk5ud19naktEVmZnWWFBajhNU3NYb0VpSW5IcllHS2wtUjRD?oc=5 (2026-09-01)
7. Nvidia CEO Jensen Huang says AI will create 'hundreds of thousands' of new jobs—including in the trades — https://news.google.com/rss/articles/CBMi0AFBVV95cUxOZ3hBNzNSX2lWRjFBRnh3WDdyd3FwXzZ3U3I3al81ODA2VFJyNXVJZjNQZDJsZExQVUluVzU5VjJBaTNNRUxpaE8wVjB1WWdjcTdES2Q3ZDluZGxOYlhHUzFuVmhqcnRIUnBrSzVxc080UTVHaHJlU0t5YmgtQ1JkYk43Y0xYYUo4b19ydVQxTlk4U0M3OVBWeFpBdkYtT005Vm9yNlFnZk9wUmpqcU1YN01Jb0VrNVNFWkFtVTBPY19EVmgzekZaclpjRGRBNTZK?oc=5 (2026-09-01)
8. "엔비디아 제국 물려받나"…신흥국도 주목한 '황의 후계자' — https://www.hankyung.com/article/2026090177497 (2026-09-01)
9. Stock Market Today: Dow Falls As Oil Prices, Treasury Yields Jump; Nvidia, Micron Shares Slide (Live Coverage) — https://www.investors.com/market-trend/stock-market-today/dow-jones-sp500-nasdaq-oil-prices-treasury-yields-nvidia-stock-micron-stock/?src=A00220&yptr=yahoo (2026-09-01)
10. Everyone Loves a Winner: Investors Can’t Get Enough of Nvidia After Blowout Earnings - 24/7 Wall St. — https://news.google.com/rss/articles/CBMixAFBVV95cUxOWnd0MENWSGQ4dElNOGo2cGNKbEJaY08weGxtWVZZUGR6Wk1OTFNPWW9zR3I2SUI2Vm5YZWRCMFAwU3NWUzhncmJFaVJjTlBadDliSVhOVFRpOUdBRzZ5OEVRaG1MdVNVb3FDaE1US3FXVU1TeVFXcHFuQjNCSWc2MmdUQTJ2eTM4YW5ndTFuRGNRb195LWNRaC0xT0pPZzl4dTBRVVRqVHJuRlRac0hSN192ekxMclVrQUdNSmhlUlFKZDdD?oc=5 (2026-09-01)

### 2026-09-01

엔비디아는 미디어텍의 해외 가변채권을 인수하며 35억 달러를 투자했다. 젠슨 황은 미디어텍과의 파트너십을 더욱 확대하겠다고 밝혔다. 젠슨 황은 AI가 미국의 산업 구조를 재편하고 있다고 언급했다. 엔비디아는 962억 달러의 수익을 기록했다. 캐시 우드의 ARK 인베스트는 실적 발표 이후 엔비디아 주식 5,300만 달러어치를 매수했다. 엔비디아는 다시 성장주와 같은 모습을 보이며 저평가된 상태라는 분석이 있다. 한편, 2027년까지 엔비디아보다 더 높은 성과를 낼 수 있는 AI 투자처가 있다는 시각이 존재한다. 특정 시점에 엔비디아 주가가 350달러에 거래될 것이라는 예측이 제기되었다.

출처:
1. Nvidia Looks Like a Growth Stock Again. Why the Chip Maker Is a Bargain. — https://www.barrons.com/articles/cathie-wood-ark-invest-nvidia-stock-buy-1d5f3ff6?siteid=yhoof2&yptr=yahoo (2026-08-31)
2. The Overlooked AI Bet That Could Outperform NVIDIA by 2027 — https://finance.yahoo.com/markets/stocks/articles/overlooked-ai-bet-could-outperform-150034236.html (2026-08-31)
3. Prediction: Nvidia Stock Will Trade at $350 on This Date — https://finance.yahoo.com/markets/stocks/articles/prediction-nvidia-stock-trade-350-140053281.html (2026-08-31)
4. Watch Nvidia Makes $3.5 Billion Bet on MediaTek — https://news.google.com/rss/articles/CBMimwFBVV95cUxOWkZmZGppOVpLSERwdGdTZVN6MW9Td2JmY0haSUlUS3pKMmdQR3Vvdzdsbk9JbE1yTjZKcW5LWDAxb3cxSXcxdUpKZUxQS2VpaUd6LUs4dHAyTng5akk5TW9MdmFqT1lsT0lHelFfYmVRTjFMQURXdzhVOVBsci14aE43WjZQTE9PRk8waHFjdjdhbVhrUjlMN201cw?oc=5 (2026-08-31)
5. Watch Nvidia Makes MediaTek Partnership Even Bigger, Huang Says — https://news.google.com/rss/articles/CBMiqgFBVV95cUxPdUR2dV9FWGVFLU1Db0lZd1JiNnFySjVDMS03R1hKT2dNaVIwWTJzOTBXZDJ3S2dmcE13aE1mQmdRSENidmxpdE5DbHdVM0pxQWE4bHFrS0F1M29iS0UwSVZBWkFIOGJDYlRSU3JVbDFiX0o3bmhySmdETkZZSThTMzZSQ2dBR3B2b21sY2J1U0dZZzRFMTJQUk1jcW44OEpfbW1xb3pwUG1ndw?oc=5 (2026-08-31)
6. 黃仁勳出手了！輝達首度重金投資台灣公司 認購聯發科35億美元海外可轉債 - Yahoo股市 — https://news.google.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?oc=5 (2026-08-31)
7. 엔비디아, 대만 반도체업체 미디어텍에 4.8조원 투자 — https://www.hankyung.com/article/202608314903i (2026-08-31)
8. Nvidia (NVDA) Q2 2027 Earnings Call Transcript — https://finance.yahoo.com/markets/stocks/articles/nvidia-nvda-q2-2027-earnings-134939995.html (2026-08-31)
9. Cathie Wood's ARK Invest bought $53M of Nvidia stock after earnings — https://finance.yahoo.com/markets/stocks/articles/cathie-woods-ark-invest-bought-125741428.html (2026-08-31)
10. Nvidia CEO Jensen Huang Says AI Is Reindustrializing America - Hokanews — https://news.google.com/rss/articles/CBMifEFVX3lxTE1mNnRPa0xEMzQ1OU5JYnlSRWlRdmx6a3FYTFFWeEl5YkdMdnQ2RXdyN1BodWNneER3V1lxVFlHOVVOdDNsLXliOVZ1UkN2MGRxRThMR1RYQ2Rua2U4WWJqRG0xdmc4bjdXWUd3UWE0amxvQ1ljenc2cF96RUs?oc=5 (2026-08-31)

### 2026-08-31

엔비디아가 2027 회계연도 2분기 재무 결과를 발표했다. 젠슨 황은 세계에서 6번째로 부유한 인물이 되었다. 엔비디아는 NVHBM을 공개했다. 메모리 업체가 HBM을 제조하고 층을 쌓는 작업은 계속 수행하며, 엔비디아는 데이터 추출 순서와 AI 연결 방식을 직접 설계한다. DLSS 5 코드가 유출되어 모더들이 엔비디아의 AI 그래픽 기술을 테스트하고 있다. 구글과 앤스로픽 등 거대 기업들이 자체 칩을 개발하고 있다.

출처:
1. Should You Invest in Nvidia After Its Blowout Second-Quarter Results? Here's the Good News and the Bad News. — https://finance.yahoo.com/markets/stocks/articles/invest-nvidia-blowout-second-quarter-140500072.html (2026-08-30)
2. Where Will Nvidia Stock Be 6 Months After the Latest Explosive Earnings Report? Here’s What History Says. — https://finance.yahoo.com/markets/stocks/articles/where-nvidia-stock-6-months-141101375.html (2026-08-30)
3. [영상] NVIDIA HBM 등장, 삼성 zHBM 상세 스펙 공개 3일 후... GPU 못 팔아도 ASIC/XPU 엔비디아 남는 이유 — https://www.youtube.com/watch?v=vVCOxL3tgHg (2026-08-28)
4. Breakfast News: To Buy Nvidia or Not to Buy — https://finance.yahoo.com/markets/stocks/articles/breakfast-news-buy-nvidia-not-115000037.html (2026-08-29)
5. Nvidia: The Cracks Are Finally Showing (NASDAQ:NVDA) - Seeking Alpha — https://news.google.com/rss/articles/CBMiekFVX3lxTE9lUE1UYmtLOVpQWmNyZkh0eW8tZHV4blpYSnBlR1Q3OUxjS1NfS1ViWWlSQUdCTEszeVBlSHZRbmRxblZvM0FrRmxUMHlDaFVtT2F3ODA1cEhlT2hjX0tkbUZRM0p6S2dPUUJpQlhiMndUc285b25WQmN3?oc=5 (2026-08-29)
6. How Likely Is It That Shiba Inu Outperforms Nvidia Stock in 5 Years? Here's What History Tells Us. — https://finance.yahoo.com/markets/crypto/articles/likely-shiba-inu-outperforms-nvidia-105000754.html (2026-08-29)
7. NVIDIA DLSS 5 Controversy Explained — https://news.google.com/rss/articles/CBMibkFVX3lxTFB4Nk9GdTQ5bjVUdXpiZEJMZTd3bVZXR19BY1MzcVlKMzVPQms0RnJhdi1XTGg1ZVpkQjRMc1pFbnlpWWlsWjE2Tl91QlM3SVhfWkNscmhPcm94dEVDU05KN0phNUN4dWRZRUdGbXFB?oc=5 (2026-08-30)
8. Nvidia's Jensen Huang becomes world's sixth-richest person — https://news.google.com/rss/articles/CBMiswFBVV95cUxPbGlDRk1WNGhXZHZ1NHpvN2ltWWxqQjd2eFpFWktzd0UxY240d0VMTEVHVWQ1ZHdaY1lCcjFxTy1uY1UzM2xXVmhCaU0xWlVrcWJPZzNrdE1GUXhoc1FvMVV2YWFfWWg4Y2FzOWhoU0RMS19mMkgtaU1tcERBak9PY2ZDVEFaeVRhRGlXN0ZxOXZzUi1sWGUxUGcxbnM4VW9qQzgyb2lOV0R2VGcxd01kckw2cw?oc=5 (2026-08-30)
9. Leaked DLSS 5 code lets modders test Nvidia’s AI graphics tech - The Daily Star — https://news.google.com/rss/articles/CBMiuwFBVV95cUxQbGZJOFVZSkJ2VDlWRFFLUGFtVm1SdDd4NVNhTDhienFPZUNsVDd5a1ZlcWpRUEotOVJoTVJYZVZ4cWlQajRCNjlWVlEtMEFPMFhCdGg5MGljaDdta3p1M3B3S2JOUXZ6VHR4bHJPcmJLYlh1SDIzdnhMelBFRmFiNUpLakNhOGVWUmxtNUNIVjVqaTNwVUZsWXIzVm5odWN2Z1lIcV9tS0QtU2J1c2JXSjY4VUR2WVpjRGZZ?oc=5 (2026-08-29)
10. 整理包／輝達財報七大重點一次看盤後大漲原因曝光| 全球財經| 全球 - UDN — https://news.google.com/rss/articles/CBMiUEFVX3lxTE8zc0RZYklNZE5GNTZkT2FJV1dvX3VxOEFaaXAxS2NYeDh1QU9mOG9tVXpWWHVRUzdzdTYwamFqX1NlZWV3eWJhNlhUdjJadE5p?oc=5 (2026-08-26)

### 2026-08-30

엔비디아는 2026년 2분기 매출 962억 달러를 기록했다. 이는 AI 수요 급증으로 인해 매출이 2배 이상 증가한 수치이다. 기록적인 분기 실적 이후 트레이더들이 랠리를 중단하며 주가는 3% 하락해 220달러가 되었다. 젠슨 황 CEO는 AGI가 달성되었다고 선언했으나 해당 이정표가 무의미하다고 언급했다. 젠슨 황은 타임지가 선정한 2026년 AI 분야 가장 영향력 있는 100인 명단에서 제외되었다. 한편, 네오클라우드 람다는 엔비디아의 AI 칩을 구매해 마이크로소프트에 임대하기 위해 10억 달러의 사채를 조달했다.

출처:
1. Neocloud Lambda secures $1B in debt to buy more chips — https://techcrunch.com/2026/08/28/neocloud-lambda-secures-1b-in-debt-to-buy-more-chips/ (2026-08-28)
2. Nvidia CEO Jensen Huang missing from Time's 100 most influential people in AI list for 2026 - The Times of India — https://news.google.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?oc=5 (2026-08-29)
3. Nvidia Q2 Earnings August 2026: Record $96.2B Revenue & AI Analysis - Intellectia AI — https://news.google.com/rss/articles/CBMibkFVX3lxTE5zV1JBS0NPT3hFRXZvdmJpLVZYVGZqdV9kbVE2WGl5b1Y1XzBoRDJOWTlOR3U5MTF1b1o3MGFVSDBBSlp1NktDNm0xM2lFZkdEd0UxVEZ4TWdZR2w3cHQxcDNITTVxY3BhbE5JTHRR?oc=5 (2026-08-29)
4. 5-star analyst drops jaw-dropping Nvidia stock price target — https://finance.yahoo.com/markets/stocks/articles/5-star-analyst-drops-jaw-140700503.html (2026-08-29)
5. Nvidia revenue more than doubles to $96.2B in Q2 on surging AI demand - Anadolu Ajansı — https://news.google.com/rss/articles/CBMiugFBVV95cUxNelJQYnpvc2ZLZWdhRGZ4bzVyRlRFOFE4aE9QWlNhMXJPSGtkWU1LcDEyN25MRkxzNkwwOE9ZeEVjSFFQZGhtcUZxSWpZZFRFcUFneTNmRjg4bG9MZVV6bXZ3bkU4WFc2T2ZudFJ6Ynp5SXBuSmV2RnNtdUk3RzRmNU03WkZETEZZSmYwVGpwbERUZS1nSUlkbnZXVkhmTlpvTmNZa1JSOXBnQnNEdXZsalYxUEpQelgzVUE?oc=5 (2026-08-29)
6. Nvidia’s Jensen Huang declares AGI achieved — then calls the milestone meaningless — https://news.google.com/rss/articles/CBMioAFBVV95cUxPLUZIaTJFTWZwUVN2SzVwblUzN0Rtdk9Hckt5dFNZeGpONEdPcjhFMUtTSXB6RlN5VWMyYjhyMXN5SGZUQ21hRnBEeHpOZ1RCYWNPY0Q1b0o2V2plRnBPQThOdUswdUZkMGNVTUhqQkhEOXJlRnNIZ2VHSndJdXNfenpNQmtSaGNUemh3cmdmRXA5NkdlRFUtcktoVFF3UDZ6?oc=5 (2026-08-29)
7. Nvidia Shares Fall 3 Percent to $220 as Traders Fade Post-Earnings Rally After Record Quarter - International Business Times Australia — https://news.google.com/rss/articles/CBMidkFVX3lxTFAxY1NVWHIxMFljVnpyQlFtbEwwTFRzQlVicHJtV3hKYjd6NUdwa0luU19aNWNwRUs5bzd1MnZzZ3JKTmZWaGZDVy1zOTJPREFvVjd0SjlFLVZpbUVHdFU1NWxFM2xnQ01hWlJyZ0ZhdzJtLWNuU0E?oc=5 (2026-08-28)
8. Jim Cramer Sold 1 AI Chipmaker Over $80 Billion in Debt. But He Defended NVIDIA — https://finance.yahoo.com/markets/stocks/articles/jim-cramer-sold-1-ai-140006668.html (2026-08-29)

### 2026-08-29

엔비디아의 2분기 매출은 전년 대비 106% 증가한 962억 달러를 기록했다. 방대한 설치 기반이 엔비디아의 최종 시장 안정성을 견인하고 있다.

출처:
1. NVIDIA Q2 Revenue Reaches $96.2 Billion, Up 106% Year-on-Year - Gasgoo — https://news.google.com/rss/articles/CBMiuwFBVV95cUxPa3d5cHdpQUdjY2pmeHVQelhEdlhxSUlIRkpKNXlNNlR2RzctOUVwNGdJZWt4Y2xUMWc1ZnZaMU1wczh2a25zaEFhMTFBLUUyMV9SUG8wNTZvTmt6bXRhcTFJc1JSeWtyd2l1ZU5Dc1hLNDloZTVINnFUMWRIbDJEYy02QTRILXJEWFBOc2lkZkhnSzZLa1FNT1RXUFY3N3hHYlRmbXpkSk1EVl82emNHeG94YlN4QUZlZGVB?oc=5 (2026-08-28)
2. Massive Installed Base Drives End-Market Stability for Nvidia Corp. (NVDA) — https://finance.yahoo.com/markets/stocks/articles/massive-installed-drives-end-market-144123801.html (2026-08-28)

### 2026-08-28

Perplexity는 2028년 IPO 전까지 300억 달러의 기업 가치를 희망하며, 엔비디아가 이를 달성하는 데 도움을 줄 수 있다. The Investing Club은 매주 평일 동부 표준시 오전 10시 20분에 'Morning Meeting'을 진행하며, 엔비디아, Salesforce, CrowdStrike에서의 수익 사례를 통해 학습했다.

출처:
1. Perplexity Wants a $30 Billion Valuation Before Its 2028 IPO. Nvidia May Help It Get There — https://finance.yahoo.com/technology/ai/articles/perplexity-wants-30-billion-valuation-150503549.html (2026-08-27)
2. We went 3 for 3 — what we learned from wins at Nvidia, Salesforce, and CrowdStrike — https://www.cnbc.com/2026/08/27/we-went-3-for-3-what-we-learned-from-wins-at-nvidia-salesforce-and-crowdstrike.html (2026-08-27)

### 2026-08-27

엔비디아가 시장 예상치를 상회하는 실적을 발표했다. 회계연도 2027년 2분기(5~7월) 매출은 962억 2000만달러로 13분기 연속 기록을 경신했으며, 순이익은 9.5조 엔을 기록해 과거 최고치를 갱신했다. 젠슨 황 CEO는 AI가 변곡점에 있다고 언급했다. 내년 매출 성장률 전망치는 70%이며, 분기 매출 전망치 또한 예상치를 웃돌았다. 메모리 등 구매약정 규모는 2790억 달러로 석 달 사이 134% 급증했다. 아마존은 수요 급증으로 향후 2년간 데이터 센터에 엔비디아 GPU 칩 200만 개를 추가 도입한다. 실적 발표 후 주가는 장외 시장에서 상승했으며, 삼성전자와 SK하이닉스의 프리마켓 주가도 각각 3%, 4% 급등했다. 전문가들은 투자심리가 호전되었다고 분석했다.

출처:
1. 엔비디아 '깜짝 실적'에 반도체 훈풍…전문가들 "투자심리 호전" — https://www.yna.co.kr/view/AKR20260827027000008 (2026-08-26)
2. 엔비디아 "내년 매출 성장률은 70%"…예상 웃돌며 장외서 상승 — https://www.hankyung.com/article/202608275461i (2026-08-26)
3. [속보] 엔비디아발 훈풍…프리마켓서 삼전 3%, SK하닉 4% 급등 — https://www.hankyung.com/article/2026082755717 (2026-08-26)
4. 엔비디아, 메모리 등 구매약정 2790억달러…석 달 새 134% 급증 — https://www.hankyung.com/article/202608275583i (2026-08-26)
5. 米エヌビディア、四半期売上高見通しが予想上回る 株価上昇 - Reuters — https://news.google.com/rss/articles/CBMieEFVX3lxTE1HeXFoNlNSUmprNHkzTUktVjlCYlUxZjQxbEg2X2M1M2REN3RTbGc5ZDRUMHg2RUhtbDlOQnlVRFQtRVpzSGxzd0ZwTU9pZm8wYlhLU2xjb0RSckROdmpwckNsNk5uakpJNmZhZ0VEN2JUQTR2TTdZNA?oc=5 (2026-08-26)
6. Nvidia Results - Bluefield Daily Telegraph — https://news.google.com/rss/articles/CBMiqgFBVV95cUxOWkpHS3ZRT1duU2hHZ09sVUdJUXA1SzAtX2U1QTdWVVIxaXV0UXY0ZnRWLWc3aFIwSlc2blBPSjlwUnFXVUt1ZWxjR09zMng2Nnl2R2dtTHlWM2J1ejFZQnNXZUtHaEFVa2FzLS0yU3pvLXZZdE16SFo2ZG1RdW05X1UxR2FrTE9UZkZ0OTRnX0ZoRnJHU0N1cGlBUkJXZEdNQklwc1R3R1IxUQ?oc=5 (2026-08-26)
7. Nvidia Q2 revenue more than doubles, CEO Huang says AI at its ’inflection point’ — https://news.google.com/rss/articles/CBMivgFBVV95cUxNRFdXVzkxVy1famVuOE5FNDNiSnVnaUJVYnM0NzRweGxGU3RoMkN4TGlmRFJpM2F4SEppVGxLZkpRMFl0cmRKclh5NmdVMmFBM3FQN1hCbTFFUVpkS2kwRk1hV0VaeER1SXRGc00zSFI5NXozZllrdlpqUFp2STNqS3hpOEZwQXpfdy1MYnNQb3JJY2Y0QTJSS3dFUXk2SXZLbllPZW1SUHZyaVlvdFZmV0RWOGxkOHBZWVhpRTZn?oc=5 (2026-08-26)
8. Nvidia Earnings Prediction Market Preview: What Will Jensen Huang Say? - Benzinga — https://news.google.com/rss/articles/CBMirAFBVV95cUxOcEx1TWlKM3RhVGN0LXpBdnEyemx4WWVvZ1hwWFVIWHE3REhlVHE2LS1OV3lWLTJoMTU0T0lKM29kQVhlUWRvYmozWEF3aVp4dVlGcFgzZWJuVjRWSl9jY29paDltNUxTN1loeW9ZOUFudG5ESTFMSmhVbFBpYmJVLTRJd1FSc2lCaU9FWll0TW9ITzR3RUdDZDhCcmNGR21vRWlPMDJaRjR6djM0?oc=5 (2026-08-26)
9. Nvidia stock jumps after early dip following results; AI fever is unabated — https://www.channelnewsasia.com/business/nvidia-stock-jumps-after-early-dip-following-results-ai-fever-unabated-6343696 (2026-08-26)
10. Watch Jim Cramer's full interview with Nvidia CEO Jensen Huang - CNBC — https://news.google.com/rss/articles/CBMipwFBVV95cUxPQkM3OXBjZFBqeHNvS3RBU2RleTFfN2FFWnFQX1ppdk45Z3JRYnZ2RVBlcTl4SlFLWmpfZm1FbjVqQ0ZkbWc0alViZWdsdjlRa0pZS0hCQVFsYnYyMm9KZ0NpVDFoamVDamJmTFQtU3ZjcDlaajVqUXB0VWJjUkhSeDFJQnRyMU16Z2pxSGcyeC1EZXVINWtzaG0tYWZMQmpJaTVtUXZYWQ?oc=5 (2026-08-26)

### 2026-08-26

엔비디아가 추론 성능을 2배 높인 드론 및 소형 로봇용 AI 컴퓨터 '젯슨 오린 나노2'를 공개했다. 대만에서는 엔비디아 제품의 불법 출하와 관련된 공모자들이 기소되었다. 엘리자베스 워런은 러시아 드론에서 엔비디아 칩이 발견되었다는 보고와 관련해 의회의 조치를 요구했다.

한편, 루빈(Rubin)의 데뷔가 정밀 조사를 받으며 성장 시험대에 올랐다. J.P. 모건 분석가는 메모리, 사업 합의, 경쟁력에 대한 회사의 설명이 주가에 핵심이 될 것이라고 분석했다. 한 분석가는 엔비디아의 실적이 1조 달러 규모의 AI 붐에 대해 냉혹한 현실 점검을 촉발할 수 있다고 언급했다. 뉴욕증시는 엔비디아 실적 발표를 앞두고 기술주 반등으로 상승 출발했다.

출처:
1. Nvidia faces growth test as Rubin debut meets scrutiny — https://news.google.com/rss/articles/CBMif0FVX3lxTE1jQmpJdHZKUFJQX19GQ1FPcmd3M2E5aFJ1WF9NdWgwRFFrYW9DODJVbVRFejMzblVSZUlfOVhtX1FGdlhwTVd1bm1fbHY4d2dudUFsTldVY1JPRHlZd0d1SGwxM3BZTVFxcFVWa0hyWG0xSjVITjNDNFJTeTNVZ3M?oc=5 (2026-08-25)
2. Taiwan Indicts Conspirators In Illegal Nvidia Shipments - Yahoo News UK — https://news.google.com/rss/articles/CBMiiwFBVV95cUxQb0FZa3FRNUpqdlBaRnV3eWlGTU5jQmRHbjFMdXVxWmtOTk1kX3dwOUdLaTNQTzhkdmtfbmpuWEJZOXVYSkhsZFhvUmpBamFWM3RpdUpfb2YzUU1jMUhiZ19uTmlTOWxsLWJNc1JDTVJ6dVpoRURWbG5JVjJ0bGQzSlA3QXRHZUhvZlhN?oc=5 (2026-08-25)
3. What Nvidia says on Wednesday to address concerns about its competitiveness could be key for the stock — https://www.marketwatch.com/story/what-nvidia-says-on-wednesday-to-address-concerns-about-its-competitiveness-could-be-key-for-the-stock-1f9ef8fd?mod=mw_rss_topstories (2026-08-25)
4. 엔비디아, 드론·소형 로봇용 AI 컴퓨터 ‘젯슨 오린 나노2’ 공개… “추론 성능 2배” — https://biz.chosun.com/it-science/ict/2026/08/26/YW7A6NBZIZC3FEGAV4W2E2A5OI/ (2026-08-25)
5. How Patience Discounts the Premium on NVIDIA Stock — https://finance.yahoo.com/markets/stocks/articles/patience-discounts-premium-nvidia-stock-143542453.html (2026-08-25)
6. Kalshi's Nvidia Compute Markets Hit $4.4M: Is AI Compute the 'New Oil'? — https://finance.yahoo.com/markets/commodities/articles/kalshis-nvidia-compute-markets-hit-144129858.html (2026-08-25)
7. 뉴욕증시, 엔비디아 실적 앞두고 기술주 반등에 상승 출발 — https://biz.chosun.com/international/international_economy/2026/08/25/L42WATCFPNCZPJIW5CGL7ZEXGY/ (2026-08-25)
8. One AI Stock I’d Watch Before Nvidia’s Earnings — https://finance.yahoo.com/markets/stocks/articles/one-ai-stock-d-watch-141515229.html (2026-08-25)
9. Elizabeth Warren Calls for Congressional Action Over Reports of Nvidia Chips in Russian Drones - INDIA New England News — https://news.google.com/rss/articles/CBMiwAFBVV95cUxOekhXeU5EUG82YlBldHlrdkd1ZkdkZVVuRkxCa0p0ZUQ3Y2V1UjUtZEV0NFprZ1hLZVdXNmlYc2lpbWFCZFJhdEVDMDFicUVhRHZYUnkxSFd0Mkhsa2FaNkZ6Wk44OXYtR1AyakJlOTBtZFlLaFAzRXQ0MEJ1dnBJeWhrREwyZmhHLU9ISlV6UlQ2LWtrN0cyU0c3eDhBc29yWUFoanlYMGxsQ2hsMlpyV2tEenF5b3pYYlAzbUdnd0g?oc=5 (2026-08-25)
10. Nvidia Earnings Could Trigger a Chilling Reality Check For $1 Trillion AI Boom, Says Analyst: 'Biggest Thing I Am Watching...' (UPDATED) — https://news.google.com/rss/articles/CBMiigFBVV95cUxNRHFmRzVtNnlPQnk2VU1JRkdkMUkyZW1rVUd0TVdOa2VSSi1fREdSUjN1M1RMT2hWU2h4VFItSnpCb2lIMEtKc29wMi1TQVFkM2Zmdm0ySHRCSDgzS1VNUTlDMF9EaWJkd2dKemFVWkFfVW9yUTYzNVlnbmVlSGdzVVh1bDdTSW9jcFE?oc=5 (2026-08-25)

### 2026-08-25

한 분석가는 엔비디아의 재무적 전략이 기업의 우위를 유지하게 할 수 있다고 분석했다. 엔비디아는 200억 달러 규모의 구매 이후 올해 중 Groq 랙을 온라인 상태로 만들 예정이며, 이는 AI 분야에서 저지연 추론의 중요성이 커지고 있음을 보여준다. 엔비디아가 가격을 15% 인상하고 AI 스타트업에 자금을 지원할 가능성이 제기되었다. 우크라이나 당국은 러시아 AI 드론 일부가 엔비디아 마이크로컴퓨터로 구동된다고 밝혔다. 한편, 실적 부진으로 인한 20% 하락 가능성과 실적 우려 또는 AI 거래 청산으로 인한 주가 하락 및 매수 적기 여부에 대한 논의가 있다.

출처:
1. It’s time to bet big on Nvidia’s stock, says this analyst who thinks the market has it all wrong — https://www.marketwatch.com/story/its-time-to-bet-big-on-nvidias-stock-says-this-analyst-who-thinks-the-market-has-it-all-wrong-4388d3a6?mod=mw_rss_topstories (2026-08-24)
2. Nvidia says Groq racks will be online this year following $20 billion purchase — https://www.cnbc.com/2026/08/24/nvidia-says-groq-racks-will-be-online-this-year-after-20-billion-deal.html (2026-08-24)
3. Nvidia Could Drop 20% On Poor Earnings — https://finance.yahoo.com/markets/stocks/articles/nvidia-could-drop-20-poor-143343585.html (2026-08-24)
4. Nvidia Sinks: Earnings Apprehension Or AI Trade Unwind? Is Nvidia A Buy Now? — https://www.investors.com/research/nvidia-nvda-stock-buy-now-earnings-august-2026/?src=A00220&yptr=yahoo (2026-08-24)
5. Nvidia Stock: Why It May Be Raising Prices 15% and Funding AI Startups — https://www.barrons.com/articles/nvidia-stock-price-increases-ai-startup-funding-709f4249?siteid=yhoof2&yptr=yahoo (2026-08-24)
6. Some of Russia’s A.I. Drones Are Powered by Nvidia Microcomputers, Ukrainian Officials Say - The New York Times — https://news.google.com/rss/articles/CBMilwFBVV95cUxQeXR6ZDdGV2VzZUpUYUJETEU3SzhrVW9Ucm1jeEE4UjRJSkt5R015LWFjS3lnS2dYWktwRTZQVU94cmdoLW5xSWxVTHlnTWd6aHVoYWF6aW93RF96bU1GbFg5NjRLRS1aWml0Z3BLMjNnUk5KS2JQcENZeTBlcDQ5djRjTmdYTnpmTW9RVmk5WXNoa3N3Mm93?oc=5 (2026-08-24)

### 2026-08-24

엔비디아가 AI 서버 가격을 15% 이상 인상한다는 내용을 고객사들에 통지했다. 메모리 공급이 타이트해진 것이 가격 인상의 원인이다. 엔비디아는 수요일에 실적을 발표할 예정이다. 이번 실적 발표는 AI 붐에 대한 기대 속에서 진행된다. 엔비디아는 또 다른 'Beat and Raise' 분기를 기록할 가능성이 있으며, 자금 조달 거래가 더 큰 변수가 될 수 있다. 엔비디아는 AI 붐과 주식 시장의 중심에 있으며, 매우 광범위한 기업들이 이 기업이 대표하는 테마와 연결되어 있다.

출처:
1. Nvidia Customers Notified About AI-Related Price Hikes Above 15% - Deccan Chronicle — https://news.google.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?oc=5 (2026-08-23)
2. Nvidia Might Deliver Another ‘Beat and Raise’ Quarter, But Its Financing Deals Could Be the Bigger Driver of NVDA Stock — https://finance.yahoo.com/markets/stocks/articles/nvidia-might-deliver-another-beat-134502581.html (2026-08-22)
3. Nvidia set to report earnings amid AI boom expectations - Crypto Briefing — https://news.google.com/rss/articles/CBMia0FVX3lxTE85RXdnWUZtTWpRNE5ZNHBLWnI0Y2dBMDJSQnFWbjBoUHBWcDhpWGl4MGhfYlh3S3ZxZ210MXNwQWNhYi0tTVVZMWlOc2hrWVFfdVpVVUZlVUV5WGd0MFpHX1MxZTl0dHpqUXVv?oc=5 (2026-08-23)
4. Nvidia is the beating heart of the AI boom and the stock market — which sets up a big test — https://www.marketwatch.com/story/nvidia-is-the-beating-heart-of-the-ai-boom-and-the-stock-market-which-sets-up-a-big-test-bed36f98?mod=mw_rss_topstories (2026-08-23)
5. Nvidia to raise AI server prices by more than 15% as memory supply tightens: Bloomberg - Korea JoongAng Daily — https://news.google.com/rss/articles/CBMi0wFBVV95cUxPVkhzQmNrUDRLOHo0N2JMN0pjb2RlLXZzVm5ESlZ6ZmJZZk5ybzlFN09iOE9XLWE5ZGVwTDNUTm5fRDJqNEgyMHM0X1R0UURoa3VkMDlINjk4Z3lBcUN4c3h1V2V0NFAzQ1lad0sxc2NENkFtR2JQcHAzY3RVbnRWd01FLXhTbkE4ZlNTV1pNMXNjMHFnVVh0UUN1R010Qm02NGtoVTJ6RlZWc2lDTERKV25fT3pnVmVwNk5yNVMyNkV2S1dHWlVNY3NZcjZfck94bmEw?oc=5 (2026-08-23)

### 2026-08-23

엔비디아는 중국 AI의 강력한 미국 내 대안을 구축하기 위해 60억 달러를 지출한다. 고객들에게는 15%를 상회하는 AI 관련 가격 인상 통보가 전달되었다. 시장에서는 엔비디아의 실적 발표에 주목하고 있으며, 이번 한 주가 AI 지출 붐의 지속 여부를 증명할 기간이라는 분석이 있다. 한 분석가는 2분기 엔비디아 주가에 베라 루빈이 핵심이라고 언급했다. 주가 변동성으로 인해 투자를 주저하는 투자자들이 존재한다.

출처:
1. Nvidia Is Spending $6 Billion to Build a Powerful U.S. Alternative to Chinese AI - WSJ — https://news.google.com/rss/articles/CBMitgFBVV95cUxPWHdVbW56NVZvU3ZwQTRIcmdRUVVZWjBVc1J4TFhhVUs2VE5RY21CNEpSdHA2NUJLa0daUVhYcGJwaGh6bERReE5fcFdFdHJ5bWpXa1dPTkFweDVVS3AycGxMa3VqS2JDS0VTZDNIb2RYLVVYcmdxT2xQUUpRSXNFbHhTTVozVjVyUkVYRmItTzc5SlIwS2M0NVZseUtUWFZDX3V6azMxTHJhdHJwYm5XU28yUmlzUQ?oc=5 (2026-08-23)
2. Nvidia Customers Notified About AI-Related Price Hikes Above 15% — https://news.google.com/rss/articles/CBMitAFBVV95cUxNeWxlMlJjV3JZVWZoeTJhRzlhTDJOenZaS195ZEl4a1NkWERBQUwyU2hQcXlTOEk2RkpqLW5OeWhybzlFbzFONVkyWHhjNWhnSEhZQUpJS2xlSU0wOUQ3b2NsZXd0RTdGMHZsQ25rYTI4aDNNOU05OEVHMHVuaXQ0N2NyUXQtN194VXhqQ0g1SlpwdFZrM3JEeTZvYjFfVWhJaC12NkRfWTE5bzZkMXNyTC1Xbk8?oc=5 (2026-08-22)
3. Nvidia Stock Trades at a Reasonable Valuation With Ample Growth Headroom — https://finance.yahoo.com/markets/stocks/articles/nvidia-stock-trades-reasonable-valuation-173002313.html (2026-08-22)
4. Why 1 Analyst Says Vera Rubin Is Key for Nvidia Stock in Q2 — https://finance.yahoo.com/markets/stocks/articles/why-1-analyst-says-vera-174106031.html (2026-08-22)
5. "변동성 장세 지속…엔비디아 실적·잭슨홀 미팅 주목" [주간전망] — https://www.hankyung.com/article/2026082151136 (2026-08-22)
6. [뉴욕증시-주간전망] '베선트 풋'에 곤란해진 워시…엔비디아 실적·PCE 지표도 — https://www.yna.co.kr/view/AKR20260823005500009 (2026-08-22)
7. [주간증시전망] 엔비디아 실적 발표·美 국채금리에 ‘쏠린 눈’ — https://biz.chosun.com/stock/stock_general/2026/08/23/ZWAJN7A6CNDETC6Q2EI64ZU26Y/ (2026-08-22)
8. 워런 버핏도 “일찍 못 사 아쉬워”한 알파벳, 60 넘어 안전하게 투자하는 법 — https://biz.chosun.com/stock/stock_general/2026/08/23/GYZTSY3CGIZDOZDEMJQTMOBTHE/ (2026-08-22)
9. Nvidia Stock Has One Week to Prove the AI Spending Boom Is Still Alive — https://news.google.com/rss/articles/CBMiekFVX3lxTE43bmt2akdLR3V3YnFGNkwzdlAxalhPRUc0TllUUzRMV0JNNS1ENVR2MWpCenowd3JpSXlYWll0bjdSUmYwYXlVLVB0MExSODZyb3hmcVJfeFVtTm9uNThhS2Q2MVNEQS01eTM0V2NtOGl5RzVIMmFZTm93?oc=5 (2026-08-22)
10. Nvidia customers notified of AI-related price rises above 15% — https://www.scmp.com/tech/big-tech/article/3364945/nvidia-customers-notified-ai-related-price-rises-above-15?utm_source=rss_feed (2026-08-22)

### 2026-08-22

RTX 5090은 DLSS 성능 모드에서도 6K 해상도 환경에서 성능 한계를 보였다. 인공지능 분야에서는 엔비디아의 AVO가 ARC-AGI-3 상호작용 추론 벤치마크에서 100% 점수를 기록했다. 루이 나벨리에는 올해 남은 기간에 대한 엔비디아의 주가 목표치를 설정했다. 엔비디아 주가는 AI 지출 붐이 여전히 유효한지 증명하기 위해 일주일의 시간이 남았다.

출처:
1. RTX 5090 Defeated by 6K Resolution, Even on DLSS Performance Mode — https://news.google.com/rss/articles/CBMipAFBVV95cUxNYlpiWHloMGhFeXRfdVdZVVpVV21mcndWM1l2RHJ6WlhJTHZheFMyLWIwZ0JZci15T3ZrVWRPNWFpRklRQVg2bmdGVE9nQUxoZVRXV0ZEVW1yNTlkSjRTMHExbGFEMDg5Y2FNOGxXMXBYWGRrTlY2TmpUWjFEb0wtaHJ0eU10dm1fdkNvbHRrVWdWWGxZZHBmVlp5MGFCa0M5VTctcA?oc=5 (2026-08-21)
2. Nvidia AVO scores 100% on the ARC-AGI-3 interactive reasoning benchmark — https://twitter.com/NVIDIAAI/status/2090786258981466231 (2026-08-21)
3. Louis Navellier sets eye-opening Nvidia stock price target for rest of this year — https://finance.yahoo.com/markets/stocks/articles/louis-navellier-sets-eye-opening-020300562.html (2026-08-20)
4. Nvidia Stock Has One Week to Prove the AI Spending Boom Is Still Alive - 24/7 Wall St. — https://news.google.com/rss/articles/CBMitAFBVV95cUxPbEpuWi1KaGVqVTBXZmw1My14XzRpZEdsUUJHNEwxbmxMXzNLVnpkZE0yQXNiTzFJVFZGd0hUOElvRVo4bTlEa3doMXdKc1kzU3Y3LWFoY21QYW81d3dHTldmUXFDZWNITjdYV051Z1hxLXhuNm01LUU4TFNiT0pOMmF3SEgwVkpXbmpnY2VRWXlWWDJVVlUzT0NGRHVfcjNjbjJwRmEtQTk2Z182T01oX0hKTjg?oc=5 (2026-08-21)

### 2026-08-21

엔비디아와 LG의 협력은 LG가 글로벌 AI 밸류체인에 편입되었다는 신호로 해석된다. 엔비디아는 중국 맞춤형 AI 칩 출시 계획이 전혀 없다고 밝혔다. 엔비디아는 고객사 20곳에 8조 엔을 투자하며, 해당 자금은 자사 반도체 구매 자금으로 활용된다. 엔비디아는 월스트리트와 협력하여 반도체 판매자에서 자금 공급망 설계자로 변화하고 있다.

출처:
1. 대신증권 "'엔비디아와 협력' LG, 글로벌 AI 밸류체인 편입 신호" — https://www.yna.co.kr/view/AKR20260821028600008 (2026-08-20)
2. 엔비디아 “中 맞춤형 AI칩 출시 계획? 전혀 없다” — https://biz.chosun.com/international/international_general/2026/08/21/UUIOHVBSKNAQJAX4ZEPGGI4YPA/ (2026-08-20)
3. All our chips are in: Why Nvidia’s fate is yours - The Australian — https://news.google.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?oc=5 (2026-08-20)
4. NVIDIA CEO Huang: Who Will Lose Their Job to AI in 2026 - VPEsports — https://news.google.com/rss/articles/CBMilAFBVV95cUxQTGNVUGlZTTIyLXpfemlvcFlxUWpfS3JwcmpkVmVUcDNJX0dPOXJhc3pMMnV1NUF6dEJ6TVRvcUNyWHFiSG96NkJOdWxleGhKOG03UUFmNVp6WE91Rk5IeTdSNDJ1MWVzU2NOS2VOd1pvMWl1MEZNNnhJZk5SVWtOWHprTFBUUk16b1B2RlBUMFNCWmYy?oc=5 (2026-08-20)
5. ファンド化するNVIDIA、顧客20社に8兆円投資 自社半導体購入資金に - 日本経済新聞 — https://news.google.com/rss/articles/CBMibEFVX3lxTE5pSjg1MnJucFBJQWFPQWRFVXNoSFdVYjN3V2NhS2dTYmVtMzE4Rk9Fc1FiZ2pBbmtUaE11cENlWEpGRVpYWUI1Wk92MnVEUlRoeUtyZjdXeUlkVnMwV0tlNkJIY1I0eFVMTWxDdQ?oc=5 (2026-08-20)
6. 엔비디아가 中 맞춤형 AI칩 출시(?)…회사 "전혀 계획 없다" — https://www.yna.co.kr/view/AKR20260821014700091 (2026-08-20)