Nvidia says its commitments to component suppliers for its AI chips
Nvidia says its commitments to component suppliers for its AI chips and systems hit $279B in Q2, up from $119B in Q1, $95.2B in Q4 2025, and $50.3B in Q3 2025
TL;DRNvidia more than doubled supplier commitments to $279B in Q2, securing AI chip supply.
Why it matters: Massive commitments lock in supply but signal potential overcapacity risks and supply chain leverage shifts.
Google launches Gemini Omni 1.1 Flash, which it says delivers
TL;DRGoogle's new Gemini model can edit and upscale videos with AI-generated extensions.
Google launches pilot of double-blind AI evaluations, keeping external
TL;DRGoogle tests hidden AI evaluations to prevent cheating and protect secret model details.
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