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Market Nvidia raises $25B in bonds; massive 20x demand signal AI capex arms race Chips Cerebras IPO pops 68% on day one; AI inference chip crew targets Nvidia Funding Anthropic confidentially files for IPO at $965B; closes $65B Series H funding Research NAIRR Pilot Delivered 700+ Research Projects on NVIDIA DGX; Boston U BEACON LLM cuts disease-report time from hours to 2 minutes Funding Bending Spoons seeks $1.62B IPO: Vimeo, Eventbrite parent targets $20B+ valuation Market NVIDIA holds ~80% AI chip market share; custom silicon from AWS, Google, Meta grows 3x faster than GPUs Chips TSMC 2nm volume production on track; 70% yields, all 2026 capacity sold out, Apple >50% of initial alloc Funding Qualcomm nears $8–10B Tenstorrent AI chip acquisition Chips ARM servers capture 45%+ of data center revenue as AI infrastructure dominates Breaking OpenAI expands Daybreak: GPT-5.5-Cyber 85.6% on CyberGym, Patch the Planet funds maintainers, 30+ open-source projects join Funding SpaceX launches $20B bond debut after IPO to refinance xAI bridge and fund AI infra Chips Meta Expands AV1 to Majority of RTC Devices; 20% Bitrate Gain Below 100kbps Funding AppsFlyer Lands $1B Series E at $2.7B Valuation; Meta, Google, Moloco, Unity Invest Chips GlobalFoundries & Qualinx Tape First End-to-End European Sovereign Chip Manufacturing Flow Policy NSA red-team test: Anthropic Mythos penetrated classified systems in hours, triggering first AI model export ban Chips GlobalFoundries and Qualinx complete Europe's first sovereign end-to-end chip manufacturing flow for defense, aerospace Market ChatGPT market share drops to 46% for first time; Claude hits 13% paid-conversion, Gemini 28% Market Micron Q3 earnings today: HBM4 ramp, record 81% gross margins expected; NVIDIA Vera Rubin focus Breaking NVIDIA 2026 shareholder meeting today: Blackwell ramp signals, Vera CPU production timeline focus Market Alphabet shares fall 7% as Gemini co-lead and AlphaFold chief exit to OpenAI, Anthropic Market Nvidia raises $25B in bonds; massive 20x demand signal AI capex arms race Chips Cerebras IPO pops 68% on day one; AI inference chip crew targets Nvidia Funding Anthropic confidentially files for IPO at $965B; closes $65B Series H funding Research NAIRR Pilot Delivered 700+ Research Projects on NVIDIA DGX; Boston U BEACON LLM cuts disease-report time from hours to 2 minutes Funding Bending Spoons seeks $1.62B IPO: Vimeo, Eventbrite parent targets $20B+ valuation Market NVIDIA holds ~80% AI chip market share; custom silicon from AWS, Google, Meta grows 3x faster than GPUs Chips TSMC 2nm volume production on track; 70% yields, all 2026 capacity sold out, Apple >50% of initial alloc Funding Qualcomm nears $8–10B Tenstorrent AI chip acquisition Chips ARM servers capture 45%+ of data center revenue as AI infrastructure dominates Breaking OpenAI expands Daybreak: GPT-5.5-Cyber 85.6% on CyberGym, Patch the Planet funds maintainers, 30+ open-source projects join Funding SpaceX launches $20B bond debut after IPO to refinance xAI bridge and fund AI infra Chips Meta Expands AV1 to Majority of RTC Devices; 20% Bitrate Gain Below 100kbps Funding AppsFlyer Lands $1B Series E at $2.7B Valuation; Meta, Google, Moloco, Unity Invest Chips GlobalFoundries & Qualinx Tape First End-to-End European Sovereign Chip Manufacturing Flow Policy NSA red-team test: Anthropic Mythos penetrated classified systems in hours, triggering first AI model export ban Chips GlobalFoundries and Qualinx complete Europe's first sovereign end-to-end chip manufacturing flow for defense, aerospace Market ChatGPT market share drops to 46% for first time; Claude hits 13% paid-conversion, Gemini 28% Market Micron Q3 earnings today: HBM4 ramp, record 81% gross margins expected; NVIDIA Vera Rubin focus Breaking NVIDIA 2026 shareholder meeting today: Blackwell ramp signals, Vera CPU production timeline focus Market Alphabet shares fall 7% as Gemini co-lead and AlphaFold chief exit to OpenAI, Anthropic
Breaking

NVIDIA 2026 shareholder meeting today: Blackwell ramp signals, Vera CPU production timeline focus

NVIDIA holds its 2026 annual shareholder meeting today (June 24) at 9 a.m. PT via virtual meeting. The key focus areas investors are watching are production ramp-up signals for Blackwell GPUs and the newly launched Vera CPU architecture, along with commercialization progress of the AI ecosystem and capital return plans. Blackwell is NVIDIA's current flagship AI chip, delivering outstanding matrix computing power, but remains supply-constrained despite NVIDIA securing ~60% of TSMC's advanced packaging capacity.

Vera represents a new platform shift: a self-developed ARM-based data center CPU paired with Rubin GPUs, designed for agentic and inference workloads. Vera is in comprehensive production ramp-up phase, with first shipments to core customers expected in the second half of 2026. Jensen Huang stated at Computex that Vera will be even more popular than GPUs due to its role in processing information and called it NVIDIA's new major growth driver. NVIDIA is also preparing HBM4-focused systems; at GTC 2026, Huang predicted Blackwell and Rubin alone could generate $1 trillion in orders through 2027.

Supply chain remains a critical constraint. TSMC 3nm packaging and HBM memory (from SK Hynix, Samsung, and Micron) are the main bottlenecks, not GPU die production. For Vera CPU specifically, standalone shipments have already begun and are on track to become a multi-billion-dollar business. The installed base of customers with Blackwell and Rubin systems—including Meta, Microsoft, Amazon, and others—continues to scale despite tight allocations.

For infrastructure architects and capital planners, today's shareholder meeting will serve as a live read on whether NVIDIA is confident in solving packaging and memory supply before 2027, and whether margin pressure from competition (Intel, AMD, custom silicon) is reflected in guidance. Any commentary on inventory health, customer demand visibility beyond 2026, and Vera pricing/margin structure will move the stock and reset AI infrastructure capex expectations. Watch for updated order backlog figures and geographic mix shifts toward international (particularly EU and Asia).

Sources

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