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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 Research Claude Opus 4.8 tops Artificial Analysis leaderboard; first frontier model to complete every agentic case end-to-end Chips Intel appoints former SK hynix CEO Seok-Hee Lee to lead foundry advanced packaging, signaling HBM integration push Chips MIPS S8200 RISC-V NPU samples for physical AI robotics at the edge Market SpaceX signs $6.3B compute deal with Reflection AI for Colossus 2 Chips JUPITER, Europe's First Exascale Supercomputer, Goes Live on NVIDIA Grace Hopper; Maps Brain at Cellular Scale, Climate at 1km Resolution Chips DDR2 Memory Prices Surge 55–60% as AI DRAM Reallocation Cascades Down to 2003-Era Chips Market SpaceX discloses $100.8B cash pile after IPO, launches bond offering for AI datacenter buildout Research PP-OCRv6 Lightweight OCR Beats Vision-Language Models on Text Recognition with 34.5M Parameters Chips JUPITER Exascale Supercomputer Live: Europe's First 1-Exaflop System Breaks 50-Qubit Quantum Record Funding Seedcamp closes $320M across two funds, pivots to physical AI and embodied robotics in European deep-tech bet Funding Robotics startups hit record $18.8B in 2026 funding, surpassing full-year 2025 with embodied AI driving mega-rounds 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 Research Claude Opus 4.8 tops Artificial Analysis leaderboard; first frontier model to complete every agentic case end-to-end Chips Intel appoints former SK hynix CEO Seok-Hee Lee to lead foundry advanced packaging, signaling HBM integration push Chips MIPS S8200 RISC-V NPU samples for physical AI robotics at the edge Market SpaceX signs $6.3B compute deal with Reflection AI for Colossus 2 Chips JUPITER, Europe's First Exascale Supercomputer, Goes Live on NVIDIA Grace Hopper; Maps Brain at Cellular Scale, Climate at 1km Resolution Chips DDR2 Memory Prices Surge 55–60% as AI DRAM Reallocation Cascades Down to 2003-Era Chips Market SpaceX discloses $100.8B cash pile after IPO, launches bond offering for AI datacenter buildout Research PP-OCRv6 Lightweight OCR Beats Vision-Language Models on Text Recognition with 34.5M Parameters Chips JUPITER Exascale Supercomputer Live: Europe's First 1-Exaflop System Breaks 50-Qubit Quantum Record Funding Seedcamp closes $320M across two funds, pivots to physical AI and embodied robotics in European deep-tech bet Funding Robotics startups hit record $18.8B in 2026 funding, surpassing full-year 2025 with embodied AI driving mega-rounds
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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