谷歌正推进“TorchTPU”计划，旨在提升其TPU芯片对PyTorch框架的兼容性，以降低开发者从英伟达GPU迁移至谷歌TPU的成本。此举意在挑战英伟达在AI芯片领域的统治地位，打破PyTorch与英伟达CUDA的深度绑定。
美国商务部批准英伟达向中国特定客户出口H200 AI芯片，标志着其高端GPU时隔数月重返中国市场。美国政府将从相关销售中收取25%分成。特朗普在社交媒体上宣布决定，英伟达发表声明表示欢迎。
英伟达与Synopsys达成战略合作，将整合GPU加速计算、AI及数字双胞胎技术，提升工程设计能力。英伟达以每股414.79美元投资20亿美元购买Synopsys股份。双方将结合CUDA平台与EDA工具，加速研发进程。
英伟达回应谷歌AI进展，强调自身在AI基础设施领域的核心地位，称其是唯一能运行所有主流AI模型、覆盖云端到边缘计算的全平台，领先行业约一代。黄仁勋指出，英伟达通用GPU在性能、灵活性和可替代性上优于专用AI芯片。
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