Seeking Alpha’s roundup of announcements, statements, and remarks that could impact the technology sector.
- Nvidia (NVDA) said it plans to start shipping its H200 AI chips in mid-February.
The chipmaker intends to ship 5,000 to 10,000 chip modules, which is the equivalent of 40,000 to 80,000 chips, with initial orders filled from existing stock. The company is also planning to add additional production capacity, with orders opening in Q2, according to Reuters.
Reuters noted that the Chinese government has not yet approved procurement of the chips by local companies.
- Alphabet (GOOG) (GOOGL) plans to acquire data center and energy infrastructure company Intersect for $4.75 billion in cash, plus the assumption of debt.
“The acquisition will enable more data center and generation capacity to come online faster while accelerating energy development and innovation,” Alphabet said in a statement.
Alphabet added that the acquisition will also “augment Alphabet and Google’s ongoing commitment to partnering with utilities and energy developers across the sector to unlock abundant, reliable, affordable energy supply that enables the buildout of data center infrastructure without passing on costs to grid customers.”
Alphabet already holds a minority stake in Intersect through a prior investment.
“Riders across the city will be the first in the region to experience Baidu’s Apollo Go vehicles. We expect to start testing our initial fleet with dozens of vehicles next year – pending regulatory approval – through the Lyft and Freenow ecosystem, with plans to scale to hundreds from there,” said Lyft CEO David Risher in a post on X.
Uber also confirmed that it was partnering with China’s Baidu on London robotaxi service.
“Testing is expected to start in the first half of 2026, under the UK’s frontier plan to begin trials for self-driving vehicles. We’re excited to accelerate Britain’s leadership in the future of mobility, bringing another safe and reliable travel option to Londoners next year,” Uber said in a post on its X account.
Other companies developing robotaxi vehicles and/or services include Tesla (TSLA), Alphabet’s (GOOG) (GOOGL) Waymo, Amazon’s (AMZN) Zoox, and Pony AI (PONY).