NVIDIA Explores Partnership with Rebellions for AI Chip Startup

NVIDIA is exploring a potential partnership with South Korean AI chip startup Rebellions, which designs neural processing units for data centers focusing on AI inference workloads. This potential partnership could include a technical collaboration, investment, or acquisition. NVIDIA has $50.33 billion in cash and equivalents as of April 26, 2026, giving it the financial capacity for such deals.

Meanwhile, in the AI and data sectors, Palantir and Snowflake are key players providing the backbone of agentic AI. Palantir focuses on data integration and analytics, while Snowflake focuses on data warehousing and cloud computing. Their approaches cater to different needs in the AI ecosystem.

Amazon is also making strides in AI with its Agentic Data Operations Platform (ADOP), a reference architecture on Amazon Bedrock. This platform uses specialized AI agents to automate the full data pipeline lifecycle, streamlining data operations.

Anthropic, valued at close to $1 trillion in private markets, is preparing for an IPO filing. Notably, the company highlights negative sentiment towards AI and data centers as a risk factor in its IPO filing, reflecting growing concerns about AI's impact.

In other news, Seagate's shares have surged 209% in 2026 and 450% over the past year, driven by strong sales and earnings growth in its data center business. The company's data center revenue climbed 57% to $2.9 billion.

Kentucky is positioning itself in the AI data center boom, with proposals for new data centers emerging across the state. This development comes as states compete to attract AI and data center investments.

Lastly, a new study found that people are less likely to correct mistakes when they believe they are made by artificial intelligence rather than by humans. This has implications for AI development and deployment.

Key Takeaways

• NVIDIA in talks with Rebellions for potential partnership, investment, or acquisition. • Palantir and Snowflake provide backbone of agentic AI with different approaches. • Amazon offers Agentic Data Operations Platform (ADOP) on Bedrock. • Anthropic valued at $1 trillion, cites AI backlash in IPO filing. • Seagate's data center revenue climbs 57% to $2.9 billion. • Kentucky emerging as a hub for AI data centers. • People trust AI over humans in certain tasks. • Alibaba stock drops 8.6% due to AI spending.

NVIDIA Eyes Korean AI Chip Startup Rebellions

NVIDIA is exploring a potential partnership with South Korean AI chip startup Rebellions. The discussions include a technical partnership, an investment, or possibly an acquisition. Rebellions designs neural processing units for data centers, focusing on AI inference workloads. NVIDIA has $50.33 billion in cash and equivalents as of April 26, 2026.

NVIDIA in Talks with Rebellions

NVIDIA is in early discussions with Korean AI chip designer Rebellions about possible collaborations, including a technical partnership, an investment, or an acquisition.

Smaller AI Firms Lead Asia's Rebound

Smaller AI firms in Asia are leading the rebound in emerging-market stocks. Companies like King Slide Works Co., Henan Shijia Photons Technology Co., and EverProX Technologies Co. are among the top performers in MSCI's Emerging Markets Index.

Palantir vs. Snowflake: Agentic AI Backbone

Palantir and Snowflake are providing the backbone of agentic AI. Palantir's approach focuses on data integration and analytics, while Snowflake's approach focuses on data warehousing and cloud computing. Palantir's growth rate is accelerating, while Snowflake's is slowing down.

Seagate's 209% Rally Driven by AI Data Center Sales

Seagate's shares have risen 209% in 2026 and 450% over the past year, driven by strong sales and earnings growth. The company's data center revenue climbed 57% to $2.9 billion, and non-GAAP EPS jumped 121% to $5.71.

Agentic Data Operations Platform (ADOP)

The Agentic Data Operations Platform (ADOP) is a reference architecture on Amazon Bedrock that uses specialized AI agents to automate the full Bronze-to-Silver-to-Gold data pipeline lifecycle.

Anthropic IPO Filing Highlights AI Backlash

Anthropic's IPO filing will list negative sentiment towards AI and data centers as a risk factor. The company is valued at close to $1 trillion in the private markets and is set to go public.

Kentucky Leaders Debate AI Data Center Boom

Kentucky is working to find its place in the nation's artificial intelligence boom, with proposals for new data centers emerging in the eastern, central, and western parts of the state.

Study Finds People Trust AI Over Humans

A new study has found that people are less likely to correct mistakes when they believe they are made by artificial intelligence rather than by humans.

Alibaba Stock Drops on AI Spending

Alibaba's stock dropped 8.6% due to a profit squeeze caused by heavy AI and cloud spending. The company's revenue grew 8.6% to RMB 268.9 billion, but net income excluding extra items fell 75.6% to RMB 10.5 billion.