Nvidia's upcoming earnings report will test Wall Street's conviction in AI spending, with investors watching for signs of demand for its data center products and next-generation Blackwell chips. The r…
AMD is adding Universal Chiplet Interconnect Express (UCIe) support to its Versal line of adaptive programmable chips, initially extending support to its RF Versal products with production chiplets ex…
Nvidia's stock is up 14% year to date, trailing the S&P 500's 12% gain and significantly underperforming peers like Micron (up 225%), Intel (up 138%), and AMD (up 124%). Raymond James analyst Simon Le…
A forum user argues that 32GB of VRAM is the practical threshold for useful large language model use, noting that 24GB cards work but with limited context size. The user highlights that NVIDIA offers …
The Linux Foundation announced the contribution of TRACE (Trust, Runtime Attestation and Compliance Evidence), a hardware-backed runtime evidence specification for AI agents, developed collaboratively…
The Linux Foundation has taken governance of TRACE, an open standard for AI runtime attestation that generates cryptographically verifiable records proving AI workloads ran as promised, backed by sili…
Nine major tech companies—Alphabet, Amazon, Meta, Microsoft, Oracle, Nvidia, Broadcom, AMD, and SpaceX—have accumulated approximately $3.1 trillion in off-balance-sheet commitments tied to AI infrastr…
Options traders are pricing in a 5.4% post-earnings move for Nvidia ahead of its fiscal Q2 2027 report on August 26, below the 7.4% average of the past 12 quarters, signaling a more muted reaction as …
Mistral and HUMAIN, the AI company owned by Saudi Arabia's Public Investment Fund, announced a strategic collaboration valued in the hundreds of millions of euros to build 'sovereign AI infrastructure…
Raymond James analyst Simon Leopold upgraded AMD to Strong Buy from Outperform and raised his price target to $641 from $565, implying nearly 40% upside, citing AMD's AI chip strength and a projected …
AMD presented its Versal Premium Gen2 adaptive SoC platform at Hot Chips 2026, featuring on-package LPDDR5X memory, PCIe Gen7 and CXL 4.0 support, and enhanced security including post-quantum cryptogr…
Nvidia will report fiscal Q2 2027 results on August 26, 2026, with Wall Street consensus projecting about $92 billion in revenue, up roughly 96% year-over-year, and adjusted EPS near $2.09. The compan…
Intel's x86 CPU market share fell 6.5% year over year to 69.3% in Q2 2026, as AMD gained ground amid a total CPU shipment downturn of more than 20%, according to Mercury Research data cited by CNN. Me…
OpenAI's new inference chip, Jalapeño, outperforms Nvidia's Blackwell and other competitors in performance per watt across almost all scenarios, according to benchmarks run by SemiAnalysis with OpenAI…
OpenAI unveiled its Jalapeño AI accelerator at the Hot Chips conference on Tuesday, claiming the custom chip, developed with Broadcom, delivers 1.5x to 1.9x higher peak throughput and 1.7x to 3.6x low…
Netra Kernel, an open-source ahead-of-time GPU kernel compiler for AMD, achieved 78,498.66 output tokens per second mean throughput serving Qwen3.6-35B-A3B-FP8 on eight AMD MI350X GPUs, within 0.32% o…
Cerebras Systems reported Q1 FY27 core revenue of $209.87 million, up 103% year over year, while NVIDIA reported $81.61 billion in quarterly revenue with Data Center revenue of $75.246 billion, up 92%…
A hardware enthusiast is weighing two multi-GPU inference builds, comparing Nvidia RTX 4000 Pro Blackwell GPUs against AMD R9700 Pro GPUs, with the Nvidia option consuming 140 watts per GPU versus 300…
Nvidia reported Q1 FY2027 revenue of $81.61 billion, with data center revenue up 92% to $75.25 billion, while AMD reported Q2 2026 revenue of $11.54 billion, with data center revenue up 107% to $6.72 …
Cerebras Systems (NASDAQ:CBRS) trades at $185.43, 40.39% below its May high of $311.07, after Q2 2026 revenue of $180.11 million missed the $193.55 million estimate and GAAP EPS of -2.98 fell short of…