TSMC reported record second-quarter 2026 revenue of $40.2 billion, up 36% year-over-year, with net profit rising 77.4% to NT$706.56 billion, but its stock fell over 3% after the company raised capital…
Nvidia has posted a 15,333% total return over the past decade, the highest in the S&P 500, driven by its dominance in AI infrastructure with GPUs for training and inference. In 2025 alone, Nvidia acco…
Nvidia shares have risen only 10% since the start of the year, lagging behind memory makers SK Hynix and Samsung Electronics, as competition intensifies and investment shifts to other parts of the AI …
Anthropic's major chip deal with AMD signals growing demand for AI inference hardware, potentially boosting AMD's stock as it competes with Nvidia in the AI chip market.…
A NixOS 26.11 flake integrates the Noctalia V5 AI desktop shell with the Labwc Wayland compositor, Voxtype voice-to-text via Whisper.cpp, and AMD hardware optimizations, offering a declarative, minima…
Investors are punishing Big Tech stocks for rising AI capital expenditures, but AMD CEO Lisa Su, Mastercard CEO Michael Miebach, and IBM CFO Jim Kavanaugh all report strong AI monetization and product…
An industry campaign against broad restrictions on downloadable AI models has doubled to 50 signatories, adding Google and OpenAI to a coalition hosted by Nvidia that includes Microsoft, Meta, IBM, AM…
AMD has published a machine-readable ISA for its Instinct GPUs and partnered with Anthropic and OpenAI to let frontier models natively write and optimize low-level kernels, claiming a 38% inference sp…
AMD's stock surged 142% in the first half of 2026, far outpacing Nvidia's 4% gain, even though Nvidia still commands 87.4% of AI data center GPU revenue according to Axis Intelligence. AMD's data cent…
George Hotz at AMD Advancing AI 2026 argued that the next leap in AI is not bigger models but smarter utilization of existing compute, emphasizing tighter integration between model reasoning and hardw…
Nvidia dominated the AI chip race in the first half of 2026, capturing 85% of the data center AI chip market, according to a report from Mercury Research. AMD held 10% and Intel 5%, with Nvidia's reve…
Nvidia commands up to 81% of AI accelerator revenue in the first half of 2026, with data center sales projected to exceed $150 billion for the year, but its stock gained only 15% while AMD surged roug…
AMD's move to provide machine-readable Instruction Set Architecture (ISA) specifications could transform GPU programming by enabling LLM agents to directly generate optimized kernels, bypassing the ne…
A joint AMD–Meta team ported Meta's PyTorch Monarch distributed-training runtime to AMD's ROCm platform, running it on clusters of 128 MI300 and 256 MI355 GPUs with all 1,171 tests passing on ROCm 7.0…
OpenAI has proposed giving the U.S. government a 5 percent stake in the company, worth about $42.6 billion at OpenAI's reported $852 billion valuation, as part of a plan to place the stake in a public…
Hewlett Packard Enterprise Co. senior vice president Trish Damkroger said supercomputing and enterprise AI infrastructure are converging into a unified foundation, with AI agents already running scien…
AMD announced an integrated platform for robotics and autonomous systems, targeting physical AI computing with standardized architectures and open ecosystems to simplify development and deployment acr…
AWS EC2 compute is evolving to meet demand from agentic AI and physical AI workloads, with customers using AMD-based instances for AI inference alongside traditional HPC tasks, according to Art Baudo,…
Primate Labs released Geekbench 7, a major overhaul of the cross-platform benchmark suite with updated CPU and GPU tests, including NVIDIA CUDA support. The CPU benchmark now includes a media group an…
SPAN, in partnership with Nvidia and PulteGroup, will mount 16-GPU compute nodes on suburban homes starting Q3 2026, offering hosts $150-a-month utility and internet coverage, as AI's power demand dri…