AMD's latest entry-level video card ships with only 4GB of VRAM, marking the first modern GPU to launch with so little memory, according to William Judd of Digital Foundry. The memory cut reflects a w…
Nvidia CEO Jensen Huang met with US Commerce Secretary Howard Lutnick this week amid bipartisan pressure to tighten AI chip export controls to China, following DOJ indictments alleging $510 million in…
Nvidia CEO Jensen Huang declared at VivaTech on June 11, 2025, that the 'ChatGPT moment' for physical AI has arrived, framing it as the start of a decade-long buildout of autonomous machines and robot…
The Nasdaq 100 is approaching correction territory as a bearish double top pattern forms below the 50-day moving average, driven by growing skepticism that AI investments will yield returns. The PHLX …
A global semiconductor selloff deepened on July 28 as SK Hynix plunged 14.7% and Samsung fell 13.4% in Seoul, erasing 47% and 38% of their respective values since late June, while the PHLX Semiconduct…
The Nasdaq 100 briefly entered correction territory Tuesday as global chip and memory stocks sold off sharply, with shares of Sandisk, Western Digital, Seagate, Micron, and AMD all falling around 10% …
Core Scientific reported $164.2 million in Q2 2026 revenue, more than double the $78.6 million from Q2 2025, driven by AI colocation services that now account for 83% of total revenue. The company pos…
Chinese AI startup Moonshot AI is seeking additional Nvidia Blackwell chips to train Kimi K4, the successor to its 2.8 trillion-parameter Kimi K3 model released on July 22, 2026. The effort comes as W…
Giga Computing, a GIGABYTE subsidiary, announced its first servers based on AMD's 6th Gen EPYC 9006 platform at AMD Advancing AI 2026 in San Francisco, with SP7 systems shipping in November 2026 and S…
Recursive Superintelligence, a four-month-old AI startup with fewer than 30 employees, signed a $410 million multi-year cloud compute agreement with AWS, which CEO Richard Socher called "likely going …
South Korea's KOSPI dropped more than 10% on Tuesday, on track for its worst month in over 30 years, as investors dumped shares of Samsung and SK Hynix, dragging down US chip stocks. The sell-off has …
The Nasdaq fell 1.2% Tuesday as a chipmaker rout deepened on fears of an AI bubble and Chinese competition, with Micron, AMD, Intel, Broadcom, and Nvidia slumping 10%, 8.4%, 7%, 1.8%, and 1%, respecti…
Global chip stocks fell roughly 13% in July, erasing over $1 trillion in market value in the worst monthly performance since 2022, as investors question whether the AI spending boom can sustain lofty …
Core Scientific announced a strategic partnership with AMD that gives the chipmaker access to over 500 megawatts of AI-ready data center capacity starting in 2027, with potential expansion to 2.5 giga…
Core Scientific signed a data-centre agreement with AMD that could reach 2.5 gigawatts of capacity across the American South, months after its shareholders rejected a roughly $9bn takeover by CoreWeav…
Brookfield Asset Management projects 6.5 gigawatts of AI data-centre capacity will come online in India within five years, a senior executive said Tuesday in Singapore, signaling a massive infrastruct…
Semiconductor stocks tumbled Tuesday, with the PHLX Semiconductor Index falling more than 5%, as investors unwound AI-driven positions amid concerns over circular financing, Chinese competition, and m…
A developer achieved bit-reproducibility between CPU and GPU calculations for transcendental functions in Fortran by wrapping the bitrep C++ library and adding OpenACC/OpenMP directives, with a perfor…
AI chip stocks are correcting as the market realizes a widening gap between infrastructure build-out and monetization, according to an analysis of the AI workflow. Key pressure points include capex fa…
Core Scientific has signed a deal with AMD to provide up to 2.5 gigawatts of data center capacity for AMD's AI systems, marking a major pivot from bitcoin mining to AI infrastructure. The agreement, a…