Nvidia is pursuing a $500 billion market valuation target by integrating its InfiniBand networking, CUDA software, and Blackwell architecture into a proprietary full-stack ecosystem, creating high swi…
The United States is pushing its allies to commit to a single AI ecosystem, a shift that is making the 'play both sides' approach untenable due to export controls on high-end GPUs and diverging softwa…
A new contract-grade verifier with twelve adversarial gates found that 39.5% of 2,638 machine-generated GPU kernels accepted as correct by a public system's harness are broken beyond any tolerance arg…
Nebius auction-goers bid aggressively for Nvidia's Blackwell GPUs, driving prices higher amid surging AI-agent demand that keeps compute scarce and expensive despite expanding capacity and efficiency …
NVIDIA's data center GPU roadmap has advanced through four major architectures—Ampere, Hopper, Blackwell, and Vera Rubin—each delivering more memory, faster interconnects, and lower-precision compute …
A new contract-grade verifier with twelve adversarial gates found that 39.5% of 2,638 machine-generated GPU kernels accepted as correct by a public system's harness are broken beyond any tolerance arg…
CoreWeave has booked Nvidia A100 GPUs through 2029, nine years after the chip's May 2020 launch, CEO Mike Intrator confirmed on the company's second-quarter earnings call. Nvidia CEO Jensen Huang ampl…
Nvidia Corp. is seeking $500 billion to fund AI infrastructure, partnering with financial giants to bridge the financing gap for customers building large-scale GPU clusters. The investment targets dat…
IBM and Together AI have signed a $240 million multi-year deal to build an AI inference cluster on IBM Cloud powered by Nvidia's HGX B300 systems with Blackwell processors and Spectrum-X Ethernet netw…
Nvidia is shifting AI infrastructure financing from operational expenditure to capital expenditure, positioning itself as the anchor that makes these investments safe for Wall Street, according to a n…
NVIDIA's H100, H200, and B200 GPUs offer different trade-offs for AI workloads, and choosing among them depends on factors like model size, memory requirements, and whether the use case is training or…
NVIDIA has brought its RTX Neural Texture Compression (NTC) technology to Windows-on-Arm, ahead of the general release of its RTX Spark PC platform. NTC, first demonstrated at GTC 2026 in May, can red…
Chinese AI startup Moonshot is reportedly seeking greater access to Nvidia's advanced Blackwell GPUs to develop its next-generation AI model, highlighting the growing importance of computing power in …
Nvidia's Jensen Huang announced at GTC that Vera Rubin delivers approximately 10x more inference throughput per watt compared to Blackwell (B200), but the comparison point matters because most organiz…
Chinese AI startup Moonshot AI reportedly trained its 2.8 trillion parameter Kimi K3 model using Nvidia's high-end GB300 chips acquired in Thailand, circumventing US export controls, according to Whit…
AI token processing demand is surging far beyond forecasts, with Google seeing a 330X increase from May 2024 to May 2026, and Nvidia's upcoming Vera Rubin systems are designed to deliver up to 10X mor…
Nvidia's market strategy faces a hardware bottleneck as government trade restrictions force the company to create 'lite' versions of its H100 and B200 chips, such as the H20, to meet legal requirement…
AI chip stocks are experiencing a market correction driven by capex fatigue, concentration risk among cloud service providers, and expectation inflation, according to an analysis of the current cycle.…
The US Department of Commerce closed a loophole on May 31 that allowed Chinese entities to buy advanced Nvidia chips through third-country subsidiaries, requiring export licenses for sales to entities…
Nvidia CEO Jensen Huang is lobbying Congress for federal AI regulation to avoid a patchwork of state laws, arguing it would create national security vulnerabilities and slow U.S. innovation against Ch…