OpenAI's new inference chip, codenamed Jalapeño, eliminates the L2 cache and adds a superscalar scheduling core to address flaws in Nvidia's Blackwell microarchitecture, according to an analysis by Za…
Nvidia is winning the AI race by focusing on data center interconnect and networking technologies rather than just raw chip performance, according to an analysis. The company's NVLink, Mellanox-based …
A developer reported that LM Studio's runtime auto-update silently broke model loading on an RTX 5090, with the error dialog showing an unsigned exit code that decodes to an NTSTATUS value indicating …
Modders have patched NVIDIA's leaked DLSS 5 neural rendering tool to work on RTX 4000 "Ada Lovelace" GPUs, despite the tool being built only for RTX 5000 Blackwell hardware. The patch, created by modd…
A commentary argues that AI chip hardware lifecycles are longer than the hype suggests, with a three-year baseline for high-end silicon, citing deployment patterns and depreciation schedules. The piec…
NVIDIA and Google are racing to dominate the AI chip market, with NVIDIA's Blackwell and Rubin architectures and Google's TPU v8 and Ironwood v7 leading the shift toward energy-efficient 'tokens per w…
AWS and Nvidia announced plans to supply an additional 2 million GPUs to enhance infrastructure for agentic and physical AI systems, building on AWS's existing deployment of over 1 million Nvidia GPUs…
Researchers proposed FIBER, a thread-register decoupled GPU execution model that extends the SIMT architecture to improve tensor computation efficiency, achieving a 2.25x end-to-end speedup on Ampere,…
Nvidia's $500 billion financing platform, which lets AI startups and data center operators purchase H100s, B200s, and future Blackwell architectures through structured financing, raises serious concer…
Nvidia Corp. is the primary driver of the AI market, with demand for its H100 and upcoming Blackwell architecture remaining insatiable, but the market is shifting from hardware demand to ROI reality, …
Nvidia (NASDAQ: NVDA) shares rose from $192 on June 26 to $213 by August 26, giving investors who put $1,000 into the stock two months ago a gain of about $109, an 11% return. The advance comes as Nvi…
OpenAI's custom AI inference chip, Jalapeño, outperforms Nvidia's Blackwell system on SemiAnalysis' InferenceX benchmark, delivering higher tokens-per-user throughput and better efficiency (tokens per…
OpenAI's first in-house inference chip, "Jalapeño," outperforms Nvidia's Blackwell and Rubin in throughput and energy efficiency, according to SemiAnalysis tests presented at the Hot Chips conference.…
OpenAI reported that its custom inference chip, Jalapeño, outperforms NVIDIA's Blackwell GPUs on throughput per watt and latency across several open models, delivering 1.5 to 1.9 times more AI work pe…
Nvidia's role as the primary financier of the AI boom creates a risky cycle where capital flows into AI startups, is spent on Nvidia hardware, and depends on those startups generating cash flows to su…
NVIDIA (NASDAQ:NVDA) is rated a Hold at $208.48 ahead of its August 26, 2026 Q2 fiscal 2027 earnings report, with shares down 7.35% over the past week. The company reported Data Center revenue of $75.…
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…
A developer found a scale-selection rule for NVFP4 gradient quantization that reduces mean squared error by 14% on real gradient tensors compared to the state-of-the-art MS-EDEN estimator, but trainin…
OpenAI unveiled its custom AI inference chip, Jalapeño, at the Hot Chips conference, reporting 1.5 to 4 times the performance-per-watt of leading AI chips, including Nvidia's Blackwell, based on SemiA…
NVIDIA (NASDAQ: NVDA) and Meta Platforms (NASDAQ: META) are expected by Wall Street to lead the Magnificent Seven into Q3, with NVIDIA's Q1 FY27 revenue hitting $82 billion (up 85% year over year) on …