Nvidia Corp. launched the Vera Rubin platform, a full-stack AI system with seven co-designed chips, positioning it as a CPU architecture rethought for agentic AI workloads. Nvidia says the design targ…
Nvidia launched its Spectrum-6 switch, a 102.4 Tb/s system offering twice the capacity of previous-generation systems, to power next-gen AI networking. The Ethernet-based switch, available in SN6810 a…
Nvidia confirmed Monday that its Vera Rubin platform is in full production, with OpenAI planning to deploy the system at scale in the third quarter. Ian Buck, Nvidia's vice president of accelerated co…
NVIDIA launched the Vera Rubin platform, built from chip to grid to deliver the highest performance per watt and lowest token cost, with production ramping at partners CoreWeave, Google Cloud, Microso…
Nvidia launched its Spectrum-6 Ethernet switch for AI factories, with CoreWeave, Microsoft, Nebius, SpaceX, and Tesla among initial adopters. The switch offers high switching capacity to support AI mo…
NVIDIA's Spectrum-6, a 102.4-terabit-per-second Ethernet switch system with 2x the capacity of previous-generation systems and built as part of the NVIDIA Vera Rubin platform, is arriving across the w…
Nvidia is touting performance gains for its Vera Rubin platform ahead of AMD's Advancing AI conference, with CoreWeave seeing 10 times more tokens per watt running DeepSeek's R1 model compared to the …
Nvidia demonstrated its Vera Rubin platform at a lab tour in Sunnyvale, California, claiming the compute tray can be assembled in one minute versus 90 minutes for prior GB200 hardware, a 90x improveme…
Enterprise AI transforms software from a fixed cost into a variable cost, with large language models billing per token like a taxi meter rather than a license. Running models on-premises trades usage-…
WEKA announced an exabyte-scale WEKAPod all-flash array running its sixth-generation NeuralMesh software, claiming 1.1 exabytes of effective capacity in a single 56-RU rack. The company says the syste…
BloombergNEF projects US data centers will consume roughly 20% of the nation's electricity by 2035, up from about 5.9% today, driven by AI and crypto mining demand. The forecast pegs US data center po…
IREN has signed $2.8 billion in new multi-year AI cloud services contracts with Microsoft, Nvidia, Perplexity and Figure AI, pushing its year-end 2026 AI cloud revenue target from $3.7 billion to over…
Neoclouds such as CoreWeave, Lambda Labs, Voltage Park, Together AI, Nebius, Nscale, and Polarise owe customers years of compute because prepaid capacity commitments and prepaid tokens create deferred…
Backblaze, CoreWeave, Panmnesia, Meta, Cloudera, and Vast announced new AI storage and memory solutions to optimize data placement in AI workflows, according to a Forbes report by Thomas Coughlin. The…
Meta Platforms is in talks to lease computing power to Anthropic in a potential deal worth up to US$10 billion over two years, according to a source familiar with the matter. The deal would help Meta …
Meta is negotiating a deal to lease its AI data center computing power to Anthropic for as much as $10 billion over two years, according to sources cited by International Business Times and The Verge.…
Alphabet Inc. leads the AI infrastructure build-out with $185.0 billion in capital expenditure, according to the AI CapEx Tracker, which tracks 45 public companies across 8 sectors. Combined tracked c…
Elon Musk's SpaceX is in talks to provide the U.S. Department of Defense with access to data center capacity worth billions of dollars to run AI models, the Wall Street Journal reported on Friday, cit…
Meta is in advanced negotiations to lease computing power to Anthropic in a deal that may reach $10 billion over two years, according to a July 2 report from SemiAnalysis. The arrangement would turn M…
The semiconductor sector lost over $1 trillion in market value in under two months, with the VanEck Semiconductor ETF dropping 5% in a single session, even as demand data from hyperscalers and chipmak…