Wall Street has endorsed Nvidia CEO Jensen Huang's 'big concept' for AI, which involves a shift from the current AI buildout funded by record equity and debt to a new phase. The endorsement signals gr…
Nvidia has signed memorandums of understanding with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to raise more than $500 billion for AI infrastructure, with Nvidia able to backsto…
NVIDIA announced on August 10, 2026, memorandums of understanding with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to create independent financing platforms aimed at mobilizing m…
Nvidia announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to create financing platforms targeting over $500 billion in third-party capital for AI infrastruct…
US investment giants Apollo Global Management, Blackstone, BlackRock, Brookfield Asset Management, Goldman Sachs, and KKR & Co are partnering with Nvidia to invest US$500 billion in AI infrastructure,…
AI-driven drug discovery has attracted US$60 billion since 2019, with 175 AI-originated programmes entering human trials, yet none have won FDA approval; however, AI-discovered molecules clear Phase I…
Nvidia Corp. announced Monday that it signed memorandums of understanding with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to establish AI compute infrastructure financing platfor…
Nvidia announced strategic partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to establish independent compute financing platforms, aiming to mobilize over $500 billio…
Nvidia CEO Jensen Huang confirmed in early June 2026 that Nvidia has qualified Samsung Electronics, SK Hynix, and Micron Technology as suppliers of HBM4 memory for its Vera Rubin AI accelerator platfo…
NVIDIA Corp. is investing up to $3 billion in Lancium, a power infrastructure developer, to secure energy for AI data centers, with an upfront $2 billion for a 20% stake and a potential $1 billion mor…
A widely cited global survey found that a third of employees admit to sabotaging AI initiatives at work, and engineers often resist AI rollouts due to job security fears, unclear goals, and leadership…
AMD agreed to acquire Taalas, a 25-person Toronto-based chip startup that builds model-specific silicon, for an undisclosed amount. Taalas's first chip, the HC1, runs only Llama 3.1 8B, with weights h…
AMD acquired AI inference startup Taalas for an undisclosed sum this week, aiming to bake AI inference directly into its chips. The move follows Nvidia CEO Jensen Huang's GTC 2026 disclosure that GPU …
China's enterprise AI market is moving beyond the model race, with 2025 data from the China Large Model Procurement Monitoring Report recording more than 7,500 large-model-related procurement contract…
Connected Nation's white paper argues that hosting AI data centers will not make regions the next Silicon Valley, as AI's economic benefits now hinge on network latency and interconnection rather than…
At Nvidia's GTC conference, CEO Jensen Huang said about 90% of enterprise data is unstructured and largely unusable by generative AI without better storage systems. Traditional storage architectures, …
Open-weight AI models present an overlooked business opportunity for companies with idiosyncratic needs, according to an AI engineer working on million-dollar deployments. Benefits include cost effect…
Nvidia's Blackwell B200 GPU systems are sold out with a 12-month backlog, and CEO Jensen Huang said sales are 'off the charts.' Complete 8x B200 server systems are quoted above $500,000, with individu…
Marvell introduced the Bravera SC6 SSD controller, a PCIe 6.0 device targeting hyperscale AI inference workloads by offloading KV cache from GPU memory to NAND flash, claiming multigigabyte-per-second…
Investment strategist Joachim Klement of Panmure Liberum warns that the economics of new AI data centers could trigger a sharp correction in U.S. corporate earnings, which are currently running nearly…