Nvidia is winning the AI war by selling entire ecosystems rather than just chips, leveraging CUDA software gravity, TensorRT, NeMo, and Mellanox-owned InfiniBand networking to lock developers into its…
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 …
Nvidia is collaborating with major Wall Street firms to orchestrate a financing initiative that could channel as much as $500 billion into AI infrastructure, according to a report from Inside AI. The …
NVIDIA CTO Michael Kagan said at WeAreDevelopers World Congress in Berlin that modern AI is no longer just about chips but about software, networking, and power, describing AI infrastructure as an "AI…
Chip interconnect startup Eliyan raised $145 million in Series C funding at a $1 billion valuation, the company announced Wednesday, to solve data transfer bottlenecks that leave AI processors idle. T…
PicoJool CEO Al Yuen argues that GaAs VCSELs at 200G/lane are the pragmatic choice for scaling optical interconnects, citing unconstrained supply versus indium phosphide and a roadmap to 12.8T via 8×2…
Nvidia inaugurated an expanded R&D center in Beersheba, Israel, on July 7, 2026, tripling its footprint to 3,000 square meters and housing over 150 employees. The center focuses on AI infrastructure, …
Nvidia, Intel, and AMD are competing in the CPU market as agentic AI and inference workloads increase demand for traditional processors. Nvidia projects $20 billion in CPU revenue in 2026 with its Gra…
Intel unveiled its new E835 NIC lineup at HPE Discover 2026, offering 200GbE and 25GbE adapters with lower power consumption than competing NVIDIA ConnectX-6 Dx cards. The lineup includes dual-port 20…
AI-generated code is creating a new form of technical debt called cognitive debt, where developers lose understanding of how and why code was written, according to a former hardware engineer. Google a…
Nvidia and Google are negotiating with Israeli tax authorities to pay corporate taxes in US dollars rather than shekels, following a 20% surge in the Israeli currency against the dollar over the past …