Eoptolink Technology, a Chengdu-based optical transceiver maker, increased its inventory by 61% year-over-year to 11.7 billion yuan ($1.7 billion) in the first half of 2026 to secure components for AI…
NVIDIA unveiled its Vera CPU at Hot Chips 2026, an 88-core Arm-based server processor built on the new Olympus core architecture, designed to power its upcoming Vera Rubin AI systems. The chip feature…
NVIDIA has moved its Groq 3 LPX inference accelerator into full production, targeting the token demands of agentic AI, with Nebius as the first AI cloud to adopt it via its Token Factory service. The …
ARC-AGI-3 benchmark scores vary by up to 70 points depending on the testing harness, with NVIDIA reporting Claude Opus 5 at 100.00% in late August versus the official ARC Prize verified score of 30.16…
Cisco Systems (NASDAQ:CSCO) is emerging as a hidden winner in the AI infrastructure boom, with hyperscaler AI orders totaling $9.3 billion in fiscal 2026, roughly 4.5 times the prior year, and managem…
Microsoft Corp. (NASDAQ: MSFT) is the most overlooked AI stock, with a 24/7 Wall St. price target of $590.17, implying 22.13% upside from $483.24, driven by Azure's $100 billion annual revenue run rat…
Hugging Face, the AI open-source platform, is reportedly exploring a sale that could value the company at $13 billion or more, nearly tripling its $4.5 billion valuation from its 2023 Series D funding…
Marvell Technology Inc. (NASDAQ: MRVL) reported fiscal 2026 revenue of $8.195 billion, up 42.09% year over year, and non-GAAP EPS of $2.84, up 81%, with data center revenue accounting for 76% of Q1 FY…
NVIDIA's Spectrum-X Ethernet architecture, designed for giga-scale AI factories, maintains stable training step times of 668 ms under heavy multi-tenant congestion, while standard Ethernet slows from …
NVIDIA introduced NVLink Fusion, a technology that connects custom XPUs to NVIDIA's AI infrastructure, aiming to reduce cost and time-to-market for AI factory builders. The solution offers 3x lower la…
NVIDIA announced that its NVIDIA Groq 3 LPX rack-scale system is now in full production, delivering 3,400 output tokens per second on a Gemma 4 31B benchmark for 100,000-token long-context use cases, …
NVIDIA's Vera Rubin NVL72 systems deliver up to 30x higher throughput per megawatt than the GB300 NVL72 on agentic AI workloads, according to new measured performance data from NVIDIA using the SemiAn…
SemiAnalysis's AgentX benchmark shows NVIDIA's Vera Rubin NVL72 delivers up to 30x higher AI-factory throughput per megawatt than GB300 NVL72 for agentic-coding inference, while GB300 NVL72 extends it…
NVIDIA introduced Scale-In network infrastructure, the fifth pillar of its AI networking, powered by the NVIDIA BlueField-4 DPU and NVIDIA DOCA, to accelerate security, data movement, and operations f…
NVIDIA introduced the Vera CPU, designed to handle the unpredictable and highly variable workloads of agentic AI fleets, based on telemetry from 163,594 agentic sessions showing over 97% unique trajec…
NVIDIA announced that its Groq 3 LPX inference accelerator, paired with the NVIDIA Vera Rubin NVL72 platform, achieved a world-class interactivity of 3,431 output tokens per second on the Gemma 4 31B …
NVIDIA announced that SpaceXAI will deploy NVIDIA Vera CPUs to accelerate its next generation of agentic AI applications, including the AI infrastructure behind Grok, and plans to extend the optimized…
NVIDIA announced that its Groq 3 LPX inference accelerator is now in full production, delivering a record 3,400 output tokens per second in Artificial Analysis benchmarking running Gemma 4 31B with a …
Super Micro Computer Inc. shares fell 7% to $34.53 on Monday after Taiwanese prosecutors indicted nine people, including two employees of Super Micro Computer's Taiwan unit and one employee of NVIDIA …
Hugging Face, the open-source AI platform, may be worth $13 billion in a potential acquisition, according to market rumors. The valuation reflects its dominance in model distribution, standardization …