NVIDIA shares rose 4.3% to a two-month high, with market capitalization around $5.0 trillion, according to Tenet Research. The surge reflects renewed confidence in NVIDIA's AI infrastructure and semic…
An industry analysis reveals that MLCC prices are surging in 2026 due to AI server demand and capacity shortages. AI servers require 15,000 to 25,000 MLCCs each, ten times more than ordinary servers, …
NVIDIA's Vera Rubin platform, featuring the Arm-based Vera CPU, is moving into production with support from 300 global partners, and early results from CoreWeave show it delivering 10 times more throu…
The Nasdaq 100 gained $3.5 trillion in market value over four trading days through August 5, 2026, a 9.3% surge driven by strong earnings from AI and semiconductor companies, marking the sharpest four…
Mistral released Shieldstral, a 3B open-weight multimodal safety classifier under Apache 2.0, designed for customizable content moderation across text, images, and combined text-image content, running…
Inna Braverman, founder and CEO of Eco Wave Power, a Nasdaq-listed renewable energy company, said the company's wave energy technology can help meet growing electricity demand from AI infrastructure a…
AMD reported that its data centre revenue doubled in the second quarter of 2026, positioning the company as a stronger competitor to NVIDIA in the AI data centre market, according to an analysis by Th…
The Nasdaq 100 has surged by $3.5 trillion in market capitalization over four days, driven by strong earnings from major tech firms and enthusiasm for AI and semiconductors. The Philadelphia Semicondu…
NVIDIA released Alpamayo 2 Super, a 34B-parameter vision-language-action model for autonomous driving, under the OpenMDW-1.1 license, enabling commercial use. The model, built on a 32B Cosmos 3 Super …
Hedge funds with heavy AI and tech exposure suffered severe losses in July as a concentrated sell-off in AI stocks triggered a broader market de-risking event. Whale Rock Capital Management's fund dro…
NVIDIA launched the Open Secure AI Alliance on July 27, 2026, a 37-member coalition providing open-source tools for AI agent security, citing that 88% of organizations reported an AI agent security in…
A developer testing NVIDIA's NOOA AI agent framework found that its OS-level sandbox was not applied by default, leaving model-written code to run in the agent's own process. The developer verified th…
Cursor released an open-source megakernel that delivers a 41% increase in tokens per second, potentially saving billions of dollars at scale, according to a post by Stuart Sul, who leads the team behi…
SpaceX announced on its first earnings call as a public company that it will build exclusively on NVIDIA's Vera Rubin platform, targeting 10 gigawatts of compute capacity by 2027, with over 2 gigawatt…
Perplexity is hiring a Member of Technical Staff (Software Engineer, GPU Cluster Infrastructure) in San Francisco with a salary range of $250k–485k/yr, to build a self-serve compute platform for its G…
SpaceX CEO Elon Musk said during the company's August 4 earnings call that SpaceX will build its AI infrastructure exclusively on NVIDIA, citing the Vera Rubin architecture as the best available AI co…
SpaceX's AI segment nearly tripled its revenue to $2.56 billion in Q2 2026, but still posted a $1.26 billion operating loss, according to its quarterly report filed with the SEC on August 4, 2026. The…
Samsung Electronics has surpassed $1 billion in sales of its next-generation high-bandwidth memory (HBM) 4 chips within about four months of mass production, which began on February 12, 2026. The comp…
U.S. states including Arizona, Illinois, and Ohio are withdrawing sales tax breaks for data centers, potentially raising AI infrastructure costs by approximately 7% or more and increasing the price of…
Anthropic has secured a $10 billion compute deal with Volta, granting access to Volta's GPU cloud infrastructure for training and deploying next-generation AI models. The multi-year commitment undersc…