Microsoft, Alphabet, and NVIDIA are the three US-listed stocks with the most durable positions in the AI capital cycle, according to 24/7 Wall St.'s monthly buy list. Microsoft's Azure crossed $100 bi…
Latent Space reports that the AI industry is increasingly replacing human-made components of the machine intelligence pipeline with model-made ones, a trend it calls 'human simulation' that is 10% wor…
NVIDIA's open-source RAPIDS AI framework accelerates machine learning workflows by enabling GPU-based data processing, offering cuDF, a pandas-like library that performs operations on large datasets 1…
A homelab user deploying DeepSeek-V4-Flash-0731 on two DGX Spark units achieved 1M token context with an NVFP4 KV cache using a custom vLLM fork, reporting a KV cache size of 1,492,347 tokens and maxi…
A new open-source tool, Mock Nvidia GPUs, lets Linux developers simulate NVIDIA GPU telemetry for monitoring software by intercepting NVML and nvidia-smi calls, without emulating CUDA or actual GPU ha…
NVIDIA made a minority investment in Cloverleaf Infrastructure on August 21 as part of a partnership to develop U.S. sites for AI data centers. Cloverleaf said it will apply NVIDIA's DSX platform to w…
A user seeking to build a budget AI rig for local LLM inference asks whether used data-center GPUs like Tesla P40 or P100 can handle querying Oracle Cloud Application documentation, or if a single RTX…
A tech enthusiast with 40 years of experience is seeking advice on whether to wait for the RTX Spark laptop or purchase an Asus Ascent (GB10) for local AI experimentation, including running LLMs from …
CoreWeave, Nebius, Lambda, Crusoe, and Groq are ranked as the five largest GPU neoclouds of 2026, with Nebius posting the lowest H100 rate and the only published B300 price, Lambda offering the cheape…
Starcloud announced a $250 million Series A extension on August 21, 2026, at a $2.3 billion post-money valuation, with Manhattan West leading and NVIDIA participating. The round brings the company's t…
FlashML released FreeToken, an edge-native Mixture-of-Experts (MoE) serving engine that runs 290B+ parameter frontier MoE models locally on consumer gaming PCs at interactive speeds. The engine suppor…
Z.ai and NVIDIA engineers trained GLM-5.2, a 744B-parameter mixture-of-experts model quantized to 4-bit NVFP4, with reinforcement learning to play Super Mario Bros., overcoming arithmetic, distributed…
NVIDIA's AVO coding-agent system scored 100% on the public ARC-AGI-3 benchmark, completing all 183 levels in 6,624 environment actions, according to NVIDIA AI. The system, powered by Claude Opus 5, us…
Michael Burry warned Friday that the AI data center boom mirrors the structural excesses preceding the 2008 financial crisis, citing circular financing, off-balance-sheet vehicles, and captive insurer…
NVIDIA is paying $6 billion to investors in Poolside for a licensing deal to access its open model 'factory', while offering jobs to 109 employees but excluding the founders, who will raise $1 billion…
Nscale, a London-based AI infrastructure company founded in 2024, plans to raise up to $3 billion in a US IPO targeting a September 2026 listing, with Goldman Sachs and JPMorgan leading the process. T…
Microsoft Corp. and NVIDIA Corp. reported the two most consequential AI earnings of the year, with Microsoft's Azure surpassing $100 billion in annual revenue and Microsoft 365 Copilot exceeding 30 mi…
RUM Group (NASDAQ:RUM) shares jumped 7% to $9.04 on Friday after the company closed its $767 million acquisition of Northern Data AG and rebranded from Rumble Inc., unveiling its Quake AI cloud and AI…
Broadcom (NASDAQ: AVGO) shares fell 12.88% in the past week to $364.50 despite reporting Q2 FY2026 revenue of $22.19 billion, up 47.87% year over year, with AI semiconductor revenue of $10.80 billion,…
Billionaire investor Chamath Palihapitiya said on August 20 that for the Global 2000, earnings growth has "literally zero" to do with AI, six days before NVIDIA reports fiscal Q3 earnings on August 26…