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…
AMD reported record revenue of $11.54 billion for Q2 2026, with Data Center revenue of $6.72 billion up 107% year over year, while NVIDIA reported $82 billion in quarterly revenue with Data Center rev…
Advanced Micro Devices (AMD) shares fell 13.77% over the past month to $469.46 after Elon Musk's SpaceX chose NVIDIA's Vera Rubin platform for its AI infrastructure, reportedly taking 20% of NVIDIA's …
NVIDIA introduced DSX MaxLPS, a suite of chip, thermal, system, and software technologies designed to maximize AI factory throughput within a fixed power budget, addressing the challenge that only abo…
IREN (NASDAQ:IREN) shares jumped 6% to $45.26 after Microsoft (NASDAQ:MSFT) formally accepted Horizon 1, the first of four data centers at IREN's Childress, Texas campus, but gave up gains to trade un…
Micron Technology announced on August 20 the launch of Micron Research Labs, a $10 billion, decade-long initiative to create the first dedicated AI memory research institution in the U.S., with a flag…
NVIDIA's AVO coding agent scored 100% on the ARC-AGI-3 interactive reasoning benchmark, completing all 183 levels across 25 public environments without instructions or explicit goals.…
A new list ranks the most influential thought leaders in agentic engineering, AI, and vibecoding, with Anthropic's Claude Code, Microsoft's MarkItDown, and OpenAI's Codex CLI among the top tools. The …
NVIDIA's AI safety and security teams outlined where security should live in an AI agent stack, emphasizing that infrastructure controls, not behavioral controls, are authoritative in determining what…
NVIDIA's Agentic Variation Operators (AVO) architecture achieved a 100% score on the ARC-AGI-3 benchmark, demonstrating a frontier-level general-purpose architecture for long-horizon autonomous agents…
A developer released gpu_retired_pages.py, a read-only Python script that uses NVML to dump retired GPU memory pages with retirement timestamps, a feature nvidia-smi lacks. The tool auto-detects times…
NVIDIA reported Q1 FY27 revenue of $82 billion, up 85% year-over-year, with data center revenue at $75 billion, and guided Q2 revenue to $91 billion, while Micron Technology reported fiscal Q3 revenue…
NVIDIA Corp. (NASDAQ:NVDA) heads into its Aug. 26 fiscal Q2 2027 earnings report with a conservative revenue guide of $91 billion plus or minus 2%, a non-GAAP gross margin of 75%, and a 0.953 implied …
Broadcom Inc. (NASDAQ: AVGO) reported Q2 FY2026 AI semiconductor revenue of $10.80 billion, up 143% year-over-year, and guided Q3 AI revenue to $16.0 billion, with a fiscal 2027 target exceeding $100 …
Texas Instruments (NASDAQ: TXN) reported Q2 2026 revenue of $5.463 billion, up 22.82% year over year, with diluted EPS of $2.14, and declared a quarterly dividend of $1.42 per share, marking its sixth…
NVIDIA has hired 109 employees from AI startup Poolside in a $12 billion deal that the founders describe as 'not an acquisition and not an acquihire,' with founders staying for $1 billion and employee…
NVIDIA, Protect AI, Lakera, and other vendors offer AI agent security frameworks designed to defend against prompt injections and tool hijacking in 2026. These tools provide multi-layered defenses inc…