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…
Researchers introduced HAWKEYE, an open-source framework that uses only 10 expert-written unit tests per GPU architecture to enable AI coding agents to generate hardware-aware kernels, approaching or …
Vale, an open-source command-line linter for prose, enforces consistent editorial style across documents in 12 formats entirely offline, with no runtime and parallel file linting. Written in Go and MI…
The First Trust Nasdaq Semiconductor ETF (FTXL) is up roughly 76% year to date and about 134% over the last year, closing at $228, but its modified-equal-weight construction has concentrated risk: the…
PyTorch Conference North America 2026 announced its keynote speaker lineup for the October 20–21 event in San Jose, California, featuring sessions on PyTorch updates, native PyTorch on Trainium, agent…
NVIDIA has identified OpenAI as one of its Lighthouse model builders using the GB200 NVL72 rack-scale system at data-center scale for next-generation model training and production inference. The confi…
NVIDIA released Nemotron 3.5 Lightning, a 30B mixture-of-experts model, and NeMo Switchyard, an open-source routing library, on August 11 to cut AI agent costs by routing tasks to cheaper models. Lang…
NVIDIA's DGX Spark, powered by the GB10 superchip with 128 GB of unified LPDDR5X memory, achieves only 11.5 tokens per second running Qwen3.8-27B at Q4_K_XL quantization, limited by 273 GB/s memory ba…
Cloudera launched Anywhere Cloud, a hybrid data and AI platform that lets enterprises run AI workloads across public cloud, sovereign environments, and on-premises data centers without moving data. Th…
A developer's blog post describes the 2026 AI agent stack as a layered architecture moving from local execution to a governance layer. The stack emphasizes local-first inference, structured output par…
Moonshot AI released the weights for its 2.8-trillion-parameter Kimi K3 model on 27 July 2026, enabling self-hosting but requiring at least 1.7 TB of VRAM, which rules out standard eight-way H100 node…
NVIDIA's B200 GPU has 180 GB of HBM3e memory with up to 8 TB/s bandwidth, while Micron's 245.76 TB 6600 ION SSD, shipping in May 2026, holds over a thousand times more data but with far lower bandwidt…
Metric founder and CEO Hrant Davtyan released ArmBench-ASR on August 20, a benchmark evaluating nearly 30 speech recognition systems on 20.7 hours of Armenian audio across five datasets, with Google's…
NVIDIA's recsys-examples and nv-embedding-cache address the production challenges of generative recommenders (GRs), which reframe recommendation as sequence modeling to handle terabyte-scale user hist…
Marvell Technology (NASDAQ: MRVL) has a 24/7 Wall St. price target of $288.12, implying 21.43% upside from its recent close of $237.27, with a buy recommendation and 90% confidence. The company report…
Goldman Sachs projects annual AI-related capital expenditure will rise from $765 billion in 2026 to $1.64 trillion by 2031, totaling $7.6 trillion over six years, with compute hardware absorbing about…
Micron Technology announced Thursday it will invest $10 billion in Micron Research Labs, a Boise-based hub focused on advanced memory technologies, memory and compute architectures, advanced packaging…
Mark Cuban posted on X on Aug. 15, 2026, that "Chips as an asset class will be the new crypto," a cryptic statement that drew over 1.2 million views and was widely covered by financial media. Commenta…