Nvidia Corp., Microsoft Corp., IBM Corp., Meta Platforms Inc. and more than a dozen other tech firms published an open letter urging U.S. policymakers not to ban open-source artificial intelligence mo…
Advanced Micro Devices Inc. CEO Lisa Su used the Advancing AI 2026 keynote to reposition AMD as a full-stack AI infrastructure vendor, unveiling the Helios rack and Instinct MI450 with claims of up to…
A coalition led by Nvidia Corp. and Microsoft Corp. called on policymakers to promote open-weight AI models, arguing they are critical to maintaining US technological leadership. In a letter shared by…
Intel Corp. delivered a third-quarter revenue forecast of $15.8 billion to $16.8 billion, exceeding the $15.1 billion average analyst estimate, as booming data center spending fueled by artificial int…
Samsung Electronics Co. and SK Hynix Inc. are set to announce major chip supply deals with leading US technology companies during President Lee Jae Myung's visit to Silicon Valley, a senior presidenti…
AI chip startup Etched Inc. raised $300 million in Series C funding led by Sequoia, more than doubling its valuation to $10.3 billion. The company's chip, optimized solely for AI inference, uses propr…
Advanced Micro Devices Inc. announced its next-generation AMD Instinct MI400 Series GPUs and sixth-generation AI infrastructure at its Advancing AI 2026 event in San Francisco, targeting frontier mode…
STMicroelectronics NV plunged as much as 17% after forecasting third-quarter sales of $3.7 billion, below the $3.79 billion analyst estimate, despite a 119% year-to-date stock gain driven by AI data c…
A White House official accused China's Moonshot of improperly using US AI models and Nvidia Corp. chips to create the Kimi K3 system, which stunned the tech industry last week with its advanced capabi…
Nvidia Corp. launched the Vera Rubin platform, a full-stack AI system with seven co-designed chips, positioning it as a CPU architecture rethought for agentic AI workloads. Nvidia says the design targ…
Mistral AI SAS has struck a multibillion-dollar deal with Microsoft Corp. to expand its computing infrastructure in Europe and increase availability of its large language models in the U.S., Microsoft…
Super Micro Computer Inc. shares surged more than 19% in extended trading after the AI server maker reported a $60 billion order backlog and forecast gross margins of 15% to 17% for its fiscal fourth …
Advanced Micro Devices Inc. has grown its x86 server processor revenue share from 8% five years ago to 46% today, driven by a deliberate strategy to transition from chip designer to rack-level system …
TheCUBE Research Chief Analyst Dave Vellante said enterprises must get on the AI curve faster to enable more AI projects and drive 10x productivity gains, as Advanced Micro Devices Inc. CEO Lisa Su no…
Nvidia Corp. revealed performance benchmarks for its next-generation Vera Rubin platform, showing a 10x improvement in tokens per watt on DeepSeek's R1 model compared to the previous GB200 NVL72 syste…
Z.AI, formerly known as Zhipu, has completed construction of a 1-gigawatt data center that will use only Chinese-made AI chips, marking a milestone in Beijing's push to reduce reliance on Nvidia Corp.…
CuspAI Ltd., a U.K.-based startup using AI to discover new materials, has raised $450 million in a Series B funding round that values the company at $2.6 billion. The round was led by Kleiner Perkins …
Infinity Inc., an early-stage AI infrastructure research company, raised $15 million in seed funding at a $100 million post-money valuation to develop its Ignition AI agent that automatically generate…
Nvidia Corp. remains far ahead in accelerated computing, but AMD Inc., Broadcom Inc. and other challengers are positioning themselves for a market in which demand may support multiple winners, accordi…
Advanced Micro Devices Inc. is positioning itself as the indispensable second platform in the AI infrastructure market, rather than trying to beat Nvidia Corp., according to a Breaking Analysis. CEO L…