NVIDIA is a semiconductor company best known for its GPUs, which are the primary compute hardware for training and running AI models. Its H100 and A100 chips power the majority of AI data centers worldwide.
Kalshi, a CFTC-regulated prediction market, launched compute forward curves on July 14, allowing traders to bet on future GPU rental prices for Nvidia's B200, H200, and A100 chips. The contracts enabl…
Apple has been in talks with bankers and semiconductor startups about potential acquisitions to strengthen its AI server chip capabilities, according to The Information. The company's next-generation …
Apple is reportedly looking to acquire AI chip companies to reduce its dependence on Nvidia for demanding AI workloads, according to The Information. The company currently relies on Nvidia hardware wi…
South Korea's Ministry of Science and ICT opened bidding on July 13 for a free, unlimited AI chatbot and public-service agent available to all 52 million residents, making it the first G20 nation to o…
Reflection AI signed an AI compute deal worth more than $1bn with Amsterdam-based cloud provider Nebius, securing access to Nvidia's newest GB300 chips through 2029. The agreement marks Reflection's s…
Barclays strategists warn that Big Tech capital expenditures as a share of sales are expected to hit an all-time peak in Q3 2026, signaling aggressive AI spending is yielding limited impact on revenue…
Nvidia's automotive head Xinzhou Wu revealed on The Verge's 'Decoder' podcast that the company's internal teams are competing for scarce GPU allocations as AI data center demand surges, with CEO Jense…
The US Commerce Department has granted licenses for ZTE's telecom subsidiary ZTE Kangxun Telecom and server maker Maginfra to purchase Nvidia's H200 AI chips, along with a Kingsoft subsidiary receivin…
Power Integrations unveiled two ultra-slim auxiliary power supply reference designs for Nvidia's 800 VDC Kyber architecture at COMPUTEX in Taipei on June 1, using its 1700 V PowiGaN gallium-nitride te…
Nvidia's automotive division head Xinzhou Wu said on The Verge's "Decoder" podcast that internal teams still compete for scarce GPU supply, requiring CEO Jensen Huang to occasionally settle disputes. …
Cloudera and Vast Data have partnered to offer a unified AI factory solution that combines Cloudera's containerized data services with Vast's AI Operating System to eliminate GPU starvation and improv…
Nvidia CEO Jensen Huang is visiting Tokyo on July 15 to commemorate the 30th anniversary of Sega's $5 million investment that saved Nvidia from bankruptcy, following backlash over a previous itinerary…
ASML Holding NV raised its 2026 full-year outlook, now projecting net sales between €43 billion and €45 billion with gross margins of 54% to 56%, driven by surging orders from AI chipmakers. The Dutch…
The latest Animal Spirits podcast, sponsored by Nuveen, discusses bearish market indicators, an earnings bubble, and Nvidia's $1 trillion valuation slide to pre-AI boom levels, while noting that the A…
IBM lost roughly $68 billion in market value on Tuesday, its worst one-day stock crash since 1968, after the company reported preliminary second-quarter revenue of $17.2 billion, missing analyst expec…
AI chip infrastructure spending is projected to reach $1.6 trillion by 2030, according to a report cited by Crypto Briefing, signaling significant growth opportunities for Nvidia, AMD, Broadcom, TSMC,…
AI-driven growth risks stalling as energy grids fail to keep pace with innovation, warned Standard Chartered's global head of research Eric Robertsen on Wednesday, citing New York's moratorium on new …
VAST Data and Cloudera announced a strategic partnership to integrate Cloudera's data engineering, analytics, and AI services with VAST's AI Operating System, creating a combined AI factory architectu…
Nokia claims to have launched the industry's first commercial AI radio access network (AI-RAN) platform, built with Nvidia's computing power, promising carriers significantly more uplink and downlink …
Samsung Electronics is reportedly in consideration to handle back-end design work for Google's next-generation 2nm Tensor Processing Unit, a potential deal that would reshape the semiconductor supply …