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.
TSMC shares climbed ahead of its Q2 2026 earnings report on July 16, while SK Hynix shares pulled back after its Nasdaq debut on July 10, where the IPO raised between $26.5 billion and $28 billion and…
Apple's rumored M7 Ultra chip is targeting 1.5TB of unified memory and AI performance comparable to Nvidia's Blackwell architecture, according to leaks. The chip would represent a significant leap in …
Alphabet Inc. is selling its Tensor Processing Units to Meta and Anthropic in a direct challenge to Nvidia's dominance in the AI chip market, according to a report. The TPUs are claimed to be more cos…
Shanghai-based semiconductor start-up Dongfang Suanxin has unveiled an aggressive road map to challenge Nvidia's dominance in AI chips, centered on its DF1000 processor built on a 14-nanometre process…
Star tech investor Gavin Baker, managing partner of Atreides Management, said Michael Burry's bearish Substack commentary on the AI boom is a 'godsend' because it provides credible warnings that help …
Nvidia, Micron, Broadcom, and Applied Materials are expected to generate a record $430 billion in combined free cash flow over the next 12 months, more than triple the amount two years ago, driven by …
Even Nvidia's head of automotive, Xinzhou Wu, must compete internally for compute resources against the company's booming AI business, he said on The Verge's Decoder podcast. Wu described the challeng…
Intel is spending €5 billion ($5.7 billion) to retool its Leixlip campus in County Kildare, Ireland, for AI chip production, upgrading the site to manufacture Xeon 6 and next-generation Xeon processor…
Chinese semiconductor start-up Dongfang Suanxin (Shanghai Oriental Computing Technology) has unveiled an aggressive AI chip road map to challenge Nvidia, announcing its flagship DF1000 14-nanometre AI…
DeepMind co-founder Demis Hassabis said in a Semafor interview that artificial general intelligence (AGI) will arrive in two to five years, not decades, and that bio and nuclear risks from AI will fol…
Dell Senior Director for Competitive Intelligence Jon Hyde published three blog posts promoting Dell's AI Factory approach and criticizing competitors, claiming Dell PowerScale used 72 percent less po…
Tech stocks fell Monday amid a broader market downturn driven by renewed US-Iran hostilities and investor scrutiny over AI spending profitability. Meta alleviated some concerns by announcing new reven…
Taiwan Semiconductor Manufacturing Company (TSMC) reported a nearly 36% revenue increase in the first half of 2026, reaching 2.4 trillion new Taiwan dollars ($75 billion), driven by strong demand for …
Apple shares have rallied 15 percent since June 25, adding nearly $600 billion in value and returning the stock to record territory, as traders sour on AI spending and view Apple's decision to avoid t…
Taiwan Semiconductor Manufacturing Company (TSMC) reported a 36% year-over-year increase in second-quarter revenue to a record high, driven by AI demand from Nvidia and Apple, with AI chips now accoun…
Aramco Ventures led a $800 million Series C investment in Together AI, valuing the open-weight AI infrastructure company at $8.3 billion post-money. The round, which included Nvidia, General Catalyst,…
Quobyte, a parallel file system supplier, is adding AI inferencing and agentic context capabilities to its storage software to address GPU bottlenecks in loading large context data for multi-turn AI c…
Residents of Boxtown, a historic Black community in southwest Memphis, are confronting the impacts of the Colossus AI data center complex built by xAI and now leased to Anthropic and Google, raising f…
Tencent is preparing an AI agent for WeChat, the app used by about 1.4 billion people, according to the Financial Times. The agent will work through WeChat's mini-apps and be accessible from a chat bo…
Anthropic and OpenAI warn that China is stealing their cutting-edge AI through a technique called distillation, enabling cheap, open-source chatbots that threaten US national security and its lead in …