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.
Nvidia is leading a transition to 800-volt direct current (800 VDC) power architecture for AI data centers, aiming to reduce energy waste and copper usage. The shift could reshape the energy supply ch…
The S&P 500 and Nasdaq are on track for weekly losses as a broad semiconductor selloff, led by Nvidia, AMD, and Micron, drags major indices lower. The PHLX Semiconductor Index's weakness has pulled do…
DeVere Group CEO Nigel Green predicted the 'Magnificent Seven' tech stocks will shrink to three within five years, as rising AI-related input costs split the group into infrastructure owners and AI co…
The FTSE 100 fell 0.2% on Friday as technology stocks declined after a New York Times report that OpenAI may delay its initial public offering until 2027 due to concerns about market interest. The rep…
Advanced Micro Devices (AMD) is considering its first stock split in over 25 years as shares near $520, driven by surging demand for AI infrastructure. CFO Jean Hu reportedly indicated a split could b…
The AI boom may be entering its final stages as stock volatility surges and companies rush to raise cash, with analysts at Capital Economics warning of an equity bubble close to bursting. The Nasdaq h…
Arcium, a Solana-based confidential computing network, unveiled Blackthorn, an infrastructure layer that encrypts data on standard Nvidia GPUs using multi-party computation. The software-only upgrade …
OpenAI unveiled its custom inference chip Jalapeño, built with Broadcom, to reduce reliance on Nvidia's dominant AI chips. The move follows similar strategies by Google, Apple, and SpaceX to gain more…
Fondförvaltaren Kristofer Barrett viktar ned techjättar som Apple, Amazon och Microsoft i sin portfölj på grund av stigande kostnader för minneschip och halvledare, vilket pressar tekniksektorn. Han s…
US stock indices Dow, NASDAQ, and S&P 500 opened lower on Thursday as a tech-led selloff deepened, dragging cryptocurrency markets down with Bitcoin falling 2.5% to $62,300 and altcoin liquidations re…
TrueNAS CEO Brett Davis said the company is expanding tiering capabilities to help customers optimize storage costs amid memory and SSD price increases driven by AI demand. Davis noted that TrueNAS is…
HIVE Digital Technologies trained large language models on older Nvidia A40 GPUs in Paraguay and matched the performance of Nvidia's H100 chips after optimization with Columbia University researchers.…
Malaysian customs seized 72 server units containing advanced AI chips worth $13 million at Kuala Lumpur International Airport on June 5, intercepting a shipment declared as computer components that wa…
A broader ecosystem of AI companies beyond OpenAI, Nvidia, Anthropic, and Google DeepMind is building the infrastructure, governance, and application platforms that make AI commercially viable. Mistra…
Apple raised prices on core products by up to 54%, blaming AI-driven chip cost increases. Critics note Apple's $100 billion gross profit and deep supplier relationships, questioning whether the hikes …
Anthropic surpassed OpenAI as the most valuable AI company at $965 billion, while three major AI conglomerates—Anthropic, OpenAI, and SpaceX—filed for IPOs within weeks. The quarter saw circular finan…
Robotics startup FieldAI has reached $100 million in revenue and customer contracts, serving 30 clients across Europe, Asia, and the US. The company builds a universal software brain for robots operat…
Micron's blowout earnings reveal the rising cost of the AI boom, with the memory chipmaker trading at a low P/E ratio due to expected profit surges. The company's pricing power benefits suppliers but …
SpaceX has transformed into an AI landlord by leasing computing power from its Colossus data center to AI startups and tech giants, mirroring McDonald's real estate model. The company has signed deals…
Anthropic, the AI company behind Claude, pays some technical staff over $1 million in base salary, according to H-1B visa filings. The company, which could go public this fall with a potential $1 tril…