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.
Semiconductor stocks lifted Wall Street on Thursday, with Micron rising 15% after announcing new investments to strengthen the U.S. chip supply chain, while Meta Platforms unveiled a new low-cost AI m…
The true bottleneck for AI is not chips or talent but electricity, with global grid infrastructure unable to meet demand. Projects like Stargate consume 1.2 gigawatts, and leaders from Nvidia, Meta, a…
Ant Group's robotics unit Robbyant open-sourced an entire robot brain over four days, including the LingBot-World 2.0 world model that generates interactive 3D environments for an hour, and the LingBo…
Meta will begin production of its latest AI chips in September, aiming to reduce GPU costs amid a component shortage. The chips, developed under the MTIA program with Broadcom and manufactured by TSMC…
Nvidia's stock price has fallen 15% since May as GPU supply eases and cloud giants launch custom processors, while memory maker Micron has nearly tripled in value due to surging DRAM prices driven by …
A developer reports stable performance running Nvidia's Qwen3.6-27B-NVFP4 model on a DGX Spark system with under 120GB VRAM, sharing specific configuration parameters including quantization, KV-cache …
AMD's data center revenue surged 57% year-over-year to $5.775 billion in Q1 FY2026, driven by massive GPU deals with Meta and OpenAI for up to 6 gigawatts of capacity. The chipmaker's stock surged 274…
Investor Michael Burry, known for 'The Big Short,' argues that the AI trade's bull case contains a major contradiction: Nvidia requires endless demand for its chips, while AI hyperscalers like Meta, A…
Microsoft's total greenhouse gas emissions rose 23.4% from its 2020 baseline in fiscal year 2024, driven by AI and cloud computing infrastructure, according to its 2025 Environmental Sustainability Re…
AMD CTO Mark Papermaster said at the RAISE Summit that agentic AI requires significantly more CPU resources, not just GPUs, as orchestration and reasoning tasks run on CPUs before GPU computation. AMD…
Meta plans to begin production of its in-house MTIA AI chip in September 2025, aiming to reduce reliance on Nvidia GPUs and double its data center computing capacity to 14 gigawatts by 2027, according…
Nvidia's stock valuation has fallen to its lowest level since 2019, but Hennion & Walsh CIO Kevin Mahn remains bearish on the company, citing concerns about its long-term prospects despite the AI boom…
US semiconductor ETFs saw a record $7.1 billion in daily inflows, with the iShares Semiconductor ETF alone absorbing $5 billion, driven by investor demand for AI-related chip exposure. The surge refle…
China is allowing select AI companies including Alibaba, ByteDance, and DeepSeek to buy Nvidia's H200 chips after a year-long ban, as a stopgap to ease training bottlenecks while domestic chipmakers l…
OpenAI and Broadcom unveiled Jalapeño, OpenAI's first custom inference chip, on June 24, targeting 50% lower cost per token than Nvidia GPUs. The ASIC, built in nine months at TSMC's 3nm node, will no…
Cerebras Systems announced plans to bring its first European data center capacity online by the end of 2026 and expand to 200 MW of AI compute capacity by the end of 2027 across France and the Nordics…
South Korean chipmaker SK Hynix is listing on the Nasdaq with a $1 trillion valuation, targeting $28 billion in one of the largest foreign equity raises ever. The company's high-bandwidth memory chips…
China is allowing select AI firms, including Alibaba and ByteDance, to buy limited numbers of Nvidia's H200 chips, temporarily easing a training bottleneck while maintaining a focus on tech self-suffi…
SK Hynix priced its US listing at $149 per ADR, targeting approximately $28 billion in proceeds for its Nasdaq debut, in what could be one of the largest foreign offerings ever. The South Korean memor…
XAI, Meta, and Anthropic are expanding beyond their core AI businesses: xAI signed a $40-45 billion deal to provide Anthropic with cloud computing, Meta launched enterprise AI agents at $200 per month…