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.
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…
Meta plans to launch its own AI chip in September, designed for use in its data centers to power AI features on Facebook and Instagram. The chip, developed with Broadcom and manufactured by TSMC, aims…
Global memory chip sales hit a record $74.6 billion in July 2026, driven by surging AI demand for high-bandwidth memory, according to UBS. DRAM sales rose 27.7% to $48 billion, while NAND flash jumped…
Nvidia's stock has lost nearly $1 trillion in market value since May 14, trading at its cheapest since early 2019, which could prompt the company to aggressively increase share buybacks. Citi analysts…
DriveNets deployed a scale-across networking solution connecting two WhiteFiber data centers 50 miles apart into a single distributed GPU supercluster, achieving 111.2 Tb/s with sub-millisecond latenc…
Meta plans to put its own AI chip into production in September and aims to roughly double computing capacity across its data centers, according to Reuters. The chip, part of Meta's MTIA line, is desig…
SK Hynix's Nasdaq listing was oversubscribed more than seven times, with orders reaching roughly $171.5 billion, signaling strong demand for one of the largest foreign share sales on Wall Street. The …
Christina Qi, former hedge fund manager of Domeyard LP, raised $97 million in Series B funding for her market data startup Databento, which aims to rival Bloomberg by offering cheaper, usage-based fin…
Samsung's 65-inch S90H OLED TV dropped to $1,997.99 on Amazon, matching its Prime Day record-low price at 26% off. The TV features an NQ4 AI Gen3 processor for AI-enhanced picture and audio, a glare-f…
France's antitrust regulator is nearing the end of its investigation into Nvidia, focusing on the company's dominance in AI chips and its CUDA software. The probe could result in charges that would ma…
Samsung Electronics has begun mass production of the PM1763 enterprise SSD for Nvidia's next-generation AI platform, Vera Rubin. The PCIe 6.0-based drive, using Samsung's ninth-generation V-NAND and a…
Hedge funds have sold US semiconductor stocks for four consecutive weeks as of early July 2026, unwinding the dominant chip-over-software trade that drove markets earlier in the year. The reversal fol…
Meta plans to manufacture its next-generation Iris AI chip in September, targeting a 25x increase in compute FLOPS and a 4.5x improvement in memory bandwidth by 2027. The in-house silicon push, fabric…
France's antitrust regulator is finalizing an investigation into Nvidia over alleged anti-competitive practices tied to its GPU dominance and CUDA software ecosystem, with potential fines of up to 10%…
Nvidia CEO Jensen Huang said his software engineers prefer building AI agents over writing Python code, arguing that the shift creates jobs rather than eliminating them. Huang positioned the trend as …
Bain Capital confirmed that a special-purpose vehicle it set up for SK Hynix still holds a 14% stake in Kioxia Holdings, as Bain itself fully exited its position in the Japanese NAND flash memory comp…
ChangXin Memory Technologies (CXMT) is raising $4.3 billion in its Shanghai STAR Market IPO, the largest A-share listing in China this year, driven by surging AI memory demand that boosted its first-q…
Nvidia CEO Jensen Huang said his software engineers prefer building AI agents over writing Python code, as the company shifts focus to agentic systems. Huang argued that AI creates new jobs rather tha…