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 and LangChain released the NemoClaw for LangChain Deep Agents blueprint on July 8, combining Nvidia's Nemotron 3 Ultra model with LangChain's Deep Agents framework to achieve benchmark-leading …
Nvidia's forward price-to-earnings ratio fell to 22.22x, its lowest since June 2019, despite record revenue of $215.9 billion in fiscal 2026, as investor focus shifts to other AI sectors like memory a…
China will allow Alibaba, ByteDance, and DeepSeek to purchase Nvidia's H200 chips for AI model training, but total approvals are capped at fewer than 200,000 units, less than half of what the companie…
Big Tech companies including Nvidia, Amazon, and Alphabet have sold bonds worth $25 billion or more to fund AI infrastructure expansion, marking a record level of debt for AI capabilities and data cen…
China has approved purchases of Nvidia's H200 chips for ten major AI firms including Alibaba, Tencent, ByteDance, and JD.com, with each company allowed up to 75,000 chips. However, as of mid-May 2026,…
Researchers at UNIST and Hanbat National University in South Korea, and engineers in Japan, presented alternative memory chip designs at the IEEE VLSI Symposium that stack DRAM dies side by side inste…
Nvidia's Kevin Deierling and Everpure's Shawn Rosemarin argue that the primary obstacle to enterprise AI production is not compute power but unrefined data, coining the term "AI-ready data" as a durab…
Chinese companies are shifting away from Nvidia's advanced AI accelerators toward domestic suppliers, with 46% of AI accelerator budgets expected to go to local products in the next year, up from 30% …
Nvidia has introduced a historic revenue sharing model for AI startups, doubling down on its investment in the sector. The new model allows startups to pay Nvidia a percentage of their revenue in exch…
DDN released Infinia v2.4, an object storage software update designed to optimize AI inference at scale, retrieval-augmented generation, and multi-protocol workloads. The update adds advanced multi-te…
Iluvatar CoreX, a Shanghai chipmaker, is seeking to raise about $850 million from investors as its share price has more than tripled since January, driven by US export controls on Nvidia chips that ha…
Northwestern Mutual Wealth Management chief portfolio manager Matt Stucky said AI spending is becoming more sensitive to capital market conditions, commenting on spending intentions for 2027. The rema…
Amazon's Moonraker project aims to transform Alexa into an AI agent capable of handling complex, multistep tasks, with projected GPU costs exceeding $100 million in 2026. The initiative uses hundreds …
DeepSeek is designing its own AI inference chip, targeting the phase where trained models generate responses, with manufacturing partner SMIC under US export controls. The chip leverages DeepSeek's Mi…
UK government bonds have outperformed the Magnificent 7 tech stocks in the first half of 2026, with the average stock price of the group rising just 1.7% compared to gilts' gains. The slowdown marks a…
SambaNova, an AI chip startup, raised fresh funding at an $11 billion valuation, up from roughly $2 billion earlier this year, as investors race to back alternatives to Nvidia. The company builds chip…
Nvidia's stock has fallen to its lowest valuation since 2019, trading at 18.4 times expected earnings, as investors shift focus to other AI companies. The decline has reduced Nvidia's correlation with…
Amazon is developing a secret project codenamed Moonraker to give Alexa agentic capabilities, allowing it to handle complex multistep tasks like booking rides and messaging friends. Internal documents…
Chinese President Xi Jinping has prioritized artificial intelligence and semiconductor development as part of China's 15th Five-Year Plan, aiming to build domestic alternatives to US chips. The plan, …
CEOs announcing AI-first initiatives risk public backlash and internal toxicity if they fail to communicate sensitively, as seen in Standard Chartered CEO Bill Winters' gaffe. With 64% of businesses s…