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.
Zhipu AI, the Chinese AI lab behind the GLM series of open-source models, is exploring the development of a custom AI chip to address surging demand and US export controls. The company has initiated e…
Huawei plans to launch its Ascend 950 AI accelerators and Atlas 950 SuperPod systems in South Korea in the fourth quarter of 2026, with local distributor support from Hansol PNS and SK Shieldus. The m…
Nvidia tripled the size of its R&D center in Beersheva, Israel, opening a 3,000-square-meter facility to meet surging AI chip demand. The expansion, backed by a 10-year lease and hundreds of new hires…
The US imposed export controls on Anthropic's newest models on June 12, citing jailbreak and cybersecurity risks, highlighting the risk of hold-up for Europe's AI strategy. The authors argue that reli…
Elon Musk merged xAI with SpaceX to form SpaceXAI, aiming to compete in AI infrastructure by building space-based data centers and AI compute satellites. The company plans to deploy orbital data cente…
Chinese startup DeepSeek is developing its own AI chip for inference, aiming to reduce reliance on Nvidia and Huawei chips, according to sources. The move marks a strategic shift for the company and c…
A three-engineer shop called Slopfix is charging $10,000 per week to shrink AI-generated codebases, committing to a reduction target and billing proportionally. The service signals that technical debt…
Mainland China's stock markets are mirroring the US trend of tech stock dominance, with the technology sector becoming the largest component of the CSI 300 Index. AI-related companies like Zhongji Inn…
D-Matrix launched its Corsair AI inference platform, claiming 10x faster inference and 5x better energy efficiency than Nvidia GPUs for generative AI workloads. The startup, backed by $275 million in …
Nvidia has spent over $27 billion on investments, acquisitions, and partnerships with former rivals including Marvell, Intel, and Groq under CEO Jensen Huang's 'AI factory' strategy. The moves aim to …
Apple is closing in on Nvidia in the race to become the largest US company by market capitalization, with Apple's market cap at $4.592 trillion and Nvidia's between $4.736 trillion and $4.75 trillion …
SK Hynix filed for a $28 billion IPO on Nasdaq, the largest foreign company listing in US history, to fund production expansion amid a global shortage of high-bandwidth memory (HBM) critical for AI ch…
Advanced Micro Devices stock fell 6.5% to 10% on July 6, 2026, after Samsung Electronics' disappointing earnings triggered a broad semiconductor selloff. The decline affected peers Intel and Marvell, …
Samsung has begun mass production of PCIe 6.0 SSDs with up to 64TB capacity for Nvidia's Vera Rubin AI platform, which entered full-scale production on June 1, 2026. The drives, including the PM1763 a…
Nscale closed a $900 million revolving credit facility from twelve banks including Goldman Sachs, J.P. Morgan, and Morgan Stanley, marking Wall Street's formal endorsement of the GPU cloud market. The…
China will debut the world's first AI agent phone at the World Artificial Intelligence Conference in Shanghai from July 17-20, according to Shanghai official Tang Wenkan. Huawei will also showcase its…
Apple has nearly closed the market capitalization gap with Nvidia, reducing a $1.37 trillion deficit to just $190 billion as Apple's stock rises 15% year-to-date while chip stocks face selling pressur…
Samsung Electronics reported a nearly 19-fold surge in Q2 2026 operating profit to 89.4 trillion won, yet its stock fell 6.9% as investor expectations had already priced in AI-driven growth. The decli…
Sen. Elizabeth Warren is scrutinizing Pentagon AI contracts with Nvidia, Oracle, Google, Microsoft, and AWS, demanding transparency on surveillance and autonomous weapons development. The Pentagon con…
At GTC 2026, Nvidia CEO Jensen Huang declared the token the unit of production in the AI economy, presenting a formula linking revenue to tokens per watt and available gigawatts. Between 2026 and 2030…