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.
Michael Burry, the investor known for predicting the 2008 housing crisis, revealed new bearish bets against Tesla, Nvidia, Caterpillar, Applied Materials, and the iShares Semiconductor ETF, warning of…
Bank of America strategists warned that AI stock concentration has reached levels seen before previous market bubbles, with the 'AI Big 10' now comprising 41% of the S&P 500, similar to tech and telec…
Etched exited stealth on June 30, 2026, revealing a working AI inference chip built on TSMC's N4P process that already runs models like DeepSeek and Llama. The San Jose startup has raised $800 million…
Z.ai launched GLM-5.2, the first open-weight model to top the HuggingFace Open LLM Leaderboard and beat proprietary coding products on SWE-bench Verified with a 72.3% score. Trained on Huawei Ascend h…
Taiwanese authorities detained workers from Super Micro in a probe into the illegal diversion of Nvidia's advanced AI chips to China, seizing 50 high-end servers. This marks Taiwan's first public enfo…
AI video startup Higgsfield, founded in 2023, is in talks to raise $300mn to $500mn at a $5bn valuation, quadrupling its January worth. The company has reached a $500mn annualized revenue run rate, dr…
Big Tech's first half saw hardware stocks surge while software stocks struggled, with Micron rising 308%, Intel 280%, and AMD 173%, as Meta fell 15% and Microsoft 23%. Wall Street remains bullish on A…
SpaceX founder Elon Musk claimed at Davos that orbital data centers will be the lowest-cost AI option within two to three years, and SpaceX filed an FCC application for up to 1 million satellites. How…
Nvidia announced that its new Vera Rubin AI servers can sharply reduce data center water consumption by operating at higher coolant temperatures, potentially cutting on-site water use to near zero in …
A study by Ramp and Revelio Labs tracking 22,000 U.S. companies from 2021 to 2026 found that firms heavily investing in AI increased headcount by 10.2% on average, including a 12% rise in entry-level …
Twelve Labs Inc., a video AI startup backed by Nvidia, raised $100 million in Series B funding co-led by New Enterprise Associates and Naver, with Amazon.com participating. AWS signed a multiyear cont…
Together AI, an open-source AI infrastructure startup, reached a valuation exceeding $8 billion after a significant funding round, more than doubling its valuation since early 2025. The company, which…
CoreWeave and Nvidia announced a joint venture to validate a rack-scale computing architecture in June, aiming to enhance AI efficiency and scalability. This collaboration could set a new standard for…
Michael Burry disclosed a long position in Adobe stock in March amid a 47% decline over the past year. Adobe shares rose over 3.8% after the company was added to Russell indexes and launched AI upgrad…
Singapore authorities seized a $42 million luxury home and charged three suspects with fraud and money laundering in an alleged scheme to smuggle Nvidia AI chips to China, involving roughly $390 milli…
Oracle spent $55.7 billion building AI data centers this fiscal year, with plans to spend even more by 2027, but the widening gap between capital expenditures and cash flow has become Wall Street's cl…
Wayve Technologies, the $8.6 billion UK autonomous driving AI startup, has filed to sell shares on the London Stock Exchange’s Private Securities Market, with an auction scheduled for July 8, 2026. Th…
A $10,000 investment in the Philadelphia Semiconductor Index on Jan. 2, 2026, would have grown to $19,546.72 by the end of Q2, driven by AI demand, while the S&P 500 returned 9% and bitcoin lost over …
AI hardware startup Etched unveiled its Sohu chip and rack-scale inference system on June 30, designed specifically for transformer-based large language model inference. The company claims over $1 bil…
The United Nations has launched a new commission co-chaired by Salesforce CEO Marc Benioff and Rwandan President Paul Kagame to develop unified global AI rules. The commission includes executives from…