Nvidia

A record rally in chip stocks added $2 trillion in combined value to Micron, Intel and AMD in the second quarter, as the artificial intelligence boom expanded beyond Nvidia to include more suppliers.…

CoreWeave became the first cloud provider to validate Nvidia's NVL72 Vera Rubin rack platform, featuring 72 Rubin GPUs, 36 Vera CPUs, and 260 TB/s of NVLink 6 fabric. The platform, described as not an…

Qualcomm announced a new near-memory compute architecture called high-bandwidth compute (HBC) that stacks DRAM on top of its XPUs to improve AI inference efficiency. The technology, launching next yea…

Michael Burry disclosed a new short position against Tesla (TSLA) at $416.22, part of a broader bet against an inflating AI and semiconductor bubble. The trade was detailed in his Substack post, where…

AI chip startup Etched emerged from stealth with $800 million in funding and $1 billion in forward sales contracts, claiming its Sohu ASIC can replace up to 160 Nvidia H100 GPUs for transformer infere…

Meta CEO Mark Zuckerberg pushed back against fears that artificial intelligence will lead to mass job displacement, arguing that empowering individuals and increasing productivity could create more jo…

Etched, a Cupertino-based chip startup founded by Harvard dropouts, emerged from stealth with a working transformer-specialized chip called Sohu, $800 million raised, and over $1 billion in signed cus…

Dell's AI server sales surged, driving revenue past expectations and boosting Michael Dell's net worth to $217 billion, but gross margins dropped 26% since February 2025 as AI now accounts for 37% of …

The Philadelphia Semiconductor Index surged over 80% in Q2 as AI demand expanded beyond GPUs to CPUs and memory, with Micron up 239%, Lam Research up 92%, and AMD up 165%. Nvidia rose only 12%, making…

DeepSeek launched DSpark, an open-source speculative decoding module that boosts AI inference speed by up to 400% on existing chips, potentially reducing demand for Nvidia's high-end accelerators. The…

AI chip startup Etched announced it has booked $1 billion in contract orders and raised $800 million to date, including a $500 million round at a $5 billion valuation, as it emerges from stealth with …

Anthropic launched Claude Science, an AI workbench for scientists that integrates databases, code tools, and compute into a single environment with an AI agent to automate research workflows. The beta…

Wall Street rallied on Tuesday, with the S&P 500 up 0.7% and the Nasdaq Composite gaining 1.3%, driven by AI-related stocks. SpaceX rose 3.6% ahead of its expected inclusion in the Nasdaq-100, while o…

OpenAI engineers cut inference costs for guest ChatGPT users by more than half, reducing the number of Nvidia GPUs needed to just a few hundred, according to a person familiar with the discussions. Th…

Etched emerged from stealth with a working chip, $800 million raised, and over $1 billion in signed customer contracts, pivoting from a transformer-specialized ASIC to a full-stack inference systems c…

Nvidia dominates AI training hardware, but the inference market is wide open as companies like Cerebras, Groq, d-Matrix, Etched, and Taalas challenge Nvidia's GPU-based approach by designing chips opt…

Three high-performance computing experts—Jack Dongarra, Torsten Hoefler, and Satoshi Matsuoka—are questioning the necessity of GPUs in AI and scientific computing in a forthcoming paper, prompted by t…

OpenAI unveiled Jalapeño, a custom inference ASIC co-designed with Broadcom and manufactured by TSMC, aiming for 50% lower inference cost per token than Nvidia GPUs. Production is planned for 2027, wi…

AI token costs have dropped 600-fold in six years, yet companies are burning through annual AI budgets in a single quarter due to increased demand and more complex agent architectures. Nvidia CEO Jens…

Meituan trained its 1.6 trillion parameter LongCat-2.0 AI model entirely on Chinese chips, demonstrating China's ability to develop large-scale AI without Nvidia hardware.…