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's AI chip sales in China have stalled due to U.S. export controls and a shift toward domestic chips, with Huawei now matching Nvidia's market share and expected to surpass it. CEO Jensen Huang …
Australian AI-infrastructure company Firmus Technologies signed a strategic partnership with Nvidia to deploy 170,000 GPUs in Batam, Indonesia, starting in 2027. The deal gives emerging AI firms cost-…
A commentator argues that AI-driven productivity gains could drastically reduce the number of developers needed per app, leading to mass unemployment and collapsing valuations for AI chip companies li…
Micron Technology's market cap briefly surpassed Tesla and Meta on June 25 after fiscal Q3 revenue quadrupled to $41.46 billion, driven by surging demand for high-bandwidth memory chips used in AI inf…
Samsung Electronics and SK Group have pledged over 1,000 trillion won ($646 billion) over the next decade to build a massive semiconductor cluster in Gwangju, South Korea, aiming to dominate the AI me…
Russian Zala drones equipped with Nvidia TX2-A AI chips are attacking Ukraine, using onboard artificial intelligence to recognize and target vehicles, people, and military markings. The AI allows the …
A new interactive dataset tracking historical memory and storage prices from 1960 to 2026 shows the lowest retail $/GB for DRAM, NAND flash, and HBM, with breakdowns by generation and accelerator cost…
Firmus Technologies, an Australian AI infrastructure company valued at $5.5 billion, will build a 360MW Nvidia DSX AI Factory in Batam, Indonesia, with up to 170,000 Nvidia AI accelerator chips. The c…
Micron Technology reported a massive earnings beat for its fiscal third quarter, with adjusted earnings of $25.11 per share on revenue of $41.46 billion, far exceeding analyst expectations. The compan…
Sakana AI CEO David Ha argues that orchestrating many small models will outperform frontier giants, unveiling Fugu, a model orchestration system that routes tasks across specialized models. The Tokyo-…
OpenAI acquired Jony Ive's hardware startup io Products for $6.5 billion in May 2025, establishing a hardware division to launch AI-native devices including a screenless smart speaker in 2027 and smar…
Micron Technology briefly surpassed Meta and Tesla in market valuation, reaching a $1.27 trillion market cap after its stock surged 236% in a month. The company's revenue quadrupled to $41.45 billion …
Anthropic raised $65 billion in Series H funding at a $965 billion valuation and filed a confidential IPO, positioning it as the most valuable AI startup. Amazon, Alphabet, Microsoft, and Nvidia hold …
Micron, the Boise-based memory chip maker, has seen its market cap surge to nearly $1.27 trillion, briefly surpassing Meta and Tesla, as Wall Street bets on sustained AI-driven demand for its memory c…
Firmus Technologies struck a strategic partnership with Nvidia to deploy 170,000 Nvidia GPUs in Batam, Indonesia, turning the Australian AI infrastructure builder into a reseller of Nvidia-powered clo…
Australian AI infrastructure startup Firmus Technologies partnered with Nvidia to build its first data center in Indonesia, expanding its Asia-Pacific footprint. The company, which pivoted from crypto…
Micron Technology reported fiscal Q3 2026 earnings with $41.46 billion in revenue and $28.24 billion in net income, achieving an 84.9% gross margin that surpasses Nvidia and Meta. The memory chipmaker…
Firmus Technologies, an Australian company that pivoted from Bitcoin mining to AI infrastructure, has joined Nvidia's DGX Cloud Lepton marketplace as a Cloud Partner, deploying tens of thousands of Nv…
Google has capped Meta's access to its Gemini AI models due to computing capacity constraints, forcing Meta to shift workloads to its own Muse Spark model and instruct staff to use AI tokens more effi…
Apple raised prices on Macs, iPads, Vision Pro, HomePods, and Apple TV by 15% to over 30%, blaming surging memory costs driven by AI data center demand. The price hikes follow similar moves by Microso…