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.
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…
Rep. Alexandria Ocasio-Cortez called for Congress to break up Apple amid looming price hikes on MacBooks and iPhones due to a strained chip supply chain, arguing that big tech companies wield unchecke…
Nvidia's global inference datacenter market share has fallen to 1%, as competitors like China's HX-9 Pro chip and open-source models from Zhipu and Sakana AI erode its dominance. A Tier-2 datacenter i…
Qualcomm is challenging Nvidia's dominance in China by deploying custom AI chips designed to comply with local regulations, while L'Oréal uses Nvidia's AI to accelerate R&D. Japan's SIer industry face…
Indian retail investors are using tokenised stock platforms to buy Nvidia and other US equities 24/7, bypassing traditional brokerage hours and LRS caps, but face a 30% tax as virtual digital assets a…
The computer-brain industry (CPU, memory, accelerators) grew from a $15B niche in 1984 to a $350B heavy industry in 2025, nearly doubling from $200B in 2020, driven by AI boom datacenter construction.…
Governor-elect of North Jeolla Province Lee Won-taeg invited Nvidia CEO Jensen Huang to a casual K-BBQ dinner in Saemangeum, proposing the reclaimed land as a hub for Nvidia's AI technology. Lee toute…
The AI buildout is bottlenecked by energy, not a shortage of electricity, but the inability to connect data centers to the grid. The interconnection process is backlogged, with median wait times jumpi…
SoftBank CEO Masayoshi Son dismissed Elon Musk's vision for orbital data centers, arguing they won't cut costs quickly enough to matter in the AI race. On TechCrunch's Equity podcast, editors noted th…
Goldman Sachs initiated coverage of Intel with a Neutral rating and a $150 price target, citing limited upside after the stock more than tripled in 2026. Analyst James Schneider noted positive demand …