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 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 …
Luxembourg-based music platform Jamendo sued Nvidia on June 22, 2026, alleging the company used tens of thousands of tracks from the MTG-Jamendo dataset without permission to train its commercial AI m…
I prezzi delle RAM DDR5 sono aumentati vertiginosamente a causa della domanda di datacenter AI, che assorbe il 70% della produzione mondiale di DRAM. Analisti di Gartner, IDC, TrendForce e Counterpoin…
Multiverse Computing launched Pulsar 16B, an open-source reasoning model built on Nvidia's Nemotron architecture that achieves performance comparable to 30B-parameter models while using half the compu…
Alphabet is expanding its Tensor Processing Unit (TPU) business through a $5 billion joint venture with Blackstone to build 500 MW of TPU compute capacity by 2027, as Google Cloud revenue is projected…
Nvidia's venture arm NVentures disclosed a $10.4 million stake in Generate:Biomedicines, an AI-driven drug discovery company with a Phase 3 asthma trial and FDA Fast Track oncology candidates. The inv…
OpenAI unveiled its first custom AI chip, Jalapeño, built with Broadcom on TSMC's 3nm process, claiming 50% lower cost per inference token than current Nvidia GPUs. The inference ASIC, designed for LL…
Qualcomm CEO Cristiano Amon unveiled a five-year plan to challenge Nvidia's dominance in AI chips for data centers, projecting over $15 billion in annual AI component sales by fiscal 2029. The company…
A new analysis of 80 million careers by SignalFire reveals that software engineers are AI's most resilient job category, now making up 55% of new hires at major tech companies, up from 46% in 2019. Ho…
Reflection AI committed $150 million per month to SpaceX for Nvidia GB300 chips at the Colossus 2 data center, totaling $6.3 billion through 2029, in the largest infrastructure bet on open-weight fron…
Nvidia and Broadcom both offer AI exposure and dividends, with Barchart data helping investors pick the best stock to buy now. The article compares the two companies' AI-related opportunities and divi…
Anthropic is negotiating with the Trump administration to restore global access to its Fable 5 and Mythos 5 AI models after a Commerce Department directive suspended access over national security conc…
Amazon Web Services will raise prices on its Nvidia-powered GPU cloud instances by 20% starting July 1, marking the second price hike in 2026 as demand for AI training infrastructure outpaces supply. …