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.
Democratic senators led by Elizabeth Warren urged the FTC and DOJ to investigate 'reverse acqui-hire' deals by Nvidia, Meta, and Google, which they say allow Big Tech to absorb AI startups without ant…
Co-packaged optics (CPO) are set to become the main driver of bandwidth increases in AI scale-up networking by the latter part of this decade, as copper-based links face range and scaling limitations.…
SK Hynix plans to raise up to $29.4 billion through an American Depositary Receipt listing on Nasdaq, one of the largest ADR offerings ever. The South Korean memory chipmaker aims to fund new fabricat…
OpenAI's new custom AI chip is designed to accelerate model training and inference, reducing reliance on external suppliers like Nvidia. The move aims to cut costs and boost performance as OpenAI scal…
OpenAI unveiled its first custom AI chip, Jalapeño, a purpose-built ASIC for LLM inference developed with Broadcom, aiming to reduce reliance on Nvidia GPUs and cut costs. The chip targets deployment …
XLight, a US-backed startup chaired by former Intel CEO Pat Gelsinger, is raising $350 million to develop an alternative EUV light source that could challenge ASML's monopoly on chipmaking equipment. …
Micron Technology reports fiscal Q3 2026 earnings on June 24, with analysts projecting revenue between $33.5B and $36B and non-GAAP EPS of $19-$21. The results could set the tone for semiconductor and…
Amazon's Prime Day sale offers the Corsair Vengeance i8200 gaming PC with an Intel Core i9-14900KF, Nvidia RTX 5080, 64GB DDR5 RAM, and 4TB storage for $3,499.99, a $1,200 discount from its original $…
OpenAI unveiled 'Jalapeño,' its first custom AI accelerator chip built with Broadcom, optimized for inference workloads. The chip, fabricated by TSMC, aims to reduce reliance on Nvidia's GPUs and lowe…
Nvidia's stock is trading at a discount to the broader semiconductor sector, with forward price-to-earnings multiples of 22-25x, according to OptionsPlay chief strategist Tony Zhang. Zhang sees this a…
OpenAI unveiled its first custom inference processor, Jalapeño, designed with Broadcom to reduce reliance on Nvidia GPUs. The chip offers better performance-per-watt for AI inference, aiming to lower …
Cerebras nearly doubled its first-quarter revenue to $193.4 million and guided 2026 sales above Wall Street estimates, but its stock fell about 10% after warning that core gross margins would drop sha…
The Trump administration's revenue-sharing deals with Nvidia and AMD, requiring 15% of China chip sales to be paid to the government, have yielded zero payments nearly a year later due to a lack of fo…
Amazon Prime Day offers the CyberPowerPC Gamer Xtreme gaming PC with an AMD Ryzen 9 9900X and Nvidia RTX 5070 for $1,879.99, a $470 discount. The deal includes a keyboard and mouse, making it a comple…
OpenAI unveiled its first custom AI inference chip, Jalapeño, designed with Broadcom to power large language models like ChatGPT. The ASIC matches Nvidia's Blackwell and Google's TPU performance, redu…
Amazon Prime Day has dropped the Asus Dual Radeon RX 9060 XT 16GB to $448, its lowest price since January, saving $41 off its $490 list price. The GPU offers solid 1080p and some 1440p gaming performa…
Big Tech companies including the Magnificent Seven, Broadcom, and Oracle have lost roughly $2.7 trillion in market value this month as investors question whether massive AI infrastructure spending can…
OpenAI unveiled Jalapeño, its first custom AI chip designed with Broadcom for inference workloads, aiming to reduce dependence on Nvidia. The chip, built in nine months with AI-assisted design, will p…
Micron Technology is set to report fiscal Q3 earnings after the close, with analysts expecting sales of $35.6 billion and adjusted EPS of $20.49, exceeding management's guidance. The memory chip maker…
OpenAI has begun testing its first in-house AI chip, Jalapeño, designed for inference to reduce costs and reliance on Nvidia. The chip is part of Project Nexus, a collaboration with Broadcom, with pro…