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 has launched NeMo Switchyard, a library for model routing that directs AI prompts to the most appropriate model to cut costs and improve accuracy. The move comes as Cloudflare introduced a mode…
Goldman Sachs estimates global AI data center investment will reach $1 trillion in 2026, JPMorgan forecasts $697 billion in the US, and Bank of America sees a path toward ~$1.2 trillion by 2027, but a…
Goldman Sachs is negotiating with banks, insurers, and private credit firms to structure financing for Nvidia's $500 billion AI compute platform, announced August 10 with partners including Apollo, Bl…
Chinese AI startup Manus will operate as an independent company after Meta Platforms Inc. agreed to unwind its acquisition, following a block by China's National Development and Reform Commission in A…
MoffettNathanson analysts cast doubt on SpaceX's plan to build a terrestrial wireless network of satellite-backhauled small cells, arguing the 'bull case' hinges on securing an MVNO deal with one of t…
Nvidia may redesign components of its Feynman AI platform, targeting a 2028 release, due to manufacturing constraints at TSMC, whose A16 1.6 nm wafer capacity is fully booked through 2028. The platfor…
Nvidia announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to establish financing platforms that could mobilize more than $500 billion of third-party capital f…
Republican Senator Jim Banks urged the Trump administration to develop incentives for U.S. tech companies to build open-weight AI models, warning that Chinese open-weight models could be weaponized ag…
Lightmatter has formally launched the Open Silicon Photonics for AI Systems initiative, an Open Compute Project workstream backed by Celestica, Dell, Keysight, and Qualcomm, to define open co-packaged…
OpenAI reports that one billion people use ChatGPT monthly, and capital investment in AI has topped $1 trillion since early 2023, yet the author argues the AI boom may not be a bubble. The piece cites…
The next AI winners may be travel companies using AI to cut costs and boost productivity, not just chipmakers like Nvidia or Micron, according to a Yahoo Finance analysis. Airbnb reports that nearly 4…
Nvidia Corp. is turning former rival Groq into a customer, with Groq announcing Wednesday it will put Nvidia systems in its data centers, allowing GroqCloud customers to access Nvidia technology along…
Bitcoin miners are pivoting to AI data center landlords, with Core Scientific's Q2 colocation revenue reaching $136.7 million versus $21.5 million from self-mining, and potential contracted revenue ex…
Anthropic investors expect the AI lab to go public in October with a targeted valuation of $2 trillion or higher, which would more than double its $965 billion valuation from May and eclipse SpaceX's …
Inference has overtaken training as the largest source of AI compute demand, shifting the industry's binding constraint from capital to electricity and local political consent, according to Gartner's …
Tax incentives, particularly accelerated depreciation on server hardware, are a major driver of the AI infrastructure boom, according to an analysis. Companies can shield significant income from taxes…
Nvidia has raised the price of its RTX Pro 6000 96GB Blackwell workstation GPU to $16,000, a 110% increase from its $7,600 preorder price, due to an ongoing memory shortage driven by AI demand. The co…
China's CXMT, formerly ChangXin Memory Technologies, reached a market value of $540.5 billion on Friday, making it the world's 24th-most-valuable company and just behind Intel at $552.6 billion, accor…
LG Group Chairman Koo Kwang-mo signed an agreement with Nvidia founder and CEO Jensen Huang at Nvidia's Santa Clara headquarters on Thursday, formalizing a strategic partnership in humanoid robots, AI…
LG announced it is developing a next-generation bipedal humanoid robot using Nvidia Isaac GR00T, with a public unveiling planned for the first quarter of next year. The companies signed a memorandum o…