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.
US investment-grade bond issuance hit a June record of $175 billion, driven by Nvidia and SpaceX's $25 billion bond sales each, as technology companies borrow heavily to fund AI infrastructure. The su…
OpenAI and Broadcom unveiled Jalapeno, OpenAI's first custom AI chip, designed for inference tasks in ChatGPT and other services. The ASIC chip, developed in nine months, aims to reduce costs and impr…
Qualcomm announced Meta as the first named customer for its Dragonfly C1000 data centre chip, set for 2028, and confirmed a $3.9 billion acquisition of AI software startup Modular. The moves signal Qu…
Nvidia CEO Jensen Huang told shareholders that national security takes precedence over commercial opportunities and that data centers built with smuggled Nvidia chips will fail without company support…
Qualcomm is expected to announce a new AI initiative, including new customers for its AI chips, as it seeks to challenge Nvidia's dominance in the market. The move comes amid pressure in the smartphon…
OpenAI has taped out its first custom inference chip, named Jalapeño, built with Broadcom. The ASIC is designed to reduce inference costs for serving LLMs, following the vertical-integration strategy …
OpenAI unveiled Jalapeño, its first in-house AI chip developed with Broadcom, to reduce reliance on Nvidia and lower costs. The application-specific integrated circuit (ASIC) aims to accelerate OpenAI…
Runpod, a cloud startup renting AI computing power, raised $100 million in a funding round led by Summit Partners, reaching a $1 billion valuation—a tenfold increase in under two years. The company do…
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…