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.
Hewlett Packard Enterprise announced updates to its Private Cloud AI platform on March 16, co-engineered with Nvidia, delivering up to a 20% improvement in token throughput for AI inference tasks. New…
Hewlett Packard Enterprise unveiled networking products purpose-built for AI data centers, including the QFX5250 switch and MX301 edge router, during HPE Discover Barcelona on December 3, 2025. The la…
ROBOTIS unveiled its open-source humanoid robot AI Sapiens, which learned to walk, run, balance, and perform K-pop dance routines in just seven days using Nvidia's simulation tools and reinforcement l…
JPMorgan raised its estimates for global AI and data center spending to at least $5 trillion by 2030, citing a surge in capital expenditures from hyperscalers and strong demand for high-yield data cen…
Subquadratic released the model card and technical report for SubQ 1.1 Small, a long-context model using Subquadratic Sparse Attention, on June 16. The company claims the model achieves 100% retrieval…
VAST Data has emerged as the dominant storage supplier to neoclouds, with a 600 PB capacity win at Australia's Sharon AI. Neoclouds, which specialize in GPU-compute-heavy AI services, saw collective r…
SpaceX acquired AI coding startup Cursor for $60bn in an all-stock deal, as its market valuation surged past Amazon to $2.75 trillion following a record-breaking IPO. The acquisition aims to combine C…
Subquadratic released SubQ 1.1 Small, a sparse attention model that achieves near-perfect long-context retrieval up to 12 million tokens with up to 1,000x compute reduction. The model balances long-co…
HoYoverse's Zenless Zone Zero version 3.0 launches on Steam today, June 16, introducing DLSS 4.5 and Ray Tracing after Nvidia showcased a comparison video. The update includes new content like the sky…
The combined market capitalization of the ten largest US-listed companies has reached approximately $25.3 trillion, surpassing China's nominal GDP of $20.85 trillion. Led by Nvidia, Apple, and Alphabe…
Nvidia is backing Hydra Host, a startup that raised $100 million in Series A funding to build a marketplace for renting GPU capacity, effectively commoditizing Nvidia's own chips. The company, founded…
Startup Tensordyne claims its new Napier AI chip, using logarithmic math to replace multipliers with adders, can run large language models four times faster using one-fifth the power of a comparable N…
Rackspace Technology shares surged 30% on June 16 after signing a definitive agreement with AMD to deploy 30 megawatts of AMD-based AI compute capacity across its global data centers through 2028. The…
Zhongji Innolight, the world's largest optical transceiver maker, is seeking a secondary listing in Hong Kong that could raise up to $7 billion, driven by surging AI infrastructure demand. The company…
Nvidia announced a $25 billion bond offering across seven tranches maturing between 2028 and 2056, with yields up to 5.625%. The deal tightens spreads and marks a major financing event for the AI chip…
Gavin Baker, managing partner and CIO of Atreides Management, says the AI bottleneck trade is losing its edge as supply constraints ease, forcing investors to rethink what has lasting value in AI infr…
Nvidia's Vera Rubin NVL72, announced at CES and detailed at GTC, promises up to 10x lower cost per token than Blackwell, but the headline figure depends on ideal conditions: mixture-of-experts models,…
Anthropic's new AI model, Mythos, autonomously discovered over 2,000 previously unknown software vulnerabilities across all major operating systems in seven weeks, developing working exploits without …
SpaceX made its $60bn acquisition of Anysphere, the startup behind AI coding tool Cursor, official in a Tuesday SEC filing. The all-stock deal comes days after SpaceX's record IPO and aims to bolster …
Oracle is considering divesting its Oracle Health (Cerner) unit to fund a $156 billion AI infrastructure commitment for OpenAI and other contracts, as the company faces a liquidity crisis with $124 bi…