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.
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…
Dell Technologies raised its full-year AI server revenue guidance to roughly $60 billion after booking $24.4 billion in new AI orders in Q1, with shares surging up to 40% in after-hours trading. A $1.…
SpaceX has agreed to acquire AI coding startup Cursor for $60 billion in stock, days after its historic IPO. The deal aims to bolster SpaceX's AI division, which has faced controversies and restructur…
Chinese electric-vehicle makers are designing their own smart-driving chips to reduce reliance on Nvidia and Horizon Robotics. Li Auto unveiled the Mach M100 5nm AI chip with 1,280 TOPS, while BYD deb…
Apple announced its third generation of Apple Foundation Models at WWDC26, comprising five models built on Google's Gemini foundation but retrained with Apple's own data, weights, and guardrails. The …
Goldman Sachs raised its price target for Taiwan Semiconductor Manufacturing Co. (TSMC) by 35% to NT$2,330, citing surging AI chip demand. The bank expects TSMC to achieve 30% revenue growth in 2026 a…
Nvidia is reportedly considering a $4 billion investment to build a large AI-focused data center in Romania, according to local reports. The company has evaluated potential sites in southern and south…
Bank of America's latest fund manager survey shows the AI stock rally remains in a boom phase driven by fear of missing out, but rising cash levels and overvaluation fears suggest the market may be ne…
Big tech companies are amassing massive GPU clusters, giving them an insurmountable compute advantage over local models. Even as local models improve, the gap in intelligence between local and datacen…
OpenAI spent $34bn in 2025, more than double its $13bn revenue, as it prepares for a potential $1tn IPO. The company's massive spending on R&D, infrastructure, and staffing reflects the high cost of l…
Nvidia announced the RTX Spark platform at Computex 2026, combining an Arm-based CPU, Blackwell RTX graphics, and unified memory to run AI models and agents locally on PCs. The platform targets develo…
Emerald AI's Conductor software, tested in a simulation during a 2020 England-Germany soccer match, reduced data center power usage to prevent grid strain. The system will deploy in a Virginia facilit…
David Silver, the DeepMind researcher behind AlphaGo, has chosen Google Cloud as the infrastructure partner for his new startup Ineffable Intelligence, which aims to build a 'superlearner' AI system. …
Alibaba unveiled its first suite of AI models for robots, including RynnBrain for spatial understanding and Qwen3.7-Max for agentic tasks, as the company pivots from chatbots to autonomous agents. The…
Perplexity CEO Aravind Srinivas said on the "20VC" podcast that Nvidia CEO Jensen Huang taught him to "always stay on your toes" with a mentality that Nvidia could be "30 days away from going out of b…
Perplexity CEO Aravind Srinivas shared two founder lessons from Nvidia CEO Jensen Huang and Tesla CEO Elon Musk on the '20VC' podcast, emphasizing Huang's mentality of being 30 days from going out of …