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.
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…
NetApp released StorageGRID v12.1, boosting throughput up to 400% and enabling a federated global namespace that scales to 10 exabytes for AI workloads. The update improves security with multi-admin v…
SK Hynix plans to raise approximately $29.4 billion through a Nasdaq listing of American Depositary Receipts, issuing 17.79 million new shares as AI-driven demand for high-bandwidth memory chips surge…
DDN launched the A1400X3M storage appliance, delivering up to 160 million IOPS per rack, and introduced KV Cache software integrated with Nvidia Dynamo to accelerate AI inference. The new hardware and…
OpenAI has started testing Jalapeño, its first in-house AI inference chip developed with Broadcom, aiming to reduce reliance on Nvidia hardware for serving products like ChatGPT at scale. The chip tar…
OpenAI and Broadcom announced a partnership to develop custom AI accelerators optimized for large language models, with a deployment target of 10 gigawatts across OpenAI's data centers from 2026 throu…
Alphabet will replace Verizon Communications in the Dow Jones Industrial Average next week, marking the blue-chip index's first structural change since 2024. S&P Dow Jones Indices said the addition br…
Qualcomm is in advanced negotiations to acquire AI infrastructure startup Modular for approximately $4 billion, more than doubling its last known valuation. The deal aims to bolster Qualcomm's data ce…
Qualcomm will acquire Silicon Valley chip startup Modular for nearly $4 billion, including $300 million for employees. The deal, announced Wednesday, aims to expand Qualcomm's AI capabilities beyond m…
Qualcomm is negotiating to design custom chips for ByteDance, TikTok's parent company, as part of a deeper push into AI data center infrastructure. The deal would involve application-specific integrat…
Micron Technology reports fiscal Q3 2026 earnings on June 24, with analysts expecting adjusted EPS above $20 and revenue surpassing $33 billion, serving as a stress test for AI infrastructure stocks. …
Meta and Microsoft have each committed approximately $50 billion in new data center leases, pushing total infrastructure obligations across major cloud providers past $700 billion and approaching $850…
Hedge fund manager Michael Burry disclosed $1.1 billion in put options against AI stocks Palantir and Nvidia, betting on a significant repricing as he criticizes poor return-on-invested-capital dynami…