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.
Global Research published an opinion piece arguing that the ongoing data center buildout for AI carries hidden economic and energy costs, reporting that an MIT analysis found AI cost-effective in only…
Goldman Sachs projects that AI infrastructure spending will drive roughly 50% of S&P 500 earnings per share growth over the next two years, with Nvidia and Micron together accounting for about one-thi…
Bank of America reaffirmed Nvidia as its top AI compute stock pick, citing the company's dominant position in the data center GPU market and strong demand for its next-generation Blackwell chips. The …
The U.S. government has approved a secret $9 billion request for Nvidia GB10 superchips to help the CIA and NSA keep pace with private-sector AI leaders like Anthropic and OpenAI. The chips, which del…
Nvidia's planned AI inference GPU will not launch in 2024, according to industry reports, a delay that could benefit PC gamers by freeing up manufacturing capacity for consumer graphics cards. The pos…
References to a potential "DLSS 5" have been discovered within Nvidia's latest graphics driver. However, the company has remained silent on any new developments regarding its AI-powered image enhancem…
On May 18, Cursor released Composer 2.5, a coding model that matches frontier performance at roughly one-tenth the cost, scoring 79.8% on SWE-Bench Multilingual and 63.2% on CursorBench v3.1. The mode…
IREN shares rose in postmarket trading Tuesday after the data company secured a $1.6 billion agreement with Dell for air-cooled Blackwell systems, supporting its AI cloud contract with Nvidia. The dea…
Taiwan has launched an investigation into an alleged smuggling operation that used Japan as a transit hub to funnel restricted Nvidia AI chips to China. Three suspects were detained on May 21, and aut…
Nvidia CEO Jensen Huang announced the company will invest approximately $150 billion annually in Taiwan, calling the country the "epicentre of the AI revolution." The massive investment underscores Ta…
Corning (GLW) received a Buy rating with 10-15% upside from a Seeking Alpha analyst, driven by AI-related optical demand tied to a reported long-term partnership with Nvidia, a tariff-protected U.S. s…
Five of the largest hyperscale technology companies and Nvidia are all led by female chief financial officers, a group that includes Meta's Susan Li, Microsoft's Amy Hood, Alphabet's Anat Ashkenazi an…
SK Hynix surpassed $1 trillion in market capitalization on May 26-27, becoming the second South Korean company to reach the milestone after Samsung Electronics. The memory chipmaker's stock surged ove…
Intel saw every major technological shift from mobile to AI years in advance but systematically failed to execute due to internal bureaucracy and an obsession with x86 profit margins, according to a d…
Taiwanese prosecutors detained three suspects on May 21 for allegedly smuggling Nvidia AI chips to China by routing shipments through Japan using forged export documents. Authorities seized approximat…
Nvidia plans to invest $150 billion annually in Taiwan to build artificial intelligence infrastructure, CEO Jensen Huang announced at a Taipei event, calling the island the "epicentre of the AI revolu…
Nearly half of the 37,638 tech job cuts announced this year are directly linked to AI, as companies like Amazon, Meta, and Cisco slash payrolls to either replace workers with AI or fund AI infrastruct…
South Korea's budget ministry pledged Wednesday to take proactive measures to support domestic artificial intelligence companies, with Deputy Minister for Budget Cho Yong-beom emphasizing the need to …
Nvidia CEO Jensen Huang called the narrative linking artificial intelligence to job cuts "lazy" and "irresponsible," arguing that CEOs using AI as a reason for layoffs are misleading the public. Speak…
Micron Technology briefly surpassed $1 trillion in market capitalization on May 26 after an 18% surge driven by a UBS upgrade, making it the third memory chip maker to reach the milestone this month a…