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.
President Trump hosted Nvidia CEO Jensen Huang, Citigroup's Jane Fraser, and Boeing's Kelly Ortberg in the Oval Office ahead of a China summit, arranging for Huang to fly on Air Force One. Trump outli…
This summary is based on a book review of Stephen Witt's *The Thinking Machine*, which chronicles Jensen Huang's leadership and Nvidia's evolution from a graphics chip company to an AI powerhouse. The…
The Stratechery newsletter's February 2026 edition analyzes a major shift in AI computing, arguing that "agentic inference" — where AI operates without human involvement — will surpass current answer-…
Cerebras Systems completed its initial public offering on the NASDAQ, raising $5.55 billion by floating 215.23 million shares at $185 each, with shares closing at $311 for a public market capitalizati…
OpenAI, Microsoft, Broadcom, AMD and Nvidia developed a new network protocol called Multipath Reliable Connection (MRC) that scales Ethernet to over 1 million endpoints for AI clusters by increasing t…
Nvidia and its partners plan to build a fleet of 25 small data centers next to utility substations across five U.S. utilities later this year, shifting computing loads between sites based on power ava…
Cerebras Systems plans to raise the size and price of its initial public offering as soon as Monday, with a new price range of $150-$160 per share, up from $115-$125, and an increase in marketed share…
Microsoft committed to doubling its AI infrastructure capacity within two years, as the company expands its Azure cloud platform to support growing demand for generative AI training and inference work…
Google Cloud's revenue growth outpaced Amazon Web Services and Microsoft Azure in the first quarter, driven by enterprise adoption of its full-stack generative AI platform including Gemini models and …
This article explores the hobbyist-driven microbenchmarking of modern motherboard chipsets, acknowledging that while chipsets have become less critical for performance since CPUs integrated memory con…
The article analyzes Nvidia's GB10 processor, highlighting its integrated GPU (iGPU) based on the Blackwell architecture with 48 Streaming Multiprocessors, which is comparable to an RTX 5070 but with …
Arm's Cortex X925 is a high-performance CPU core designed to compete with desktop-class processors from AMD and Intel, achieving performance parity with AMD's Zen 5 and Intel's Lion Cove in Nvidia's G…
The Arm Cortex A725 is a 5-wide out-of-order core designed for density-optimized performance, serving as the latest in Arm's 7-series line. It is featured in Nvidia's GB10 SoC, which pairs ten A725 co…
The Nvidia GB10, a collaboration with MediaTek, integrates a Blackwell GPU with 48 SMs and a powerful CPU consisting of 10 Cortex X925 and 10 Cortex A725 cores. The memory subsystem features a split L…
Nvidia's Blackwell B200 GPU is the company's first chiplet design, using two reticle-sized dies that appear as a single GPU to software, moving away from the monolithic approach used in prior generati…
Lamport Agent**, an AI-assisted tool that uses large language models (LLMs) to automatically generate formal specifications and detect race conditions from production codebases. It demonstrates the ag…
This article provides instructions for limiting the power draw of an NVIDIA GPU on a Linux system using the `nvidia-smi -pl` command. It explains how to check the current power limit, set a new limit …