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.
Maverick Capital co-CIOs Ben Silver and David Tykocinski warn of an 'air pocket' risk in AI markets as infrastructure buildout outpaces productivity gains, and predict value will shift back downstream…
Blackstone-owned data center operator AirTrunk is seeking a A$4.3bn ($3bn) loan to build a single hyperscale facility in Sydney, highlighting the massive capital and power demands of AI infrastructure…
Lenovo raised $2bn through zero-coupon convertible bonds due in 2033, priced at a 47.5% conversion premium, to refinance existing debt and fund share buybacks. The Beijing-based computer and AI server…
Legora, a three-year-old AI startup focused on the legal sector, raised $550 million in Series D funding at a $5.6 billion valuation, backed by Nvidia's NVentures and law firm Bird & Bird. The company…
Nvidia has become the most-discussed asset on finance-focused Reddit communities in 2026, surpassing Bitcoin which ranks seventh. Bitcoin mentions on general Reddit exceed Nvidia, but on finance-speci…
BE Semiconductor Industries raised its long-term revenue target to €1.5-1.9 billion from over €1 billion and lifted gross margin guidance to 64-68%, citing surging demand for hybrid bonding from AI da…
A wave of wealth from IPOs at SpaceX, Anthropic, OpenAI, and Nvidia is creating new millionaires in Silicon Valley, but many tech employees face huge capital gains taxes on concentrated stock position…
ByteDance, the owner of TikTok, is spending billions on AI and shifting to domestic chips, potentially benefiting second-tier Chinese chipmakers like Iluvatar CoreX, Biren Technology, and others. The …
Donald Trump announced that Apple and Intel have agreed to collaborate on designing and manufacturing chips within the United States, a move aimed at bolstering domestic semiconductor production. The …
Nvidia H100 GPUs cost $30,000 to $40,000 to buy in 2026, with cloud rental rates ranging from $1.03 to $12.29 per GPU-hour depending on the provider. Neo-clouds offer the cheapest spot instances, whil…
Google published the open Agentic Resource Discovery (ARD) specification on June 17, 2026, a web standard for publishing, discovering, and verifying AI tools and agents across registries. The specific…
Apple CEO Tim Cook told The Wall Street Journal that price increases for Apple products are unavoidable due to surging memory chip costs driven by the AI boom. Cook said the situation has become unsus…
Epiq and AntaraTek have launched the VNX+ Development Platform, a self-contained RF payload based on the VITA 90 standard, designed to host AI/ML applications out of the box. The platform integrates a…
SK hynix shipped samples of its 12-layer HBM4E memory to major customers, entering customer qualification about three weeks after rival Samsung Electronics. The device offers 48GB capacity, 16Gbps per…
SK hynix has shipped samples of its 12-layer HBM4E memory to major customers, entering the customer-qualification stage weeks after rival Samsung Electronics claimed the industry's first such shipment…
Rumble completed its $767 million acquisition of Northern Data AG on June 17, 2026, gaining approximately 22,000 NVIDIA H100 and H200 GPUs and over 200 MW of power capacity across nine data centers. T…
Tensordyne is developing AI chips that use a logarithmic number system to multiply numbers more efficiently than conventional floating-point math, aiming to improve compute efficiency for AI workloads…
ProShares filed its fourth MANGOS ETF in three days, with an effective date of August 31, 2026. The MANGOS basket includes Meta, Anthropic, Nvidia, Google/Alphabet, OpenAI, and SpaceX, reflecting Wall…
The US Department of Commerce awarded a $500 million CHIPS Act grant to SandboxAQ, an Alphabet spinoff backed by Nvidia, to discover new materials for semiconductor manufacturing. The funding aims to …
Nvidia's GEAR lab, in collaboration with Carnegie Mellon University and UC Berkeley, developed the ENPIRE framework that enables AI coding agents to autonomously train fleets of physical robots on pre…