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.
Microsoft plans to unveil its Maia 300 AI chip as soon as September, according to a report from The Information, marking an escalation in its effort to reduce dependence on Nvidia GPUs. The company ha…
Goldman Sachs estimates that memory components account for roughly 62% of the total material costs for Nvidia's upcoming Vera Rubin superchip, up from about 53% on the previous-generation GB300 system…
Meta CEO Mark Zuckerberg published a 6,500-word manifesto on Monday arguing that the greatest AI threat is concentration of power, advocating for 'personal superintelligence' and open-weight models. T…
Point2 Technology, an AI data center interconnect specialist, raised $136 million in Series B funding led by LB Investment, with participation from Arm and existing investors Nvidia, Molex, and Bosch …
Cathie Wood's ARK Invest bought more Nvidia shares while selling a gaming stock, according to a report. The trades were disclosed in ARK's daily transaction updates.…
Microsoft plans to unveil its Maia 300 artificial intelligence chip as soon as September, according to The Information, citing people with direct knowledge. The company has talked with Taiwan Semicond…
A modder demonstrated access to the full Windows desktop inside Nvidia's GeForce NOW cloud-gaming service by manipulating an Install-to-Play Steam title, turning a paid gaming session into a general-p…
Samsung Electronics warned during its Q2 2026 earnings call on July 30 that memory chip shortages will intensify through 2027 and won't ease until at least 2028, driven by AI demand. The company's sem…
Taiwan Semiconductor Manufacturing Co. (TSMC) reported July revenue of NT$467.6 billion, up 44.7% year over year and 5.6% month over month, according to CNBC. The chipmaker's strong sales reflect sust…
Nvidia is reportedly preparing to invest up to $3 billion in Lancium, a Texas power infrastructure developer behind the OpenAI and Oracle data-center campus in Abilene, Texas, according to The Informa…
Microsoft is in talks with TSMC to manufacture its custom-designed Maia AI accelerators, including the Maia 200 with over 140 billion transistors and 10 petaFLOPS of FP4 performance, as part of a broa…
Microsoft's custom AI chip program is back on track, with the Maia 200 inference chip now deploying in data centers in Iowa and Arizona and the Maia 300 already in design. The Maia 200, built on TSMC'…
Drew Henry, EVP of Arm's Physical AI Business Unit, argues that robotics, humanoids, and autonomous vehicles represent one of the hardest systems-engineering problems in computing, with the physical e…
A $2,000 investment in Nvidia on August 3, 2011, would be worth approximately $1.215 million today, far outpacing the same investment in Apple, which would be worth about $51,645, according to SmartAs…
Intel plans to raise $15 billion by selling common stock, one of the largest equity raises in semiconductor history, to fund its capital expenditure guidance of over $20 billion for 2026 and its expan…
TSMC reported July 2026 consolidated revenue of NT$467.58 billion, a 44.7% year-over-year increase and a 5.6% increase from June, according to the company's monthly revenue disclosure. The result foll…
South Korea announced the creation of the Future Response Fund on July 5, a vehicle that will channel surplus semiconductor tax revenues into chips, physical AI, and AI data centers, as part of a broa…
Taiwan Semiconductor Manufacturing Co. (TSMC), the world's largest chipmaker, reported a 45% surge in sales for the third quarter, driven by robust demand for AI chips from customers like Nvidia and G…
Rep. John Moolenaar, the Michigan Republican chairing the House Select Committee on the Chinese Communist Party, is urging the Commerce Department to impose tighter export controls on advanced AI chip…
Meta CEO Mark Zuckerberg criticized OpenAI and Anthropic for their closed AI development approach, calling it un-American and arguing it concentrates too much power, as Meta pivots back to open-source…