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.
A widely cited global survey found that a third of employees admit to sabotaging AI initiatives at work, and engineers often resist AI rollouts due to job security fears, unclear goals, and leadership…
Cache read costs now dominate agentic AI workloads, accounting for up to 81.6% of total inference spend in a 100-turn session, according to an analysis by an unnamed author. The analysis shows that fo…
Anthropic confirmed on August 5 that it is building an in-house silicon team to co-design Claude and custom AI inference chips, aiming to cut per-token inference costs by roughly 50%, with Samsung rep…
Microsoft raised Xbox Series X prices to $799.99 in the United States, up from $649.99, effective August 1, citing memory and storage costs that have more than doubled and are expected to double again…
Nvidia is reportedly investing up to $3 billion in Lancium, a power-infrastructure developer, to secure access to power for its AI accelerators. The deal includes a $2 billion stake for about 20% of L…
Nvidia is reportedly investing up to $3 billion in Lancium, a Texas power-infrastructure developer tied to the Stargate data-center project, with an initial $2 billion for a 20% stake and up to $1 bil…
Nvidia (NASDAQ: NVDA) is the better stock to buy in 2026 compared with Micron Technology (NASDAQ: MU), according to an August 9 assessment by ChatGPT. The AI model cited Nvidia's stronger competitive …
Zencoder, an agentic AI coding platform built by For Good AI Inc. and led by founder and CEO Andrew Filev, plans, writes, tests, and reviews code across IDEs, CLI, and web using multiple LLMs includin…
Optical networking stocks Lumentum, Ciena, and Corning are outperforming the broader AI trade as investors shift focus to the hardware enabling AI data centers to move data efficiently. Lumentum's sto…
Firmus Technologies, a Tasmanian company that began as a Bitcoin miner in 2019, has raised $2 billion at a valuation of over $10.5 billion to become an AI infrastructure builder, nearly doubling its v…
Nicholai Mitchko, InterSystems' director of AI enablement, released DeepSeek-V4-Flash-0731-Latent-Reasoning, a self-hosted latent-reasoning model built on DeepSeek-V4-Flash that requires Blackwell-cla…
Moore Threads Technology, a Beijing-based AI chip designer founded in 2020 by former Nvidia executive Zhang Jianzhong, plans a secondary listing in Hong Kong to deepen international expansion and attr…
AI agents are increasingly being adopted by corporate America, with Circle CEO Jeremy Allaire saying there will eventually be billions of agents providing work and labor, and a new Accenture report fi…
Moore Threads, a Chinese AI chip developer, plans to list on the Hong Kong Stock Exchange after reporting a 147% jump in first-half revenue to 1.7 billion yuan (US$252 million), with net loss narrowin…
Nvidia is investing up to $3 billion in Lancium, a power infrastructure developer with four gigawatts under contract in Texas, while Amazon is building a gas-fired power plant in the state with up to …
Runware, the AI inference startup founded by Flaviu Radulescu and Ioana Hreninciuc, launched Sonic Inference Pods, modular data centers in 20-foot shipping containers that pack about 1,200 GPUs and on…
Sean James, a distinguished engineer in energy systems at Nvidia who previously spent 25 years at Microsoft, says his career goal is to make AI data centers 'disappear' from public attention by becomi…
The AI bubble will not burst because AI fails but because deployable supply and capital commitments grow faster than monetizable demand, according to Breaking Analysis. Global semiconductor revenue is…
Elon Musk said on SpaceX's August 4 earnings call that the company will build its AI infrastructure exclusively on Nvidia, citing the Vera Rubin architecture as the best available. SpaceX has not disc…
AMD's stock has declined despite a surge in AI revenue, as the company reported record data center sales driven by its MI300X accelerators. The company's AI segment grew 80% year-over-year to $2.3 bil…