AI GPUs probably live longer than three years
A widely cited claim that AI inference GPUs last only three years under high utilization is based on an anonymous source from a paid expert network, raising questions about its reliability. Google has…
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 claim that AI inference GPUs last only three years under high utilization is based on an anonymous source from a paid expert network, raising questions about its reliability. Google has…
Singapore-based Firmus Technologies, backed by Nvidia, plans to build three AI factories in Tasmania that would make it the state's largest electricity user, with a total of 400 MW of GPU compute capa…
Apple built a third-party AI Extensions system for Siri in iOS 27 beta, allowing users to choose between ChatGPT, Claude, and Gemini, but skipped announcing it at WWDC due to EU regulatory standoff, a…
Nvidia vice president Bryan Catanzaro said the cost of AI compute far exceeds employee costs, challenging the notion that AI is cheaper than human labor. An MIT study found AI automation is economical…
Jefferies strategist Christopher Wood warned that the AI-driven stock rally faces elevated near-term correction risk from rising bond yields, concentrated investor positioning, and a wave of mega IPOs…
Newegg is offering a $305 discount on a Yeyian Phoenix Iron Mesh gaming desktop featuring an AMD Ryzen 7 9800X3D processor and Nvidia RTX 5070 Ti graphics card, bringing the price down for high-end 14…
The US government's export control order on Anthropic's Claude Fable 5 frontier AI model marks a new era for AI governance, treating advanced models as strategic national resources rather than softwar…
Nvidia CEO Jensen Huang warned Stanford students that the energy needed for computing could rise 1,000-fold due to always-on AI agents, far exceeding current capacity. He called for enhanced behind-th…
Yahoo Finance reports that Advanced Micro Devices has surged 138% year-to-date while Nvidia has risen about 10%, with Nvidia's forward P/E at 20.65 versus AMD's 58.68. Nvidia remains the dominant GPU …
Orderly Network listed $SKHYNIX, a perpetual futures contract tracking SK Hynix, with up to 10x leverage on decentralized exchanges. The listing uses Orderly's permissionless system to offer synthetic…
Nvidia raised the price of its RTX Pro 6000 Blackwell GPU to $13,250, a 55% increase over MSRP from a year earlier, driven by surging demand amid the AI boom.…
Cerebras Systems has developed AI chips that rival Nvidia's GPUs in performance, as demonstrated in a new video. The breakthrough positions Cerebras as a strong competitor in the AI hardware market, c…
AMP PBC, a public benefit corporation founded by Anjney Midha, is building a shared GPU network to pool idle chips from data centers and lower AI compute costs. The company has secured $1.3 billion in…
Nvidia and Abridge are developing a healthcare-specific AI model, signaling a shift from generic AI to domain-specific models tailored to real clinical workflows. For builders, this underscores that d…
CoreWeave will join the Nasdaq-100 Index on June 22, 2026, just 15 months after its IPO, marking a rapid ascent from a crypto mining startup to an AI cloud infrastructure leader. The company reported …
Bank of America raised its global server CPU market forecast to over $170 billion by 2030, citing agentic AI as the primary demand driver. The revision triggered a semiconductor rally on June 11, with…
OpenAI CEO Sam Altman postponed a planned June 14-15 visit to South Korea for meetings with Samsung Electronics, Naver, and Kakao, citing unavoidable personal circumstances, with no rescheduled date a…
Samsung Electronics is in talks to manufacture a memory input-output die for Google's next-generation AI chip, the 10th-generation tensor processing unit code-named "Icefish," using its 2-nanometer pr…
Oracle's heavy investment in AI infrastructure, including partnerships with Nvidia, has significantly increased its debt, raising concerns about financial stability amid the AI boom. The company's deb…
Nvidia's new GB300 NVL72 system achieves 61,400 concurrent AI agents per megawatt, a 20x improvement over the prior-generation H200. The Blackwell Ultra rack-scale system, validated using the AgentPer…