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.
SpaceX's first quarterly report since its June 2026 IPO showed Q2 revenue of $7.8 billion, up 92% year-over-year, and a narrowed net loss of $541 million, but shares fell nearly 30% from the IPO price…
Prediction markets give Nvidia an 86.5% probability of becoming the world's largest company by market capitalization at the end of August, driven by robust earnings and AI-related capital investments …
Anthropic, the developer of the Claude AI model, is building a team to design its own custom AI chips for inference, following Google, Meta, Amazon, and OpenAI. The company will take a 'multi-chip' ap…
SpaceX's use of Nvidia's AI chips has provided a boost to Nvidia's stock, according to CNBC's Investing Club. Jim Cramer also highlighted an 'undervalued' stock during the club's Morning Meeting.…
Nvidia's Blackwell B200 GPU systems are sold out with a 12-month backlog, and CEO Jensen Huang said sales are 'off the charts.' Complete 8x B200 server systems are quoted above $500,000, with individu…
Anthropic is the reported customer behind a six-year, $10 billion compute agreement with Volta Infra, a Singapore-based cloud infrastructure startup, according to Bloomberg and The Times, though neith…
The Nasdaq 100 added $3.5 trillion in market capitalization over four trading days, surging 9.3% from August 1 to August 5, its strongest four-day performance since April 2025, driven by robust earnin…
GlobalFoundries reported second-quarter revenue of $1.73 billion, beating Wall Street's consensus estimate of $1.71 billion, driven by accelerating demand for its chips in AI data centers. Net income …
Marvell introduced the Bravera SC6 SSD controller, a PCIe 6.0 device targeting hyperscale AI inference workloads by offloading KV cache from GPU memory to NAND flash, claiming multigigabyte-per-second…
SpaceX plans to deploy 2 million Nvidia Rubin GPUs, increasing its compute capacity fivefold by the end of 2027, according to a report from The Decoder. The company's AI data center business generated…
SpaceX plans to more than 5x its compute capacity by the end of 2027, relying exclusively on Nvidia's Vera Rubin platform, a move that could require over two million Nvidia Rubin GPUs. The company's A…
Anthropic is assembling a team to design custom AI chips, aiming to co-design hardware and models for faster, more efficient performance, as reported by Business Insider. The company has signed deals …
SpaceX shares fell nearly 10% to about $113.27 on Wednesday after the company reported a sixfold jump in capital expenditures to $18.4 billion in Q2, mostly for AI infrastructure, stoking fears of an …
The White House told Meta, Google, Nvidia, OpenAI, and Anthropic on August 4 that open-weight AI models like Llama and Nemotron are exempt from new U.S. safety tests, while closed models remain subjec…
SpaceX shares fell 10 percent after the company reported capital expenditure of almost $16 billion on AI, double the previous quarter, in its debut earnings report. The company posted quarterly revenu…
AMD expects its datacenter AI accelerator business to grow faster in the second half of 2026 than in the first half, and to accelerate further in 2027, driven by its Helios rackscale systems with MI45…
A $1 trillion capital investment by Big Tech companies since the start of the artificial-intelligence boom has been directed into data centers, chips, and energy systems, despite AI not being profitab…
Anthropic confirmed on August 5, 2026 that it is building an in-house silicon team to design custom chips for Claude, marking the first public acknowledgment of the effort. The company posted a job li…
Anthropic confirmed it is building an in-house silicon team to design custom AI chips for its Claude model, marking the first public confirmation of the plans. The company will co-design hardware and …
CNBC's Jim Cramer announced that his charitable trust is adding to its position in Nvidia (NVDA) as the AI trade regains its footing, noting the stock remains well below last month's levels after earn…