Nvidia

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…

BitMEX co-founder Arthur Hayes argues that a $1.5 trillion AI hardware credit bubble, driven by lenders financing Nvidia H100 GPUs over 5-6 year terms despite a 2-3 year useful life, could trigger a f…

Advanced Micro Devices (AMD) shares fell 8.6% in premarket trading on Wednesday despite a Q2 earnings beat, as revenue rose to $11.53 billion from $7.68 billion year-over-year and adjusted EPS surged …

Bitdeer Technologies Holding Company has signed a 16-year lease worth up to $4.7 billion to supply 121 megawatts of IT capacity from its Tydal data center in Norway for Nvidia GPU-powered AI and high-…

Arista Networks reported second-quarter 2026 revenue of $3.04 billion, up 38% year-over-year and above the $2.83 billion analyst estimate, with adjusted earnings of $1.02 per share versus a $0.89 fore…

Private investors poured $8.8 billion into AI projects in emerging markets in the first half of 2026, surpassing the total for all of 2025 and marking the highest level since records began in 2008, ac…

SpaceX CEO Elon Musk announced that SpaceX is 'exclusive to Nvidia' for all future AI systems on Earth and in space, citing Nvidia's Vera Rubin architecture as the best AI computer. SpaceX's Q2 revenu…

Hon Hai Precision Industry Co., also known as Foxconn, reported a 54.2% increase in monthly sales to NT$946.5 billion, the highest on record, driven by strong demand for AI servers from clients such a…

Caterpillar Inc. has emerged as a dominant player in the AI trade, with its AI-enabled power and energy unit becoming its biggest revenue source after a beat-and-raise earnings report on Tuesday that …

Investment strategist Joachim Klement of Panmure Liberum warns that the economics of new AI data centers could trigger a sharp correction in U.S. corporate earnings, which are currently running nearly…

Foxconn, formally known as Hon Hai Precision Industry Co., Ltd., reported record July revenue of T$900 billion ($27.93 billion), driven by surging AI server demand, marking the first time monthly reve…

Advanced Micro Devices (AMD) shares fell sharply in premarket trading despite a strong second-quarter report, as investors had expected even stronger guidance amid AI optimism. AMD forecast third-quar…

Advanced Micro Devices shares fell 7.4% in premarket trading Wednesday, erasing about $61.1 billion in market value, after the company's third-quarter revenue forecast of about $13 billion, while abov…

Morgan Stanley strategists mapped three possible AI market scenarios and found that Nvidia, Amazon, Google, and Microsoft are positioned to benefit across all outcomes, with Nvidia emerging as the cle…

Broadcom and Nvidia have moved co-packaged optics (CPO) into production, with Broadcom's Tomahawk 5-Bailly as the first volume-production CPO solution and Nvidia's Spectrum-X Ethernet Photonics switch…

The Trump administration met with tech leaders on Tuesday to finalize a security review process for advanced AI models before release, but it will reportedly apply only to closed models from developer…

SpaceX CEO Elon Musk announced on Wednesday's earnings call that the company will exclusively use Nvidia GPUs, citing the Vera Rubin architecture as the best AI computer. SpaceX reported Q2 revenue of…

SpaceX announced on August 4 that it is partnering with Nvidia to design the compute payload for its Starmind AI1 satellite, which will use Nvidia Rubin GPUs and Vera CPUs. On the same day's earnings …

SpaceX announced a partnership with Nvidia to design the compute payload for its Starmind AI1 satellite, the first in a planned constellation for in-orbit AI workloads, with each satellite carrying Nv…