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.
Cursor Research released Mixture-of-Kittens (MoK), a CUDA kernel that fuses mixture-of-experts computation and communication, delivering a 41% training throughput increase on Nvidia GB300 NVL72 system…
Volta Infra Holdings emerged from stealth on August 4, 2026, announcing a $300 million raise co-led by Andreessen Horowitz and Altimeter Capital at a $2.4 billion post-money valuation, alongside a $10…
Safe Superintelligence (SSI), the AI startup founded by Ilya Sutskever, Daniel Gross, and Daniel Levy, will release its first model in August, according to Gavin Baker, CIO at Atreides Management. Bak…
Semiconductor stocks rallied Tuesday, with the PHLX Semiconductor Index surging over 6% and the S&P 500 reaching record highs, as Marvell Technology launched new AI-optimized memory products at the Fl…
SK Hynix, which controls roughly 58% of the high-bandwidth memory market, received a bullish endorsement from Wedbush as a global memory shortage tightens the AI supply chain. On July 10, SK Hynix com…
AI systems consume significant electricity, water, minerals, and land, with data centres projected to double electricity use by 2026, according to the International Energy Agency. The net resource imp…
Nvidia released Alpamayo 2 Super, a 34 billion parameter vision language action model for commercial robotaxi development, available under the Linux Foundation's OpenMDW 1.1 license. The model, which …
Aswath Damodaran, a New York University professor known as the 'Dean of Valuation,' said the market likely hit 'peak AI' months ago and predicted more consolidation and correction in the AI trade in t…
Versity has added high-speed S3 over RDMA capability to its ScoutAM archive gateway software, enabling tape libraries to feed data directly into GPU high-bandwidth memory for AI workloads. The open-so…
SOXL, the Direxion Daily Semiconductor Bull 3X ETF, jumped 18% as semiconductor stocks rebounded on AI spending outlook, with Micron, Intel, and AMD each gaining more than 7%. The rally follows a shar…
Anthropic has signed a six-year, $10 billion computing deal with Volta Infra Holdings, a cloud startup founded in early 2026, for 133 megawatts of capacity at a hydropower-fed data center in Tydal, No…
The Open Secure AI Alliance, backed by Nvidia and now comprising over 120 organizations, is drafting the Shared AI Findings Exchange (SAFE) cybersecurity guidelines to address threats from agentic AI …
DDN and Nvidia are collaborating to let GPUs initiate data access directly through DDN's Infinia platform and Nvidia's Storage-Next initiative, reducing latency and improving GPU utilization for AI wo…
Anthropic has agreed to spend $10 billion on computing capacity from AI infrastructure startup Volta Infra and Bitcoin mining company Bitdeer Technologies, according to Bloomberg. The six-year contrac…
Nvidia's Open Secure AI Alliance, a consortium of more than 120 firms, is seeking public input on guidelines for sharing and learning from AI cybersecurity incidents to prevent future risks, as announ…
Baseten, an AI inference platform, raised $300 million in a Series E round at a $5 billion post-money valuation, co-led by Institutional Venture Partners (IVP) and CapitalG, Google's growth fund, with…
SK Hynix controls roughly 56% of the global high-bandwidth memory market and is Nvidia's primary supplier of the memory chips essential for AI accelerators, making it the most critical player in the A…
A Chinese open-weight AI model called Kimi K3, developed by Beijing-based Moonshot AI, has alarmed US AI executives due to its high performance at a fraction of the cost of proprietary models. OpenAI …
Nvidia, Cisco, and CrowdStrike are each developing proprietary AI security frameworks rather than collaborating on a unified standard. Nvidia launched the Open Secure AI Alliance on July 27, 2026, inc…
AMD is expected to report strong earnings today, driven by robust demand for its AI chips, with revenue growth accelerating from 8.9% in Q2 2024 to 37.8% in Q1 2026 and sales per employee rising from …