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.
China is growing anxious that Anthropic's Mythos AI model could be used as an offensive cyber weapon, adding a volatile issue ahead of President Xi Jinping's planned Sep 24 visit to the US. Beijing of…
A post on r/LocalLLaMA by an Ant Group employee explains why Chinese AI labs release high-quality local models, highlighting four distinct strategies: Alibaba's Qwen focuses on distribution across mod…
Shanghai-based AI chip startup Fangqing Technology has reportedly completed an A1 financing round at a valuation exceeding RMB 10 billion (approximately $1.4 billion), according to a report by the 21s…
Counterpoint Research's Global Memory Tracker for Q2 2026 reports that DRAM chip prices are expected to rise again due to growing demand for agentic AI and AI server CPUs. Samsung regained the top spo…
Nvidia CEO Jensen Huang forecast that the semiconductor industry could expand to $7.9 trillion, driven by demand for agentic AI, a significant increase from its current scale. Nvidia, the largest semi…
Google has assembled a $44 billion financing machine to challenge Nvidia's AI chip dominance, using off-balance-sheet lease backstops to accelerate adoption of its custom Tensor Processing Units (TPUs…
Nvidia commands over 75% of the global AI accelerator market as of mid-2026, with US entities controlling roughly 75% of global AI-ready GPU cluster performance, according to a report from Crypto Brie…
NTT Data Group, Japan's largest data center operator and a unit of government-backed NTT, plans to spend at least ¥1.5 trillion ($9.6 billion) through 2033 to quadruple its computing capacity to 1 gig…
The U.S. maintains dominance in the AI race through control of infrastructure—hyperscale data centers, cloud computing, AI servers, and fiber-optic cables—rather than just models, according to a Fortu…
Investors are shifting AI funding toward infrastructure companies, with Valar Atomics, a builder of small-modular nuclear reactors, announcing a $1 billion Series B at a $6 billion valuation led by Se…
Blackstone is considering a new funding round for Nvidia-backed AI coding firm Factory that would value the San Francisco-based startup at more than $3.5bn, sources told City AM. The deal would mark F…
Chinese AI startup Moonshot is reportedly seeking greater access to Nvidia's advanced Blackwell GPUs to develop its next-generation AI model, highlighting the growing importance of computing power in …
AI coding agents are eroding Nvidia's CUDA software moat by lowering the expertise barrier for GPU kernel development, according to a tech analysis. Tools like Anthropic's Claude Code can generate per…
SCX.ai, an Australian AI infrastructure company, is seeking to raise $40 million through a fully underwritten IPO ahead of its proposed ASX listing under the code SCX, positioning itself as Australia'…
China's National Supercomputing Internet launched API access and model downloads for DeepSeek-V4-Flash on August 4, 2026, marking the model's public beta debut. The integration provides developers wit…
Lattice Semiconductor Corp. shares rose 5.8% to close at $128.50 on Monday, hitting a 52-week high, even as the broader chip sector fell more than 20% from its summer peak. The company reported first-…
Sequoia Capital led a $1 billion Series B equity round for Valar Atomics, a nuclear energy startup founded in 2023 by CEO Isaiah Taylor, valuing the company at $6 billion post-money. The round also in…
Amazon joined the $3 trillion market cap club on August 3, 2025, after a post-earnings rally fueled by strong AWS margins and AI-driven cloud demand. The company's Q2 report, released July 30, showed …
Amazon is voor het eerst meer dan 3 biljoen dollar waard, omgerekend 2600 miljard euro, na een koerswinst van ruim 5 procent bij de opening van Wall Street. Het tech- en webwinkelconcern is daarmee he…
Nvidia is expanding into AI infrastructure financing by providing minimum revenue guarantees to neocloud operators, a move that positions the company as both supplier and financier. According to resea…