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.
Andrzej Janik released ZLUDA v6 on June 29, adding 32-bit PhysX support and AI workload improvements, but announced commercial funding has ended for the third time, returning the project to a weekend …
SpaceX is acquiring AI coding startup Cursor for $60 billion in an all-stock deal, folding it into the xAI division alongside Grok and the Colossus supercomputer cluster. The acquisition signals that …
Palantir and Nvidia launched the Nemotron Engine on June 29, 2026, enabling government agencies to train and deploy Nvidia Nemotron open models within sovereign, classified, and air-gapped environment…
Nvidia shareholders reelected all ten director nominees and approved a governance change from supermajority to simple majority voting at the company's 2026 annual meeting. CEO Jensen Huang emphasized …
OpenAI has reduced inference costs by over 50% for some existing models, operating logged-out ChatGPT traffic on just a few hundred Nvidia GPUs, according to The Information. The efficiency gains, ach…
Stocks closed their best quarter in years on Tuesday, with the Dow, S&P 500, and Nasdaq posting strong gains, driven by chipmaker stocks and easing concerns about an AI bubble. However, analysts warn …
Wall Street investors are diversifying beyond Nvidia, pouring money into other chipmakers like AMD and Intel as the AI boom expands. The shift reflects a desire to hedge bets and capitalize on the gro…
A record rally in chip stocks added $2 trillion in combined value to Micron, Intel and AMD in the second quarter, as the artificial intelligence boom expanded beyond Nvidia to include more suppliers.…
CoreWeave became the first cloud provider to validate Nvidia's NVL72 Vera Rubin rack platform, featuring 72 Rubin GPUs, 36 Vera CPUs, and 260 TB/s of NVLink 6 fabric. The platform, described as not an…
Qualcomm announced a new near-memory compute architecture called high-bandwidth compute (HBC) that stacks DRAM on top of its XPUs to improve AI inference efficiency. The technology, launching next yea…
Michael Burry disclosed a new short position against Tesla (TSLA) at $416.22, part of a broader bet against an inflating AI and semiconductor bubble. The trade was detailed in his Substack post, where…
AI chip startup Etched emerged from stealth with $800 million in funding and $1 billion in forward sales contracts, claiming its Sohu ASIC can replace up to 160 Nvidia H100 GPUs for transformer infere…
Meta CEO Mark Zuckerberg pushed back against fears that artificial intelligence will lead to mass job displacement, arguing that empowering individuals and increasing productivity could create more jo…
Etched, a Cupertino-based chip startup founded by Harvard dropouts, emerged from stealth with a working transformer-specialized chip called Sohu, $800 million raised, and over $1 billion in signed cus…
Dell's AI server sales surged, driving revenue past expectations and boosting Michael Dell's net worth to $217 billion, but gross margins dropped 26% since February 2025 as AI now accounts for 37% of …
The Philadelphia Semiconductor Index surged over 80% in Q2 as AI demand expanded beyond GPUs to CPUs and memory, with Micron up 239%, Lam Research up 92%, and AMD up 165%. Nvidia rose only 12%, making…
DeepSeek launched DSpark, an open-source speculative decoding module that boosts AI inference speed by up to 400% on existing chips, potentially reducing demand for Nvidia's high-end accelerators. The…
AI chip startup Etched announced it has booked $1 billion in contract orders and raised $800 million to date, including a $500 million round at a $5 billion valuation, as it emerges from stealth with …
Anthropic launched Claude Science, an AI workbench for scientists that integrates databases, code tools, and compute into a single environment with an AI agent to automate research workflows. The beta…
Wall Street rallied on Tuesday, with the S&P 500 up 0.7% and the Nasdaq Composite gaining 1.3%, driven by AI-related stocks. SpaceX rose 3.6% ahead of its expected inclusion in the Nasdaq-100, while o…