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.
Cerebras Systems unveiled its CS-4 rack-scale AI inference system, claiming it delivers 30x the tokens per second per user compared with GPUs, as it competes with Nvidia. The CS-4 packs three wafer-sc…
Cerebras Systems unveiled its next-generation Wafer Scale Engine WSE-3T and Nexus rack systems on Tuesday, claiming twice the compute, memory fabric, and I/O bandwidth of the two-year-old WSE-3 by pus…
Cadence Design Systems CEO Anirudh Devgan argues the company is undervalued, with shares trading around $338.61 against a GuruFocus GF Value estimate of $382.09, implying about 11.4% upside. The compa…
Wall Street's main indexes closed lower on Tuesday, Aug 18, with the S&P 500 losing 0.69% to 7,691.76 and the Nasdaq Composite shedding 1.33% to 26,289.71, as rising bond yields and Middle East uncert…
Custom AI chips from Google, Amazon, Microsoft and Meta are set to grow shipments 44.6% this year, nearly triple the 16.1% growth rate for Nvidia's GPUs, according to TrendForce. TrendForce expects AS…
Nvidia and more than 200 companies signed an 'Open Weights and American AI Leadership' letter in July, arguing that open-weight AI models can accelerate innovation, but the industry must solve the fun…
Etched, a San Jose AI chip startup founded by three Harvard dropouts, has seen its valuation double to $21 billion in under a month after raising $700 million in a new round led by Jane Street, which …
Nutanix and ChronoScale Holdings are partnering to accelerate enterprise AI adoption, combining Nutanix's agentic AI products with ChronoScale's accelerated compute and AI foundry, with both companies…
Etched announced Tuesday it raised $700 million at a $21 billion valuation, led by Jane Street, doubling its valuation from $10.3 billion in July and up from $5 billion in December. The startup design…
Wall Street pulled further from its record high on Tuesday as AI stocks sank, with the S&P 500 falling 0.5 percent for a third straight loss since its all-time high on Thursday. Micron Technology drop…
Micron Technology shares fell more than 8% on July 28, 2026, as a sector-wide semiconductor selloff erased over $1 trillion in combined market capitalization from major chipmakers including SK Hynix, …
Chip stocks tumbled Tuesday in a broad reversal from Monday's gains, with the Philadelphia semiconductor index (SOX) falling more than 5% in afternoon trading. Decliners included Micron (MU) and other…
Groq is spending billions to poach Nvidia engineers as it targets the AI inference market, aiming to challenge Nvidia's dominance by optimizing hardware for the sequential nature of LLM token generati…
Chinese open-weight AI models from DeepSeek, Alibaba's Qwen, and Moonshot AI's Kimi now account for a majority of global AI workloads after frontier-grade intelligence costs collapsed by roughly 90 to…
Round Hill Music filed copyright lawsuits against Suno and Anthropic, alleging the AI companies used more than 500 of its songs to train AI systems without permission or compensation. Separately, Jame…
Data Center Knowledge's most-read hardware stories from July through mid-August 2026 highlight an infrastructure-first phase of AI buildouts, with energy, minerals, and networking taking center stage.…
Nvidia Corp. aims to dominate every aspect of AI by securing chip supply, land, power, and shell, according to BofA Securities analyst Vivek Arya after meeting with Nvidia senior management. The compa…
AI inference chip startup Etched's valuation has doubled to about $21 billion just one month after its $300 million Series C round led by Sequoia, which valued the firm at $10.3 billion, according to …
Modders have upgraded Nvidia's older RTX 3080 graphics cards from 10GB to 20GB of GDDR6X memory, making them a cheaper alternative for modern gaming and AI workloads, with prices around $450 on Chines…
Groq raised $650 million in a round led by Disruptive and Infinitum to scale its AI inference cloud, following a December 2025 deal in which Nvidia licensed Groq's technology for about $20 billion and…