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.
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…
Meta confirmed it will attend a White House AI meeting on August 4, as reported by Politico on August 3, signaling continued collaboration between Washington and Silicon Valley on AI policy. The meeti…
AMD unveiled the Instinct MI455X accelerator at its Advancing AI 2026 event, a flagship GPU with 320 billion transistors, 432GB of HBM4 memory, and up to 40 petaflops of FP4 AI compute, designed to ch…
Jeff Bezos, through his investment firm Bezos Expeditions, has backed Cambridge-based AI startup CuspAI in a $450 million Series B funding round led by Kleiner Perkins and New Enterprise Associates, v…
Nvidia's data center segment generated $75.2 billion in Q1 fiscal 2027, a 92% year-over-year increase, now accounting for 92% of total revenue, according to the company's latest quarterly report. CEO …
Samsung Electronics executive vice president of memory Jaejune Kim said the memory supply shortage will persist through 2028, with supply constraints expected to become even more severe in 2027 than 2…
The White House will convene AI companies on Tuesday, August 4, 2026, to review the national AI policy framework first unveiled in March 2026, which routes federal AI guidelines through existing agenc…
Investors are rethinking tech stocks as the five largest US companies' price-to-earnings ratios have fallen to only marginally above the other 495 S&P 500 stocks, according to Goldman Sachs strategist…
Alibaba on Monday introduced Qwen3.8-Max, a 2.4 trillion-parameter open AI model scheduled for release next week, claiming it outperforms Anthropic's Fable 5 and matches or exceeds OpenAI's GPT5.6-Sol…
Tech stocks rose in early trading Monday as investors await SpaceX's first-ever quarterly earnings report after the bell on Tuesday, with the company's stock down nearly 30% from its $150 debut price.…
Palantir Technologies shares have dropped over 40% from their November 3, 2025 all-time high of $207.52, trading recently between $122 and $126, as the AI darling faces a valuation reality check amid …
Semiconductor stocks fell in early trading Monday, with the PHLX Semiconductor Index declining 2% amid fears of increased competition from China, as Micron Technology and SK Hynix shares tumbled aroun…
Amazon.com Inc. has not yet crossed the $3 trillion market cap threshold, holding a market capitalization of approximately $2.921 trillion as of early August 2026, ranking fifth globally. The company …
KKR closed KKR Global Infrastructure Investors V, its largest infrastructure fund ever, at $19.2 billion, with a focus on data centers and digital infrastructure. More than $9 billion has already been…
DeepX, a South Korean edge AI chipmaker, has secured new funding at roughly four times its previous valuation, according to Bloomberg, signaling a semiconductor arms race with implications for crypto …
Technology stocks recorded their largest five-week inflow in history, with tech ETFs capturing roughly 69% of all sector inflows during the first half of 2026, according to market data provider Barcha…
Kioxia has announced its GP1 SSD, a Gen 2 XL-FLASH drive delivering 10 million IOPS and sub-5μs latency, nearly eight times faster than Intel's Optane DC P5800X in IOPS terms, targeting AI memory exte…
British semiconductor startup Olix, founded by 25-year-old Thiel fellow James Dacombe in 2024, has raised $312 million in a Series B round to build specialized AI inference chips and take on Nvidia. T…
Iranian drone strikes hit three Amazon Web Services data centers in the UAE and Bahrain starting March 1, 2026, causing structural damage and service disruptions in the first confirmed deliberate targ…
Emerald AI, a startup founded in 2024 by Varun Sivaram, is seeking approximately $100 million in new funding to challenge Nvidia's dominance in AI infrastructure, with a valuation potentially exceedin…