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.
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…
Bernstein projects the global server market will exceed $1 trillion by 2028, driven by accelerating AI infrastructure spending, according to its Q2 2026 AI tracker report released on August 3, 2026. T…
AMD will report Q2 earnings on Tuesday as chip stocks have dropped 20% since mid-June. AMD stock is up 194% in the last 12 months, driven by AI demand for CPUs. The company launched its Helios racksca…
Voice AI is rapidly expanding in US fast-food drive-thrus, with 6 percent of locations now using the technology, up from 5 percent in 2024, according to Intouch Insight's annual Drive Thru Survey. Tac…
A feud has erupted in Silicon Valley and Washington over China's powerful, cheap open-weight AI models, with entrepreneurs and politicians split between embracing them for economic benefits and cracki…
Truist Securities analyst Matthew Niknam upgraded Corning Incorporated from Hold to Buy on August 3, setting a $175 price target, citing AI-driven demand for optical communications. Corning's optical …
Olix Computing, a UK-based startup founded by 25-year-old Thiel Fellow James Dacombe, closed a $312 million Series B at a $3.3 billion valuation to scale its photonic AI chips, up from roughly $1 bill…
Nvidia's CUDA software moat is being challenged as AI coding agents recreate similar software in hours, according to Jeremy Nixon, founder of AI software startup Infinity, whose team built CUDA-like s…
DeepSeek's R1 model, launched in January 2025, operates at $0.14 per million tokens, a 98% cost reduction compared to OpenAI's comparable $7.50 per million tokens, and its V4-Pro model, debuted in Apr…
The AI boom is driving up prices and profits for multilayer ceramic capacitors (MLCCs), with Samsung Electro-Mechanics raising prices by 30 percent this month and Murata Manufacturing and Taiyo Yuden …
South Korea's benchmark KOSPI index cratered in late July 2026, erasing approximately $2.18 trillion in market value over two sessions and posting its steepest monthly decline on record, after more th…
CuspAI, a Cambridge-based startup founded in 2024, closed a $450 million Series B funding round on July 20, bringing its valuation to $2.6 billion and total funding past $580 million, with backing fro…
Nearly 30% of professional credentials reported on U.S.-based LinkedIn accounts are now AI-related, up from just 1% to 2% before ChatGPT's 2022 release, according to a recent analysis. Job seekers are…
President Lee Jae Myung of South Korea returned home Sunday after a five-nation trip that included meetings with U.S. tech leaders such as Nvidia CEO Jensen Huang and summits with leaders of Brazil, C…
ASML Holding NV is pushing price hikes of 10% on mature DUV lithography systems and increases on EUV machines, with TSMC, its largest customer, resisting the increases, according to The Information. T…
Moonshot AI's Kimi K3, a 2.8 trillion parameter open-weight model with a 1 million token context window and 896 experts, is now available, but claims that it ran on a 64GB MacBook Pro are unverified. …
Arm Holdings plc reported that customer commitments for its AGI CPU, its first data center chip built for AI agent workloads, have doubled to over $2 billion in a single quarter, but the company has o…
Amazon, Alphabet, Meta, and Microsoft spent $170 billion on data centers in a single quarter, a 72% increase year-over-year, and are on track to spend $1.5 trillion by end of 2027, according to Wall S…
Bloomberg News reported that Chinese AI startup Moonshot AI has access to approximately 20,000 Nvidia Hopper-generation chips through a computing agreement with Alibaba Group, providing key compute fo…