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.
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…
Nvidia CEO Jensen Huang said at the World Economic Forum in Davos that the AI infrastructure build-out will create hundreds of thousands of high-paying jobs in construction and skilled trades, estimat…
Semiconductor stocks lost approximately $1.3 trillion in market value in early June 2026 as the crowded AI trade unraveled, with the Philadelphia Semiconductor Index (SOX) falling into bear market ter…
Silicon Valley AI leaders are flooding Washington with competing blueprints for superintelligence, clashing over whether safety comes from spreading powerful AI or containing it. OpenAI and Anthropic …
Chinese memory chipmaker CXMT's Shanghai debut, which surged 466% to 3.3 trillion yuan (£365bn), and reports of domestic deep-ultraviolet lithography tools triggered a global AI stock rout, with South…
Hyundai Motor Group Executive Chair Chung Euisun unveiled a strategy on July 24 to transform the automaker into a physical AI company, leveraging its manufacturing scale, Boston Dynamics, and partners…
A global sell-off in AI-linked shares, triggered by the Shanghai debut of Chinese memory chipmaker CXMT and reports that China developed its own deep-ultraviolet lithography tools, sent the Kospi down…
The US government is facilitating $26 billion in African data center deals through public-private partnerships, including a $1 billion Microsoft and G42 geothermal-powered AI data center in Kenya and …
Palantir Technologies Inc. is set to report earnings on August 3, with the market focused on whether its growth justifies one of software's richest valuations, after the company posted a 85% year-over…
Wedbush analyst Dan Ives said on CNBC on July 27 that demand for Nvidia's AI chips is outpacing supply by 12 to 1, a figure he has since raised to 15 to 1. The shortage is driven by a bottleneck in TS…
Nvidia, the leading supplier of AI GPUs, faces demand that outpaces supply by a 12-to-1 ratio, according to analyst Dan Ives, boosting its revenue prospects. The company reported $82 billion in Q1 rev…
Apple Inc. shares fell nearly 10% on Friday after the company forecast weaker-than-expected revenue growth for the current quarter, citing component shortages driven by the AI-driven data centre boom.…
Benchmarking by an unnamed engineer shows AMD's MI355X GPU delivers lower cost per million tokens than Nvidia's B300 for serving Kimi K3, due to memory bandwidth and quantization fitting the model on …
Wafer, an AI infrastructure provider founded by Emilio Andere and Steven Arellano, reported that running Kimi K3 on eight AMD MI355X GPUs delivered 48 tokens per second per dollar, outperforming Nvidi…
AMD's MI355X GPU achieved 48 tokens/sec per dollar running the 2.8T-parameter Kimi K3 model, outperforming Nvidia's B300 (33 tokens/sec) and B200 (7 tokens/sec), according to benchmarks from Wafer. Th…
AMD's Instinct MI355X GPUs now run Moonshot AI's 2.8-trillion-parameter Kimi K3 model at 952 tokens per second per node, undercutting Nvidia's B300 on cost per token despite Nvidia's 1.65x raw through…
Hyundai Motor Group Executive Chair Chung Euisun announced at the San Francisco AI Summit on July 24 that the company is transforming into a physical AI solutions company, leveraging its manufacturing…
Nvidia's Jensen Huang announced at GTC that Vera Rubin delivers approximately 10x more inference throughput per watt compared to Blackwell (B200), but the comparison point matters because most organiz…