Nvidia

Amazon completed its $50 billion investment in OpenAI, the largest piece of OpenAI's record $110 billion financing round announced February 27 at a $730 billion pre-money valuation, according to the F…

Nvidia is in talks to guarantee up to $250 billion in financing for OpenAI's data center projects, according to a report by The Wall Street Journal. The potential deal would involve Nvidia providing f…

Wall Street partially recovered after a volatile week from July 18-25, during which the Dow Jones fell more than 0.75%, the S&P 500 slid roughly 1%, and the Nasdaq dropped approximately 1.4% in a sing…

Chinese AI startup Moonshot AI reportedly trained its 2.8 trillion parameter Kimi K3 model using Nvidia's high-end GB300 chips acquired in Thailand, circumventing US export controls, according to Whit…

Open-weights, local inference, and first-party hyperscaler models are challenging frontier labs like OpenAI and Anthropic, with newly crowned AI models spending only 41 days atop leaderboards before b…

AMD plans to raise prices on select Radeon GPUs and memory kits by approximately 10% in August 2026, according to industry sources and partner notifications, due to rising GDDR6 memory costs driven by…

Leopold Aschenbrenner's hedge fund Situational Awareness was forced to sell its public stock portfolio to Citadel after margin calls triggered a liquidity crisis, exposing the fragility of leveraged A…

Beijing-based AI startup Moonshot AI has secured a deal with Alibaba Group to access roughly 20,000 Nvidia H200 chips, enabling it to train and run its Kimi K3 model with up to 2.8 trillion parameters…

Nvidia CEO Jensen Huang told Y Combinator's Startup School 2026 that this is "the single greatest time to start a company," urging aspiring founders to stop overthinking and ask "How hard can it be?" …

Oracle Corp.'s credit rating was cut to BBB- by S&P Global Ratings on July 9, 2026, and its stock has fallen more than 60% from its September 2025 high, as investors question whether the company's mas…

Moonshot AI, the Chinese lab behind the Kimi models, runs a large share of its training and serving on roughly 20,000 Nvidia H200 chips supplied through a compute agreement with Alibaba Cloud, accordi…

Intel's EMIB packaging technology is gaining traction as TSMC's CoWoS advanced packaging lines are booked through 2027, with Google committing to order more than 3 million units of Intel's EMIB-T for …

Xsight Labs, an Israeli chipmaker, has raised more than $300 million at a $2.8 billion valuation, led by Fidelity, to sell open, programmable chips that wire GPUs together in AI data centers. The comp…

Moonshot AI's Kimi K3, a 2.8-trillion-parameter model with a one-million-token context window, was developed using a 20,000-Nvidia-GPU cluster provided through Alibaba, according to a Bloomberg report…

At the AMD Advancing AI event, analysts from theCUBE Research highlighted AMD's transformation into a full-stack AI infrastructure company, with Dave Vellante noting AMD's $60 billion in M&A, includin…

Moonshot AI is running its Kimi models on a 20,000 Nvidia GPU cluster provisioned through Alibaba, which holds a 36% stake in the company. The Chinese AI startup's valuation has surged from $4.8 billi…

Apple CEO Tim Cook said on a late Thursday earnings call that the company faces a '100-year flood' in memory chip pricing, with exponential increases, prompting Apple to raise prices by $150 to $300 a…

Amazon shares jumped more than 12% after its cloud division posted its fastest growth in over four years, easing investor fears about its AI spending. Amazon Web Services grew 37% in the second quarte…

AMD shares surged more than 13% to near $500 after Microsoft Corp. reported Azure crossed $100 billion in annual revenue, providing evidence that AI infrastructure spending is generating real returns.…

Apple Inc. CEO Tim Cook said during the company's fiscal third-quarter earnings call Thursday that heavy Apple Intelligence users could receive "upgrade possibilities" through iCloud+, but Apple has n…