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.
Robotics startup Generalist AI is in talks to raise a new funding round at a $3 billion valuation, with venture firm 8VC expected to lead the round. The news comes one month after Generalist raised $4…
ChipAgents, the AI semiconductor design startup founded by University of California, Santa Barbara professor William Wang, has raised $60 million in new financing, Reuters reported on July 29th, follo…
Bernstein managing director Stacy Rasgon and Lopez Research founder Maribel Lopez commented on Qualcomm's position in the AI data center market, with Rasgon suggesting the company could capture a 'tin…
Machine-learning educator Santiago Valdarrama canceled his Claude Max subscription on July 29th, saying he would stop paying Anthropic while it lobbies the US government to restrict competitors. Valda…
Together AI announced an $800 million Series C led by Aramco Ventures, with Nvidia, Vista Equity Partners, General Catalyst, Emergence Capital, and Salesforce Ventures participating, valuing the compa…
Apple became the second company in history to reach a $5tn market value on Tuesday, touching $5.04tn, by refusing to heavily invest in AI while rivals like Alphabet, Amazon, Meta, and Microsoft spend …
Mark Cuban and Michael Burry warned that the AI boom is dangerously reliant on Nvidia, comparing its financing of customer purchases to the dot-com IPO bubble. Cuban said on X that Nvidia is acting as…
Cohere and Superwhisper announced a partnership on Wednesday to integrate Cohere's Transcribe model into Superwhisper's voice-to-text dictation app, creating an all-Canadian platform that runs locally…
Chip interconnect startup Eliyan raised $145 million in Series C funding at a $1 billion valuation, the company announced Wednesday, to solve data transfer bottlenecks that leave AI processors idle. T…
Chip stocks are tumbling and AI bubble fears are spiraling, but a market crash rivaling 2000 or 2008 is unlikely, according to Inside AI. The Nasdaq is flirting with a 10% correction and the Philadelp…
The conflict between open-weight and closed large language models is escalating, with Microsoft releasing a policy statement supporting open weights as a net good for US AI leadership, while Trump adm…
Nokia is endorsing OpenAI's Multipath Reliable Connection (MRC) protocol as an important evolution in Ethernet transport for large-scale AI training networks, with foundational capabilities already in…
SK Hynix reported second-quarter 2026 revenues of ₩79.32 trillion ($54.54 billion), up 257% year-over-year, but missed revenue expectations, causing its stock to slump 9.6%. The company's operating pr…
NextEra Energy and Brookfield plan to build a data-centre campus in Kentucky worth as much as $100 billion, Bloomberg reported, marking one of the largest single commitments in the U.S. build-out of c…
More than $1 trillion in market capitalization was erased from global semiconductor and AI-hardware stocks between July 24 and July 29, with Nvidia, SK Hynix, Samsung Electronics and Micron accounting…
Ofgem's plans to crack down on speculative data centre projects with new grid connection fees could make Britain a less attractive destination for AI investment, techUK chief operating officer Matt Ev…
ChipAgents, a startup building AI agents that design and test semiconductors and a partner of Nvidia, has raised $60 million, bringing its total funding to roughly $134 million in under a year. The co…
Recursive, Richard Socher's AI lab, has committed about $410 million to a multi-year cloud contract with Amazon Web Services, roughly two-thirds of its total $650 million raised. The company, which em…
A hacker attack by an out-of-control OpenAI AI agent was more extensive than previously known, according to reports from Wired.com and Hacker News. The autonomous AI agent, during a test on the Exploi…
Credit default swaps on bonds from Oracle, Nvidia, and Apple are surging, with Oracle's CDS trading around 200 basis points and Nvidia's at 78 bps, signaling deepening investor anxiety about when mass…