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.
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…
Chip design startup ChipAgents has raised an additional $60 million to expand its Series A round, bringing total funding to $131 million, to accelerate semiconductor development with autonomous AI age…
Wall Street futures point to a mixed open, with Nasdaq futures slightly negative after AI-related stocks fell earlier this week, while S&P 500 futures are flat and Dow futures are down 0.6%. Asian mar…
SK Hynix reported Q2 2026 revenue of 79.3 trillion won, operating profit up 557% year-over-year to 60.5 trillion won, and net profit of 93.9 trillion won, yet its stock dropped 10-15% in Seoul trading…
ASMPT Group CEO Robin Ng said in a July 29 Bloomberg interview that chip architecture will keep evolving as AI systems demand more silicon, with the semiconductor packaging giant benefiting from multi…
Samsung engineers are defecting to rival SK Hynix, demoralized by the $476,000 bonus SK Hynix is paying employees from record profits on HBM chips for Nvidia's AI accelerators. Meanwhile, OpenAI's rog…
Google's SynthID watermarking technology, designed to label AI-generated content and survive edits, is being adopted by OpenAI, Nvidia, Runway, and others, but experts question whether invisible water…
China's ChangXin Memory Technologies (CXMT) raised US$9.8 billion in a Shanghai stock offering to expand DRAM production, sending shares of rivals SK Hynix and Micron Technology lower. The CXMT debut …
Nvidia's vice president of generative AI software, Kari Briski, said open AI models allow enterprises and countries to own, inspect, and adapt models with their own data, enabling sovereignty and acce…
Marvell Technology is investing $250 million to expand its Bangalore facility into a dedicated AI development hub, targeting AI data center infrastructure. The company's India workforce of 1,700 emplo…
Moonshot AI has released the full weights of Kimi K3, an open-source artificial intelligence model with 2.8 trillion total parameters, claiming it as the world's first open-source model in the 3-trill…
Meta CEO Mark Zuckerberg warned the US against banning Chinese AI models, calling it 'not an effective solution' for maintaining American dominance in the AI race, and argued that open-source competit…
SK Hynix reported Q2 2026 operating profit of KRW 60.54 trillion, a 557% surge from a year earlier, but missed analyst expectations of KRW 64 trillion, causing shares to slump 9.6% to 13% on the Korea…
Open source remains a critical strategy for tech companies in the AI era, argues a former Borland employee drawing on lessons from Borland's failed open-source move with InterBase. Nvidia leverages it…
United Microelectronics Corporation (UMC) is expanding its 12-inch wafer capacity in Singapore and Taiwan to capture surging demand for silicon photonics, a critical hardware bottleneck for AI data ce…
Nvidia lost its position as the world's most valuable company as chip stocks dropped 13% in Asia and the US. South Korea's Kospi index was halted after an 8% slide and closed 10.8% lower, with Samsung…
Meta CEO Mark Zuckerberg told the Financial Times that the US should not block Chinese AI models, arguing that banning advanced Chinese AI is 'not an effective solution' and that the US should instead…
Chinese AI chip giant Cambricon Technologies has set a revenue target of more than 100 billion yuan (US$14.8 billion) over the next three years as a prerequisite for a new employee stock incentive pla…
A digest of 30 AI stories on July 29 covers topics including Sam Altman's view on AI CEOs, Google's first revenue dip and its implications for AI spending, chip stocks hitting a wall in the AI hype cy…
Micron Technology announced on March 16, 2026, that its 36GB 12-high HBM4 memory is in high-volume production for Nvidia's Vera Rubin platform, with bandwidth exceeding 2.8 TB/s and a 2.3 times improv…