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.
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…
Meta CEO Mark Zuckerberg criticized centralized AI development favored by labs like OpenAI and Anthropic, warning it could stifle innovation and narrow public access. In an interview with The New York…
Semiconductor stocks are sliding across US and Asian markets as investors shift from the AI hype cycle to demanding proof of returns on massive capital expenditures. Big Tech is spending billions on N…
Micron Technology reported record fiscal Q3 2026 revenue of $41.46 billion, a 345% year-over-year jump, and guided Q4 to roughly $50 billion as its entire high-bandwidth memory production capacity is …
Shares in major chip firms fell sharply in the US and Asia as a sell-off in AI-related stocks deepened, with South Korea's Kospi index closing 10.8% lower after a temporary trading halt. The slump was…
AMD is leveraging its rackscale AI system roadmaps to compete for datacenter spending, with CEO Lisa Su unveiling CPU and GPU plans at the Advancing AI 2026 event. The company has regained credibility…
TSMC's Arizona expansion aims to alleviate the AI hardware bottleneck by diversifying geographic risk and increasing capacity for advanced 3nm and 2nm processes, as well as CoWoS packaging. The move i…
Hong Kong's export surge, driven by global AI demand, will sustain growth and lift GDP beyond official forecasts, economists say. Billy Mak, an associate professor at Baptist University, said demand f…
SK Hynix reported a record operating profit of 60.5 trillion won for Q2 2024, a more than sixfold increase from 9.2 trillion won a year earlier, driven by AI chip demand, but missed the LSEG SmartEsti…
AI companies are facing a shortage of cheap, permissionless text as AI-generated content pollutes training data, prompting firms to buy old books and develop synthetic training methods. Nvidia release…
Apple became the second company to reach a $5 trillion market capitalization, hitting $5.04tn on Tuesday, as investors fled AI and semiconductor stocks amid a broader tech sell-off. The iPhone maker's…
Replit began rolling out model choice on July 28th, starting with Moonshot AI's Kimi K3, founder and CEO Amjad Masad said in a post on X. The launch puts an open-weight model directly into Replit's pr…
SK hynix reported a 557% jump in second-quarter operating profit to a record 60.5 trillion won ($41.62 billion), driven by AI chip demand, but missed the LSEG SmartEstimate forecast of 64 trillion won…
More than 1,100 employees from Meta Platforms, Anthropic, OpenAI and Alphabet's Google urged the U.S. government to support an international effort to develop tools for managing the pace of advanced A…
Nvidia's market strategy faces a hardware bottleneck as government trade restrictions force the company to create 'lite' versions of its H100 and B200 chips, such as the H20, to meet legal requirement…
Twenty-five companies and organizations, including Nvidia, Microsoft, Meta, and Mistral, sent an open letter to Washington arguing for the protection of open-weight AI models, a stance supported by An…
Apple surpassed Nvidia as the world's most valuable company on August 31, with its market capitalization reaching between $4.95 trillion and just over $5.0 trillion after Monday's market close, markin…
Nvidia CEO Jensen Huang is meeting US officials and lawmakers in Washington this week amid reports that its export-controlled processors were used to train advanced Chinese AI models. Huang met with U…
OpenAI CEO Sam Altman and chief scientist Jakub Pachocki renewed a call for an international body to coordinate a slowdown in frontier AI development if advances outpace safety work, publishing a plan…