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.
Taiwan Semiconductor Manufacturing Company (TSMC) and Tencent Holdings have broken into the top 100 of the Fortune Global 500 for the first time, driven by surging demand for AI chips and digital plat…
Anthropic CEO Dario Amodei said in a letter Tuesday that he does not advocate for banning open-weights AI models, clarifying his stance amid industry backlash over the company's absence from a letter …
Apple briefly touched a $5 trillion market cap on July 28, 2026, becoming the second public company to do so after Nvidia, as investors rewarded its disciplined spending strategy over the AI infrastru…
The Trump administration will announce import bans on Chinese humanoid and quadruped robots and connected power inverters, the Federal Communications Commission said Tuesday, aiming to protect the U.S…
Alphabet spent a record $44.9 billion in capital expenditures in Q2 2026, doubling from $22.5 billion a year earlier, driven by AI infrastructure investments, and reported its first-ever negative free…
Nvidia CEO Jensen Huang said AI will automate tasks, not eliminate jobs, pushing back on predictions of a white-collar bloodbath. Speaking at Y Combinator's Startup School in San Francisco, Huang argu…
Moonshot AI released the full weights for Kimi K3, a 2.8-trillion-parameter open-weight model that is the largest ever released, nearly triple the size of its predecessor Kimi K2. The model validates …
Fish Audio, a San Francisco startup founded by former Nvidia researcher Shijia Liao, has raised a $52 million seed round led by Coreline Ventures and Capital Today, reaching $21 million in annual recu…
Nvidia is investing $5 billion in Safe Superintelligence Inc., the AI lab founded by former OpenAI chief scientist Ilya Sutskever, in a long-term strategic partnership announced July 27. The deal give…
Recursive Superintelligence signed a $410 million multi-year compute agreement with Amazon Web Services on Monday, making AWS its primary cloud provider for automated AI research. The deal consumes ro…
Alphabet Inc. raised its capital expenditure forecast to as much as $205 billion, up from a prior projection of $190 billion, signaling that AI infrastructure costs are rising faster than expected and…
Nvidia CEO Jensen Huang presided over the grand opening of Wistron's D1 AI manufacturing facility in Fort Worth, Texas, a $700 million plant that will produce Nvidia's GB300 Grace Blackwell Ultra Supe…
Nvidia, Meta, OpenAI, Microsoft, and other AI leaders published an open letter opposing a potential Trump administration ban on Chinese open-source AI models, arguing that open models strengthen safet…
Traders are piling into stocks benefiting from AI data center spending as hyperscale cloud providers plan between $600 billion and $630 billion in combined capital expenditures for 2026, with roughly …
OpenAI CEO Sam Altman warned in a recent podcast interview that a compute oversupply could emerge within two to three years, potentially reshaping the economics of the tech sector. Altman said a compu…
Nvidia signed leases worth up to $50 billion for Hut 8's Beacon Point AI data center campus in Nueces County, Texas, a facility designed to house hundreds of thousands of its own graphics processing u…
The AI stock bubble is deflating, with chip stocks cratering globally Tuesday as investors fled the sector, sending South Korea's Kospi index down more than 10 percent and dragging the Nasdaq into cor…
A global memory supply shortage driven by surging AI demand caught nearly all experts off guard, according to a post on Grey Enlightenment. The shortage, which began in 2025 and continues into 2026, h…
Anthropic CEO Dario Amodei declined to sign an open letter urging the US to support open-weight AI models, arguing that open models could empower attackers more than defenders. The letter received pub…
The US Department of Commerce closed a loophole on May 31 that allowed Chinese entities to buy advanced Nvidia chips through third-country subsidiaries, requiring export licenses for sales to entities…