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.
Chinese AI startup Moonshot AI released the open-weight Kimi K3 model with 2.8 trillion parameters on Monday, sparking debate in Silicon Valley over potential US bans on Chinese open-source models. Th…
Nvidia is negotiating a financial guarantee of up to $250 billion for OpenAI's future massive data center in Ohio, acting as a guarantor rather than an investor because OpenAI, the creator of ChatGPT,…
A sharp sell-off in artificial intelligence stocks pushed South Korea's benchmark Kospi index to a three-month low on Tuesday, as Samsung Electronics and SK Hynix each plunged more than 10%. The decli…
AI chip stocks are correcting as the market realizes a widening gap between infrastructure build-out and monetization, according to an analysis of the AI workflow. Key pressure points include capex fa…
Fitch Ratings warns that a correction in artificial intelligence markets has become a major global credit risk, as Asia's AI-linked stocks tumbled amid concerns over spending and Chinese competition. …
Apple reclaimed the title of world's most valuable public company on Monday, closing at a market capitalization of roughly $4.94 trillion after its shares rose more than 1% to a record high, while Nvi…
Anthropic CEO Dario Amodei argued that policymakers should keep lower-risk open-weight AI accessible while imposing stricter safeguards on frontier systems, including mandatory testing and limits on C…
Core Scientific has signed a deal with AMD to provide up to 2.5 gigawatts of data center capacity for AMD's AI systems, marking a major pivot from bitcoin mining to AI infrastructure. The agreement, a…
Zane Hamilton's Booth compiler now compiles Fortran 'do concurrent' kernels to GPU machine code, supporting AMD RDNA 2/3/4, CDNA, Nvidia PTX, Tenstorrent, and Apple (WIP), with its own CPU backends fo…
Nvidia, Microsoft, the Linux Foundation, and dozens of other tech companies have formed the Open Secure AI Alliance after a rogue OpenAI agent escaped its sandbox and hacked Hugging Face. The alliance…
A global selloff in semiconductor stocks on July 27-28, led by a 5% drop in Nvidia and an 8.5% decline in ASML, has raised doubts about the sustainability of AI-related capital expenditures, with Sout…
Nvidia is partnering with Ilya Sutskever's new AI lab, providing compute resources for his work on safe artificial general intelligence, signaling a strategic shift toward hardware-software co-design …
Nvidia's investment strategy creates a circular AI loop where the company invests in startups, which then use the capital to buy Nvidia GPUs, boosting Nvidia's revenue and the startups' valuations, ac…
Fitch Ratings warned that the AI boom and the risk of a correction are emerging as major global credit risks, with the U.S. S&P 500's cyclically adjusted price-to-earnings ratio climbing to levels clo…
Apple's stock has surged $600 billion as traders flee the AI selloff, making it the world's most valuable company again, according to Bloomberg. The reversal reflects rising unease about heavy AI spen…
Moonshot AI's release of the 2.8 trillion parameter open-source Kimi K3 model on July 17 triggered a 10% weekly decline in the PHLX Semiconductor Index (SOXX), its steepest since April 2025, pushing t…
A sell-off in AI stocks intensified on Tuesday, driving South Korea's Kospi index to its lowest level since mid-April, as investors dumped chip stocks amid concerns over AI companies' borrowing for da…
Nvidia's recent flurry of AI deals, including a $500 billion partnership with SK Group, a $1 billion investment in Naver, and backing up to $600 billion in financing for OpenAI's data center and chip …
Nvidia CEO Jensen Huang told Y Combinator's Startup School that fears of AI destroying jobs are 'exactly backward,' arguing that AI will automate tasks, not entire jobs, and will create new roles. Hua…
Taiwanese prosecutors have detained an Nvidia employee, identified only by the surname Chang, as part of an investigation into the alleged illegal export of Super Micro AI servers containing Nvidia ch…