What's slowing down the AI buildout
The AI buildout is being slowed by grid interconnection bottlenecks, not a lack of electricity. Projects like OpenAI and Softbank's Stargate in Texas require up to 1.2 gigawatts, but median interconne…
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.
The AI buildout is being slowed by grid interconnection bottlenecks, not a lack of electricity. Projects like OpenAI and Softbank's Stargate in Texas require up to 1.2 gigawatts, but median interconne…
Panasonic plans to localise production of data-centre battery cells in Kansas by fiscal 2028, redirecting a large slice of its AI infrastructure investment toward storage. The Japanese group aims to c…
Nvidia stock has underperformed the S&P 500 for six straight trading days, the longest stretch since September 2025, driven by institutional rotation out of AI hardware stocks and concerns over Big Te…
The Nasdaq Composite lost over $1 trillion in market value in late June 2026, sparking bubble fears as AI-related corporate borrowing could exceed $500 billion by year-end and the S&P 500's price-to-s…
Wells Fargo raised its price target on Advanced Micro Devices to $615 from $505, driven by accelerating data center and AI revenue projections. Analyst Aaron Rakers, maintaining an Overweight rating, …
ZLUDA version 6 has been released, enabling unmodified CUDA applications to run on non-Nvidia GPUs. The update adds support for PhysX and Blender workloads, improves Windows compatibility, and allows …
The Magnificent 7 tech stocks lost $2.3 trillion in market value in June 2026 as investors doubted near-term returns from AI infrastructure spending, while chipmakers rallied on component shortages. W…
Technology stocks are on pace for their best first half since 2023, rallying 28% year to date, driven by AI infrastructure investments despite underperformance from the 'Magnificent Seven' megacap sto…
Nvidia senior director Dion Harris explains how confidential computing can secure AI agents by encrypting data during computation, protecting sensitive information from unauthorized access. The techno…
Taiwanese authorities raided Super Micro Computer's local office and affiliated sites on June 29, escalating a probe into allegations that Nvidia AI chips were smuggled into China via Super Micro serv…
Micron Technology and SanDisk stocks have surged over 200% as AI-driven demand for high bandwidth memory and NAND flash creates a global shortage, with Micron up 550% to a $600B market cap and SanDisk…
Hong Kong stocks fell 11% in the first half of the year, making the city's exchange one of the world's worst performers, as a hawkish Federal Reserve and a lack of pure AI exposure weighed on sentimen…
Meituan's LongCat team released LongCat-2.0, a 1.6 trillion-parameter mixture-of-experts AI model trained entirely on domestic AI ASICs, claiming it as China's largest model trained on home-grown hard…
Acer's Predator Helios Neo 16 gaming laptop with an RTX 5070 Ti and Intel Core Ultra 9 275HX is on sale for $1,979.99 at Newegg, a $220 discount. The deal offers a high-performance 50-series GPU and t…
Samsung Electronics shares surged up to 6.51% on June 1 after reports it began shipping samples of its next-generation HBM4E high-bandwidth memory chips to global customers, driven by strong AI demand…
The Magnificent Seven tech stocks lost over $2.3 trillion in market value in June, as investors demand proof that AI revenue can catch up with massive infrastructure spending. The selloff reflects a s…
Asian shares mostly rose Tuesday, tracking Wall Street gains, with South Korea's Kospi rebounding 1.3% after recent tech-led losses. Oil prices stabilized as the U.S. and Iran agreed to send delegatio…
Fastllm, a C++ LLM inference library, now supports running DeepSeek-V4 and the full DeepSeek R1 671B model on a single GPU with just 10GB VRAM. The library is compatible with Nvidia, AMD, and domestic…
Taiwanese authorities raided Supermicro's Taiwan office and eight other locations as part of a U.S. federal probe into alleged AI chip smuggling to China, signaling a potential shift in Taiwan's enfor…
Jua, a Zurich-based physics AI company, uses ClickHouse Cloud to power its physics foundation model EPT-2, cutting forecast delivery time from one hour to 20 minutes and reducing compute costs by a th…