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.
DeepSeek has suspended its second fundraising round after leaked comments from founder Liang Wenfeng about China's dependence on Nvidia chips and the country's AI gap with the United States went viral…
A deepening divide in Silicon Valley over restricting Chinese AI has pitted companies like Anthropic and OpenAI, which argue for tight control of AI models, against Microsoft, Nvidia, and others that …
Nvidia and SK Group signed a $500 billion-plus letter of intent on July 24, 2026, to build a 2-gigawatt AI data center in South Korea using Nvidia's Vera Rubin DSX architecture and secure long-term su…
Samsung Electronics said on Saturday it struck a pact with US chip designer Broadcom to widen cooperation across memory chips, contract chip making and advanced packaging envisaged to exceed US$200 bi…
South Korean President Lee Jae Myung announced $950 billion in chip partnerships with global Big Tech firms during a visit to San Francisco, reinforcing Korea's role in the AI supply chain. The agreem…
AMD's stock surged 142% in the first half of 2026, far outpacing Nvidia's 4% gain, even though Nvidia still commands 87.4% of AI data center GPU revenue according to Axis Intelligence. AMD's data cent…
DeepSeek has suspended its second fundraising round after comments widely attributed to founder Liang Wenfeng about US-China AI competition went viral, people familiar with the matter said. The Chines…
Silicon Valley is publicly divided over whether the U.S. should restrict Chinese open-source AI models, pitting OpenAI and Anthropic against a coalition including Microsoft, Nvidia, Meta, and hundreds…
Semiconductors now drive nearly half of S&P 500 earnings growth, according to a16z, with chip stocks accounting for 44-48% of overall EPS growth in Q2 2026 and earnings surging 133% year-over-year. Th…
Anthropic is the most prominent frontier AI lab that has not signed an open letter urging Washington not to restrict open-weight AI models, a coalition that now includes Nvidia, Microsoft, Meta, OpenA…
KAIST announced a $300 million joint research program with Nvidia to develop next-generation agentic AI technology tailored to the Korean language and domestic industries, and will establish a physica…
Nvidia CEO Jensen Huang now supports open source, raising expectations for CUDA to be open-sourced, according to a post on X.…
South Korea moved to cement its role in the global AI supply chain Friday as Samsung Electronics and SK Group unveiled massive AI infrastructure partnerships with Broadcom, Nvidia and other US tech le…
Switch, the Las Vegas data center operator taken private for $11 billion in December 2022, is planning an IPO that could value it at close to $80 billion including debt, according to Reuters. The comp…
Nvidia's open weights letter has grown from 25 to 50 signatories, but Amazon and Anthropic have not signed. The letter, initiated by Nvidia CEO Jensen Huang, calls for open AI development and has attr…
Japan's Ministry of Economy, Trade and Industry has allocated ¥1.23 trillion for AI and semiconductor support in fiscal 2026, including ¥387.3 billion for domestic foundation models and physical AI, a…
OpenAI and Anthropic have been privately lobbying Washington regulators to restrict open-weight AI models from China, even as OpenAI CEO Sam Altman publicly supports open-source AI, according to The N…
Nvidia and Google are converging their flagship AI chips on TSMC's N3 node, which TSMC says will remain tight for multiple years, creating an opening for Intel's 18A and 14A processes. TSMC's N3 capac…
Anthropic's 2022 preference-training dataset (169K examples) and Nvidia's 2024 HelpSteer2 dataset, both public on Hugging Face, reveal that AI personalities are installed through specific, readable tr…
Nvidia dominated the AI chip race in the first half of 2026, capturing 85% of the data center AI chip market, according to a report from Mercury Research. AMD held 10% and Intel 5%, with Nvidia's reve…