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.
Advanced Micro Devices (AMD) has announced partnerships with AI firms Anthropic and OpenAI, along with the launch of its new Helios systems, in a strategic push into the AI infrastructure market. AMD'…
Intel shares rose 6% in premarket trading after the company issued third-quarter revenue guidance above Wall Street expectations and raised its annual capital expenditure forecast to $20 billion from …
Nvidia unveiled Synthetic Video Detector (SVD) at SIGGRAPH 2026, an AI-powered tool that detects AI-generated videos with up to 92% accuracy on uncompressed 1080p video, processing frames in as little…
Nvidia's new Vera Rubin platform, named after the astronomer, eliminates nearly all cables from its AI server trays, reducing assembly time from two to three hours and cutting initial failure rates fr…
Nvidia CEO Jensen Huang said AI leaders are scaring the American people with warnings about job losses and China's AI race, urging them to be more thoughtful and enthusiastic about the technology's be…
The White House accused Chinese AI company Moonshot of distilling Anthropic's Fable model to build its Kimi K3, and of obtaining restricted Nvidia servers through Thailand to evade US export controls.…
AMD has launched six Ryzen AI Embedded X100 processors that adapt its Strix Halo architecture for robots and autonomous machines, with the flagship X199 featuring 16 Zen 5 cores, 40 RDNA 3.5 compute u…
Advanced Micro Devices (AMD) unveiled its Helios AI rack-scale system at the Advancing AI conference in San Francisco, directly challenging Nvidia's dominance in AI data center infrastructure. CEO Lis…
The AI boom is structurally reshaping East Asia's electronics supply chains as memory and logic chip makers prioritize high-margin AI hardware over traditional PC and smartphone components, creating s…
AMD has partnered with Foundation, a San Francisco startup backed by Eric Trump, to supply processors for humanoid robots used in heavy industry and military applications. Under the deal announced Jul…
AMD launched Helios, a rack-scale AI system combining 72 Instinct MI455X GPUs with 18 sixth-generation EPYC Venice CPUs, at its Advancing AI event on July 23. AMD says the system is in production, whi…
Nvidia has agreed to give Amkor Technology a $1.5 billion prepayment to expand advanced semiconductor packaging and testing in the United States, tightening a supply relationship that already sits beh…
Nokia introduced the industry's first commercial AI-RAN platform, built on its AI-native anyRAN software and Nvidia's Aerial AI-RAN stack, which is projected to double spectral efficiency by 2028. The…
AI data-center debt has surpassed $500 billion, with $200 billion in private credit funds and $334 billion in 2026 issuance alone, but the risk resembles the 2001 telecom overbuild rather than the 200…
China's ChangXin Memory Technologies (CXMT) is racing to break the South Korean stranglehold on AI memory chips as DRAM spot prices jumped nearly 700% in a year and data centers are on track to consum…
A digest of 26 AI stories from July 24 highlights Tesla's profit dip due to AI investments, OpenAI's 'Model Escape' myth, and the hidden costs of GPU overhead beyond data centers. Other stories cover …
Advanced Micro Devices (AMD) announced new data center products, including microprocessors, an AI accelerator, and a server design, claiming they outperform rival Nvidia's offerings as the company tar…
AMD has begun production of Helios, an AI server rack competing with Nvidia's data center systems, with Samsung Electronics supplying the high-bandwidth memory. AMD CEO Lisa Su announced the milestone…
SK Hynix reports second-quarter earnings on July 29, with Korea Investment & Securities forecasting revenue of 80.9 trillion won and operating profit of 60.4 trillion won, as the AI memory supercycle …
Intel reported $16.1 billion in Q2 2026 revenue, up 25% year over year, its fastest quarterly growth since 2011, driven by a 59% surge in its Data Center and AI segment to $6.3 billion. CEO Lip-Bu Tan…