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 White House announced more than $5 billion in federal AI commitments on July 22, 2026, selecting 278 projects across all 50 states and bringing NASA into the Genesis Mission 2026 initiative, which…
The PHLX Semiconductor Index (SOXX) lost roughly 10% in a single day in June and July 2026, with implied volatility on the VanEck Semiconductor ETF (SMH) surging above 46%—more than double the S&P 500…
Nvidia CEO Jensen Huang and CNBC's Jim Cramer offer opposing views on Chinese open-source AI models, with Huang calling them 'excellent' and dismissing national security concerns, while Cramer warns a…
Tech veteran Gene Munster says investors should focus on hyperscaler capex projections for 2027, with the Street expecting 23% growth, as the key metric for the AI narrative. Munster, managing partner…
Franklin Templeton, managing nearly $1.8 trillion in assets, argues that agentic AI will run on blockchain rails, not traditional payment networks, making crypto the 'killer use case' for the technolo…
AMD announced a partnership with Anthropic involving up to $5 billion in investment and deployment of up to 2GW of AMD Instinct MI450 Series GPUs via Helios rack-scale systems, with the first gigawatt…
The AI transformation of chip design is now visible on the exhibit floor at the 63rd Design Automation Conference (DAC) in Long Beach, according to program chair and Synopsys employee Simon Davidmann.…
AMD and Anthropic are reportedly signing a major AI chip deal, according to Yahoo Finance Technology Editor Dan Howley, potentially challenging Nvidia's dominance in the AI chip market.…
Microsoft and Mistral AI announced a multi-billion-dollar agreement for Microsoft to rent AI computing capacity from Mistral's European data centers in France and Sweden, giving Azure customers a Euro…
AMD is investing up to $5 billion in Anthropic, the developer of the Claude AI model, in a deal that will see Anthropic deploy up to 2 gigawatts of AMD's MI450 GPUs for training and inference. The inv…
AMD is investing up to $5 billion in Anthropic, which will deploy up to 2 gigawatts of MI450 GPUs for training and running its Claude models, marking another major deal for AMD as it challenges Nvidia…
Nvidia CEO Jensen Huang said open-source Chinese AI models, such as DeepSeek, are 'excellent' and 'should be used,' defending their adoption amid geopolitical tensions.…
The White House has accused Chinese AI lab Moonshot AI of training its Kimi K3 model on banned Nvidia GB300 servers routed through Thailand, escalating a dual fight over model distillation and export …
White House tech official Michael Kratsios accused China's Moonshot AI of conducting a large-scale, covert distillation of Anthropic's most advanced AI model, Fable, to help create its K3 model, and o…
The White House has accused Chinese AI startup Moonshot AI of improperly using American AI models and Nvidia chips to build Kimi K3, a 2.8-trillion-parameter open-weight model that rivals systems from…
Nvidia has unveiled its next-generation Spectrum-X Ethernet networking platform, designed to connect millions of GPUs in gigascale AI factories while reducing power consumption and operational costs. …
Advanced Micro Devices (AMD) is reportedly set to invest up to $5 billion in Anthropic, according to the Wall Street Journal, positioning AMD as a key player in AI infrastructure and challenging Nvidi…
Nvidia's NVLink bridge boosts prompt processing by 30% and FSDP training by nearly 3x on dual RTX 3090s, but token generation and DDP training show no benefit, according to tests by a developer runnin…
Atlanta-based QumulusAI announced a two-year, take-or-pay deal worth more than $18 million to supply Nvidia Blackwell B300 GPU nodes to a global GPU cloud marketplace, making QumulusAI one of its prim…
A survey by Instructure of 1,125 educators, higher education students and K-12 parents found that 90% of higher education students use AI, but 41% of higher education educators received no formal AI t…