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.
Intel confirmed layoffs in its Data Center and AI Group on July 21, two days before its Q2 earnings call, even as the unit posted $5.05 billion in revenue last quarter, up 22% year-over-year. CEO Lip-…
Supermicro reported a record $60 billion in new orders for its fiscal fourth quarter ended June 30, sending shares surging roughly 20% in after-hours trading. The company's preliminary update, release…
Supermicro stock jumped 18% in after-hours trading Tuesday after the AI server maker announced it expects gross margins to nearly double, citing a record order backlog. The company reported total new …
Poolside released Laguna S 2.1 on July 21, 2026, an open-weight 118-billion-parameter Mixture-of-Experts coding model that scored 70.2% on Terminal-Bench 2.1 and 59.4% on SWE-Bench Pro, beating larger…
OpenAI and Anthropic spent a combined 31 million Swedish kronor on lobbying in the second quarter of 2026, a 23% increase from the first quarter, according to CNBC. The AI companies' lobbying spending…
Nvidia disclosed a $4B+ passive stake in neo-cloud startup Nebius, sending its stock up 18.8%, as the Nasdaq led a strong market session with a 1.9% gain driven by a semiconductor rally. Oracle faces …
AMD launched Helios, its first rack-scale AI system with 72 MI455X GPUs and 31TB of HBM4 memory delivering 2.9 exaflops of FP4 compute, and announced Microsoft as a customer for Azure deployment start…
CuspAI raised $450 million in Series B funding at a $2.6 billion valuation, led by Kleiner Perkins and NEA, to build AI-powered materials discovery for chipmakers. The company launched a 48-member AI …
Intel confirmed on Tuesday that it will cut an unspecified number of jobs in its data center and AI group as part of a broader restructuring under CEO Lip-Bu Tan, with shares rising up to 8 percent in…
Nvidia launched its Spectrum-6 switch, a 102.4 Tb/s system offering twice the capacity of previous-generation systems, to power next-gen AI networking. The Ethernet-based switch, available in SN6810 a…
Poolside released Laguna S 2.1, a 118-billion-parameter open-weight coding model that matches or exceeds larger rivals on agentic coding benchmarks and runs on a single Nvidia DGX Spark desktop system…
SpaceX is in talks with the US Department of Defense to lease AI computing capacity in a potential multi-billion-dollar deal that would extend the company's AI infrastructure business beyond existing …
Nvidia's new Vera CPU is strategically positioned to target the $200 billion server CPU market, extending the company's leadership beyond GPUs, according to Forbes contributor Karl Freund.…
Gartner named Nvidia the 'company to beat' in AI network fabric, citing its AI accelerator dominance and broad data center networking portfolio, but warned that a shift from training to inference and …
Alphabet is developing a custom server chip codenamed 'Frozen v2' optimized for its Gemini AI models, targeting a 2028 launch and designed to generate 6 to 10 times more tokens per unit of power than …
Nvidia CEO Jensen Huang and his wife Lori donated $75 million to Vanderbilt University to establish the Jen-Hsun and Lori Huang College of Art, Architecture and Design at Vanderbilt's new San Francisc…
Microsoft will invest billions in new AI computing capacity inside Mistral to serve sovereign AI customers in Europe and add Mistral's OCR 4.0 and Medium 3.5 models to its platforms, the companies ann…
Halvledarbolag lyfter Wall Street, med S&P 500 upp 0,9 procent och Nasdaq upp 1,2 procent. Micron rusar 12,9 procent, medan AMD, Marvell och Intel stiger 7,5–7,9 procent. Nvidia klättrar 1,5 procent. …
Google is developing a server chip codenamed Frozen v2 that hardwires part of its Gemini AI architecture into silicon, targeting six to ten times the efficiency of current TPUs and a 2028 deployment, …
A consortium including the AI Infrastructure Partnership, MGX, and BlackRock's Global Infrastructure Partners closed the largest data-centre acquisition on record, buying Aligned Data Centers for abou…