Nvidia

SkyPilot, a startup cofounded by Databricks cofounder Ion Stoica and Zongheng Yang, publicly launched today with $20 million in seed funding led by Lux Capital, with Coatue and Amplify Partners also p…

A new analysis by The Verge examines the energy consumption of GPUs across gaming, smartphones, and AI data centers, questioning the moral and political dimensions of their power use. The report highl…

Nebius stock surged after Nvidia disclosed a 9.3% stake in the neocloud company, following a $2 billion investment announced in March.…

Nvidia showed off more DLSS 5 footage during its SIGGRAPH 2026 keynote, detailing how the neural rendering technology preserves artistic intent through developer controls. Edward Liu, Nvidia's Directo…

Chinese startup Moonshot AI released its Kimi K3 AI model on Jul 17, delivering performance that rivals top-tier offerings from OpenAI and Anthropic, according to the Beijing-based firm. The news sent…

AMD shipped its first rack-scale AI system, Helios, on July 20, landing Microsoft Azure, Meta, OpenAI, and Oracle as customers. One rack packs 72 MI455X GPUs, 31 TB of HBM4, and 2.9 exaFLOPS of FP4 co…

China's chip exports nearly doubled in the first half of 2024, driven by mature logic integrated circuits, while Nvidia's H200 chips have resumed limited imports into China. The US leads in advanced A…

British semiconductor wafer manufacturer IQE has raised its full-year revenue growth forecast, citing stronger-than-expected first-half trading driven by demand for its compound semiconductor products…

IREN has signed $2.8 billion in new multi-year AI cloud services contracts with Microsoft, Nvidia, Perplexity and Figure AI, pushing its year-end 2026 AI cloud revenue target from $3.7 billion to over…

Asian shares mostly gained on Tuesday, with South Korea's Kospi jumping 4.7% and Japan's Nikkei 225 adding 2.8%, recovering some losses from recent AI stock sell-offs. The Kospi surged as Samsung Elec…

ASML Holding became the first European company to reach a $700 billion market valuation this month, driven by surging demand for its extreme ultraviolet lithography machines that are essential for man…

Google is developing a new AI server chip, codenamed 'Frozen v2', designed to embed parts of its Gemini model directly into hardware, aiming to deliver six to ten times more efficiency than its latest…

South Korea's exports hit a record $29.8 billion in the first 10 days of July, driven by semiconductor shipments that nearly tripled to $11.2 billion, according to Korea Customs Service data. The chip…

AMD launched Helios, a rack-scale AI system designed to rival Nvidia's Vera Rubin, with Microsoft signing on as a partner to deploy it on Azure. AMD claims Helios will match or exceed Nvidia's second-…

The I/O Fund released its top 20 stocks for Q3 2026, expanding from 15 to 20 positions to capture an inflection in AI software while maintaining a focus on AI infrastructure. The fund holds five posit…

Chinese open-weight AI models now hold the top five spots by weekly token usage on OpenRouter, where US model share collapsed from 70% to 30% in a single year, according to platform data. OpenAI is lo…

Google is developing a server chip codenamed Frozen v2, slated for a 2028 launch, to optimize its Gemini AI model and reduce reliance on third-party chip makers like Nvidia, according to a report. The…

Alphabet is designing a new server chip, internally dubbed 'Frozen v2,' to make its Gemini AI models more efficient, with a planned release in 2028. The chip could be six to ten times more efficient t…

AMD launched its new Helios AI rack server platform on Monday, intensifying its competition with Nvidia in the AI hardware market, Yahoo Finance reported. The chipmaker's latest offering targets data-…

IREN raised its year-end 2026 AI Cloud revenue target from $3.7 billion to more than $4 billion after signing $2.8 billion in new multi-year contracts with customers including Microsoft and Nvidia, wi…