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.
Beijing-based AI company Z.AI has activated a 1-gigawatt data center running entirely on domestically produced semiconductors, purpose-built to train its GLM AI platforms without Nvidia chips. The fac…
Chinese AI firm Moonshot has paused new subscriptions for its Kimi K3 large-language model, trained on 2.8 trillion parameters, due to surging demand that pushed GPU capacity to its limits days after …
Moonshot AI's Kimi K3, a 2.8 trillion-parameter open-weight AI model that sparked US tech stock declines, has paused new subscriptions due to overwhelming demand exceeding GPU capacity. The Chinese co…
Fluidstack raised $830 million in a Series A funding round at a $7.5 billion valuation, led by Situational Awareness, to expand AI infrastructure for Anthropic and other labs. The UK-founded neocloud …
Microsoft and AMD announced a partnership to deploy large-scale AI clusters on Azure using AMD's Helios rack design, which includes MI455X GPUs, Venice Epyc 9006 CPUs, Pensando DPUs, and the ROCm soft…
Open source AI cannot be banned, argues a new analysis, as the technology's decentralized nature makes prohibition impractical. The piece highlights that attempts to restrict open source AI would stif…
AMD stock rose more than 3% on Monday after Rosenblatt and UBS raised their price targets and Microsoft announced it will use AMD's upcoming Helios rackscale AI platform for Azure workloads. Rosenblat…
Citi strategist Scott Chronert argues the 'Magnificent Seven' label for Apple, Alphabet, Microsoft, Amazon, Meta, Tesla, and Nvidia is outdated as the AI revolution creates new winners. Chronert propo…
Microsoft is expanding Azure's AI infrastructure with AMD's new Helios platform, set to challenge Nvidia's GPU systems in the second half of 2026, and a public GitHub profile suggests Anthropic is als…
Google is engineering a new server chip called 'Frozen v2' that bakes elements of its Gemini AI model directly into hardware to serve AI models faster and more efficiently amid a severe computing capa…
Bristol Myers Squibb will become the first life sciences company to purchase Nvidia's latest DGX SuperPOD, powered by the newly unveiled Vera Rubin architecture, marking a significant escalation in AI…
Chip stocks recovered Monday, with the Philadelphia Semiconductor index climbing more than 2.6%, after last week's rout sent them into a bear market. AMD rose on news of a deal with Microsoft to deplo…
An unnamed enterprise racked up a half-billion-dollar bill on Anthropic's Claude after forgetting to set usage limits for employees, and Uber engineers have already spent their entire AI budget for 20…
Nvidia at SIGGRAPH 2026 expanded its Agent Toolkit with new Omniverse libraries—ovrtx for RTX sensor simulation, ovphysx for GPU-accelerated physics, and CAD-to-SimReady skills—enabling AI agents to a…
The self-hosted, OpenAI-compatible AI gateway llms.py released version 4 on July 20, 2026, adding projects, agent profiles, server tools, and publishing capabilities. The update supports 530+ models f…
Moonshot AI's 2.8 trillion parameter Kimi K3 model, released July 16, scored 1,679 Elo on LMArena's Frontend Code Arena benchmark, beating Anthropic's Claude Fable 5 (1,631) and OpenAI's GPT-5.6 Sol (…
Z.AI, the Chinese AI lab formerly known as Zhipu, has partially started operating a 1-gigawatt data centre built entirely with Chinese-made chips, marking the first large-scale proof that domestic sil…
Nvidia has not announced a successor to its RTX 5090 graphics card more than a year after its launch, and AI models ChatGPT, Perplexity, and Gemini suggest the company's focus on higher-margin AI and …
Moonshot AI, a Chinese startup founded in March 2023 by Tsinghua University alumni, unveiled Kimi K3 at the World Artificial Intelligence Conference in July 2026, claiming it is the world's largest op…
AMD announced Helios, a single rack containing 72 Instinct MI455X GPUs, 31 terabytes of HBM4 memory, and 2.9 exaflops of FP4 inference compute, as its direct answer to Nvidia's Vera Rubin NVL72. Engin…