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.
ASML sold 86 new lithography systems in Q2 2026, including 16 of its most advanced extreme ultraviolet (EUV) machines, as AI chip demand drove net sales to €9.3 billion and net income to €2.9 billion.…
A developer argues that the debate over when AGI will arrive is unproductive, as estimates range from a few years to decades, and instead advises building for the steady capability curve where task le…
No independent measurement exists to verify whether enterprise AI investments pay off, because every headline ROI figure in the debate was produced by a party with a financial stake in the answer, a c…
Anthropic raised $580M in a Series B in late 2022 with no product, using a 10-slide deck that led with safety and the team, and a waitlist of 2,500 companies. The company now has $47B in annualized re…
AMD, Arm Holdings, and Intel are competing to dominate the CPU market for autonomous AI agent workloads, a shift that could reshape semiconductor competition away from GPUs. AMD's x86 server CPU reven…
DeepSeek trained its flagship V3 model for about $5.6 million, a fraction of the $50 million to $100 million OpenAI spent on GPT-4, and the Chinese lab operating under U.S. chip export controls has co…
Big Tech earnings season begins next week with Google, and the key figure will be capital expenditure on AI data centers, with Google, Amazon, Microsoft, and Meta planning to spend over $700 billion t…
OpenEvidence, the Miami-based AI platform for healthcare professionals, is reportedly considering raising $200 million at a $20 billion valuation, a nearly 6x increase from its $3.5 billion valuation …
Alphabet, Microsoft and Amazon face earnings tests over the next two weeks as investors seek evidence that record AI spending is generating stronger revenue growth, with analysts at StoneX noting the …
TSMC reported blowout Q2 earnings with revenue jumping 36% year over year and net income soaring 77.4%, driven by surging AI chip demand, while IBM warned Q2 revenue and earnings fell below expectatio…
Global startup investment hit $510 billion in the first half of 2026, surpassing the $440 billion full-year record set in 2025, with over 70% of capital going to AI-focused companies, according to Cru…
Alibaba's chip design unit T-Head open-sourced SAIL, the full software stack for its Zhenwu AI chips, at the World AI Conference in Shanghai on Saturday, aiming to lower migration barriers for develop…
Podstack launched fractional GPU slicing without Nvidia MIG, compatible with AMD GPUs, enabling per-minute billing and dynamic slice sizes from 12.5% to 100%. The platform, which includes DC Suite for…
Moonshot AI's release of Kimi K3, a 2.8 trillion parameter open-weight model, triggered a 1.4% Nasdaq and 1% S&P 500 drop on July 17, with Nvidia shares falling over 2% to a $4.85 trillion market cap,…
Dan Ives, after 25 years as a top Wall Street tech analyst at Wedbush Securities, has left to launch Yorkville Ives, a modern merchant bank with Yorkville Securities, citing the AI revolution as enabl…
Alibaba Group Holding's chip design unit T-Head announced at the World AI Conference in Shanghai on Saturday that it will open-source its SAIL software stack, the foundational architecture for its Zhe…
SK Hynix has captured roughly 70% of Nvidia's HBM4 memory orders for the upcoming Vera Rubin AI platform, making Nvidia the first customer for the next-generation memory chips. The multi-year co-devel…
Apple briefly reclaimed the title of the world's most valuable publicly traded company on Friday, with its market capitalization climbing to about $4.88 trillion and narrowly exceeding Nvidia's $4.86 …
Chinese semiconductor design firm Biren Technology has unveiled next-generation 'supernode' solutions using near-packaged optics to link up to 1,024 AI chips across a single cluster, bypassing traditi…
TSMC posted record second-quarter revenue of over $40 billion, up 36% year on year, with net income rising 77%, but its stock fell 4% after the chipmaker raised its 2026 capital expenditure forecast t…