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.
Nvidia Corp. networking chief Gilad Shainer argues that in the era of agentic AI, the network has become a first-class participant in computation, transforming AI infrastructure from a server farm int…
Nvidia Corp. networking chief Gilad Shainer argues that agentic inference transforms the network into part of the computer, making it a first-class participant in the computational process. In a speci…
Nvidia CEO Jensen Huang said in a recent interview that the more AI is used, the more companies will need to hire, arguing that AI agents create new jobs rather than eliminate them. Huang dismissed AI…
A new analysis from theCUBE Research argues that enterprise AI infrastructure can no longer be evaluated primarily by GPU count or speed, as networking, compute, storage and software must operate as o…
Mizuho Securities analyst Daniel O'Regan named Micron Technology the third most important stock globally behind Nvidia and Alphabet, citing AI-driven demand that has sold out all of Micron's 2026 high…
Thinking Machines Lab, founded by former OpenAI CTO Mira Murati, released Inkling on July 15—a 975-billion-parameter multimodal AI model trained from scratch with full open weights under an Apache 2.0…
A new study from global communications firm Gregory found that S&P 500 companies scoring in the top tier of AI communications quality saw an average alpha improvement of 10.8% in the 90 days after the…
A German research consortium coordinated by the KI Bundesverband has released Soofi S 30B-A3B, an open-source language model that tops benchmarks in English and German among fully open models, surpass…
Huawei is building its own DRAM fabrication plants, likely through a joint venture with SwaySure (SWX), according to analysts and media reports. The move aims to address a global DRAM shortage driven …
Wall Street fell on Thursday, with the S&P 500 down 0.3% and the Nasdaq Composite dropping 1.2%, pressured by weakness in AI and semiconductor stocks after a cool reception to TSMC's earnings report a…
Japan's newly created Noetra Corp. will deploy 27,500 Nvidia Rubin GPUs and 13,750 Vera CPUs to build a national AI infrastructure for robotics and physical AI, backed by an initial government subsidy…
Japan announced on July 16 the construction of the world's first national AI factory, built by a consortium of SoftBank, Sony, Honda, and NEC under Noetra Corp., powered by 27,500 Nvidia Rubin GPUs an…
Intel and Google Cloud expanded their strategic collaboration on July 16, 2026, with Intel deploying Google Cloud's Gemini Enterprise across its operations for agentic coding assistance and engineerin…
Taiwan Semiconductor Manufacturing Co. (TSMC) announced an additional $100 billion investment in the United States, bringing its total U.S. investment to $265 billion, as the company posted a 77% surg…
Big Tech earnings season begins July 22 with Google and Intel, as investors scrutinize AI spending and returns, with Microsoft and Meta facing pressure over heavy data center investments while Google …
Xpeng launched the L03 coupe-SUV across 65 markets on Wednesday in Munich, making it the first Chinese EV to ship proprietary Turing AI chips as standard on every trim. The vehicle carries up to three…
Apple confirmed at WWDC on June 8 that its Apple Foundational Model Cloud Pro, the backbone of its cloud AI capabilities, runs on Nvidia Blackwell B200 GPUs hosted inside Google Cloud infrastructure. …
Fireworks raised $1.5bn in Series D funding at a $17.5bn valuation to build specialized AI models for companies, arguing that businesses will build their own intelligence rather than rent it from big …
Taiwan Semiconductor Manufacturing Co. (TSMC) announced Thursday it will invest an additional $100 billion to expand its U.S. chip manufacturing capacity, bringing its total U.S. pledges to $265 billi…
Mira Murati's AI startup Thinking Machines Lab released its first AI model Inkling this week, a 975-billion-parameter mixture-of-experts model trained on 45 trillion tokens, but the company admitted i…