Nvidia Corp. is set to report fiscal Q2 2027 earnings on August 26, with analysts projecting revenue near $92 billion, roughly double the year-ago figure, as the results serve as a proxy for the AI in…
Nvidia faces a growth test as the debut of its Rubin AI chip platform coincides with heightened scrutiny of AI financing, with analysts questioning whether customer spending can sustain the company's …
AMD reported record revenue of $11.54 billion for Q2 2026, with Data Center revenue of $6.72 billion up 107% year over year, while NVIDIA reported $82 billion in quarterly revenue with Data Center rev…
NVIDIA Corporation (NASDAQ:NVDA) reports fiscal second-quarter results on Wednesday, August 26, 2026, with management guiding revenue to $91 billion, plus or minus 2%, nearly double the $46.74 billion…
Groq Inc., an AI startup, announced it has raised $350 million in a Series A round led by Disruptive, with Nvidia Corp. planning to join later. The funding comes less than three months after Groq clos…
Nvidia may redesign components of its Feynman AI platform, targeting a 2028 release, due to manufacturing constraints at TSMC, whose A16 1.6 nm wafer capacity is fully booked through 2028. The platfor…
Today's AI research converges on a finding that evaluation scores often fail to measure actual risk: cost-sensitive policy text in code-review prompts shifts reported failure probabilities by 13-17 po…
Cursor released an open-source megakernel that delivers a 41% increase in tokens per second, potentially saving billions of dollars at scale, according to a post by Stuart Sul, who leads the team behi…
The US Department of Commerce closed a loophole on May 31 that allowed Chinese entities to buy advanced Nvidia chips through third-country subsidiaries, requiring export licenses for sales to entities…
Nvidia's upcoming Rubin AI server architecture will use solid-state drives in a new way that one analyst says will 'soak up NAND supply like a sponge absorbs water,' potentially driving a surge in SSD…
UBS advises investors to buy SK Hynix's upcoming American Depositary Receipts on Nasdaq and sell its Korean-listed shares ahead of a historic $29 billion ADR launch on July 10, 2026. The Swiss bank ex…
NVIDIA's Rubin architecture and DSX AI factory reference design introduce a 100% liquid-cooled system operating with coolant temperatures up to 45°C, eliminating data center water consumption and redu…
Co-packaged optics (CPO) are set to become the main driver of bandwidth increases in AI scale-up networking by the latter part of this decade, as copper-based links face range and scaling limitations.…
Nvidia's banned AI chips are selling for double their US price on China's black market, with B300 servers fetching about 7 million yuan ($1 million) after tightened US export controls. At least $1 bil…
NVIDIA's new Rubin AI servers achieve 100% liquid cooling with coolant temperatures up to 45°C, eliminating fans and reducing data center cooling energy by up to 40%. The closed-loop system uses dry c…
At Computex, Delos Data demonstrated a modular server chassis designed to help AI chip startups deploy rack-scale systems more quickly. The front of the system contains 36 OSFP cages rated at 1.6 Tbps…
This week's top GPU news highlights three key developments: the release of Fournex, an open-source tool that analyzes Nsight Compute data to identify and suggest fixes for PyTorch/CUDA bottlenecks; a …