Nvidia's GeForce RTX 60 series, built on the architecture codenamed Rubin, is now targeting a 2028 launch window, according to leakers Kopite7kimi and Kepler_L2, a slip from earlier projections of 202…
Nvidia's next-generation Rubin Ultra accelerator will ship with 192GB of HBM per GPU, down from 288GB in standard Rubin and B300, according to SemiAnalysis, which first reported the change. SemiAnalys…
AWS announced it will deploy 2 million additional NVIDIA GPUs (Blackwell Ultra, Rubin, Rubin Ultra) across its global infrastructure in 2027-2028, bringing total NVIDIA GPU capacity on AWS past 3 mill…
Amazon Web Services plans to deploy 2 million additional NVIDIA GPUs in 2027 and 2028, on top of more than 1 million GPUs previously planned beginning in 2026, according to an announcement at NVIDIA G…
Amazon Web Services and NVIDIA announced plans to deploy 2 million additional NVIDIA GPUs across AWS data centers between 2027 and 2028, expanding their 16-year collaboration to include NVIDIA Vera CP…
NVIDIA and Google are racing to dominate the AI chip market, with NVIDIA's Blackwell and Rubin architectures and Google's TPU v8 and Ironwood v7 leading the shift toward energy-efficient 'tokens per w…
Nvidia (NASDAQ: NVDA) shares rose from $192 on June 26 to $213 by August 26, giving investors who put $1,000 into the stock two months ago a gain of about $109, an 11% return. The advance comes as Nvi…
OpenAI's first in-house inference chip, "Jalapeño," outperforms Nvidia's Blackwell and Rubin in throughput and energy efficiency, according to SemiAnalysis tests presented at the Hot Chips conference.…
NVIDIA (NASDAQ:NVDA) is rated a Hold at $208.48 ahead of its August 26, 2026 Q2 fiscal 2027 earnings report, with shares down 7.35% over the past week. The company reported Data Center revenue of $75.…
Nvidia will report fiscal Q2 2027 results on August 26, 2026, with Wall Street consensus projecting about $92 billion in revenue, up roughly 96% year-over-year, and adjusted EPS near $2.09. The compan…
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…
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…