Nvidia Corp. has notified some of its largest customers that prices for servers containing its AI chips will rise by more than 15% in many cases, driven by soaring memory chip costs, Bloomberg News re…
Microsoft announced the arrival of the first production Vera Rubin AI systems at its datacenters, thanking partners at NVIDIA and its Azure hardware and datacenter teams. The milestone highlights that…
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…
Nvidia publicly corrected a report by The Information, saying it contained inaccurate claims about the Groq 3 Language Processing Unit and Nvidia's strategic intentions, including speculation about re…
NVIDIA has identified OpenAI as one of its Lighthouse model builders using the GB200 NVL72 rack-scale system at data-center scale for next-generation model training and production inference. The confi…
Hudson River Trading signed a multibillion-dollar, multiyear agreement with CoreWeave to expand computing infrastructure for its trading research and models, making HRT one of the first customers to g…
CoreWeave has signed a multibillion-dollar, multi-year agreement with Hudson River Trading to provide GPU compute capacity for trading research and model development, giving HRT early access to Nvidia…
Groq raised $350 million at a $3.5 billion valuation in a Series A round led by Disruptive, with planned participation from Nvidia, as the company pivots to operating an Nvidia-powered AI cloud. The c…
Nvidia Corp. disclosed in a June 30 Form 13F filing that it owns 122,764,805 Class A shares of Space Exploration Technologies Corp. (SpaceX) valued at $20.98 billion, one of its largest equity positio…
Wolfspeed, STMicroelectronics, and onsemi shares rallied on Monday as Nvidia's Vera Rubin AI platform, which entered full production on May 31, drives demand for silicon carbide power semiconductors. …
Nvidia disclosed in an SEC filing on Friday that it owns nearly 123 million shares in SpaceX, worth nearly $21 billion at the end of June, now valued at $17 billion after a share decline since SpaceX'…
NVIDIA's data center GPU roadmap has advanced through four major architectures—Ampere, Hopper, Blackwell, and Vera Rubin—each delivering more memory, faster interconnects, and lower-precision compute …
Elon Musk announced that xAI will increase its data center power capacity to 10 gigawatts by the end of 2027, roughly seven times its current 1.4GW capacity across facilities in Memphis and Southaven.…
Foxconn, the world's largest electronics contract manufacturer and supplier to Nvidia, reported a 35% increase in second-quarter net profit to just under 60 billion Taiwan dollars, beating analyst exp…
Elon Musk told SpaceX employees in an all-hands meeting that AI revenue will exceed all other SpaceX revenue by September, and will significantly exceed it in the fourth quarter. Musk said SpaceX will…
Nvidia's stock surged more than 10% in the week ending August 8, 2026, easing market fears about AI infrastructure spending, according to analysts. The rally followed SpaceX's announcement of plans to…
Nvidia CEO Jensen Huang confirmed in early June 2026 that Nvidia has qualified Samsung Electronics, SK Hynix, and Micron Technology as suppliers of HBM4 memory for its Vera Rubin AI accelerator platfo…
Goldman Sachs estimates that memory components account for roughly 62% of the total material costs for Nvidia's upcoming Vera Rubin superchip, up from about 53% on the previous-generation GB300 system…
Elon Musk said on SpaceX's August 4 earnings call that the company will build its AI infrastructure exclusively on Nvidia, citing the Vera Rubin architecture as the best available. SpaceX has not disc…
Red Hat published a post arguing that 'the CPU is back' for LLM inference, citing an Intel and Georgia Tech paper that found CPU-side tool processing accounts for 50–90% of total latency in agentic wo…