AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
677 articles
An Australian cloud-computing company backed by Nvidia pulled its IPO after seeking a $30 billion valuation despite operating just two data centers. The cancelled listing suggests investor appetite for AI infrastructure has its limits. Source: wsj.com
AMD presents agentic PCs, machines designed to run AI agents continuously. The press kit outlines the company's push toward always-on AI agents on the personal computer. Source: newsroom.amd.com
As rivalry intensifies, a central question for investors is how Chinese AI-model developers can hold their lead and stand apart from one another. Progress in the domestic chip sector is adding to the competitive pressure. Source: goldmansachs.com
A contractor tied to Super Micro Computer has pleaded guilty to a scheme that illegally exported servers loaded with advanced Nvidia AI chips to China. The case adds to scrutiny of efforts to circumvent U.S. export controls on cutting-edge AI hardware. Source: reuters.com
OpenAI, led by CEO Sam Altman, is reportedly on pace for $70 billion in annualized net revenue by year-end, according to Bloomberg. Even so, AI chip stocks showed unsteady trading as investors digested the news. Source: marketwatch.com
Nvidia plans to invest in d-Matrix, a seven-year-old developer of server chips for AI that aims to compete with Nvidia, according to three people familiar with the matter. The move reflects challengers choosing partnership over confrontation. Source: theinformation.com
A data center company backed by Nvidia abruptly pulled its initial public offering after demand collapsed. The cancellation points to new strains in the financing frenzy around AI infrastructure. Source: bloomberg.com
Lumentum supplies advanced indium phosphide devices that enable high-speed cloud computing and data transmission. Its capacity for these AI server parts is already fully booked until 2029. Source: japantimes.co.jp
GlobalFoundries announced a $2 billion agreement to manufacture a component that links AI processors with memory chips for TSMC. The deal was disclosed on Thursday. Source: reuters.com
On Wednesday, Microsoft unveiled a new class of Nvidia-powered Windows laptops. It is the company's latest attempt to bind the operating system more tightly to the AI boom. Source: axios.com
Microsoft disclosed the specs and pricing of the Surface Laptop Ultra, an AI PC built on Nvidia chips. The machines are designed to run AI models and agents locally. Source: techcrunch.com
The new Surface Laptop Ultra includes an Nvidia chip capable of running large AI models locally, sparing users cloud bills. The device also features a magnetic USB-C connector. Source: cnbc.com
SpaceX plans to buy Nvidia chips to fuel its AI buildout, while Elon Musk announced changes to the Grok bot. The FCC also cleared new Starlink satellite launches. Source: investors.com
Dell, NVIDIA and Microsoft are reshaping local AI on Windows, serving everyone from creators to developer teams. Highlights include the new Dell XPS 16 Creator. Source: investors.delltechnologies.com
Pre-orders for NVIDIA RTX Spark open on October 16. Meanwhile, DGX Station for Windows brings GB300-class AI infrastructure to the enterprise desktop. Source: blogs.nvidia.com
Enterprises can now run open models at production scale on a dedicated B300 inference cluster. The cluster was built jointly by Together AI, IBM Cloud, and NVIDIA. Source: together.ai
SpaceX is planning to raise $40 billion in financing led by asset manager Apollo Global Management, according to the Financial Times. The money would be used to buy Nvidia AI chips. Source: reuters.com
GPU applications increasingly need networking and data movement to work as operations controlled directly by the GPU, not as services driven by the host CPU. NVIDIA's technical blog explains how DOCA GPUNetIO unifies this approach across its software stack. Source: developer.nvidia.com
Applied Materials and Intel are expanding their collaboration at the EPIC Center in Silicon Valley. The goal is to develop AI semiconductor technologies and advanced packaging solutions. Source: bizjournals.com
Reflection AI, a startup launched by two former Google DeepMind researchers, has unveiled a new open-weight model. The company claims it can rival leading Chinese open models. Source: bloomberg.com