AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
662 articles
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
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
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
Amazon is reportedly considering a sale-leaseback of Nvidia chips worth $8 billion. The move reflects the search for new ways to pay for its enormous AI infrastructure expansion. Source: techrepublic.com
AMD has published two videos showing how teams across the company take rack-scale AI infrastructure from design to deployment. The clips offer a look behind the scenes of the Helios effort. Source: newsroom.amd.com
Banks have begun syndicating a massive financing package tied to chips for Broadcom and Anthropic. The deal will test lenders' appetite amid rising concern over growing AI-related debt. Source: ft.com
Reflection AI, a startup supported by Nvidia, released its debut open-weight model, Beam, on Monday. The company is positioning it as a challenger to cheaper Chinese open models. Source: reuters.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
Reflection, a closely watched startup backed by Nvidia, is preparing to release a powerful open-weight AI system. The model could pose a serious challenge to established players in the race for AI leadership. Source: axios.com
Hewlett Packard Enterprise has secured its first paying customer for AMD's rival to Nvidia's dominant AI server racks. HPE announced the deal on September 30, 2026, with a value of $1.2 billion. Source: shattered.io
ASUS has unveiled the Ascent GX10 64GB, built on the NVIDIA GB10 Grace Blackwell chip. It delivers 1 PFLOP of compute and can run open-source models of 30–35B parameters and AI agents locally. Source: press.asus.com
Vultr has placed the first order for the AMD Helios AI Rack by HPE, committing $1.2 billion to 72-GPU MI455X racks. Each rack includes six Juniper QFX5252 scale-up switch trays. Source: storagereview.com
The new DGX Spark 64GB lets developers run AI agents directly on-device with the full NVIDIA AI stack. Multiple units can be clustered together for more performance as workloads grow. Source: blogs.nvidia.com
Another arrest has been made in the ongoing crackdown on illicit shipments of Nvidia chips. The case shows the smuggling problem is far from solved. Source: arstechnica.com
Broadcom's Wall Street syndicate has begun assembling $60 billion in new financing tied to AI chips. The money is meant to benefit Anthropic PBC and other companies. Source: bloomberg.com
Prosecutors say the man smuggled over $300 million worth of restricted Nvidia chips to China in violation of US export controls. The shipments allegedly went through Malaysia and Singapore using false paperwork. Source: tomshardware.com
The cloud giant is hiking prices for renting AI chips by 15%. It is also reportedly talking to investors about moving thousands of Grace Blackwell chips into a special-purpose vehicle. Source: qz.com
Prosecutors say the owner of a California tech firm routed restricted AI servers through Malaysia and Singapore. The goal was to evade US export controls. Source: scmp.com
The owner of a San Gabriel Valley tech company was arrested Thursday. Federal prosecutors charged him with smuggling more than $300 million in hardware. Source: latimes.com