AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
261 articles
How many AI chip designers can the public market support? We'll get a sense of that on Thursday when Cerebras Systems, the biggest of a new generation of... theinformation.com
Nvidia is pouring billions of dollars at a time into companies across the AI infrastructure stack, while also signing commercial deals with them. cnbc.com
Taiwan's cooperation with the United States on the AI supply chain could strengthen the silicon shield. stimson.org
You could build an entire data center around a new GPU with elaborate scale-up networking, exotic chiplet architectures, and advance liquid cooling. hpcwire.com
North Carolina and Texas are set to land major new manufacturing investments as chipmaker NVIDIA and glassmaker Corning expand U.S. production of critical... nam.org
Intel, AMD and Micron surged double digits this week as investors bet on CPU makers and memory companies powering the next stage of AI. cnbc.com
The scale of Elon Musk's ambitious plan to build a giant computer chip plant in Texas is becoming clear — and it is stunning. The first stage of the chip... nytimes.com
NVIDIA (NASDAQ: NVDA) and IREN Limited (NASDAQ: IREN) (“IREN”) today announced a strategic partnership to accelerate deployment of next-generation AI... nvidianews.nvidia.com
AMD now has the fastest AI accelerator card on the market that fits in a traditional PCIe slot. tomshardware.com
Nvidia will invest up to $2.1 billion in data center operator IREN , as part of a broader deal to deploy up to 5 gigawatts of infrastructure to keep up... reuters.com
When OpenAI and chip designer Broadcom announced last fall that they would make custom artificial intelligence chips together, they positioned it as a done... theinformation.com
AMD, OpenAI and partners advance AI networking with MRC—boosting scalability, resilience and real-world performance for large AI clusters. amd.com
Taiwanese chipmaker TSMC is raking in record profits during the AI boom—but it is also racing to help Taiwan develop wind power and other energy... arstechnica.com
Corning is opening three new advanced manufacturing plants in the U.S. dedicated entirely to optical technologies for Nvidia. cnbc.com
AMD (AMD) reported its first quarter results after the bell on Tuesday, beating analysts' expectations on the top and bottom lines and topping Wall Street's... finance.yahoo.com
Leading technology company NVIDIA (NASDAQ: NVDA) and fiber optic company Corning Incorporated (NYSE: GLW) announced plans today to build three manufacturing... businessnc.com
NVIDIA (NASDAQ: NVDA) and Corning Incorporated (NYSE: GLW) today announced a multiyear commercial and technology partnership to dramatically expand... nvidianews.nvidia.com
Shares of Samsung Electronics surged more than 15% Wednesday, pushing the chip giant's market capitalization past the $1 trillion mark as investors... cnbc.com
Advanced Micro Devices Inc., the leading challenger to Nvidia Corp. in AI computing chips, soared to new heights in late trading after a flood of data... bloomberg.com
AI server chip maker Advanced Micro Devices said Tuesday that its revenue growth would accelerate eight percentage points to 46% in the current quarter,... theinformation.com