AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
653 articles
Nvidia is reportedly investing around $6-7 billion in Poolside to develop powerful open-weight AI models. The move aims to position an alternative to OpenAI, Anthropic, DeepSeek, and Kimi in the open-model race. Source: google.com
Nvidia's upcoming earnings report could ripple through the entire tech sector and stock market. Investors are watching closely for signs the AI boom still has momentum. Source: google.com
Nvidia is reportedly in talks to invest in Perplexity as part of a funding round that would value the AI search startup above $30 billion. Source: google.com
Nvidia has informed its major clients that prices for servers built around its AI chips will jump by more than 15% in many cases. The move reflects rising costs pressuring the broader AI hardware supply chain. Source: google.com
Nvidia is increasingly stepping into the role of financier for AI infrastructure, deepening its influence across the AI economy. Its new collaboration with asset managers marks another step in expanding this position. Source: forbes.com
Nvidia has struck a major deal with startup Poolside to build an open AI ecosystem in the United States, aiming to counter Chinese AI leaders as well as other American giants in the field. Source: wsj.com
The British government is backing promising domestic chip startups with funding to build local capacity in the AI hardware industry. The move is part of a broader effort to reduce reliance on foreign suppliers for critical AI infrastructure. Source: bloomberg.com
AMD has set an ambitious target of a 20x improvement in rack-scale efficiency for AI training and inference by 2030. NVIDIA is pursuing similar efficiency gains, as both companies compete to make AI infrastructure less power-hungry. Source: trellis.net
AMD, long seen mainly as a challenger in the CPU and GPU markets, is now building a broader full-stack approach to AI. The company is expanding its offering beyond hardware to compete more directly across the entire AI technology stack. Source: tspasemiconductor.substack.com
NVIDIA is reportedly considering shipping its upcoming Rubin Ultra GPU with reduced memory capacity, a move that would have seemed unlikely just a year ago. AMD says the potential change doesn't concern it as it continues developing its own AI chip lineup. Source: finance.yahoo.com
Etched, an AI chip startup led by co-founder and CEO Gavin Uberti, is gaining attention in Silicon Valley for its ambitions to compete with Nvidia. Uberti has publicly discussed the company's progress and growing momentum in the AI hardware space. Source: foxbusiness.com
August 2026 saw a wave of new AI chip launches, including Nvidia Rubin, Google's TPU 8i/8t, Microsoft Maia 300, and Intel's 3nm chips. Here's a breakdown of what each of these chips actually offers. Source: google.com
Alphabet has deepened its AI chip partnership with Marvell Technology, with the collaboration centered on custom processors designed for AI workloads. Source: google.com
Google's upcoming 10th-generation TPU is said to be developed with AMD, marking a shift away from its long-time partner Broadcom. Source: google.com
AI model-building startup Poolside has reportedly reached a non-exclusive $6 billion licensing agreement with Nvidia, while separately raising $1 billion for the rest of the company at a $12 billion valuation. Source: google.com
Nvidia has pushed back against a report from The Information claiming the company intends to start shipping a language processing unit (LPU) built for Chinese customers before the end of the year. Source: google.com
Broadcom is said to be seeking as much as $100 billion in new borrowing to help finance a major artificial intelligence chip agreement. Source: google.com
According to a Reuters report citing The Information, Nvidia plans to begin small-volume shipments of an AI chip designed specifically for Chinese customers before the end of the year. Source: google.com
Google has partnered with chipmaker Marvell to co-develop custom AI chips, with an option to acquire up to $12.2 billion worth of Marvell shares. The deal underscores Google's push to expand its custom silicon capabilities. Source: ft.com
Marvell Technology will assist in developing Google's highly sought-after custom chips, offering the tech giant the option to purchase a stake worth up to $12.2 billion. The arrangement strengthens ties between the two companies in the custom AI silicon space. Source: reuters.com