AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
462 articles
AI performance comes down to three dimensions: Deployments must balance all three: High accuracy is wasted if responses are slow, and raw throughput means… Source: developer.nvidia.com
Lam Research has quietly become one of the biggest winners of the AI buildout, and Wall Street has noticed. The chip equipment maker reports fiscal... Source: thestreet.com
Intel is increasing prices on key server and laptop CPUs as demand for its server chips exceeds available supply. The company is currently negotiating... Source: finance.yahoo.com
Investing.com -- Nvidia's expanding customer base beyond traditional AI hyperscalers is emerging as the key theme investors should watch, Morgan Stanley... Source: investing.com
AI's next battleground isn't just models—it's silicon. From OpenAI's Jalapeño to IBM's sub-1nm chip, here's why AI giants are racing to build their own... Source: ibm.com
The U.S. loosened export controls on the United Arab Emirates on Friday, making it easier to export Nvidia AI chips, military equipment,... Source: reuters.com
The Trump administration plans to ease export restrictions on the United Arab Emirates, clearing the way for the Gulf state to buy a broad range of advanced... Source: bloomberg.com
Nvidia stock faces a challenge as social-media company Meta Platforms reportedly plans to start manufacturing a new in-house AI chip from September. Source: barrons.com
A reported September production date hints at how the company plans to get more out of its massive AI budget. Source: finance.yahoo.com
SK hynix, a supplier of advanced memory chips, has seen profits skyrocket thanks to the global race to build AI datacentres. Source: theguardian.com
Strategic collaboration combines AMD AI technology with 5C's infrastructure expertise to accelerate the development of AMD Helios-ready AI factories. Source: prweb.com
Nvidia has owned the AI hardware market for years. Six tech giants are racing to escape its grip at wildly different speeds. Source: qz.com
Meta Platforms plans to start manufacturing an artificial intelligence chip from September as part of its plan to boost overall computing power to 14... Source: reuters.com
China is planning to allow the country's top AI companies to buy a limited number of Nvidia's H200 chips, the Information reported on Wednesday,... Source: reuters.com
China plans to allow some of the country's biggest AI companies to buy a small number of Nvidia's H200 chips, according to two people with direct knowledge... Source: theinformation.com
Third-party testing shows heterogeneous compute platform combining H200s and SN50 RDUs churning out 763 tok/s in MiniMax M2.7. Source: theregister.com
Nearly every major AI company is either making or considering making homegrown chips to reduce their reliance on Nvidia and cut costs. Source: axios.com
Nvidia and AI server chip startup d-Matrix are combining their respective hardware in a new system to power AI models, The Information reported. Source: theinformation.com
Chinese startup DeepSeek is developing its own AI chip, according to three people familiar with the matter, a push that could reduce its reliance on Nvidia... Source: reuters.com
Agentic systems turn model reasoning into action through multi-step workflows that combine inference, tool use, code execution, retrieval, orchestration… Source: developer.nvidia.com