AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
653 articles
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
Nvidia is working to sustain demand for its AI hardware well into the future, anticipating a time when chip supply becomes far more abundant. The company's strategy focuses on extending the current AI growth cycle beyond near-term shortages. Source: bloomberg.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
Google has linked its potential ownership stake in Marvell directly to future custom-chip orders extending through fiscal year 2033. The arrangement ties long-term chip purchasing commitments to a possible equity investment. Source: finance.yahoo.com
Nvidia still leads the AI chip market by a wide margin, but as rivals close in, the company is increasingly leaning on its financial strength as a competitive advantage. Source: cnbc.com
Velaura AI announced it raised $110 million in a Series A round, pushing the chip-design startup's valuation above $1 billion. Source: reuters.com
Beijing has allowed small shipments of Nvidia's H200 chips into mainland China, aiming to help domestic AI firms keep pace in the global race. The move signals a partial easing of earlier import curbs on advanced US chips. Source: ft.com
Investor Michael Burry singled out Etched, a startup staffed by former Nvidia engineers, as a company capable of challenging Nvidia's grip on the AI chip market. Source: benzinga.com
Nvidia has committed to securing the infrastructure for an 8-gigawatt AI computing campus in Ohio intended to serve OpenAI. As part of the deal, the company is also investing $1.5 billion in the developer. Source: google.com
OpenAI has agreed to secure roughly 8 gigawatts of IT capacity at the PORTS-Pike Technology Campus in Pike County, Ohio. The company is working with SB Energy on the deal. Source: google.com
Nvidia has agreed to be the sole AI compute infrastructure provider at SB Energy's PORTS-Pike Technology Campus in Ohio. The company will also provide credit support covering land, power, and building shell costs. Source: google.com
OpenAI announced a 20-year lease for a massive data center in central Ohio. Part of the financing for the project is guaranteed by Nvidia. Source: google.com
Nvidia has agreed to provide a guarantee of up to $105 billion to support OpenAI's lease of a massive data center in Ohio. The facility is being developed by SoftBank-owned SB Energy. Source: google.com
Nvidia will back one of the world's largest data centers in Ohio with guarantees worth up to $105 billion. The facility, potentially costing as much as $500 billion, is set to be leased by OpenAI. Source: google.com
According to a SemiAnalysis report, Google has partnered with AMD to develop one of its 10th-generation TPUs. Analysts suggest the hybrid AI ASIC could integrate on-package CPU cores specifically to support reinforcement learning workloads. Source: tomshardware.com
Nvidia is investing $3 billion in power developer Lancium as growing energy demands reshape how companies plan AI infrastructure. Meanwhile, AWS is pushing engineers to reduce CPU waste, and several top Google AI researchers have reportedly left the company. Source: google.com
According to The Information, the planned investment is part of broader talks between Nvidia, OpenAI, and SB Energy about providing credit support for a proposed data center campus in Ohio. The deal would further intertwine Nvidia's role in financing AI infrastructure projects. Source: google.com
Nvidia is said to be in talks to invest up to $3 billion in SB Energy, a SoftBank-backed developer working on a planned data center project in Ohio. The deal would reportedly tie into Nvidia's broader involvement in AI infrastructure buildout. Source: google.com
Anthropic is said to be close to acquiring Israeli AI startup Decart in a deal worth around $7 billion, favored by the startup's founders and investor Sequoia despite Nvidia reportedly offering more money. Google and SpaceX are mentioned as other parties that could still be involved. Source: google.com
SpaceX recently announced it will rely exclusively on Nvidia chips for its AI infrastructure, yet AMD has quietly invested more than half a billion dollars into the company. The move raises questions about AMD's strategic motives beyond direct chip sales. Source: google.com