AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
653 articles
AMD has launched the Ryzen AI X100, a chip combining CPU, GPU, and NPU in a single heterogeneous design. The company is betting this mix will outperform large standalone GPUs in physical AI and robotics applications. Source: eetimes.com
Nvidia unveiled a $500 billion financing initiative meant to reassure markets that companies buying or deploying its chips will have access to capital. The move is seen as an attempt to counter growing concerns about an AI investment bubble. Source: pymnts.com
Nvidia is no longer just a chipmaker — it's helping build an entire financial asset class around AI compute. Critics warn this growing web of financing deals could make the AI infrastructure boom systemically risky. Source: siliconangle.com
According to the Wall Street Journal, Nvidia has scaled back its planned financial backing for a proposed OpenAI data center in Ohio. The initial guarantee is now expected to fall below $120 billion. Source: reuters.com
A proposed $500 billion financing structure would use Nvidia chips as collateral, helping companies racing to build AI capacity secure the funds to buy them. The mechanism is described as an unconventional approach to sustaining the current AI investment surge. Source: wsws.org
Nvidia is reportedly working on a scheme to prevent its GPUs from depreciating too quickly. The plan involves courting new financial backers willing to keep funding massive AI infrastructure projects. Source: techcrunch.com
Major Wall Street players, including BlackRock and Goldman Sachs, have poured $500 billion into NVIDIA as compute power increasingly gets treated as its own asset class. Source: google.com
Meta and Nvidia both released open-weight AI models this week as part of a wider push by U.S. tech firms to keep pace with leading Chinese AI labs. Source: google.com
A stellar earnings report from a key player deep in the AI server supply chain triggered a rally across the chip sector on Wednesday. AMD, Intel, and NVIDIA all saw their shares climb as a result. Source: google.com
A $500 billion Wall Street initiative could funnel pension and insurance money into GPU-backed infrastructure projects. This comes as Big Tech increasingly relies on debt financing to fuel AI expansion. Source: google.com
Alibaba has open-sourced Qwen3.8-2.4T-A95B, also known as Qwen3.8-Max, its largest open-weight model yet with configurable reasoning capabilities. The model can be deployed on NVIDIA's GB300 NVL72 platform and delivers performance close to top frontier models. Source: google.com
Investors are wagering that Nvidia's AI chips can retain value longer than typical fast-obsolescing tech, defying a basic principle of finance. The bet comes as Nvidia unveiled new hardware this week. Source: google.com
Shares of AI chipmaker Cerebras Systems fell 16% in after-hours trading Wednesday following weaker-than-expected quarterly revenue. The miss suggests investor expectations had run ahead of the company's actual performance. Source: google.com
Nvidia's partnership with several major financial firms aims to make financing AI chips easier for its customers. But the actual effect on enterprise IT pricing and chip availability remains uncertain. Source: networkworld.com
Nvidia is partnering with major Wall Street firms to let its customers borrow more than half a trillion dollars for building AI infrastructure. The deal aims to accelerate the buildout of data centers and computing capacity. Source: cnn.com
Microsoft's stock fell as the company accelerates its Maia custom AI chip program. The expansion could cut inference costs and reduce Microsoft's dependence on outside chip suppliers. Source: finance.yahoo.com
IBM and Together AI signed a multi-year deal to build their first large-scale inference cluster on IBM Cloud, powered by Nvidia HGX B300 systems. The setup is designed to help enterprises run AI workloads quickly and efficiently. Source: newsroom.ibm.com
Nvidia CEO Jensen Huang wants to use GPUs as long-term collateral to unlock $500 billion in financing. The big unknown: how quickly will those chips lose value, especially with China as a wildcard? Source: cnbc.com
Nvidia announced plans to raise roughly $500 billion to help fund AI infrastructure buildouts, teaming up with six major North American financial institutions. The move essentially turns future AI chip demand into a financing vehicle. Source: axios.com
IBM and startup Together AI have signed a multi-year, $240 million agreement to build a large-scale AI cluster on IBM Cloud. The infrastructure will run on Nvidia hardware to support AI inference workloads. Source: reuters.com