AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
462 articles
Qualcomm is increasing its line of AI data center products as it looks to grow its share of the market. Source: finance.yahoo.com
SMCI-backed Argentum AI has agreed deals to deploy 47000 Nvidia GB300 chips. Source: barrons.com
Nvidia's AI chips have more than doubled in price on China's black market, the Financial Times reported on Tuesday, citing multiple Chinese chip... Source: reuters.com
Qualcomm Inc. is in advanced talks to acquire Modular Inc. in a transaction valuing the artificial intelligence infrastructure software company at about $4... Source: bloomberg.com
Dell and Super Micro each unveiled new AI servers as part of Nvidia's Vera Rubin rollout. Source: networkworld.com
What does an AI company do after one of those not-acqui-hire deals? Groq raised money, is leaning into its neocloud business, and is hiring new execs. Source: techcrunch.com
The company says it has eliminated “pretty much all water usage” with its new liquid cooling design. Source: fortune.com
Qualcomm is in advanced discussions to acquire Modular Inc in a transaction valuing the AI chip company at about $4 billion, Bloomberg News reported on... Source: reuters.com
ISC High Performance 2026 -- NVIDIA today announced that a record 35 NVIDIA AI HPC supercomputers are in development across Europe — equipping more than 3... Source: nvidianews.nvidia.com
AMD and South Korean semiconductor startup MangoBoost are joining forces to expand adoption of heterogeneous computing based on open ecosystems,... Source: thelec.net
Nvidia has committed a direct $2 billion investment into Nebius Group (NASDAQ: NBIS), backing the company's ambitions to scale AI data center... Source: foreignpolicyjournal.com
China is challenging US leadership in both AI hardware and software, with Europe unlikely to catch up. Source: bruegel.org
Most all you hear about "running an AI model" involves a GPU of some sort, but not every AI task is suited to that hardware. Smaller models or single-user... Source: tomshardware.com
Nebius Group (NasdaqGS:NBIS) announced a £1.7b UK AI infrastructure expansion, including three advanced data centers. The company is partnering with NVIDIA... Source: simplywall.st
Half a dozen companies came out in support of the Chips Security Act, which would require location-tracking mechanisms for America's most advanced computing... Source: nbcnews.com
According to the chief executive, Amazon's chip business has an annual revenue run rate of $20 billion and is growing at triple-digit percentages year over year... Source: finance.yahoo.com
AWS is in talks to sell its chips to other data centers. CEO Andy Jassy has said this represents a $50 billion opportunity for the company. Source: techcrunch.com
Wielding its war chest to win data-center customers for its silicon, the world's second-biggest company is taking a page from No. 1. Source: wsj.com
Amazon.com Inc. is in talks to sell its custom-made artificial intelligence chips for use in other companies' data centers, a key expansion of its efforts... Source: bloomberg.com
Nvidia stock is lagging behind the wider semiconductor sector as big customers face pressure to make their AI spending more efficient. Source: barrons.com