AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
462 articles
NVIDIA GPUs to support server-side inference for Apple Intelligence, announced at WWDC. Source: blogs.nvidia.com
Nvidia stock falls. Apple is accessing Nvidia's hardware via the cloud-computing services of Google rather than buying the chips directly. Source: barrons.com
Taiwan authorities are considering much stricter export controls on AI chip sales to China to further align with US measures, according to people familiar... Source: bloomberg.com
Britain set out a new £1.1 billion ($1.47 billion) plan on Monday to build domestic AI computing capacity, including a new national supercomputer and... Source: reuters.com
TSMC's capacity struggles are turning into a boon for Intel. As the Taiwanese chip making giant struggles to meet overwhelming demand for its chip... Source: theinformation.com
News Summary: NAVER, an AI Cloud, will build AI factories on the NVIDIA DSX platform at gigawatt scale, starting with AI infrastructure expansion at GAK... Source: nvidianews.nvidia.com
The cloud giants are spending hundreds of billions to build AI data centers -- and a growing slice of that money is going toward chips they design... Source: fool.com
US chip titan Nvidia on Monday announced a large-scale data centre construction project in South Korea with SK Telecom, among a raft of other business deals... Source: barrons.com
Nvidia on Monday announced a series of deals in South Korea with tech giants including SK Hynix and Naver , as it looks to secure crucial memory chips to... Source: reuters.com
NVIDIA and SK hynix today announced a multiyear technology partnership to advance next-generation memory for the global AI factory buildout and accelerate... Source: nvidianews.nvidia.com
Apple is preparing a major Siri overhaul that will use Nvidia (NasdaqGS:NVDA) Blackwell B200 chips, with workloads expected to run on Google Cloud. Source: finance.yahoo.com
Nvidia stock fell as the company came under U.S. scrutiny for a loophole that may have allowed Chinese firms to acquire Nvidia AI chips. Source: investors.com
Sen. Elizabeth Warren is pressing Jensen Huang's Nvidia over export controls, China sales, Trump and data-center policy as Congress scrutinizes the AI chip... Source: cnbc.com
Nvidia on Monday unveiled its RTX Spark chip for Windows laptops at its GTC Taipei conference. Source: finance.yahoo.com
Taiwan Semiconductor Manufacturing Co. Chief Executive Officer C.C. Wei said the company's global chip supply will fall short of AI-fueled demand for years... Source: bloomberg.com
Printed circuit boards are a quiet but crucial part of every electronic, and the U.S. can't make enough for Nvidia and others in the AI boom. Source: cnbc.com
Chipmaker Broadcom missed Wall Street expectations for second-quarter revenue on Wednesday and its top executive left a previous 2027 sales forecast... Source: reuters.com
Growth was driven by semiconductor revenue from AI, which more than doubled to $10.8 billion. Source: wsj.com
What happened: Broadcom (AVGO) stock declined 12% in after-hours trading on Wednesday despite posting record revenue and operating profit in its fiscal... Source: finance.yahoo.com
Nvidia's announced entry into the PC chip market sent shares of AMD, Intel and Qualcomm lower as Wall Street recognized the threat. Source: cnbc.com