AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
653 articles
Nvidia is reportedly considering backing the financing of a huge data center project tied to OpenAI, deepening ties between the two companies. Critics say such arrangements raise fresh concerns about circular investment patterns in the AI industry. Source: axios.com
OpenAI is said to be close to securing a massive data center project worth around $500 billion, with Nvidia providing a $250 billion financial backstop. If finalized, it would rank among the largest AI infrastructure deals to date. Source: nytimes.com
Nvidia is said to be discussing a deal to guarantee $250 billion in financing for a massive OpenAI data center project. The facility would rank among the largest AI computing hubs ever built, with power supply tied to U.S. government-controlled infrastructure. Source: wsj.com
SK Hynix and Samsung together signed AI chip agreements worth $950 billion with Nvidia and Broadcom. Despite the scale of the deals, both companies' stocks fell on Monday as investors took profits. Source: beincrypto.com
Nvidia has finalized a $500 billion AI memory agreement with SK Hynix, while Samsung and Broadcom struck a separate $200 billion deal. Together, the agreements mark a major shift in the global supply chain for AI chips. Source: thestreet.com
Nvidia has expanded its Agent Toolkit for engineering by integrating PhysicsNeMo and CUDA-X libraries as ready-to-use AI agent tools. The move aims to give AI agents deeper capabilities in design, simulation, and engineering workflows. Source: nvidianews.nvidia.com
Nvidia says it is now running its chip design software on its own Vera CPUs combined with AI agents. The company's engineers are using this setup to help design the next generation of Nvidia GPUs. Source: siliconangle.com
SK Group and NVIDIA unveiled plans for a partnership worth more than $500 billion to build AI infrastructure capable of meeting soaring demand for computing power. The deal spans AI data centers as well as next-generation memory chip development. Source: nvidianews.nvidia.com
The AI boom depends on both powerful chips and the memory that keeps them supplied with data. Nvidia has now secured a long-term agreement with SK Hynix to support a massive expansion of data center capacity. Source: briefs.co
Samsung Electronics announced a partnership with U.S. chip designer Broadcom worth $200 billion, covering memory chips, contract manufacturing and related AI chip cooperation. The deal is seen as a boost to Samsung's efforts to expand its foundry operations. Source: cnbc.com
Nvidia and South Korea's SK Group announced a joint initiative worth more than $500 billion, covering massive AI data centers and next-generation memory technology. The partnership marks one of the largest AI infrastructure deals to date. Source: reuters.com
Nvidia CEO Jensen Huang used his very first post on X to share an open letter addressed to US policymakers. The letter, backed by several major tech firms, calls on Washington to protect the future of open-source AI. Source: businessinsider.com
A close ally of Xi Jinping is spearheading China's intense push to develop domestic alternatives to American AI chips. Chinese AI firms have reportedly been warned against relying on foreign hardware as Beijing races to gain ground in the chip competition. Source: wsj.com
AMD officially unveiled its Helios rack-scale AI system, with CEO Lisa Su confirming it has entered full production. The launch marks AMD's most direct challenge yet to Nvidia's dominance in the AI hardware market. Source: finance.yahoo.com
AMD says the second generation of its AI servers, designed to rival Nvidia's top offerings, has entered full-scale production. Shipments to customers are expected to begin within months. Source: reuters.com
AMD announced a new partnership with Cerebras that will allow customers to distribute AI inference workloads across both companies' hardware. The collaboration aims to combine strengths of both platforms for more efficient inference processing. Source: axios.com
Etched Inc., which develops chips optimized specifically for AI inference, announced a new $300 million funding round. The raise pushes the startup's valuation past $10.3 billion, more than double its previous value. Source: siliconangle.com
NVIDIA and the Korea Advanced Institute of Science and Technology (KAIST) announced a new joint AI research lab based at KAIST's campus. The initiative aims to speed up AI research and innovation across the country. Source: nvidianews.nvidia.com
Nvidia CEO Jensen Huang believes America has nothing to fear from China's open-source AI models — and everything to fear from the growing campaign to ban... Source: axios.com
Advanced Micro Devices will sell Anthropic tens of billions of dollars' worth of AI servers and invest as much as $5 billion in the Claude maker,... Source: reuters.com