AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
653 articles
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
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
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
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
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
A recent New York Times headline says it all: “Trump Approved a Nvidia Chip for Sale in China. Beijing Doesn't Want It.” The administration endured... Source: brookings.edu
Nvidia stock is lagging behind the wider semiconductor sector as big customers face pressure to make their AI spending more efficient. Source: barrons.com
Nvidia said on Monday it would raise $25 billion through a U.S. bond issuance, as it taps the debt market to increase liquidity for the first time since... Source: reuters.com
Chipmaking giant Nvidia Corp. sold $25 billion of high-grade bonds, joining a wave of jumbo debt offerings from tech heavyweights as investors clamor to get... Source: latimes.com
Qualcomm has been in talks to buy Tenstorrent, a startup that designs chips for AI, according to a person with direct knowledge of the deal. Source: theinformation.com
Shares of Qualcomm have surged more than 60% in less than eight weeks as the company looks to carve out a bigger slice of the growing AI pie.... Source: sherwood.news
Nvidia is set to raise capital in a debt sale for the first time since 2021, when the chipmaker was a fraction of its current size. Source: cnbc.com
Spending on the hardware that trains and runs artificial intelligence has grown rapidly over the past years. One of the clearest indicators of how rapidly... Source: ourworldindata.org
Chinese technology company ByteDance is in talks with Shanghai-based Iluvatar CoreX to purchase AI chips for inference work and is also considering a... Source: reuters.com
KKR, together with the Kuwait Investment Authority (KIA), NVIDIA and Vistra announced the launch of Helix Digital Infrastructure (Helix), a new company... Source: thefastmode.com