AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
462 articles
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
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
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
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
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'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
Apollo, Blackstone and BlackRock are among the firms that have committed to the new AI financing arrangement with Nvidia. The deal aims to channel massive third-party capital into AI infrastructure projects. Source: wsj.com
Nvidia signed memorandums of understanding with Apollo Global Management, Blackstone, BlackRock, Brookfield Asset Management, Goldman Sachs and KKR to build out AI financing platforms. CEO Jensen Huang told CNBC that Nvidia's chips now represent a genuine investable asset class. Source: cnbc.com
According to The Information, Microsoft plans to launch its next-generation Maia 300 AI chip this fall, possibly as early as next month. The report cites people familiar with the company's plans. Source: reuters.com
The world's largest financial institutions are collaborating with Nvidia to put together a funding package exceeding $500 billion for AI infrastructure development. The initiative reflects the scale of capital needed to keep up with AI demand. Source: ft.com
Nvidia is partnering with a group of leading Wall Street firms to provide roughly half a trillion dollars in funding to support its AI customers. The financing is meant to accelerate the buildout of AI infrastructure worldwide. Source: axios.com
Major US investment firms including Apollo Global Management, Blackstone, BlackRock and Brookfield Asset Management are joining forces with Nvidia on a massive financing initiative. The partnership aims to support the rapid expansion of AI infrastructure. Source: bloomberg.com
Nvidia announced strategic partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to build independent financing platforms for AI compute infrastructure. The goal is to mobilize more than $500 billion in third-party capital to fund AI data center buildouts. Source: nvidianews.nvidia.com
Nvidia has officially confirmed the huge AI financing partnership, highlighting its intensified push to secure capital for the ongoing AI boom. Shares of financial firms involved in the deal rose following the announcement. Source: investors.com
Nvidia announced partnerships with six major financial institutions aimed at mobilizing third-party capital for AI infrastructure projects. The move is designed to support the continued expansion of so-called AI factories. Source: pymnts.com
Chinese chipmaker Cambricon's rapid growth—from inference chips into training hardware—illustrates a market Musk and others may have underestimated. The trend shows both Chinese and US hyperscalers actively working to cut their reliance on Nvidia. Source: drrobertcastellano.substack.com
In early August 2026, AMD teamed up with Spectro Cloud and Supermicro to launch Instinct Coder, a ready-to-deploy enterprise AI inference platform built on Instinct MI325X GPUs. The move could strengthen AMD's competitive position in the enterprise AI infrastructure market. Source: simplywall.st