AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
658 articles
NVIDIA introduced the Open Agent Safety Platform, an open-source software stack and reference design meant to strengthen security around AI agents from testing through deployment. Source: nvidianews.nvidia.com
Beijing is reportedly considering a plan that would let major domestic tech firms like ByteDance and Alibaba buy NVIDIA's new AI chips. The move would mark a shift in China's approach to controlling access to advanced foreign semiconductors. Source: businesskorea.co.kr
According to sources, China's government has signaled openness to allowing select domestic companies to purchase a new NVIDIA chip designed for high-end professional computers. The potential policy shift could ease tensions around AI chip access between the two countries. Source: theinformation.com
NVIDIA explains how its DSX MaxLPS system helps AI data centers avoid wasted power capacity. Since facilities are typically built for worst-case peak GPU power draw, better power management can unlock significant extra throughput and efficiency. Source: developer.nvidia.com
The global market for AI chips used in data centers is expected to grow from $124 billion today to $860 billion by 2030, according to a new forecast. The surge reflects booming demand for computing power to train and run large AI models. Source: m.ajupress.com
Advanced Micro Devices has surpassed a $1 trillion market valuation after reaching its $600 price target, fueled by major AI chip deals. Analysts now see the company's AI GPU business as the key driver for further stock gains, with $1,000 per share seen as the next milestone. Source: seekingalpha.com
Nvidia CEO Jensen Huang made another bold prediction on September 17, 2026, this time at an AI summit hosted by King Charles III. His commitment to double chip production reportedly commits over a third of the world's high-bandwidth memory supply. Source: shattered.io
Both Chinese tech giants announced updates on their semiconductor and AI infrastructure efforts, spanning custom AI chips, computing clusters, and new models. The news signals continued momentum in China's push for AI hardware independence. Source: hpcwire.com
A reflection on how far AI technology has come, even without sci-fi staples like flying cars: some current AI capabilities already surpass what was once considered futuristic, including systems that approach problems the way chip designers do. Source: eejournal.com
AMD's new Ryzen AI Embedded X100 Series is built to run agentic AI workloads at the edge, supporting more simultaneous agents thanks to unified memory, x86 compatibility, and long product lifecycles. Source: amd.com
Oracle and AMD are teaming up on a unified strategy covering compute, networking, software, and flexible deployment options for enterprise AI. The Helios platform plays a key role in this joint push. Source: blogs.oracle.com
Nvidia's stock stalled in its push toward new record highs, with growing competition from Google's AI chips seen as a key factor. Shares ended the session down 1.4%. Source: barrons.com
Supermicro has begun delivering fully liquid-cooled rack systems built for Nvidia's next-generation Vera Rubin NVL72 platform. The company says its DCBBS infrastructure covers all essential components needed to speed up deployment. Source: ir.supermicro.com
A wave of new domestically developed chips and AI models is boosting Beijing's confidence just as a U.S.-China summit begins. The progress signals to Washington that sanctions haven't stopped China's tech ambitions. Source: cnbc.com
AMD's Versal AI Edge Series Gen 2 combined with the Vitis AI toolkit is designed to speed up deployment of production-grade edge and physical AI systems. Source: amd.com
Huawei says domestic demand for its Ascend AI chips now exceeds available supply, forcing it to cut back on exports abroad. Its Atlas cluster, built from 15,488 chips, highlights the scale — and consequences — of this shift. Source: shattered.io
NVIDIA and its partners are helping regional governments push AI beyond pilot projects into full-scale production, relying on open models, developer tooling and a wide network of collaborators. Source: blogs.nvidia.com
AMD's market value has surged past $1 trillion, with its stock climbing above $600 amid a wave of price hikes. The move signals a notable shift in the competitive balance against Nvidia in the AI chip market. Source: thestreet.com
As Apple's newest desktop machines begin shipping this Tuesday, company executives are pitching them to enterprise customers as a cheaper alternative for running AI workloads compared to rival offerings. Source: reuters.com
Qualcomm has introduced a new Android chipset designed with AI workloads in mind, even as a shortage of memory components pressures the smartphone industry. Analysts expect global smartphone shipments to fall 14% in 2026. Source: cnbc.com