AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
258 articles
What does an AI company do after one of those not-acqui-hire deals? Groq raised money, is leaning into its neocloud business, and is hiring new execs. techcrunch.com
The company says it has eliminated “pretty much all water usage” with its new liquid cooling design. fortune.com
ISC High Performance 2026 -- NVIDIA today announced that a record 35 NVIDIA AI HPC supercomputers are in development across Europe — equipping more than 3... nvidianews.nvidia.com
Qualcomm Inc. is in advanced talks to acquire Modular Inc. in a transaction valuing the artificial intelligence infrastructure software company at about $4... bloomberg.com
Qualcomm is in advanced discussions to acquire Modular Inc in a transaction valuing the AI chip company at about $4 billion, Bloomberg News reported on... reuters.com
Nvidia has committed a direct $2 billion investment into Nebius Group (NASDAQ: NBIS), backing the company's ambitions to scale AI data center... foreignpolicyjournal.com
AMD and South Korean semiconductor startup MangoBoost are joining forces to expand adoption of heterogeneous computing based on open ecosystems,... thelec.net
China is challenging US leadership in both AI hardware and software, with Europe unlikely to catch up. bruegel.org
Nebius Group (NasdaqGS:NBIS) announced a £1.7b UK AI infrastructure expansion, including three advanced data centers. The company is partnering with NVIDIA... simplywall.st
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... tomshardware.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... bloomberg.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... nbcnews.com
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. wsj.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. techcrunch.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... finance.yahoo.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... brookings.edu
Nvidia stock is lagging behind the wider semiconductor sector as big customers face pressure to make their AI spending more efficient. 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... reuters.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. theinformation.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... ourworldindata.org