AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
658 articles
Alphabet will start selling custom AI chips, presenting a challenge to the leader in data center AI-enabling chips, Nvidia, and its graphics processing... Source: fool.com
US curbs on advanced chips pushed China to focus on its own semiconductor ecosystem. And while it trails at the very cutting edge, China's "good‑enough"... Source: dw.com
Prices for high-end AI servers in China are diverging sharply from global benchmarks, with systems built around Nvidia's B300 chips now fetching... Source: digitimes.com
Nvidia sinks on report of global AI chip export rules ... Investing.com -- NVIDIA Corporation (NASDAQ:NVDA) fell 1.7% Thursday afternoon and Advanced Micro... Source: investing.com
As Anthropic's sales explode, straining the servers it uses, the company is considering adding another source of AI server chips in addition to existing... Source: theinformation.com
NVIDIA (NasdaqGS:NVDA) has been selected by the U.S. Department of Defense to supply AI tools for classified military and intelligence environments. Source: finance.yahoo.com
The deals come as the DOD has doubled down on diversifying its exposure to AI vendors in the wake of its controversial dispute with Anthropic over usage... Source: techcrunch.com
The Pentagon has struck agreements with more technology companies for expanded use of advanced artificial intelligence tools on classified military networks... Source: bloomberg.com
Contracts give Defense Department more AI options after it declared Anthropic a supply-chain risk. Source: wsj.com
Nvidia, AMD and other chip stocks tied to the buildout of data centers for artificial intelligence fell Tuesday on a report that ChatGPT creator OpenAI... Source: msn.com
The Department of Defense said agreements with eight companies would help establish the 'United States military as an AI-first fighting force.' Source: latimes.com
Huawei expects revenue from its AI chips to jump at least 60% this year, boosted by strong demand for domestic offerings from Chinese companies,... Source: reuters.com
It's Big Tech week on Wall Street. On Wednesday, we got quarterly results from Alphabet, Meta, Microsoft, and Amazon. Shocker: They're all still spending a... Source: marketplace.org
Broadcom is up 112% in a year, just posted record quarterly revenue, and guided Q2 dramatically above what Wall Street expected. Source: tikr.com
Huawei is set to capture the largest share of China's AI chip market this year, with sales jumping by at least 60 per cent amid strong demand from Chinese... Source: ft.com
Amazon plans to sell Trainium AI chips to external customers, putting the cloud giant in competition with Nvidia, a major supplier. Source: businessinsider.com
Samsung Electronics reported an over eight-fold increase in first-quarter operating profits, hitting a new record and beating analysts' estimates. Source: cnbc.com
Amazon's chips business saw nearly 40% quarter-over-quarter growth in Q1, and it has momentum. Source: aboutamazon.com
Samsung Electronics on Thursday reported record quarterly profit driven by a 49-fold jump in chip income, saying it expects the momentum to continue as... Source: reuters.com
Chinese AI chipmaker Cambricon Technologies Corp.'s shares surged 14% in Shanghai, after its first-quarter sales more than doubled thanks to Beijing's push... Source: bloomberg.com