AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
653 articles
Safety for physical AI systems covers hardware, software and rigorous validation. NVIDIA's Halos platform aims to deliver full-stack safety for autonomous vehicles and robots. Source: blogs.nvidia.com
Nvidia doesn't need to build the best standalone server processor to steal market share from companies that specialize in exactly that. Source: drrobertcastellano.substack.com
As head of the world's most valuable company and the chipmaker driving the AI boom, Jensen Huang has gained significant influence with President Trump. His stance has positioned him as a counterweight to voices warning about AI risks. Source: cnbc.com
Reuters reported on September 8, 2026, that ASML Holding intends to collaborate with major clients, including TSMC, on expanding manufacturing capabilities for AI chips. Source: finance.yahoo.com
Nvidia's co-founder told CBS News that predictions of AI wiping out humanity within a few years are irresponsible and lack scientific grounding. Source: cbsnews.com
Delta Electronics presented new infrastructure technologies designed for AI factories built on Nvidia's DSX AI Factory Platform. The platform combines reference designs and other components to support large-scale AI deployment. Source: engineering.com
Shares of major chipmakers including Nvidia, Broadcom and Marvell Technology fell after prominent AI figures called for a more cautious pace of development. The warnings rattled investors already nervous about the sustainability of the AI boom. Source: wsj.com
A team at the University of Edinburgh released a technical paper examining how LLMs are changing digital EDA workflows, moving from simple code generation toward orchestrating entire design processes. The study outlines this evolving role of AI within chip design tools. Source: semiengineering.com
Washington is renewing its focus on AI and defense infrastructure, including plans for a dedicated "AI Force" and an AI czar overseeing chip policy. Analysts point to Nvidia and other US firms as key beneficiaries of this shift in federal spending. Source: finance.yahoo.com
This year's AI Infra Summit, formerly known as the AI HW Summit, attracted more than 9,000 registered attendees over three busy days of sessions in Santa Clara. The event highlighted the rapid growth of interest in AI infrastructure and hardware. Source: forbes.com
In a CBS News interview, Nvidia CEO Jensen Huang argued tech firms should keep advancing AI despite recent calls for caution. He maintained that progress can continue without abandoning safety considerations. Source: cbsnews.com
Huawei is ramping up production of its Ascend 960 chips and expanding the Atlas 960 SuperPoD system as part of a broader push to offer an alternative to Nvidia's AI infrastructure. The move signals Huawei's ambition to compete more directly in high-end AI hardware. Source: channelinsider.com
British AI cloud provider Nscale, backed by Nvidia, disclosed in its US IPO filing that revenue soared 1,252% in the first half of 2026. The company is now looking to capitalize on that growth by going public. Source: reuters.com
Jensen Huang insists AI products must remain safe even as the industry debates whether frontier development should slow down. His comments come amid growing calls from some experts for a more cautious approach. Source: aa.com.tr
Huawei is speeding up development of its next-generation Ascend 960DT AI chip in an effort to challenge Nvidia's dominance. The move is part of China's broader push to close the gap in AI computing power. Source: techcrunch.com
Nvidia, Google and startup Emerald AI have launched an industry consortium aimed at promoting more flexible data center infrastructure. The initiative seeks to help facilities better adapt to fluctuating power and computing demands. Source: siliconangle.com
Nvidia's CEO says the company expects to sell twice as many chips in the coming year, reinforcing earlier growth projections. The forecast suggests strong momentum for at least the next six quarters. Source: cnbc.com
GlobalFoundries and Marvell Technology have broadened their partnership to boost production capacity for semiconductors used in high-speed data connectivity. The chips are key components supporting AI data center infrastructure. Source: reuters.com
Nvidia's top-end GPUs have long been considered unmatched, which is why they remain in high demand worldwide. But China's faster progress on homegrown AI chips is raising questions about how long that lead can hold. Source: fool.com
The newly formed AI Energy Management Alliance unites players across the AI and power supply chain to speed up integration of grid-friendly, adaptable data centers. The initiative aims to help data centers respond more dynamically to grid conditions while supporting AI growth. Source: blogs.nvidia.com