AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
653 articles
Nvidia has officially closed its $13 billion purchase of the open-source AI platform Hugging Face. CEO Jensen Huang described the move as a strategic step to deepen Nvidia's presence in the AI development ecosystem. Source: mashable.com
Nvidia announced a collaboration with a growing network of Australian NVIDIA Cloud Partners and AI infrastructure providers to expand local computing capacity. The initiative aims to strengthen Australia's AI data center ecosystem. Source: nvidianews.nvidia.com
According to the New York Times, the U.S. Department of Justice is looking into whether Nvidia structured its licensing agreement with AI chip startup Groq to sidestep antitrust scrutiny. The probe reportedly focuses on how the deal was designed and its potential competitive implications. Source: reuters.com
Sharon AI plans to deploy as many as 68,000 NVIDIA GPUs as part of its AI computing buildout. Meanwhile, IREN is using Nvidia's platform for an 800-megawatt data center campus in South Australia. Source: stocktitan.net
U.S. antitrust officials are investigating whether Nvidia's deal with AI chipmaker Groq was designed to avoid regulatory oversight. The case adds to growing scrutiny of Nvidia's dominant position in the AI chip market. Source: nytimes.com
Analysts say Nvidia's $13 billion acquisition of Hugging Face extends its influence beyond chips and CUDA into the models, developers and agents that shape the AI ecosystem. The deal is seen as strengthening Nvidia's broader platform moat in AI development. Source: forbes.com
Nvidia and CrowdStrike are jointly building AI models aimed at closing a key gap in cybersecurity: giving defenders practical tools to use AI in real-world threat detection and response. The partnership focuses on embedding AI more deeply into security operations. Source: wsj.com
Qualcomm announced Amazon could purchase up to $60 billion worth of its AI data-center chips and related hardware as part of a long-term partnership. As part of the agreement, Qualcomm also gave Amazon the right to buy roughly $4 billion of its stock. Source: reuters.com
Qualcomm CFO Akash Palkhiwala discussed the company's new agreement to develop custom chips for Amazon Web Services' AI infrastructure in a Bloomberg TV interview. He outlined how the deal fits into Qualcomm's broader push into the data-center market. Source: bloomberg.com
Qualcomm confirmed it has won a contract to supply Amazon with AI chips as well as networking hardware, including optical networking components. The deal expands Qualcomm's footprint in data-center infrastructure beyond mobile chips. Source: siliconangle.com
AMD shares rose sharply after Amazon's massive AI chip agreement with Qualcomm signaled strong demand for alternatives to Nvidia. The deal also indirectly benefits AMD by helping finance another competitor in the same target market. Source: finance.yahoo.com
Google Cloud CEO Thomas Kurian said the company's AI chip business is now more than twice the size of its nearest rival, giving a lift to Google's stock. The comments highlight Google's growing ambitions in custom AI silicon alongside its cloud services. Source: investors.com
Australian firm Firmus announced a multi-year agreement to provide OpenAI with computing capacity from two data centres in Malaysia. The deal expands OpenAI's compute footprint in Southeast Asia and underscores Nvidia's growing web of infrastructure partnerships. Source: reuters.com
AMD stock gained around 2% in Asian trading following the unveiling of a new high-end workstation priced above $100,000, aimed at AI workloads. The system is expected to launch in 2027 as part of AMD's push into premium AI hardware. Source: finance.yahoo.com
At IFA 2026, AMD presented new chips, locally run AI models, its Project Zenith initiative, and a 96-core Threadripper Halo Station. The announcements point to AMD's broader ambitions in both consumer and agentic AI computing. Source: mashable.com
A new report about a blacklisted Chinese server maker's US subsidiary has raised fresh doubts ahead of a planned US-China summit on AI. The revelation highlights ongoing concerns over enforcement gaps in chip export controls targeting China. Source: asiatimes.com
Nvidia's six presentations at Hot Chips 2026 conveyed a single core message: competition in AI hardware is no longer just about individual chip performance. Instead, the focus is shifting toward building entire integrated AI factory systems. Source: tspasemiconductor.substack.com
CEO Jensen Huang describes Nvidia not as a chipmaker but as a full-stack 'AI factory' platform provider, a shift that's redirecting massive hyperscaler investments. This repositioning reflects Nvidia's ambition to control more of the AI computing stack beyond just GPUs. Source: 247wallst.com
CEO Jensen Huang confirmed the long-rumored deal in a Thursday blog post, adding that Nvidia intends to keep Hugging Face operating as an open platform. Source: broadbandbreakfast.com
Chinese chipmaker Enflame, which is preparing for an IPO, posted a 1400% jump in quarterly revenue, underscoring how fast domestic rivals are catching up with Nvidia. Source: reuters.com