AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
462 articles
Cerebras CMO Julie Choi says the AMD Helios and Cerebras Wafer-Scale Engine partnership delivers 5X higher throughput for disaggregated AI inference. Source: siliconangle.com
Penguin Solutions CEO Kash Shaikh appeared on CNBC on July 29 with his thesis for the current AI cycle: “Memory is the new compute, especially with agentic... Source: 247wallst.com
South Korean technology giant Samsung Electronics has reported a record operating profit of $62 billion for the April-June quarter. Source: washingtonpost.com
SK Hynix, a leading memory chipmaker, reported stratospheric sales and profits on Wednesday. But it was not enough to calm skittish investors. Source: nytimes.com
As part of its Advancing AI launch event last week, AMD unveiled ROCm.ai, a new “developer experience” that introduces AI coding agents into AMD's ROCm... Source: hpcwire.com
Deploying an AI coding assistant in a regulated, sovereign, or source-sensitive environment, often comes with challenges. Three common issues are: the... Source: developer.nvidia.com
South Korea's SK hynix reported a staggering 1,242% year-on-year jump in second-quarter net profit. The surge was fueled by booming demand for memory chips used in artificial intelligence hardware. Source: finance.yahoo.com
OpenAI is said to be close to securing a massive data center project worth around $500 billion, with Nvidia providing a $250 billion financial backstop. If finalized, it would rank among the largest AI infrastructure deals to date. Source: nytimes.com
Nvidia is reportedly considering backing the financing of a huge data center project tied to OpenAI, deepening ties between the two companies. Critics say such arrangements raise fresh concerns about circular investment patterns in the AI industry. Source: axios.com
According to CNBC, Nvidia and OpenAI are negotiating a financial backstop worth as much as $250 billion to support OpenAI's plans to lease new AI data center capacity. The talks highlight the scale of infrastructure investment needed to support future AI growth. Source: cnbc.com
Nvidia is reportedly working on a new round of AI-related deals worth more than $750 billion, further accelerating its investment spree. Skeptics warn the pattern artificially inflates demand by funneling money back into companies that in turn buy Nvidia's chips. Source: bloomberg.com
Nvidia is said to be discussing a deal to guarantee $250 billion in financing for a massive OpenAI data center project. The facility would rank among the largest AI computing hubs ever built, with power supply tied to U.S. government-controlled infrastructure. Source: wsj.com
Nvidia has expanded its Agent Toolkit for engineering by integrating PhysicsNeMo and CUDA-X libraries as ready-to-use AI agent tools. The move aims to give AI agents deeper capabilities in design, simulation, and engineering workflows. Source: nvidianews.nvidia.com
Nvidia says it is now running its chip design software on its own Vera CPUs combined with AI agents. The company's engineers are using this setup to help design the next generation of Nvidia GPUs. Source: siliconangle.com
Nvidia has finalized a $500 billion AI memory agreement with SK Hynix, while Samsung and Broadcom struck a separate $200 billion deal. Together, the agreements mark a major shift in the global supply chain for AI chips. Source: thestreet.com
SK Hynix and Samsung together signed AI chip agreements worth $950 billion with Nvidia and Broadcom. Despite the scale of the deals, both companies' stocks fell on Monday as investors took profits. Source: beincrypto.com
The AI boom depends on both powerful chips and the memory that keeps them supplied with data. Nvidia has now secured a long-term agreement with SK Hynix to support a massive expansion of data center capacity. Source: briefs.co
SK Group and NVIDIA unveiled plans for a partnership worth more than $500 billion to build AI infrastructure capable of meeting soaring demand for computing power. The deal spans AI data centers as well as next-generation memory chip development. Source: nvidianews.nvidia.com
Samsung Electronics announced a partnership with U.S. chip designer Broadcom worth $200 billion, covering memory chips, contract manufacturing and related AI chip cooperation. The deal is seen as a boost to Samsung's efforts to expand its foundry operations. Source: cnbc.com
Nvidia and South Korea's SK Group announced a joint initiative worth more than $500 billion, covering massive AI data centers and next-generation memory technology. The partnership marks one of the largest AI infrastructure deals to date. Source: reuters.com