AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
653 articles
Nvidia confirmed that Lenovo and Acer will release the first Windows PCs built around its RTX Spark chip starting in October. The launch is part of Nvidia's broader effort to bring AI computing power into consumer desktop machines. Source: reuters.com
Nvidia is acquiring the AI developer platform Hugging Face in a deal valued at nearly $13 billion. CEO Jensen Huang stressed that Hugging Face will remain open to the entire AI ecosystem, with no requirement to use Nvidia hardware to build or deploy on it. Source: aa.com.tr
A survey found that enterprises now favor non-Nvidia chips over Nvidia's upcoming GPU generation by a 14-point margin in their evaluation plans. The shift suggests growing enterprise interest in alternative AI chip suppliers. Source: venturebeat.com
Broadcom raised its forecast for AI-related chip revenue, citing continued heavy investment from major tech companies. The upgrade signals no slowdown yet in demand for custom AI silicon. Source: reuters.com
A new version of the Lemonade local AI server, 11.9, has been released featuring an AMD ROCm HRX backend. The update targets users running AI models locally on AMD hardware. Source: phoronix.com
Broadcom reported record quarterly revenue for its fiscal Q3 2026, fueled largely by strong demand for AI chips. The results underscore the company's growing role as a key supplier for AI infrastructure. Source: qz.com
This episode covers Nvidia's $3.5 billion investment tied to MediaTek and broader shifts happening across different layers of the AI technology stack. The discussion examines how such deals reflect changing dynamics among chipmakers and AI infrastructure players. Source: michaelparekh.substack.com
Nvidia and CrowdStrike announced a partnership aimed at advancing security solutions built around autonomous AI agents. The collaboration focuses on strengthening defenses as agentic AI systems become more integrated into enterprise environments. Source: blogs.nvidia.com
A commentary piece argues that financial dealmakers are positioning Nvidia as a dominant force shaping the AI economy, akin to an industrial baron of past eras. The piece frames Nvidia's growing influence through the lens of investment and financing structures built around its AI hardware dominance. Source: reuters.com
Nvidia is investing $3.5 billion in MediaTek, deepening ties as part of a broader push to control key parts of the AI chip supply chain used by major tech firms. Source: techcrunch.com
Nvidia is putting $3.5 billion into MediaTek as part of an expanded partnership focused on AI chip development. Source: siliconangle.com
South Korea has proposed a record 2027 budget of $597 billion, with a significant portion earmarked to accelerate national AI investment. Source: reuters.com
Nvidia is investing $3.5 billion in MediaTek in a move seen as reinforcing its role as a gatekeeper in the AI chip market. Source: app.dealroom.co
As the AI boom puts pressure on global supply chains, the Trump administration is reportedly evaluating expanded tariffs on semiconductor imports. The move could affect chipmakers and tech companies reliant on international manufacturing for GPUs and other AI hardware. Source: internationalfinance.com
Nvidia is increasingly differentiating itself through software, networking, and full-stack systems rather than chip performance alone. This broader ecosystem is becoming central to how the company maintains its lead in AI infrastructure. Source: techcrunch.com
Blue Owl Capital is spearheading a $2.4 billion financing package to support IREN's build-out of an AI factory powered by Nvidia's Blackwell Ultra infrastructure. The investment underscores growing capital flows into large-scale AI compute facilities. Source: pulse2.com
Amazon has reportedly tripled its orders for AI chips as it scales up its network of suppliers tied to robotaxi development. The move signals deeper investment in both AI compute and autonomous vehicle infrastructure. Source: finance.yahoo.com
Nvidia's partnership with Hugging Face appears driven less by collaboration and more by strategy against a major competitive threat. Analysts suggest the deal is a defensive move to strengthen Nvidia's position in the software layer of AI development. Source: time.com
Nvidia is pouring massive capital into securing its supply chain, a move seen as a high-stakes wager on sustained AI chip demand. The scale of the investment underscores how central Nvidia has become to the entire AI hardware ecosystem. Source: wsj.com
Nvidia's outsized earnings from AI chips are rippling across the whole tech sector, benefiting partners and suppliers alike. The company's grip on the GPU market continues to shape how the broader AI industry grows and invests. Source: axios.com