AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
653 articles
Huawei is expanding its push to supply chips and data center infrastructure to Egypt, extending the broader US-China competition over AI technology into new regions. The move signals Huawei's ambition to grow its footprint in markets beyond China amid ongoing restrictions from the US. Source: bloomberg.com
Nvidia is expanding its support for open-source AI models developed in China, even as it warns that the White House may tighten export restrictions. The move highlights the tension between Nvidia's global business interests and rising US-China tech tensions. Source: cnbc.com
Nvidia CEO Jensen Huang used a record-breaking $96 billion quarterly result to push back against growing concerns about an AI bubble. The massive revenue figure underscores continued strong demand for Nvidia's AI chips despite market skepticism. Source: observer.com
Nvidia's GTC event continues to serve as the company's main stage for unveiling AI hardware and software advances. No additional details were provided in this snippet. Source: nvidia.com
Nvidia has reportedly stopped entering into revenue-sharing arrangements with AI cloud companies, according to an exclusive report. No further details on the reasons or scope of the pause were disclosed. Source: wsj.com
Investor Michael Burry pointed to Nvidia's massive $500 billion AI-related financing arrangements as evidence of a convoluted money cycle propping up chip sales. He suggested the circular flow of investment raises questions about the sustainability of the AI spending boom. Source: finance.yahoo.com
AWS and NVIDIA announced plans to deploy an additional 2 million GPUs along with next-generation infrastructure. The buildout is aimed at supporting agentic AI systems and physical AI applications like robotics. Source: nvidianews.nvidia.com
According to reports, Nvidia has been negotiating a potential acquisition of Hugging Face valued at more than $13 billion. The deal would mark one of Nvidia's largest moves yet into the AI software and model-hosting ecosystem. Source: businessinsider.com
Amazon has tripled its order of Nvidia chips, citing rapidly rising demand for AI computing capacity. The move signals continued aggressive investment by major cloud providers into AI infrastructure. Source: techcrunch.com
Nvidia reported profit nearly doubling to $59.69 billion, driven by massive spending on AI infrastructure from cloud providers and enterprises. The results underscore how central Nvidia's chips have become to the current AI buildout. Source: nytimes.com
Nvidia released its first-ever year-ahead guidance, predicting roughly 70% growth, in a move seen as a response to critics warning of an AI bubble. The forecast is meant to reassure investors skeptical about so-called 'circular financing' concerns in the AI sector. Source: fortune.com
Apple has announced its next-generation M6 and M5 Ultra chips, aimed at significantly boosting computing power for AI workloads. The new silicon is positioned as a major step up in both general performance and AI-focused compute. Source: apple.com
Early results for the chip codenamed Jalapeño reportedly show industry-leading performance in AI inference tasks. The figures highlight both processing speed and energy efficiency as key strengths. Source: openai.com
According to reports, OpenAI's in-development Jalapeño chip is claimed to surpass Nvidia's Blackwell in performance. Details remain limited, but the comparison suggests OpenAI is pushing further into custom AI hardware. Source: newsletter.semianalysis.com
AMD presented its MI400 architecture at Hot Chips 2026, explaining the engineering behind building a massive GPU for its Helios server racks. The presentation focused on the design choices needed to scale performance for AI workloads. Source: servethehome.com
Nvidia confirmed that its Groq 3 LPX inference accelerator has entered full-scale production. The chip is aimed at powering agentic AI applications requiring fast inference performance. Source: yellow.com
Elon Musk's SpaceX intends to send orbital data centers equipped with Nvidia hardware into space by the end of next year. The plan aims to bring AI computing capacity directly into orbit. Source: marketwatch.com
NVIDIA announced that SpaceXAI will deploy its new Vera CPUs to power the next generation of agentic AI systems. This marks one of the first large-scale deployments of NVIDIA's custom CPU designed specifically for AI workloads. Source: nvidianews.nvidia.com
Nvidia's upcoming earnings report could ripple through the entire tech sector and stock market. Investors are watching closely for signs the AI boom still has momentum. Source: google.com
Nvidia is reportedly in talks to invest in Perplexity as part of a funding round that would value the AI search startup above $30 billion. Source: google.com