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Why Wall Street wasn’t won over by Nvidia’s big conference

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Despite investor fears of an AI bubble, Nvidia’s latest conference shows that most in the industry aren’t concerned by that possibility.

Why Wall Street wasn’t won over by Nvidia’s big conference Read More »

Meta strikes up to $100B AMD chip deal as it chases ‘personal superintelligence’

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Meta is buying billions of dollars in AMD AI chips in a multiyear deal tied to a 160 million-share warrant, deepening its push to diversify beyond Nvidia and expand data center capacity.

Meta strikes up to $100B AMD chip deal as it chases ‘personal superintelligence’ Read More »

How Ricursive Intelligence raised $335M at a $4B valuation in 4 months

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The reason why this nascent startup had VCs lining up is the founders.They are so famed in the AI world, everyone tried to hire them.

How Ricursive Intelligence raised $335M at a $4B valuation in 4 months Read More »

EXCLUSIVE: Positron raises $230M Series B to take on Nvidia’s AI chips

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The investment comes from backers including the Qatar Investment Authority as demand for chips beyond Nvidia soars and as Qatar aims to build out its AI infrastructure.

EXCLUSIVE: Positron raises $230M Series B to take on Nvidia’s AI chips Read More »

Microsoft won’t stop buying AI chips from Nvidia, AMD, even after launching its own, Nadella says

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Microsoft says its own chip leapfrogs those made by other cloud providers like Amazon and Google. But it needs more.

Microsoft won’t stop buying AI chips from Nvidia, AMD, even after launching its own, Nadella says Read More »

The US imposes 25% tariff on Nvidia’s H200 AI chips headed to China

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The Trump administration formalized its 25% cut of H200 chip sales in China with a tariff that applies to certain semiconductors.

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Nvidia’s reportedly asking Chinese customers to pay upfront for its H200 AI chips

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Nvidia is now requiring its customers in China to pay upfront in full for its H200 AI chips even as approval Stateside and from Beijing remains uncertain.

Nvidia’s reportedly asking Chinese customers to pay upfront for its H200 AI chips Read More »

AMD unveils new AI PC processors for general use and gaming at CES

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AMD announced the latest version of its AI-powered PC chips designed for a variety of tasks from gaming to content creation and multitasking.

AMD unveils new AI PC processors for general use and gaming at CES Read More »

Amazon reportedly in talks to invest $10B in OpenAI as circular deals stay popular

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Amazon is in early discussions to invest as much as $10 billion in OpenAI in a deal that would see the AI lab using the e-commerce giant’s AI chips.

Amazon reportedly in talks to invest $10B in OpenAI as circular deals stay popular Read More »

Nvidia is reportedly weighs ramping up H200 production to meet surging demand in China

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After successfully lobbying the Trump administration to approve the sales of its H200 chips to China, Nvidia is now thinking of adding capacity to produce more of the chips.

Nvidia is reportedly weighs ramping up H200 production to meet surging demand in China Read More »