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Everything NVIDIA: GPU launches, data center dominance, earnings, CUDA ecosystem, and Jensen Huang's vision for AI computing.
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OpenAI’s Dots agent saved the day by spotting a calendar-email date mismatch that would have meant an empty room for a speaking gig. Access to personal workflows makes agentic AI feel like a genuine productivity tool rather than buzz.
NVIDIA consumer GPUs face relentless price inflation, with the RTX 5090 up 132% on average and overall Nvidia cards rising 66% year-over-year, driven...
The next major AI platform contest will center on power-efficient, trustworthy inference for robots, vehicles and factories, where systems must...
DOE, NIH, and Biohub's $1B+ partnership prioritizes open, AI-ready biological datasets and coordinated data generation to enable predictive models of...
AI infrastructure growth now hinges on surrounding components rather than GPUs alone.
Reaching $10 trillion by early 2028 requires NVIDIA to deliver sustained AI demand beyond supply limits.
NVIDIA designs the core GPU and reference Founders Edition card, while AIB partners like MSI and Gigabyte buy the chips to create custom versions.
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Amazon's move to stop using NDAs in local data center negotiations follows Microsoft's earlier shift and comes amid hundreds of U.S. moratoriums sparked by community opposition to AI infrastructure.
NVIDIA's $1 billion five-year commitment to AI, quantum computing, medicine and fusion energy positions the company as a strategic research platform...
NVIDIA is not planning to release any new GeForce RTX gaming graphics cards in 2026, according to multiple recent reports. This leaves the current RTX lineup as the company's sole offering for gamers this year.
Google Cloud's new Flexible Committed Use Discounts target rising GPU expenses by letting customers commit spend rather than fixed VM shapes.
Nvidia-backed Firmus shelved its $5 billion Australia IPO after investors balked at a $30.6 billion valuation, citing the firm's $30 billion debt...
NVIDIA may turn to Intel's advanced packaging for its upcoming Feynman GPU architecture between 2027-2029, according to an analyst roadmap.
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Hyperscalers like Google, Amazon, and Meta are building custom AI chips (TPUs, Trainium, MTIA) to cut costs, boost performance, and reduce supplier...
Industrial buyers should run the full production pipeline on target hardware rather than relying on headline TOPS or demos.
US semiconductor companies, the biggest AI boom beneficiaries, are expected to post about 136% earnings growth in the third quarter. This surge underscores how sharply AI infrastructure spending is lifting the sector.
Jensen Huang's National Medal of Science affirms NVIDIA's long-term strategy of evolving the GPU from a graphics chip into foundational infrastructure...
Thousands of DCGM Exporter instances are exposing GPU telemetry and profiling endpoints to the public internet, creating both reconnaissance and...
Steady inference workloads above 60-70% utilization now favor owned infrastructure over on-demand cloud rentals.
