NVIDIA
NVIDIA designs the GPUs that train and run virtually every major AI model, from the H100 to the Blackwell generation. Its CUDA software stack and data-center chips made it one of the most valuable companies on Earth and the bottleneck of the AI boom. All our NVIDIA coverage: chips, earnings and ecosystem news.

NVIDIA developed a skills verification system for managing AI agents
NVIDIA introduced an approach to verifying and managing skills — the instructions an AI agent uses. This allows organizations to scale autonomous systems safely.

Alibaba Introduces Its Own AI Chip for Neural Network Training and Inference
The Chinese tech giant unveiled its own processor, strengthening vertical integration in AI development and reducing dependence on Nvidia.

NVIDIA Released AI-Q for Deep Research in Agent Frameworks
NVIDIA introduced AI-Q — a specialized component for delegating complex research to a separate backend. Supports enterprise data via MCP and works with Claude Code…

Jensen Huang and Michael Dell on the AI-agents revolution and memory

AMD Soars on the Wave of AI Chip Demand

IREN invests $2.1 billion with Nvidia to develop AI clouds

Melbourne becomes a center for AI research with the MAVERIC supercomputer

Fujikura shares plummeted 17% on disappointing AI demand forecast
Shares of Japanese company Fujikura Ltd. lost 17% of their value following the publication of a three-year forecast that fell short of market expectations for AI…

Nvidia H200 export deal to China stalled at Trump-Xi summit
Trump flew to Beijing with Nvidia CEO Jensen Huang and promised journalists changes in high-tech chip trade.

CoreWeave on a record rally: investors demand proof it can deliver on its plans
Shares of cloud infrastructure company CoreWeave are surging in 2026, but investors want proof it can execute on its ambitious growth plans.

AMD surges on $11.2 billion forecast amid AI chip boom
AMD, Nvidia's main competitor in the artificial intelligence chip segment, soared to record levels after publishing its second-quarter revenue forecast.













