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.
TSMC revenue reached $13.1 billion in April amid demand for AI chips
The world's largest chipmaker, TSMC, reported $13.1 billion in revenue in April, up 17.5% from a year earlier. Growth was driven by demand for GPUs and AI…
NVIDIA invests $2.1 billion in IREN's AI data center infrastructure
NVIDIA will invest up to $2.1 billion in data center operator IREN, combining its chip architecture with five-gigawatt infrastructure for AI.
Lip-Bu Tan won Trump's trust, but Intel seeks a breakthrough in the AI market
Since Lip-Bu Tan was appointed Intel CEO in March, the company's shares have remained flat as the chipmaker lags behind rivals in the rapidly growing AI market.
Anthropic in talks to raise $30 billion at a $900 billion valuation
Russian IT infrastructure market reaches 658 billion rubles amid AI development
Hugging Face sped up LLM inference by 22% with asynchronous batching
AI agent in one day: a local prototype without the cloud or developers
Cerebras raised $5.55 billion in the year's biggest IPO
AI chipmaker Cerebras raised $5.55 billion in its IPO, making it the largest public offering of the year — shares opened 89% above the listing price.
Cerebras Systems rose 81% in IPO — biggest AI chipmaker debut of 2026
Neural-network accelerator maker Cerebras Systems listed on Nasdaq and rose 81% on its first trading day, raising a sector-record $5.55 billion.
Cerebras founder Feldman made $3.2 billion from AI-chip IPO
Cerebras rose 68% on the debut day of 2026's largest IPO
Applied Materials to increase sales amid demand for AI chips
Cerebras IPO: the year's main event in the AI infrastructure market
SAP invests $1.16 billion in German startup Prior Labs and takes control of AI agents
SAP is acquiring the young German AI startup Prior Labs for $1.16 billion and taking over the development of its own AI technologies, while also restricting…
Samsung reached $1 trillion thanks to demand for AI chips
Samsung became the second Asian company after TSMC to surpass a $1 trillion market value thanks to demand for AI processors.