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.

Brookfield buys cloud provider Ori Industries in a big bet on AI chips
Canadian investment giant Brookfield Asset Management has acquired Ori Industries, a cloud company that rents out chips, a sign that the AI race is only gaining…

AI bubble becomes credit investors' biggest fear for the first time
A Bank of America survey found that, for the first time ever, the "AI bubble" has been named the top threat to credit markets. What is behind this shift in…

Nvidia's quarterly report will determine the fate of the AI hardware market
Nvidia's fourth-quarter results will be a litmus test for the entire AI hardware industry. The stock is up 1500% over three years — but can the company live up to…

Hitachi bets on industrial expertise in the physical AI race

Taalas takes on the GPU: hardwired logic over flexibility for 17,000 tokens per second

SK Hynix ramps up production of AI memory chips amid the global data-center boom

Google pays cloud providers to switch to its own accelerators

Altman admits Chinese AI is growing "surprisingly fast"
OpenAI's CEO publicly acknowledged the rapid progress of Chinese rivals. Behind the compliment lies anxiety, and possibly a bid for new investment and lighter…

G42 and Cerebras deploy 8 exaflops of compute power in India
Emirati tech company G42 is joining forces with US chipmaker Cerebras to deploy 8 exaflops of compute infrastructure in India — and that shifts the balance in the…

OpenAI is raising $100 billion at a valuation above $850 billion

India gathers global AI leaders at a four-day summit

OpenAI and TSMC prepare to launch OpenAI's in-house Titan AI chips

Nvidia and Meta change the rules: the end of the era of standalone chips

Lenovo and Nvidia join forces to build AI factories
Lenovo and Nvidia launch the "Lenovo AI Cloud Super Factory". OpenAI invests in AI for healthcare in Africa.

Indian AI summit gathers leaders from OpenAI, Nvidia, and Google
A four-day AI summit is underway in India with the participation of major tech giants and heads of state. Key challenges and the future of the industry are being…









