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.
OpenAI introduced its first AI model based on Cerebras chips
OpenAI has launched GPT-5.3-Codex-Spark, a new coding model based on Cerebras chips. It is an important step toward reducing dependence on Nvidia and accelerating…
OpenAI switches to new chips, Samsung launches HBM4: tech digest
OpenAI is testing alternatives to Nvidia, Samsung is accelerating AI memory production, and Elon Musk topped the innovators list. The key industry developments in…
OpenAI introduces GPT-5.3-Codex-Spark based on Cerebras chips instead of Nvidia
OpenAI has introduced the new GPT-5.3-Codex-Spark model. Its main feature is that it runs on giant Cerebras WSE-3 chips instead of the usual Nvidia accelerators.
SGLang Ecosystem: Outcomes of a Large-Scale Developer Meeting in Shanghai
Samsung to begin HBM4 production for Nvidia Vera Rubin platform
Anthropic hits below the belt: ad-free chatbots against OpenAI
Trillion dollars on the line: why the market stopped fearing AI spending
Nvidia Is Buying Loyalty: Why Jensen Huang Is Putting $2 Billion Into CoreWeave
CoreWeave is drowning in debt, and Nvidia is writing a $2 billion check. It's not charity: it's a hard bet on the Rubin architecture and 5 GW of compute.
Cerebras Against All: Why Benchmark Allocated 225 Million to One Player
When everyone around is trying to simply buy more Nvidia chips, Benchmark Capital decides it's time to double down on those who want to replace these chips.
Maia 200: Microsoft Pits Its Own Silicon Against Amazon and Google
Ads in ChatGPT: OpenAI demands three times more from Meta for a 'pig in a poke
Anthropic: $350 billion for "safe" AI and the right to catch up with OpenAI
$650 Billion AI Bill: Big Tech Burns Bridges and Cash for the Future
Nvidia Returns to China: Jensen Huang Got His Way (But There's a Catch)
Jensen Huang knows how to wait and, more importantly, how to convince. After months of endless shuttling between Santa Clara and Washington, Nvidia's CEO finally…
Data Centers on Lockdown: New York Weighs an AI Pause Over Electricity Prices
New York has joined the states ready to freeze data center construction. Grids can't keep up, prices are rising, and environmentalists are sounding the alarm. AI…