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.
Trumpf: German Lasers Make AI Possible (and Earn Billions)
While the world watches software, Swabian laser maker Trumpf is quietly keeping the chip industry running. Without it, your GPTs would have nothing to run on.
Storm vs. Neural Networks: Why the US Power Grid Is Coming Apart at the Seams
Winter Storm Fern exposed an uncomfortable truth: the appetites of AI data centers and people's need for heat don't coexist well on one grid. Virginia is already…
Anthropic and $300 billion: when ambition outruns common sense
Anthropic is aiming for a $300 billion valuation as it seeks another $20 billion. Why do ex-OpenAI staffers need that much money, and who will pay?
Data Centers in Orbit: Elon Musk Is Building the Cloud, Literally
Qwen2.5 on a free CPU: neural networks for people who don't want to feed the cloud
Nvidia RTX 50 Super: Gamers Will Have to Wait While AI Chips Bring in Billions
OpenAI's Math: How to Earn Billions and Stay Deep in the Red
The AI Bubble: Why the Champagne on St. Barts May Soon Run Dry
Why today's AI fever resembles Britain's 18th-century canal mania, and who stands to profit if OpenAI and other industry giants collapse.
Hon Hai and Nvidia: The Numbers Show the AI Fever Is Only Getting Started
While analysts look for signs of a cooling market, Hon Hai (Foxconn) closed January with revenue up 35%. Nvidia servers seem to be selling faster than they can be…
OpenAI: Why Chatbots No Longer Sell Themselves
AI's Appetite: Tata Power Prepares a Gigawatt for Data Centers
AI skepticism reaches Asia: investors no longer want to pay for promises
Arm and the smartphone curse: when AI hype isn't enough to save the stock
Chatbot War: Sam Altman Calls Out Anthropic's Cheap Trick
The OpenAI chief publicly slammed a rival ad from Anthropic. While Claude tries to scare users with the prospect of ads in ChatGPT, Altman vows loyalty to a clean…
Google goes all in: why $180 billion on AI is only the beginning
Alphabet stunned Wall Street with plans to spend nearly 1.5 times more on hardware and data centers than analysts expected. Here is why Google needs so many servers.