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.
Sugon scaleX: 10,000 accelerators in one harness for Chinese neural networks
China's Sugon is moving from words to action. Its 10,000-card scaleX cluster is ready to take on large language models. Here is why it matters for the global market.
China's Paradox: Markets Surge While Nvidia Challenger Cambricon Plunges
While more than 4,800 Chinese stocks celebrate gains, the main hope of domestic AI hardware loses 9% of its market value in a day. Why investors dump chips but buy…
xAI's Appetite: How Elon Musk Burned $9.5 Billion in Nine Months
While you were drinking your morning coffee, xAI spent a few more million. We now know what it costs to try to catch up with OpenAI in the neural network arms race.
Samsung and glass substrates: Korea's answer to AI chip heat, due by 2027
Australia Tightens the Screws: Why AI Startups Need to Start Counting Their Money
SpaceX and xAI: Elon Musk Merges His Empires to Keep His AI Alive
Clawdbot: China's answer to Ollama challenges NVIDIA's grip on running neural networks locally
xAI: Elon Musk Builds a New Empire on the Ruins of His Old Promises
Musk is once again shifting billions from one pocket to another. Here is why xAI is becoming the center of his universe, and what that means for the future of Tesla…
SpaceX and xAI: Musk Assembles a Trillion-Dollar Construction Set Ahead of an IPO
Elon Musk is preparing to merge SpaceX and xAI. A 1.25 trillion dollar valuation would make the new entity a major player where space meets AI. A new giant is…
China's State AI Fund Bets on Newcomers: Why Beijing Is Backing Xin Xin Hang Tu
Intel and SoftBank Team Up on New Memory for AI That Won't Wait
Chinese TMT: Beijing Primes the Market as Investors Hunt for the Next AI Hype
Sam Altman Pledges Eternal Loyalty to NVIDIA (While Building His Own Fabs)
AI Giants Face a Correction: Why 'Perfect' Earnings Reports No Longer Save Them
Big Tech reports billions in revenue, yet investors are unhappy. RBC's Lori Calvasina explains why the market has stopped forgiving even small misses from industry…
ST Dongyi: How to Build an AI Empire With No Money and No Working Servers
A Chinese market underdog is trying to save itself with the fashionable theme of computing power. But behind the big words lie empty halls and no budget.