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.
Nvidia in talks to invest in Perplexity at a valuation above $30 billion
Nvidia is discussing an investment in Perplexity at a valuation above $30 billion, 50% higher than its last round. The AI search engine's annualized revenue tripled…
AMD data center revenue jumps 107% to $6.7 billion as gaming slumps
AMD's Q2 2026 data center revenue grew 107% to $6.7 billion, making up 58% of total sales for the first time, as the company posted a record $11.5 billion.
Anthropic Is Building a Team to Design Its Own AI Chips for Claude Models
Anthropic is hiring engineers for an in-house chip team. The company plans to co-design hardware and Claude models so the technology runs faster and more…
Three Open Letters in Five Days: Microsoft, Anthropic and 1,324 Developers on Open-Weight Models
NVIDIA Releases Molt: A PyTorch Framework for Agentic RL in 8,600 Lines of Code
NVIDIA Transformer Engine: Fused Kernels, FP8 and BF16 for Training Transformers
A Quadrillion-Parameter LLM: When to Expect One — and Why the Answer Is "Never"
Moonshot Is Using 20,000 Nvidia Chips From Alibaba to Train Its Kimi Model
Chinese AI startup Moonshot has leased a cluster of about 20,000 Nvidia chips from Alibaba to develop Kimi, despite US export restrictions on high-performance…
Samsung and SK Hynix Post Record Profits on AI Memory, but Their Shares Keep Falling
Samsung and SK Hynix set profit records in a roughly $1 trillion global memory industry, yet the share selloff continued as the market doubts how durable AI demand…
GPUs Sit Idle Like Grounded Planes: Hugging Face Explains the Hidden Losses of AI Teams
Meta open-sources SAM 3 and DINOv3 for Genesis Mission: scientific image analysis in 15 minutes
Moonshot AI Open-Sources MoonEP, the Library Used to Train the MoE Model Kimi K3
Jia Yangqing, Andrew Ng and Sonia Joseph Launch AI Startups on the Same Day, Including Intent Lab
Sutskever's Safe Superintelligence Signs Long-Term Partnership With Nvidia
Ilya Sutskever's startup Safe Superintelligence has emerged from two years in stealth and announced a long-term partnership with Nvidia to scale its…
Recursive Superintelligence Signs $410 Million Compute Deal With Amazon (AWS)
Richard Socher's startup Recursive Superintelligence has signed a multiyear, $410 million deal with AWS, the bulk of the $650 million it has raised since emerging…