A BlackRock and Nvidia-backed consortium has finalized a $40 billion deal to acquire a network of AI-focused data centers. This acquisition signals a major investment in AI infrastructure and highlights the increasing c…
Google has announced a $15 billion investment in Visakhapatnam, India, to establish a new AI data center. This marks Google's largest investment outside of the United States and signals a significant expansion of its AI…
OpenAI is reportedly committing billions to acquire custom AI chips from Broadcom, diversifying its supply chain and reducing reliance on Nvidia. This strategic investment aims to enhance OpenAI's control over AI model …
OpenAI's partnership with Broadcom to develop custom AI chips signals a strategic move towards internalizing hardware development and reducing reliance on Nvidia and AMD. This collaboration could reshape the AI chip mar…
Nvidia CEO Jensen Huang expressed surprise at AMD's reported offer of 10% of the company to OpenAI. This article analyzes the potential motivations behind AMD's offer, Nvidia's reaction, and the broader implications for…
AMD's stock surged after announcing a major deal with OpenAI to supply AI chips and form a strategic partnership. This move positions AMD as a stronger competitor against Nvidia in the rapidly growing AI chip market, po…
Dell is aiming for significant growth, driven largely by the increasing demand for AI servers. This analysis explores the factors contributing to this demand, Dell's strategy, and potential challenges in achieving its a…
Dell is experiencing a surge in demand for its AI servers, leading to a more optimistic growth forecast. This analysis explores the factors driving this demand, the implications for Dell's business, and the broader AI s…
POET Technologies secured a $75 million investment, which will significantly boost its development and production of optical interposer-based solutions for high-speed AI connectivity. This investment positions POET as a…
Groq's recent funding round, valuing the company at $6.9 billion, signals a significant challenge to Nvidia's dominance in the AI chip market. This analysis explores the implications of Groq's technology, the competitiv…
Rumors suggest Meta is considering acquiring Rivos, a chip startup, to bolster its AI capabilities and reduce reliance on external chip suppliers. This move could significantly impact Meta's future AI development and ha…