CoreWeave experienced a significant revenue surge in Q3, driven by increased demand for AI computing resources. Despite a data center delay impacting projections, the company's growth reflects the broader boom in AI inf…
NVIDIA's Q3 FY2026 earnings are anticipated to show significant growth, driven primarily by the ramp-up of Blackwell GPUs in data centers. Increased demand for AI infrastructure is expected to further bolster NVIDIA's r…
Kevin Rose proposed a 'punchability' test for evaluating the social acceptability of AI hardware, suggesting that devices should be designed to avoid provoking negative reactions. This analysis explores the implications…
Qualcomm has officially announced its entry into the AI chip market, positioning itself as a direct competitor to industry giants AMD and Nvidia. The move signifies a major shift in the competitive landscape of AI hardw…
Vertiv's Q3 performance is expected to show continued growth, driven primarily by the increasing demand for power and cooling infrastructure to support AI applications. The company's focus on AI-related solutions positi…
GSI Technology's Gemini-I APU is compared to the NVIDIA A6000 for RAG workloads, focusing on performance and energy efficiency. Initial findings suggest the Gemini-I APU offers comparable AI performance with significant…
Navitas Semiconductor has announced new power solutions designed for Nvidia's AI Factory architecture. The new products aim to optimize power efficiency and performance in AI infrastructure. This launch signifies Navita…
Credo Technology Group, a company specializing in high-speed connectivity solutions, has emerged as a key beneficiary of the AI boom due to the increasing demand for its advanced, albeit expensive, cables. These cables …
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…