Nvidia
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Meet the startup helping Wall Street put a price on AI compute
The AI buildout shows no signs of slowing. And with hundreds of billions of dollars a year going into data centers and GPUs, compute…
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Nvidia investing $1.5B in SoftBank data center developer behind OpenAI project
Nvidia said on Monday that it will invest $1.5 billion in SB Energy, a data center linked to SoftBank and…
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Nvidia’s new $500B plan is risky but brilliant, especially for aging GPUs
Nvidia announced this week that Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR were willing to commit up to $500…
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Google is working on a new AI chip designed to make Gemini more efficient
Alphabet, Google’s parent company, is designing a new server chip to help its in-house Gemini models operate more efficiently. The…
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What to watch for after Jensen Huang’s Japan visit
Nvidia’s chief Jensen Huang spent two days — July 15 and 16 — in Tokyo, courting Japan’s industrial and chip-supply…
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Anthropic is discussing a new custom chip with Samsung
Back in April, Reuters reported that Anthropic was toying with the idea of producing its own AI chips as a…
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Why Wall Street thinks US memory maker Micron is the next Nvidia
Micron, the Boise, Idaho-based memory chip maker, has captured Wall Street’s heart. Whether the love affair endures will heavily depend…
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Why everyone from OpenAI to SpaceX is building their own chips (and turning up the heat on Nvidia)
Nvidia has dominated the AI chip market for years, but the era of total dependence might be ending. OpenAI just…
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Nvidia wants to cut data center water use, but that’s not the same as fixing AI’s water problem
Nvidia just announced a warm-water cooling system that it says can dramatically reduce the amount of water a data center…
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Amazon hopes to challenge Nvidia more directly by selling its AI chips
If Amazon Web Services has its way, the cloud giant is going to push even deeper into Nvidia’s market, in…
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Nvidia chases $200B CPU market with AI agent PCs from Microsoft, Dell, and HP
Nvidia opened Taipei’s enormous Computex trade show on Sunday with a spark, literally. The chipmaker unveiled a new PC CPU…
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After Nvidia’s $20B not-aqui-hire, AI chip startup Groq reportedly raising $650M
Groq is looking to raise $650 million in new funding from existing investors, sources tell Axios, as it leans into…
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