Nvidia Leans on DLSS 4.5 as AMD's Simplicity Gains Ground
Nvidia pushes DLSS 4.5 software gains as AMD's hardware focus and rivals like Cerebras challenge its GPU and AI inference dominance.
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AI compute and infrastructure: GPU roadmaps, custom silicon, datacenter buildouts, and the economics of training and inference.
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AMD Reportedly Joins Google on Next-Gen TPU Design
AMD reportedly may co-develop a new Google TPU with on-package cores amid a wider AI chip and financing race.
Cerebras CS-4 Server Claims 30x Faster AI Inference
Cerebras unveils CS-4 server system claiming 30x faster AI inference amid rising agentic AI compute costs and hardware market pressures.
Snapdragon X2 Elite Extreme Tops Rivals in New Lab Tests
New Signal65 lab tests show Qualcomm's Snapdragon X2 Elite Extreme beating Apple and AMD chips in speed, battery, and AI tasks.
SK Hynix Weighs Multitrillion-Won Chip Plant in Japan
SK Hynix is weighing a multitrillion-won memory chip plant in Japan amid surging AI-driven demand across the chip industry.
Broadcom Seeks $60B AI Chip Debt Deal for Anthropic
Broadcom is in talks to raise over $60 billion in debt for an AI chip deal benefiting Anthropic, Bloomberg News reports.
Denmark Halts Grid Hookups as AI Data Center Demand Hits 60GW
Denmark's grid operator paused new data center connections after requests hit 60GW, capping the country's AI infrastructure buildout.
Nvidia's Aug. 26 Earnings to Test $1T GPU Growth Story
Nvidia's Aug. 26 update tests its $1T GPU growth story amid new DLSS news and Michael Burry's AI financing warnings.
AI Inference Boom Drives Chip Deals and Rising Hardware Costs
AI inference demand is driving costly chip deals, rising hardware prices, and new security risks across the tech industry.
Nvidia Faces Debt Scrutiny Amid AI Financing, GPU Expansion
Nvidia's AI infrastructure financing sparks debt concerns even as GPU demand, DLSS upgrades, and stock-split talk keep momentum strong.
Nvidia Stock Split 2026: What Investors Should Know
Coverage explores whether Nvidia will split its stock again in 2026 amid strong cash flow, new AI products, and share-price gains.
Why China's Top AI Models Still Rely on Nvidia Chips
China's top AI models still train on Nvidia chips as costs, inference demand and data center buildout reshape the global AI hardware race.
AI Datacenter Boom Strains Power Grids, Lifts Chip Demand
AI datacenter buildout strains power grids and chip supply as Sterling Infrastructure posts a 90% revenue surge and $4.3B backlog.
Nvidia GTC 2026 Shifts AI Chip Focus to Inference Costs
Nvidia's GTC 2026 inference chips arrive as AI data center costs soar, squeezing cash flow and raising gaming hardware prices.
Anthropic Builds In-House Chip Team to Power Claude AI
Anthropic confirms it is building an in-house chip team to design custom silicon for Claude, easing compute shortages.
AI Data Center Boom Fuels New Inflation Warning Signs
AI data center spending nearing $700B is raising chip, electricity and debt costs, stoking new inflation and market risk concerns.
Anthropic Builds In-House Team for Custom AI Chips
Anthropic confirms it is building an in-house team to design custom AI chips for its Claude models amid chip shortages.
Nvidia Open-Sources CuFile to Standardize GPU Storage Access
Nvidia open-sourced its cuFile storage stack as Google, Intel and Meta back a new GPU storage standard.
Samsung Unveils 400-Layer BV-NAND to Power AI Storage
Samsung unveiled a 400-layer BV-NAND memory prototype at FMS, aiming to strengthen its lead in AI-driven chip demand.
Moonshot AI Reportedly Used Banned Nvidia Blackwell Chips
Moonshot AI reportedly trained Kimi K3 on banned Nvidia Blackwell chips and now seeks more for its next model.