Nvidia invests $4 billion in data center optics
Nvidia is investing $4 billion in two companies developing optical technologies for data centers. The move signals a new bottleneck in AI in
Jensen Huang: Sell-off in software company stocks fails to account for AI’s long-term impact
Nvidia’s CEO believes investors dumping software company stocks are making a mistake. In his view, the largest providers are adapting AI to
MWC 2026: telecom giants seek answers to the challenges of the AI boom and geopolitics
At the world’s largest mobile trade show, telecom operators are trying to prove that new partnerships and AI innovations can overcome the su
ASML ready for volume production of next-generation lithography systems for AI chips
AWS updated its container for running large language models: what changed and why it matters
ElevenLabs and Google Cloud Bet on NVIDIA Blackwell GPUs
Callosum raises $10.25 million to challenge the monopoly in AI computing
AI investments move beyond Nvidia: the market changes the rules of the game
The era when betting on artificial intelligence simply meant buying Nvidia stock is coming to an end. Bloomberg analysts see a structural sh
AI training efficiency: why speed isn't everything
The AI industry is rethinking model training metrics. Instead of the familiar throughput, the concept of goodput is moving to the forefront
Nvidia reported fourth-quarter results: key takeaways for the AI market
DeepSeek entrusted the final tuning of its latest model to Huawei, not Nvidia
Citigroup creates a dedicated team for AI infrastructure investments
Google challenges Nvidia in the AI chip race: prospects and obstacles
Nvidia's quarterly report will determine the fate of the AI hardware market
Nvidia's fourth-quarter results will be a litmus test for the entire AI hardware industry. The stock is up 1500% over three years — but can
Meta to spend billions on AMD processors, challenging Nvidia's monopoly
Meta has signed a major deal with AMD to deploy 6 gigawatts of server capacity — the largest contract in AMD's history, one that could resha