NVIDIA
NVIDIA designs the GPUs that train and run virtually every major AI model, from the H100 to the Blackwell generation. Its CUDA software stack and data-center chips made it one of the most valuable companies on Earth and the bottleneck of the AI boom. All our NVIDIA coverage: chips, earnings and ecosystem news.

IMF Ties 2027 Global Growth Pickup to AI Investment
The IMF expects global growth to accelerate in 2027 on AI spending, but warns that energy shortages and financial risks are eroding the economy's resilience.

Intel Unveils D270 Accelerator With Up to 480 GB of LPDDR5X Memory
Intel has added the D270 to its D-series lineup: up to 480 GB of LPDDR5X instead of HBM. The bet appears to be on large-model inference, where memory capacity…

OCP 2026: Meta's Liquid Cooling and the 102.4T IceCube for Gigawatt AI Clusters
At OCP 2026, Meta unveiled the liquid-cooled IcePack rack, the 102.4 Tbps IceCube switch (128×800G), and the multi-plane Flattened Planar Fabric, built to scale AI…

NVIDIA unveils ReplaySSM: a way to speed up decoding in hybrid Mamba and GDN models

Quanta Magazine examines why attention became the core of LLMs after a 2017 paper

Microsoft to make Maia chips the backbone of its inference and scale to gigawatts by 2027

Working group proposes allowing foreign GPUs in Russian government systems and critical infrastructure

Drone Strikes on Yandex Infrastructure Cut Spare Computing Capacity in Russia
IT market analysts report a critical drop in spare computing capacity in Russia after a series of drone strikes on Yandex infrastructure.

Tencent Is Raising About $5 Billion in Bonds, Mainly for AI Infrastructure
Tencent told debt investors it will direct proceeds from a $5 billion bond sale mainly to AI capital spending, as the company raises its bet on the sector.

Nvidia in talks to buy Reflection AI or raise its stake, FT reports

AI Solved 370 Math Problems, Mathematicians Panic, Musk Seeks $40 Billion: This Week's Highlights

UNITAS: A 3D World Model for Robots Claims the Lead on Several Benchmarks

Runpod shows how to run diffusion models on JAX in GPU pods

Runpod Shows How to Spin Up a Serverless GPU Worker from a GitHub Template in Three Steps
Runpod walks through the path from a GitHub template to a working Serverless endpoint: create, test, deploy. You pay only for the time spent processing requests.

GPU Shortage: CEOs Split Capacity Personally, Startups Sign Multi-Year Contracts
In Silicon Valley, CEOs now allocate compute themselves, and direct rivals team up to get capacity. Startups pay with multi-year commitments.









