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.
AI Bubble: why champagne on Saint-Barths could soon run out
Every time Silicon Valley starts talking about a new era where the old laws of economics no longer apply, somewhere in the shadows an experienced investor begins…
Hon Hai and Nvidia: the figures prove that the AI boom is only just beginning
January is usually considered a quiet month after the holiday frenzy, but not for those building the foundation for neural networks.
Nvidia and OpenAI: why the $100 billion deal didn't go according to plan
Imagine you give a friend a hundred rubles so he can buy you a glass of lemonade from him. In your reports — sales growth, your friend has a full glass, and…
Anthropic eyes $350 billion: Claude is worth more than you imagine
Claude Code Launches: Building a Free AI Stack for Coding on Your Hardware
Chatbot Wars: Sam Altman Caught Anthropic Using a Cheap Trick
Google goes all-in: why 180 billion on AI is just the beginning
SiTime takes "time" from Renesas: $2.9 billion deal for clock control
It seems the semiconductor market is getting crowded again. SiTime, a well-known manufacturer of analog chips, decided that its market share wasn't enough and…
Trillion-dollar AI fire sale: investors suddenly sobered up
Remember that almost religious fervor of late 2022? Every presentation with AI in the title added billions to company valuations.
Verdict without trial: why investors are burying software because of AI
The software market now resembles a scene from a disaster film, where everyone runs for the exits without looking at the road.
Cisco and AI: how the network giant is trying not to become just a pipe for data
In a world where every second startup promises to change reality with neural networks, Cisco is playing the long game.