Anthropic signs six-year, $10B cloud compute agreement with startup Volta, which will build a 133MW facility in Norway powered by Nvidia's latest chips.
Google's revised capex guidance to $205B exposes margin compression across the AI industry, raising questions about whether the buildout is economically sustainable.
Ilya Sutskever's alignment-focused startup partners with Nvidia on multi-billion dollar investment, securing access to Vera Rubin GPU platform to scale research operations.
A new coalition of tech companies, led by Nvidia and Microsoft, aims to build open-source AI security tools—conspicuously excluding OpenAI, Google, and Anthropic.
AMD launches Helios, a rack-scale system for training frontier AI models, with backing from Microsoft, OpenAI, Meta, and Anthropic.
Nvidia Jetson chips will power rovers and satellites on the lunar surface, marking a major shift in space robotics toward edge AI processing.
Nvidia's new Vera Rubin chip system pairs CPUs and GPUs to power orchestration-heavy AI agents, marking the company's shift from GPU-only supplier to full-stack data center vendor.
Jensen Huang secured deals across Japan's industrial ecosystem, positioning Nvidia as the hardware backbone for a $6.2B sovereign AI initiative targeting robots and manufacturing.
NVIDIA NeMo Automodel now works seamlessly with Hugging Face Diffusers, enabling production-grade distributed training of video and image models without checkpoint conversion.
Anthropic is exploring a collaboration with Samsung on a custom processor to reduce dependence on Nvidia, following OpenAI's recent inference chip announcement.
OpenAI unveiled Jalapeño, an ASIC chip co-developed with Broadcom to handle AI inference workloads and reduce dependence on Nvidia GPUs.
OpenAI unveiled Jalapeño, a custom inference processor built with Broadcom, marking the company's entry into purpose-built silicon and a bid to reduce reliance on Nvidia GPUs.
Nvidia claims its Rubin reference design reduces data center water use from 2.6M gallons per megawatt annually to nearly zero by adopting 100% liquid cooling and higher operating temperatures.
Nvidia's warm-water cooling system eliminates on-site water consumption, but fossil fuel power generation and chip manufacturing still account for 66–75% of total water footprint.
AWS explores selling its custom AI chips to external data centers, potentially creating a $50B competitor to Nvidia's GPU monopoly.
A new 'power-flexible AI factory' in Virginia will demonstrate whether data centers can reduce electricity demand on command, solving a critical bottleneck in grid deployment.
SpaceX, Anthropic, and OpenAI IPOs signal a generational realignment in which companies define the tech industry's trajectory.
At developer conferences, Big Tech pushes AI laptops as inevitable. The Verge asks: does consumer demand exist?
Nvidia unveiled its RTX Spark CPU at Computex, positioning AI agent PCs from major OEMs as a $200B opportunity to shift beyond GPU-only strategies.
Nvidia enters the consumer laptop GPU market with RTX Spark, a high-end processor aimed at AI and creative workloads. The trade-off: expected pricing in the $3,000–$4,700 range.
The AI chip startup is shifting focus to its inference-as-a-service platform following its $20B partial exit with Nvidia.
The AI chip startup is pivoting toward inference-as-a-service, backed by existing investors including Disruptive and Infinitium.
Snowflake's multi-billion dollar investment in Amazon's custom processors signals accelerating enterprise demand for alternatives to Nvidia in AI infrastructure.
Nvidia CEO Jensen Huang made an optimistic case for AI as a jobs engine at the Milken Institute — while leading the company that supplies its core infrastructure.