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Microsoft unveiled ambitious AI hardware, including Project Solara devices and a high-performance local AI PC, alongside its new MAI Thinking-1 reasoning model. Despite market-leading innovation and …
Microsoft and Nvidia are partnering to integrate local AI capabilities into Windows via the new RTX Spark superchip. Microsoft plans to unveil reasoning models and an AI-focused 'super app' at its Bu…
Nvidia highlights a shift from GPUs to CPUs as the next AI infrastructure bottleneck, signaling emerging opportunities beyond its dominant GPU market in AI data centers amid rising CPU demand and sup…
Amazon adopts Cerebras chips for faster AI inference, challenging Nvidia's dominance. Nvidia counters with a new Groq-powered inference processor next week.
Nvidia's AI chip announcements at CES had little stock impact amid shifting AI hardware focus to memory products, whose prices are expected to surge, posing margin risks for Nvidia and others like Ap…
Amazon plans a $10 billion investment in OpenAI to promote use of its Trainium chips, potentially reducing Nvidia's AI chip demand while boosting Amazon's AI hardware ambitions and benefiting chip pa…
Nvidia shares dropped amid fears Google’s AI chips could challenge Nvidia’s dominance, while Alphabet rose on Meta’s planned use of Google’s TPUs. Google’s new Gemini 3 model and cheaper AI chips fue…