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Michael Dell reached third on Forbes' billionaire list as Dell Technologies stock hit record highs. The rally follows massive demand for AI servers, with Dell reporting a $95 billion AI backlog, rais…
NVIDIA announced the Vera Rubin multi-rack system and Vera CPU, specifically engineered to support agentic AI workloads. These innovations, coupled with expansion into robotics and autonomous vehicle…
Nvidia faces ongoing legal scrutiny over past crypto-related revenue but shows strong AI-driven demand, new Chinese export deliveries, and significant investor inflows, supporting positive near-term …
Nvidia invests $2B to nearly double its stake in CoreWeave, accelerating AI data center expansion in the US and strengthening its leadership in AI hardware and neocloud infrastructure.
Qualcomm unveiled two new AI chips targeting enterprise data centers, signaling a strategic AI pivot. While promising, these products won't launch until 2026+. Nvidia remains dominant, making Qualcom…
Dutch startup Axelera unveiled Europa, an AI inference chip targeting real-world applications, competing with Nvidia. Manufacturing begins in H1 2026, aiming to provide accessible enterprise AI perfo…