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Emerald AI secured $150 million with backing from NVIDIA to address AI data center power constraints. Partnering with Digital Realty, they are developing a 100-megawatt Virginia facility due online t…
Nvidia CEO Jensen Huang projected sustained AI demand, forecasting roughly 70% revenue growth in 2027. He unveiled pricing details for the upcoming Vera Rubin platform at approximately $40,000 and hi…
Chinese AI chipmaker Enflame Technology surged 206% in its Shanghai debut, highlighting aggressive domestic backing for Nvidia alternatives amid US export curbs. With retail demand oversubscribed by …
Dell Technologies reported surging AI server demand, booking $61 billion in AI orders during Q2 and expanding its AI backlog to $95 billion. Total revenue jumped 58% to $47 billion, driven by soverei…
Nvidia is partnering with Australian cloud providers to develop up to 2 gigawatts of AI factory capacity by 2027. The project deploys Nvidia's DSX infrastructure across multiple sites, locking operat…
Jim Cramer highlighted Nvidia and Broadcom as primary winners from OpenAI's GPT-6 Astra launch. Nvidia leads training with massive Grace Blackwell deployments, while Broadcom gains ground in inferenc…
Chinese AI chipmakers, including Huawei and Cambricon, have hiked processor prices by 20% to 50% due to soaring high-bandwidth memory (HBM) costs. Tightened US export controls have forced Chinese fir…
Nvidia is set to present at the Goldman Sachs Communacopia Conference on Sept. 10, highlighting its Vera Rubin platform rollout and expansion into standalone CPUs. Investors will monitor comments on …
Experts debate the feasibility of orbital AI data centers, calling massive scale an early-2030s event due to cooling and radiation hurdles. Despite skepticism, SpaceX is planning to deploy Nvidia Ver…
OpenAI signed a multi-year deal with Firmus for dedicated AI compute capacity in Malaysia. Firmus will deploy Nvidia's next-generation Vera Rubin processors and DSX AI Factory platform, underscoring …
Nvidia reiterated its $4 trillion AI market forecast, bolstered by massive cloud capex announcements. Amazon secured a multi-generation custom silicon deal with Qualcomm to boost AWS infrastructure. …
Australian AI firm Firmus signed a multi-year deal to supply OpenAI with compute capacity from Malaysian data centres. Backed by Nvidia, Firmus will deploy Nvidia's next-generation Vera Rubin process…
Elon Musk announced SpaceX will launch its first AI satellites powered exclusively by NVIDIA Vera Rubin chips by late 2027. With Google and Anthropic already agreeing to rent orbital compute capacity…
DeepSeek plans to deploy 160,000 Huawei Ascend 950DT AI chips in Inner Mongolia to reduce reliance on Nvidia. However, Huawei faces severe component shortages, and DeepSeek will continue using Nvidia…
NVIDIA faces near-term gross margin pressure from rising memory costs, but massive Blackwell demand and pricing power should sustain margins above 70%. With revenue up 106% year-over-year and upward …
Amazon Web Services plans to deploy two million additional Nvidia GPUs across its global infrastructure over the next two years. The expanded partnership includes Nvidia Vera CPUs, government-focused…
Anthropic signed a $35 billion cloud deal with Nvidia-backed Lambda. Nvidia will supply GPUs and hold the lease on the supporting Texas data center, deepening its role in financing AI infrastructure …
Nvidia's strategic investment in MediaTek strengthens its broader ecosystem, according to Citi. The alliance positions MediaTek as a key custom-silicon partner and boosts Nvidia's growth across custo…
Anthropic signed a $35 billion cloud-computing agreement with Nvidia-backed Lambda to support Claude AI demand. Lambda will deploy Nvidia chips at a Texas data center developed by Hut 8, highlighting…
Anthropic signed a $35 billion cloud computing deal with Nvidia-backed Lambda to boost Claude AI compute. Concurrently, Nvidia paused parts of its credit financing initiative for cloud partners follo…