Search
Top 40 matches. Add a word to narrow it down.
USD.AI closes a $106 million loan for 1,728 Nvidia B300 GPUs in Finland. Contracted inference demand is becoming bankable infrastructure.
Anthropic commits up to $120.5 billion for SpaceX GPU capacity through 2029. The deal turns frontier model competition into a financing contest.
SpaceX confirms $40 billion in GPU financing for 2027 deliveries as AI credit tightens. The structure turns compute access into a balance-sheet contest.
Nvidia will assess eight retired German nuclear sites for AI factories with PreussenElektra. Grid access could cut years from development.
Microsoft's third-gen Maia 300 chip uses TSMC N2P and 288GB HBM4 to challenge Nvidia's grip on AI inference, targeting multi-gigawatt Azure scale.
Microsoft's Maia 300 chip delivers 40% more tokens per megawatt than leading GPUs and 7x the throughput of Maia 200, targeting full production in 2027.
Nvidia's China AI chip shipments dropped 44% in H1 2026 as Huawei doubled to 572K units, raising its share from 15% to 28% of the market.
Nvidia plans to invest in inference chip rival d-Matrix while pulling it into NVLink Fusion to absorb competition and cement platform dominance.
Nvidia is in early talks to acquire Reflection AI or increase its $800M stake, targeting the dominant open-weight model for GPU demand growth.
Mecka AI raises $60M from Sequoia, Nvidia and Samsung to build egocentric motion datasets that train the next generation of humanoid robots.
Morgan Stanley projects a 32GW AI data center power shortfall by 2028, with Nvidia shielded but memory and optics chip suppliers facing order delays.
CME Group and Silicon Data launch H100 and B200 GPU rental index futures on NYMEX on October 5, giving AI buyers the first regulated hedging tool.
Nvidia's Open Agent Safety Platform uses Vera CPUs and BlueField-4 DPUs to contain rogue agents in milliseconds, backed by 120 partners.
Nvidia fell 3.4% and the PHLX chip index lost 5.9% on September 14 as Amodei's AI safety essay forced markets to price a possibility they'd never modeled.
Anthropic CEO Amodei's Sept. 12 essay calling to slow AI sparked Nvidia's 3% drop and a rare Altman-Musk-Hassabis safety consensus.
Firmus secured $2B at a $10.5B valuation from Nvidia and Blackstone to build AI data centers across Asia-Pacific, doubling its valuation in four months.
Anthropic signs a $10B compute deal with Volta for Norway and reveals a custom silicon team paying up to $485K for Claude's AI architecture.
Valar Atomics closes a $1.2B raise at $6B valuation, backed by Sequoia, after its Ward250 reactor first powered an Nvidia AI chip in July.
Anthropic signs a six-year, $10B compute deal with Volta, a seven-month-old startup using Nvidia Vera Rubin chips at Bitdeer's Norway campus.
Anthropic's $10B Volta deal secures a 133MW Norway facility running Nvidia Vera Rubin chips on 100% hydropower, with capacity due by March 2027.
Apple briefly topped Nvidia's record $4.88T market cap on July 17, signaling investor doubts about AI infrastructure capex assumptions and custom silicon competition.
NVIDIA's Rubin ships across hyperscalers in H2 2026, ending GPU scarcity but intensifying power grid constraints now favoring only three frontier labs.
GR00T N2 achieves 2.0x higher task success across 50+ hardware platforms. Foundation model control consolidates NVIDIA's position in the $12B robotics market race.
OpenAI and Broadcom ship custom LLM inference chip with 50% lower costs versus NVIDIA, targeting production deployment Q4 2026 with gigawatt-scale rollouts.
Nvidia releases Cosmos and GR00T foundation models as Boston Dynamics, Richtech, and Neura unveil robots powered by new physical AI stack.
Odyssey's $1.45B Series B signals world models are now the critical infrastructure for robotics deployment as Tesla and Boston Dynamics scale.
Hydra Host's $100M Series A, backed by Nvidia and ARK Invest, builds a GPU marketplace across 50+ data centers to solve AI compute fragmentation.
ASUS GB300 ExpertCenter Pro runs 1-trillion-parameter models on a desktop, bringing 20 PFLOPS to enterprise without renting cloud infrastructure.
Lawrence Livermore scientists warn AI power use is unsustainable in Science, as US data centers hit 42GW and ionic chips emerge as a 100x efficiency path.
AI data center demand doubled to 42 GW since 2023 as power grid capacity, not chip supply, now binds global AI infrastructure growth.
Meta's 2 billion dollar Rivos acquisition is not delivering on custom AI chip goals, undercutting its plan to break free from Nvidia.
Nvidia's Vera CPU becomes orderable by Chinese cloud providers for August delivery, targeting $20B in FY2027 revenue as China market re-entry begins.
Nvidia's 800VDC transition may slip past 2028 as suppliers report no clear roadmap for the next power architecture shift in AI data centers.
Google's DiffusionGemma 26B model generates 256 tokens at once, running 4x faster than Gemma 4, now optimized for local NVIDIA GPUs.
Decart's Oasis 3 generates photorealistic multi-camera driving environments via API at $0.02 per second, backed by $300M from Nvidia and Toyota.
Nvidia's Rubin racks will draw 230 kW each, and a new Digitimes analysis confirms electricity, not GPUs, is now what limits AI expansion.
Neura Robotics' $1.4B Series C backed by Nvidia, Amazon and Tether signals humanoid robots' shift from demos to a funded commercial economy.
China's NDRC is drafting a 2 trillion yuan buildout to link AI data centers nationwide, targeting 80% domestic chip adoption by 2028.
Broadcom's $4.1B Q2 AI networking miss on June 5 triggered a 10.3% chip index drop, erasing $1.3 trillion in market value in a single trading session.
Nvidia and LG Group launch an AI factory spanning robotics, autonomous driving, and data centers across six LG business divisions in Seoul.