Nvidia CEO Jensen Huang called the June tech sell-off a buying opportunity, saying the AI infrastructure buildout is still at ...

AI is driving a full-stack infrastructure boom, reshaping energy, chips, cloud, and software—creating broad, distributed ...

Moonshot AI’s Kimi K3 could encourage a surge in enterprise workloads and provide a long-term tailwind to chip demand.

Nvidia Corporation has a proprietary path with CMX for an offload-engine approach to address the problem of accelerators sitting idle. Click for an NVDA update.

On multiple occasions, Nvidia has made the bold assertion that global data center capital expenditures will reach $3 trillion ...

Three years ago, Sequoia partner David Cahn was one of the first people to do the math and put a number on on the ...

Nvidia has overtaken networking giants in data center Ethernet switches, showing how AI infrastructure demand is helping the company expand beyond GPUs and chips.

Today's infrastructure buildout is funded by the most profitable, cash-rich corporate balance sheets in economic history.

What does an AI company do after one of those not-acqui-hire deals? Groq raised money, is leaning into its neocloud business, and is hiring new execs.

On Wednesday, OpenAI took its biggest step yet towards full technological independence with the unveiling of a new AI chip, dubbed Jalapeño, that it developed in collaboration with U.S. chipmaker ...

The variable most organizations are missing isn’t compute — it’s storage purpose-built for AI context, not just data capacity.

DGX Spark has the kind of physical finish one expects from NVIDIA’s Founder’s Edition products. The chassis feels dense, premium and tightly engineered. It does not have the parts-bin feel of a ...