#AI chips
31 stories taggedAI chips.
Nvidia's real AI edge is not the chip. It's everything around it.
After a year of flat share prices and growing GPU competition, Nvidia's latest earnings have shifted how investors see the company. The advantage was never just about making the best processor.
Nvidia's Next Big Test: Can Ordinary Businesses Pick Up Where Amazon and Google Leave Off?
Nvidia earns most of its money from a handful of giant tech companies. Investors watching Wednesday's earnings want proof that thousands of smaller firms are finally starting to spend too.
Amazon Is Buying Two Million More Nvidia Chips as AI Demand Blows Past Forecasts
The two companies are deepening a partnership that now covers warehouse robots and cloud software, not just the chips that power AI.
Nvidia's $20 Billion Groq Bet Goes Live: What It Means for AI Speed
Nvidia says its Groq 3 LPX racks are now in full production and will be online later this year, promising dramatically faster AI responses for everyday users.
NVIDIA's NVLink Fusion Lets Chipmakers Plug Their Own AI Chips Into NVIDIA's Data Centre Infrastructure
A new programme lets companies building their own specialised AI chips skip years of infrastructure work by connecting directly into NVIDIA's existing data centre plumbing.
NVIDIA's new Jetson Orin Nano 2 chip aims to put frontier AI inside drones and home robots
The tiny computer uses 40% less power than its predecessor while doubling AI processing speed, and NVIDIA says it will let developers run the same kind of intelligence found in today's best chatbots directly inside physical machines.
OpenAI Built Its Own AI Chip. Here Is What That Means for Your Wallet and Your Wait Times.
OpenAI's custom silicon, called Jalapeño, promises faster responses and lower energy bills. The company plans to roll it out in small numbers before the end of 2025, with a bigger push in 2027.
Nvidia plans to raise AI server prices by more than 15% for major customers
The chipmaker is set to push up the cost of its most advanced AI server systems next year, hit by soaring memory chip bills it can no longer absorb alone.
Wall Street Wants to Turn Nvidia Chips Into a New Asset Class. Here's Why That's Complicated.
Six of the world's biggest financial firms are joining Nvidia to bundle $500 billion in chip financing. The pitch is that GPUs are now investable assets like buildings or bonds. The catch: Nvidia's own CEO said something very different about chip lifespans just last year.
An AI chip startup just tripled its valuation in six months. Here's who's paying and why.
Etched has raised $700 million at a $21 billion valuation, led by a Wall Street trading giant that actually tested the hardware first. The numbers are striking. The speed of the rise is even more so.
Groq raises $350 million after ditching its own chips for Nvidia's
Once an Nvidia rival, the startup is now an Nvidia customer. Here is what happened and what it means for the cloud companies racing to run your AI.
Microsoft's AI Chip Count May Not Add Up, Investigation Finds
A Guardian investigation claims there is a gap between what Microsoft says about its AI computing power and the number of advanced chips it actually has running. Here is what that means and why it matters.
Inside the $720 Billion Memory Factory Race Fuelling the AI Boom
South Korea's SK Hynix controls more than half the world's most sought-after AI memory chips. Now it is building the largest network of memory factories ever attempted, and every Big Tech CEO wants a seat at the table.
TSMC's July Sales Jump 45% as AI Chip Demand Keeps Climbing
The world's biggest chip manufacturer posted $14.5 billion in monthly revenue, putting it ahead of its own 40% annual growth target. Here is what that means for the AI spending story.
Intel raises $15 billion in new shares to ride the AI chip wave
The struggling chipmaker is betting big on demand for AI hardware, selling fresh stock to fund factories, packaging plants and next-generation silicon.