#GPUs
13 stories taggedGPUs.
The week our newsroom couldn't stop writing about Nvidia
Nvidia coverage tripled on AI2Day, from 3 stories to 8 across six outlets, taking a fifth of our entire week.
Oracle's AI cloud business just had its best quarter ever. What the numbers actually mean.
Revenue hit $19.35 billion, cloud infrastructure more than doubled, and the company has taken on over $100 billion in debt to build data centres for AI. Big quarter. Bigger bet.
Oracle says AI agents will speed up software rollouts, not kill the software business
At its Q1 FY2027 earnings call, Oracle argued that AI assistants will make its business software easier to use and faster to deploy, while its cloud computing arm posted 60 percent revenue growth.
Jensen Huang says Nvidia will grow 70% next year. Here is what that number actually means.
The chip giant's CEO told investors he can see the future of AI spending, because almost every company building AI tells Nvidia exactly what they are buying. The math points to roughly $680 billion in revenue by the end of next year.
Nvidia's investment portfolio hit $99 billion. Here is what it is buying and why.
The chip maker behind most of the world's AI hardware is now one of the biggest strategic investors in tech, committing more than $40 billion in 2026 alone.
Crusoe raises $3 billion at a $30 billion valuation as AI data centre demand keeps climbing
The company, which builds large-scale data centres for clients including OpenAI and Oracle, has tripled its valuation in under a year and is now weighing a stock market listing.
Jensen Huang says Nvidia's bets on AI companies carry 'low risk' after a record quarter
Nvidia's CEO defended the chipmaker's growing habit of financing AI startups hours after reporting $96.2 billion in quarterly revenue, more than double a year ago.
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.
NVIDIA Will Back a $600 Billion AI Computing Deal with OpenAI Anchored by a 20-Year Ohio Campus
The chipmaker is guaranteeing portions of lease and power costs at a giant data centre site in Portsmouth, Ohio, where OpenAI will run what NVIDIA says could eventually hold 1.5 million of its processors per generation.
Nvidia's $500 Billion Data Center Plan Is Really About Keeping Old Chips Valuable
Six of Wall Street's biggest names have pledged up to $500 billion to build AI data centers. The headline number is striking. The real story is how Nvidia is betting its own money that its chips hold their worth over time.
Nvidia Is Assembling a $500 Billion War Chest to Finance the AI Build-Out
The chipmaker has recruited six of Wall Street's biggest money managers to help its customers pay for data centres, power contracts and the specialised chips AI runs on.
LinkedIn Is Freezing Its AI Data Center Spending for a Full Year
While rivals pour billions into new chips and server farms, LinkedIn says it doubled the efficiency of its existing hardware and saved $24 million in the process.
Nvidia Is Pushing Hard to Own Every Chip Inside AI Data Centers
The company best known for graphics chips now wants to supply the brains that run AI agents too. Here is what its new Vera Rubin system actually does, and why it matters for anyone who uses AI tools at work.