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Tech giants like OpenAI, Google, Apple, and SpaceX are creating custom AI chips to reduce reliance on Nvidia, cutting costs and gaining control over performanc…
Cerebras' revenue rose 92% to $191M, but its forecasted 47% gross margin is below Nvidia's 70%+ due to older tech and single packaging. This matters because it…
Micron's stock surged 15% after it reported a 4x revenue increase to $50 billion, driven by AI-driven demand for memory chips. Record profits and long-term sup…
Micron reported a record 84.9% gross margin in Q3, surpassing Meta and Nvidia, due to memory shortages increasing its pricing power. This shift highlights how …
OpenAI and Broadcom unveiled the OAI-B100 chip, cutting LLM inference costs by up to 50% compared to GPUs. This lowers AI adoption barriers for smaller firms, …
SpaceX's IPO raised $75 billion and briefly made it the fourth most valuable U.S. corporation with a $2 trillion valuation, despite not being profitable. Its r…
Public pushback against data centers has emphasized their water and energy consumption, and now Nvidia is highlighting its claim that the Rubin generation refe…
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.
Nvidia announced a new cooling system that cuts water use inside the data center. But it does nothing to address AI's biggest water use — fossil fuel power pla…
Reflection AI will pay $150 million a month beginning July 1, 2026 through 2029 for immediate access to Nvidia's latest GB300 AI chips and supporting hardware …
Written by Leo Sun for The Motley Fool -> Nvidia’s CEO claims Marvell can become a trillion-dollar company. Its growth is accelerating as more companies upgr…
