Category NVIDIA

Innovations in NVIDIA’s AI hardware and software for various applications.

IBM’s Big Mainframe Bet Takes a Hit as AI-Boom Costs Shake Customer Spending

IBM says the IBM mainframe slump was caused by delayed customer purchases as AI-driven hardware costs reshaped IT budgets.

Google Cloud revenue jumped 82% as Alphabet’s AI spending drew scrutiny, giving investors fresh evidence the bet may be paying off.

OpenAI’s AI spending plan rises to $750B, led by a $20B Georgia campus that could reshape power, policy and the AI infrastructure race.

AMD and Anthropic strike a $5 billion AI infrastructure deal, pairing huge GPU deployment with a multi-year compute partnership.

Glow raised $180M at a $1.2B valuation to build endpoint security for the AI era, targeting risky software and AI agents.

Anthropic robotics talks with Physical Intelligence spotlight the race among AI giants to buy talent and move into real-world machines.

Pat Gelsinger is betting on Moore’s law revival through light-based chipmaking, AI hardware, and energy innovation at Playground Capital.

Nvidia is pitching Vera Rubin as a full-stack AI data center platform with CPUs, GPUs and cooling, ahead of AMD’s product event.

Chinese AI models from Moonshot and Alibaba are pressuring US rivals, investors and policymakers with cheaper, open-weight frontier systems.

Google’s AI chip Frozen v2 could make Gemini far more efficient, cut costs, and ease investor concerns over Alphabet’s spending.