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134 articles
Nvidia has confirmed that its Vera Rubin platform has entered full production, with major customers like OpenAI, Google Cloud, and Microsoft Azure already receiving systems. OpenAI plans to deploy Vera Rubin at scale in Q3.
AMD unveils Helios, a rack-scale AI system packing 72 GPUs and 31 terabytes of HBM4 memory, directly challenging Nvidia’s NVL72.
A Chinese AI lab has launched a massive data center powered entirely by domestic chips, signaling a strategic move toward technological self-reliance and reduced dependence on foreign hardware like Nvidia.
This article explains the technical and strategic implications of Nvidia's weakening dominance in AI chips, as major companies like Microsoft and Anthropic begin to explore alternatives such as AMD's Helios platform.
A British AI lab, CuspAI, has launched the AI Materials Foundry, a coalition of over 45 companies including Nvidia, Meta, and Samsung, to develop entirely new materials using artificial intelligence.
This article explains what SAIL is, how it works, and why it matters in the AI chip industry. It's an introduction to how open-source software can challenge dominant technologies.
This article explains how market capitalization and AI integration influence corporate valuations, using Apple and Nvidia's recent competition as a case study.
Japan is building a 140MW AI factory for robots in collaboration with Nvidia, marking a major step toward integrating AI into physical systems. The facility will house 13,750 Nvidia Vera CPUs and 27,500 Rubin GPUs.
Nvidia has enlisted most of Japan’s industrial robotics sector into its Cosmos Coalition, a move aimed at advancing AI-driven robotics through open-world models.
Nvidia has significantly reduced the number of Asian customers approved to buy its AI chips, tightening export controls amid U.S. regulatory pressure.
Nvidia CEO Jensen Huang proposes a new method for evaluating engineers based on AI token efficiency, suggesting that high-performing engineers should use less than half their salary in AI resources annually.
France’s antitrust regulator is nearing the end of its investigation into Nvidia, potentially paving the way for formal charges over the company’s market dominance in AI hardware.
