Tag
171 articles
This explainer explains how a shortage of DRAM memory chips is driving up the cost of AI servers, affecting big tech companies like Nvidia, Microsoft, and Meta.
Waymo has developed its own custom chip for robotaxis, reducing reliance on Nvidia and enhancing control over performance and scalability.
Nvidia's research demonstrates that AI agents can perform well through fine-tuning and harness design, rather than relying solely on advanced models.
This article explains the concept of AI model factories and their significance in modern AI development, using Nvidia's acquisition of Poolside as a case study.
China is developing its own AI circular financing scheme, similar to that seen in the U.S. with Nvidia, where state-backed entities buy robots and sell the resulting data back to manufacturers. Unitree Robotics' massive IPO surge illustrates this trend.
China is allowing small batches of Nvidia's H200 chips onto the mainland to help domestic AI firms keep pace with the US.
OpenAI has signed a 20-year lease for an 8-gigawatt data center in Ohio, with Nvidia providing up to $105 billion in backing and becoming the exclusive chip supplier. Nine tech companies now hold around $3 trillion in AI commitments not reflected on balance sheets.
Nvidia has disclosed a $21 billion stake in SpaceX, following Elon Musk's announcement of an exclusive partnership to equip SpaceX's data centers with Nvidia's AI hardware.
This explainer article explains what an AI bubble is, how it forms, and why it matters for investors and the future of artificial intelligence.
Nvidia's $500 billion plan aims to preserve GPU value and convince financiers to continue lending for AI infrastructure, even as older hardware becomes less relevant.
Learn what a trillion-parameter AI model means and why it matters in the rapidly evolving field of artificial intelligence.
Nvidia's Nemotron 3.5 Lightning is a compact, high-speed AI model that rivals much larger competitors in intelligence while prioritizing efficiency.
