GPUs

Companies · 17 hours ago Nvidia Projects $108 Billion Revenue Amid Zero Chip Sales to China Nvidia forecasts a record $108 billion in revenue for Q3 2027, excluding any sales from China due to export controls. The company continues to see strong growth despite significant market shifts.

Companies · 23 hours ago Alibaba Launches Zhenwu M890 AI Chip Amid US Export Controls Alibaba has introduced the Zhenwu M890 AI chip, claiming it triples the performance of its predecessor, the Zhenwu 810E, as part of its strategy to enhance AI capabilities amid ongoing US export restrictions.

Companies · 1 day ago CoreWeave and Nebius Compete in AI Cloud Infrastructure Growth CoreWeave and Nebius report significant revenue growth in Q2 2026, with CoreWeave leading in total revenue but facing high debt levels.

Companies · 1 day ago Nscale's Contract Backlog Surges to $103 Billion Ahead of IPO with Microsoft and Anthropic Nscale, an AI infrastructure firm, has seen its contract backlog soar to over $103 billion, primarily due to agreements with Microsoft and Anthropic, as it prepares for its NYSE IPO.

Markets · 1 day ago AI Development Slowdown Sparks Market Sell-Off, Impacting Major Stocks Recent calls for a slowdown in AI development by industry leaders have triggered a sell-off in AI-related stocks, impacting major indices like the Nasdaq 100 and S&P 500.

Stablecoins · 2 days ago Aptos Develops AI Agent Infrastructure for GPU Rentals and Stablecoin Payments Aptos is creating a specialized infrastructure for AI agents to rent GPU resources and process payments in USDC, utilizing its x402 payment protocol.

Adoption · 3 days ago Charles Hoskinson Predicts Blockchain Will Absorb AI in Next Five to Ten Years Cardano founder Charles Hoskinson forecasts that blockchain technology will eventually integrate artificial intelligence, addressing key challenges in the AI sector.

Companies · 4 days ago Nvidia's Jensen Huang Projects $3T-$4T AI Spending by 2030 Amid Supply Constraints At the Goldman Sachs conference, Nvidia CEO Jensen Huang reaffirmed his forecast of $3 trillion to $4 trillion in annual AI infrastructure spending by 2030, highlighting supply chain challenges.

Funding · 4 days ago Nscale Secures $2 Billion from Nvidia Ahead of IPO Plans Nscale, an AI infrastructure firm, has secured $2 billion in unsecured convertible loan notes from Nvidia as part of a broader fundraising effort ahead of its IPO.

Companies · 4 days ago Salesforce Unveils AIforce and Koa at Dreamforce Amid AI Safety Debate At the Dreamforce conference, Salesforce introduced its AIforce platform and Koa AI product while leaders from Nvidia and Anthropic debated AI development speeds.

Macro · 4 days ago Trump and Xi to Discuss AI at Summit Amid US-China Tensions President Trump and President Xi Jinping are set to meet in Washington on September 24 to discuss artificial intelligence, amidst a backdrop of deepening US-China tensions and competition in AI capabilities.

Regulation · 5 days ago Nvidia CEO Jensen Huang Advocates for Minimal AI Regulation at Royal Gathering During an AI event hosted by King Charles III, Nvidia CEO Jensen Huang argued against regulating AI like social media, emphasizing the need for self-regulation in the industry.

Security · 6 days ago StarkWare Initiates Quantum-Safe Bitcoin Autoresearch Challenge with $20K Rewards StarkWare has launched the Quantum-Safe Bitcoin Autoresearch Challenge, offering over $20,000 in rewards to developers optimizing quantum-resistant Bitcoin transactions. The initiative aims to address computational bottlenecks in making these transac

Funding · 6 days ago IonQ, ORNL, Nvidia, and University of Tennessee Develop DQAOA-GPT for Quantum Optimization A collaboration between IonQ, ORNL, Nvidia, and the University of Tennessee has led to the creation of DQAOA-GPT, a hybrid framework that enhances quantum optimization efficiency by integrating generative AI.

Markets · 1 week ago NVIDIA CEO Jensen Huang Critiques Hyperscalers' Planning Amid AI Boom At the All-In Summit, Jensen Huang criticized major cloud providers for their outdated annual infrastructure planning, suggesting that agile 'neoclouds' could better meet the fast-paced demands of the AI market.

Funding · 1 week ago RUM Group Secures $13.7B AI Compute Contract with Anthropic for Maysville Data Center RUM Group has finalized a six-year GPU services agreement worth up to $13.7 billion with Anthropic, centered around a new data center in Maysville, Georgia, significantly boosting RUM's market position.

Mining · 1 week ago Bitdeer Technologies Signs $6B AI Cloud Deal in Malaysia, Shifts Focus from Bitcoin Mining Bitdeer Technologies has secured a 10-year AI cloud agreement in Malaysia worth $6 billion, marking a significant pivot from its Bitcoin mining roots to AI infrastructure development.

Opinion · 1 week ago Jim Cramer Comments on Nvidia Amid AI Development Slowdown Concerns Jim Cramer advises caution on Nvidia shares following a dip linked to calls for an AI slowdown by Anthropic's CEO. He highlights the company's insufficient buyback programs as a concern for investors.

Derivatives · 1 week ago Nvidia Plans $10 Billion Investment in Anthropic's IPO Amid AI Safety Concerns Nvidia is reportedly in discussions to invest up to $10 billion in Anthropic's upcoming IPO, which aims for a valuation of $2 trillion. This news comes as concerns about AI safety are raised within the tech industry.

Companies · 1 week ago Oracle Increases GPU Contract Prices Amid AI Demand Surge Oracle has renewed its expiring GPU contracts at 20% higher rates, driven by a surge in AI demand and a shortage of new GPUs, while also raising its revenue outlook for FY2027.