GPUs

Companies · 3 weeks ago Anthropic Signs $45 Billion Lease with NScale for AI Compute Capacity Anthropic has entered into a $45 billion lease agreement with NScale to secure AI compute resources, marking a significant step in its infrastructure strategy.

Companies · 3 weeks ago Nvidia Set to Report Record Q2 Earnings Amid Rising Memory Costs and AI Demand Nvidia is expected to announce significant Q2 fiscal 2027 earnings, with projections of $92 billion in revenue and a focus on rising memory costs impacting profitability.

Infrastructure · 4 weeks ago Nvidia Launches Upgraded Jetson Orin Nano Super for Robotics at $249 Nvidia has introduced the Jetson Orin Nano Super Developer Kit, enhancing AI performance for robotics to 67 TOPS while maintaining a price of $249, allowing existing users to upgrade via software.

Compliance · 4 weeks ago Apple Launches New Mac Mini and Mac Studio with Advanced M6 and M5 Chips Apple has unveiled updated versions of its Mac Mini and Mac Studio, featuring the new M6 and M5 Max/Ultra chips, optimized for AI workloads and enhanced performance.

Markets · 4 weeks ago Nvidia Expands CUDA-X Libraries to Enhance AI and Engineering Workflows Nvidia has unveiled an expansion of its CUDA-X software suite, introducing new GPU-accelerated libraries aimed at improving AI-driven engineering workflows and computational tasks.

Business · 4 weeks ago SpaceX and Nvidia to Launch AI Supercomputer Vera Rubin into Orbit by 2027 SpaceX and Nvidia have partnered to deploy the Vera Rubin AI supercomputer into orbit, targeting a launch in Q4 2027. This initiative aims to enhance AI workloads in space and expand computing capabilities significantly.

Compliance · 4 weeks ago Taiwan Indicts Nine for Illegal Export of AI Servers to China Taiwan has indicted nine individuals for their involvement in the illegal export of AI servers containing Nvidia chips to China, Hong Kong, and Macau, marking a significant legal action amid rising geopolitical tensions.

Funding · 4 weeks ago Nvidia Explores $30 Billion Licensing Agreement with Perplexity AI Nvidia is in talks with Perplexity AI regarding a licensing agreement that could value the AI startup at over $30 billion, a significant increase from its previous valuation.

Companies · 1 month ago Nvidia Research Highlights Importance of AI Harness Over Model Selection Nvidia's recent research indicates that the software harness surrounding an AI model can significantly impact its performance, sometimes more than the model itself.

Compliance · 1 month ago Anthropic Launches In-House Chip Development Amid Rising Compute Costs Anthropic has announced the formation of an in-house custom silicon team to design proprietary AI chips, aiming to reduce its substantial compute costs, which are projected to hit $19 billion in 2026.

Markets · 1 month ago Anthropic Assembles Custom Silicon Team to Enhance AI Chip Development Anthropic is forming an in-house custom silicon team to design AI chips tailored for its Claude models, following a trend among leading AI labs.

Companies · 1 month ago Samsung to Announce Historic $79 Billion Shareholder Return Package Samsung Electronics is set to reveal a significant shareholder return package, potentially reaching up to $79 billion, following a board meeting in Seoul.

Compliance · 1 month ago Nvidia to Ship AI Chip for China Market by Year-End Amid Regulatory Challenges Nvidia plans to deliver a new AI chip tailored for the Chinese market by the end of 2026, facing both U.S. export restrictions and pending Chinese regulatory approval.

Business · 1 month ago CoreWeave Secures Multibillion-Dollar AI Cloud Deal with Hudson River Trading CoreWeave has signed a multiyear, multibillion-dollar agreement with Hudson River Trading to enhance its AI computing infrastructure for trading research and model development.

Companies · 1 month ago Callosum Technologies Secures $100M Seed Funding for AI Workload Optimization Callosum Technologies has raised over $110 million to develop software that optimizes AI workloads by dynamically routing tasks to the best chip combinations.

Mining · 1 month ago Bitdeer Secures $400M AI Cloud Deal in Malaysia Amid Strategic Shift Bitdeer Technologies has signed a five-year, $400 million offtake agreement for its AI cloud data center in Malaysia, marking a significant shift from Bitcoin mining to AI infrastructure.

Business · 1 month ago Marvell Technology and Google Collaborate on Custom AI Chip Development Marvell Technology is in discussions with Google to develop custom AI chips, including a Memory Processing Unit and an inference-optimized TPU, as part of a strategic partnership.

Adoption · 1 month ago Nvidia Guarantees $105 Billion for OpenAI's Ohio Data Center Leases Nvidia has committed to guarantee up to $105 billion in lease obligations for OpenAI's new data center in Pike County, Ohio, ensuring substantial compute capacity for AI development.

Markets · 1 month ago Nvidia Commits Up to $3 Billion to OpenAI's Ohio Data Center Development Nvidia is investing up to $3 billion in SB Energy to support OpenAI's ambitious AI campus in Ohio, projected to reach 10 gigawatts of power capacity.

Companies · 1 month ago HIVE Digital Technologies Secures $350M GPU Cloud Contract for AI Infrastructure HIVE Digital Technologies has signed a significant five-year GPU cloud services agreement worth approximately $350 million, enhancing its annual revenue from AI services to around $180 million.