GPUs

Macro · 1 month ago China's Efforts to Replace Nvidia Chips Face Significant Challenges China's government is pushing to eliminate Nvidia from its AI ecosystem, but domestic alternatives are struggling to keep pace with the performance and software maturity of Nvidia's hardware.

Derivatives · 1 month ago Nvidia's Off-Balance-Sheet Liabilities Raise Investor Concerns Amid AI Boom Nvidia faces scrutiny over nearly $30 billion in off-balance-sheet liabilities tied to AI infrastructure commitments, potentially impacting its financial health.

Markets · 1 month ago Taiwan Semiconductor Projects Strong Growth Amid AI Demand and Valuation Concerns Taiwan Semiconductor Manufacturing Co. anticipates over 40% revenue growth by 2026, driven by AI chip demand, but faces valuation scrutiny as its stock price rises.

Companies · 1 month ago Cboe Options Exchange Introduces Early Trading Hours for Select Stocks Starting August 17, Cboe Options Exchange will allow pre-market trading for select equity options at 7:30 AM ET, enhancing trading flexibility.

Companies · 1 month ago NEAR Protocol Launches Staking for AI Compute Credits, Surpassing 500,000 NEAR Staked NEAR Protocol has introduced a staking model that allows users to lock NEAR tokens in exchange for AI compute credits, quickly amassing over 500,000 tokens staked within weeks.

Regulation · 1 month ago SoftBank Reduces TSMC Stake by 71.5% Amid Semiconductor Portfolio Changes SoftBank Group has significantly reduced its stake in Taiwan Semiconductor Manufacturing Co. by 71.5%, marking a continued shift in its semiconductor investment strategy.

Companies · 1 month ago Goldman Sachs Engages Investors for NVIDIA's $500 Billion AI Financing Initiative Goldman Sachs is seeking investors for NVIDIA's ambitious $500 billion AI infrastructure financing program, which aims to mobilize significant capital from various financial institutions.

Companies · 1 month ago Binance Captures 76% Market Share in Equity Perpetual Contracts Amid Rapid Growth Binance leads the market with 76% share in equity perpetual contracts, while Gate.io sees a significant 308% growth in trading volume, highlighting a shift in trading dynamics.

Derivatives · 1 month ago AMD Files for $5 Billion Debt Offering Amid AI Investment Surge Advanced Micro Devices has filed a shelf registration statement with the SEC to raise up to $5 billion in debt, marking its largest bond offering to date as it aims to capitalize on AI-related investments.

Markets · 1 month ago SanDisk Introduces High Bandwidth Flash Memory to Address AI's Memory Bottleneck SanDisk has unveiled its High Bandwidth Flash (HBF) technology, designed to provide high-capacity, high-speed memory solutions for AI applications, promising to alleviate existing memory constraints.

Spot & ETFs · 1 month ago MEXC Reports Surge in AI Storage Trading as SNDK Futures Volume Soars MEXC's July trading data reveals a significant shift towards AI storage, with SanDisk futures volume increasing by over 1,500%. Overall trading volume in Stock and Index Futures rose by 64%.

Companies · 1 month ago CoreWeave Secures Long-Term Nvidia GPU Contract Through 2029 CoreWeave has confirmed a significant contract with Nvidia for A100 GPUs, extending through 2029, amidst a surge in AI infrastructure demand.

Companies · 1 month ago Nebius Reports 514% Surge in Q2 2026 Cloud Sales Driven by AI Demand Nebius Group announced a 514% increase in cloud sales for Q2 2026, reflecting the growing demand for AI services, although this marks a deceleration from previous quarters.

Markets · 1 month ago CoreWeave Reports $2.57B Q2 Revenue, Doubling Year-Over-Year Amid AI Expansion CoreWeave has announced a remarkable second-quarter revenue of $2.575 billion, more than doubling its earnings from the same period last year, signaling robust growth in the AI infrastructure sector.

Technology · 1 month ago Nvidia Launches Nemotron 3.5 Lightning and NeMo Switchyard to Optimize AI Workflows Nvidia has introduced the Nemotron 3.5 Lightning model and NeMo Switchyard library, aimed at enhancing enterprise AI efficiency and reducing costs.

Business · 1 month ago IBM Partners with Together AI for $240M Inference Cluster on IBM Cloud IBM has signed a $240 million deal with Together AI to develop a large-scale inference cluster on IBM Cloud, targeting full deployment by 2027.

Funding · 1 month ago River AI Secures $1.1 Billion in Initial Funding for User-Centric AI Development River AI, a newly established startup, has raised $1.1 billion in its first funding round, aiming to create customizable AI agents for individual users.

Spot & ETFs · 1 month ago Nvidia Collaborates with Wall Street Firms to Raise $500 Billion for AI Infrastructure Nvidia has partnered with major financial institutions to mobilize $500 billion in capital for AI infrastructure, aiming to fund data centers while minimizing its financial risk.

Opinion · 1 month ago Goldman Sachs Reports Memory Costs Drive Up Nvidia's Vera Rubin Superchip Expenses Goldman Sachs reveals that memory components account for 62% of the material costs for Nvidia's upcoming Vera Rubin superchip, significantly impacting overall expenses.

Companies · 1 month ago Nvidia Partners with Wall Street for $500 Billion AI Infrastructure Financing Nvidia has entered a partnership with major Wall Street firms to finance AI infrastructure projects, including a $500 billion deal focused on data centers and chip supply agreements.