15 articles
AWS and NVIDIA are expanding their partnership around millions of GPUs, new CPU infrastructure, and higher-bandwidth memory, which makes AI infrastructure look more like an industrial supply chain.
Nvidia’s latest coverage shows AI hardware moving beyond the GPU into futures, financing, custom silicon, and cloud contracts, turning the boom into a market structure story rather than a simple product cycle.
Apple's latest silicon announcement is not just a faster Mac story. It is a signal that local AI performance, memory bandwidth, and efficiency are becoming product features.
Broadcom's reported debt plans, Nvidia's infrastructure investments, and rising scrutiny of data-center costs show AI buildout economics have moved from chips to capital and power.
NVIDIA's latest buildout story shows that the AI race is no longer just about GPUs; memory, cooling, power, and geography are now the bottlenecks that decide who can actually ship capacity.
Bloomberg, Reuters, and TechCrunch point to a movable, screenless OpenAI speaker that would turn ChatGPT into ambient hardware instead of another app.
DeepSeek chip plans, ZML inference tools, and AI chip supply pressure show that the hardware rush is spawning a software market around it.
Reports that Nvidia’s next-generation Kyber rack slipped to 2028 suggest the AI bottleneck is now physical, not conceptual.
Amazon’s custom chip push and AI-spending financing turn AWS into a capital-intensive hardware and infrastructure play.
Nvidia’s compute-at-scale push and revenue-share experiments show that AI infrastructure is becoming a financing market, not just a chip market.
Amazon’s push toward in-house AI chips for devices signals a broader move toward edge AI, cheaper inference, and more control over the hardware stack.
OpenAI's MRC announcement signals that the next bottleneck in frontier AI is not just compute, but the reliability and topology of the networks that move training traffic at massive scale.
By 2026, NVIDIA is no longer just a GPU company—it's the world's most critical infrastructure provider, building the engines of agentic intelligence.
ASUS just redefined the laptop accelerator. We put the 300 TOPs UGen300 through its paces—is it the end of the Cloud NPU?
# NVIDIA Blackwell 2.0: The Blueprint for the 100-Million-GPU Cluster Era Just when the industry thought the peak of silicon engineering was reached, NVIDIA ha...