Sources: Nvidia is pitching NemoClaw, an upcoming open-source AI agent platform for enterprises, and plans to offer security and privacy tools for it
Ahead of its annual developer conference, Nvidia is readying a new approach to software that embraces AI agents similar to OpenClaw.
Meta agrees to acquire up to 6GW of AMD Instinct GPUs in a deal valued at $100B+ that could see Meta own up to 10% of AMD; Meta plans to deploy 1GW in 2026
Meta agrees to acquire up to 6GW of AMD Instinct GPUs in a deal valued at $100B+ that could see Meta own up to 10% of AMD; Meta plans to deploy 1GW in 2026
Meta agrees to acquire up to 6GW of AMD Instinct GPUs in a deal valued at $100B+ that could see Meta own up to 10% of AMD; Meta plans to deploy 1GW in 2026
SambaNova, which says its SN50 AI chip runs 5x faster than its rivals and will be deployed by SoftBank, raised a $350M Series E led by Vista Equity and Cambium
SambaNova, which says its SN50 AI chip runs 5x faster than its rivals and will be deployed by SoftBank, raised a $350M Series E led by Vista Equity and Cambium
Artificial intelligence chip startup SambaNova Systems Inc. raised $350 million in a new funding round and said that customers …
Meta agrees to acquire up to 6GW of AMD Instinct GPUs in a deal valued at $100B+ that could see Meta own up to 10% of AMD; Meta plans to deploy 1GW in 2026
The deal could result in Meta owning as much as 10% of AMD's stock as the chip maker seeks to challenge Nvidia
Meta agrees to acquire up to 6GW of AMD Instinct GPUs in a deal valued at $100B+ that could see Meta own up to 10% of AMD; Meta plans to deploy 1GW in 2026
The deal could result in Meta owning as much as 10% of AMD's stock as the chip maker seeks to challenge Nvidia
Meta commits to buying millions of Nvidia Blackwell and Rubin GPUs in a multiyear deal; a source says Meta's in-house AI chip strategy had technical challenges
Social media group will purchase millions of chips even as it tries to develop its own AI hardware
Meta commits to buy millions of Nvidia Blackwell and Rubin GPUs in a multiyear deal; source: Meta's in-house AI chip strategy has suffered technical challenges
Social media group will purchase millions of chips even as it tries to develop its own AI hardware
AMD reports Q4 revenue up 34% YoY to $10.3B, Data Center revenue up 39% YoY to $5.4B, and forecasts Q1 revenue at $9.8B, below $10B projections; AMD drops 15%+
Advanced Micro Devices Inc. shares tumbled in late trading after the chipmaker's sales forecast underwhelmed investors …
On AMD's Q4 earnings call, CEO Lisa Su says Microsoft's next-gen Xbox “is progressing well to support a launch in 2027” and will feature an AMD semi-custom SoC
AMD says it's ready to support Microsoft launching its next Xbox as soon as next year.
Microsoft unveils the Maia 200, its second-generation AI accelerator built on TSMC's 3nm process, deploying today in its Azure US Central data center region
The Maia 200 chip is starting to roll out to Microsoft's data centers today. … Microsoft is announcing a successor to its first in-house AI chip today, the Maia 200.
Microsoft unveils the Maia 200, its 2nd-generation AI accelerator built on TSMC's 3nm process, deploying today in its Azure US Central data center region
The Maia 200 chip is starting to roll out to Microsoft's data centers today. … Microsoft is announcing a successor to its first in-house AI chip today, the Maia 200.
Intel reports Q4 revenue down 4% YoY to $13.7B, vs. $13.4B est., Data Center and AI revenue up 9% to $4.7B, Q1 guidance below est.; INTC drops 10%+
Intel reported fourth-quarter earnings Thursday that beat Wall Street expectations but offered soft guidance for the current quarter.
Intel says it struggled to satisfy demand for its server chips used in AI data centers, and forecasts Q1 2026 revenue and profit below market estimates
Intel (INTC.O) said on Thursday it struggled to satisfy demand for its server chips used in AI data centers, and forecast quarterly revenue …
Intel reports Q4 revenue down 4% YoY to $13.7B, vs. $13.4B est., Data Center and AI revenue up 9% to $4.7B, Q1 guidance below est.; INTC drops 10%+
Intel reported fourth-quarter earnings Thursday that beat Wall Street expectations but offered soft guidance for the current quarter.
Intel says it struggled to satisfy demand for its server chips used in AI data centers, and forecasts Q1 2026 revenue and profit below market estimates
Intel (INTC.O) said on Thursday it struggled to satisfy demand for its server chips used in AI data centers, and forecast quarterly revenue …
Sources: Nvidia's licensing deal with Groq, which has raised ~$1.8B, includes payouts to Groq's key execs and investors, including BlackRock and Tiger Global
Nvidia stunned Silicon Valley on Wednesday by agreeing to pay about $20 billion to license technology from Groq …
Nvidia agrees to a licensing deal with Groq; CEO Jonathan Ross and other top executives will join Nvidia; Groq says it will continue operating independently
anybody who knows anything about AI chips knows groq's first gen chips aren't competitive but maybe their upcoming chips might have been able to threaten nvidia? @josephjacks_ : Ov...