Nvidia Ends the Investment Spree: $30B OpenAI and $10B Anthropic Stakes Will Be Its Last
Jensen Huang says the chipmaker is pulling back from AI lab investments as OpenAI prepares for IPO and Anthropic battles the Pentagon
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DeepSeek V4 Arrives This Week: A Trillion Parameters, Huawei Chips, and Nvidia Locked Out
China's DeepSeek is releasing V4 - a trillion-parameter multimodal model optimized for domestic chips - while blocking US chipmakers and facing distillation accusations from OpenAI and Anthropic.
OpenAI's $110B Round: The Three-Way Tech Giant Alliance Reshaping AI
Amazon, NVIDIA, and SoftBank pour $110 billion into OpenAI at a $730B valuation. Here's what the partnerships mean and who's actually winning.
DeepSeek V4 Lockout: Nvidia, AMD Cut Out; Huawei Gets Head Start
The Chinese AI lab is withholding its flagship model from US chipmakers while the Trump administration alleges it was trained on banned Blackwell chips.
MatX Raises $500M to Build an Nvidia Killer, Claims 10x Better LLM Performance
Google TPU veterans land major funding from Jane Street and Leopold Aschenbrenner's fund to develop chips shipping in 2027
Nvidia Smashes Q4 with $68 Billion Revenue, Declares 'Agentic AI Inflection Point'
The chipmaker beats Wall Street expectations again, announces Vera Rubin platform promising 10x better inference, but stock dips anyway
Meta's $100B AMD Deal: Breaking Free from Nvidia to Chase 'Personal Superintelligence'
Meta commits up to $100 billion to AMD chips over five years, gaining a 10% stake option and reducing Nvidia dependence as Zuckerberg pursues AI for everyone
Taalas HC1: The AI Chip That Bakes the Model Into Silicon
A Toronto startup is etching LLM weights directly into transistors, achieving 17,000 tokens per second. The catch: you can't change the model.
NOAA Puts AI Weather Models Into Operations
NOAA now runs three AI weather models operationally, while NVIDIA has open-sourced models spanning the forecasting pipeline.
Meta Locks In Millions of Nvidia Chips in Unprecedented AI Deal
A multi-billion dollar, multiyear pact makes Meta the first to deploy standalone Nvidia Grace CPUs at scale
AI Memory Shortage: Why Consumer Electronics Cost More
AI data-center demand is squeezing DRAM supply, raising memory and device prices as manufacturers prioritize higher-margin HBM.
India's $200B AI Summit: What Does the Global South Get?
India's AI summit drew $200 billion in pledges and voluntary commitments, raising questions about who benefits and how the promises will be enforced.
OpenAI Just Deployed Its First AI Model on Non-NVIDIA Chips
GPT-5.3-Codex-Spark runs on Cerebras' wafer-scale chips at 1,000+ tokens per second. It's OpenAI's first production break from NVIDIA - and it won't be the last.