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The market is trying to price a transition it hasn’t fully internalized. It sees Nvidia Corp.’s market cap with a five-handle and assumes the valuation is too high to grow further. We believe that’s t

“You are entering the world at an extraordinary moment,” NVIDIA founder and CEO Jensen Huang told graduates as he delivered the keynote address at Carnegie Mellon University’s 128th commencement cerem

Neocloud company IREN Ltd. has secured a 2.1 billion commitment from the chipmaker Nvidia Corp. as part of a new data center partnership aimed at artificial intelligence workloads. The partners plan t

Learn how to deploy any Hugging Face model in one session using Goose and Together's Dedicated Container Inference. Skip the setup complexity — one prompt gets your model running in a production-grade

Grammar-constrained decoding modifies language model generation by applying grammar constraints at each step to block structurally invalid tokens , ensuring syntactically correct Bash command generati

Lambda Labs secured a $1 billion senior secured credit facility to fund the expansion of its AI infrastructure and meet growing demand for gigawatt-scale computational resources. This financing enable

Less typing, more tanking. Faster logins mean more time in the gaming action — and this week provides GeForce NOW members with a smoother path straight into the battlefield. Cloud gaming is all about

Zheping Huang / Bloomberg: Moonshot, the Chinese AI startup behind Kimi chatbot, raised ~2B at a 20B+ valuation led by Meituan's venture arm; Moonshot's ARR topped 200M in April 2026 — Moonshot AI has

Jonathan Vanian / CNBC: Nvidia and data center operator IREN announce a deal to deploy up to 5 GW of AI infrastructure; Nvidia can invest $2.1B into IREN; IREN jumps 9%+ after hours — IREN shares surg

AI will help build the energy it needs. That’s the case U.S. Energy Secretary Chris Wright and NVIDIA Vice President of Hyperscale and High-Performance Computing Ian Buck made Thursday morning at the

Quantum computer maker Quantum Motion Ltd. today announced that it has raised 160 million in funding to enhance its silicon-based qubit technology. The Series C round was led by DCVC and Kembara. It c

NCCL Inspector is a profiling plugin that provides detailed, per-communicator, per-collective performance and metadata logging, designed to help users analyze and debug NCCL collective operations by g

In this post, you will learn how to secure reserved GPU capacity for short-term workloads using Amazon Elastic Compute Cloud (Amazon EC2) Capacity Blocks for ML and Amazon SageMaker training plans. Th

Vultr has launched Archival Object Storage, a new storage service offering cost-effective long-term data retention and backup solutions. This service is designed for infrequently accessed data with lo

Silicon Valley companies are increasingly shifting focus toward AI service offerings and applications rather than solely developing foundational models, reflecting a maturing market where practical de

Jagmeet Singh / TechCrunch: Bengaluru-based Pronto, an on-demand home-help service, raised a 20M Series B extension from Lachy Groom at a 200M valuation, up from $100M in March — Lachy Groom, one of S

The race to build the world’s most powerful AI factories demands networking that keeps pace with the ambitions of AI itself. NVIDIA Spectrum-X Ethernet scale-out infrastructure stands at the forefront

Nvidia Corp.‘s latest networking innovations meet the needs of a new kind of network that supports the unique demands of artificial intelligence factories. Ethernet is no longer a generic plumbing cho

Autonomous software development startup Blitzy Inc. said today it has raised 200 million in new funding on a valuation of 1.4 billion to expand its enterprise coding platform. The company was founded

Dedicated inference cloud startup Deepinfra Inc. is looking to expand its global capacity after raising 107 million in a Series B round of funding led by 500 Global and Georges Harik, who was one of G

The automotive cockpit is undergoing a fundamental shift from rule-based interfaces to agentic, multimodal AI systems capable of reasoning, planning, and acting. This is enabled by an agentic AI pipel

Lambda Labs has assembled a new leadership team to develop and manage large-scale AI infrastructure capable of supporting gigawatt-level power consumption for advanced AI models. The company is positi

Paula Doenecke / Bloomberg: Nscale agrees to spend €695M on infrastructure in Portugal in an expansion of its Microsoft partnership, supplying 66K+ Nvidia Rubin GPUs from late 2027 — Nscale Global Hol

RadixArk Inc., a startup that provides tools for artificial intelligence developers, has raised 100 million from a group of high-profile backers. Nvidia Corp.’s NVentures fund led the seed round with

Enterprise AI has learned to generate. It has learned to reason. Now companies are asking the next question: How should AI act? Early agent systems have shown what’s possible, moving beyond simple pro

This Modal blog post describes a performance optimization technique for multimodal AI inference that achieves over 10% improvement through a simple Python dictionary-based approach. The article likely

Reuters: Cerebras seeks a valuation of up to 26.62B in its US IPO, aiming to raise 3.5B by selling 28M shares at 115 to 125 apiece in its second attempt to go public — Nvidia-rival Cerebras is seeking

Mike Rogoway / Oregonian: Lattice Semiconductor agrees to acquire AMI for 1.65B in cash and stock; Georgia-based AMI provides firmware and infrastructure manageability for cloud and AI — Hillsboro-bas

Pieter Haeck / Politico: Legislators and experts criticize the EU's €20B sovereign compute data center plan, questioning whether there is demand and the plan's reliance on Nvidia GPUs — Critics argue

NVIDIA cuOpt Agent Skills integrate LLM reasoning with GPU-accelerated solvers to enable AI agents to translate natural language supply chain problems into optimized mathematical models, with skills e

Abhishek Vishnoi / Bloomberg: Analysis: Asian suppliers account for ~90% of Nvidia's production costs, up from 65% in 2025, as latest wave of collaborations shifts from chips to physical AI — The list

This article explores the origins and development of Intel's 8008 microprocessor, a pioneering chip that played a crucial role in the early microcomputer revolution of the 1970s. It likely examines th

The Information: Sources: Anthropic is in early talks to buy AI inference chips from UK-based Fractile when they become available in 2027 — As Anthropic's sales explode, straining the servers it uses,

Discover how Marketing Architects scaled real-time CTV advertising with Vultr, doubling throughput, reducing latency by 50%, and cutting cloud costs by up to 50% with high-performance Kubernetes and c

The U.S. Defense Department today announced that it has inked artificial intelligence procurement contracts with seven tech firms. The group includes Amazon Web Service Inc., Google LLC, Microsoft Cor

The Pentagon has struck deals with OpenAI, Google, Microsoft, Amazon, Nvidia, Elon Musk's xAI, and the startup Reflection, allowing the agency to use their AI tools in classified settings, according t

Zijing Wu / Financial Times: Sources: Huawei expects AI chip revenue to hit ~12B in 2026, up 60% from 7.5B in 2025, as orders for its Ascend 950PR chip surge and Nvidia stalls in China — Chinese tech

Katrina Manson / Bloomberg: Sources: the US DOD strikes agreements with Nvidia, Microsoft, Reflection AI, and AWS to use their AI tools on classified military networks for “lawful” use — The Pentagon

The TileGym project developed an AI-driven skill-based workflow that encodes 17 critical translation rules, static validation scripts, and example kernels, enabling automated conversion of cuTile Pyth

NVIDIA DLSS 4.5 introduces Dynamic Multi Frame Generation and a second-generation transformer model, improving game image quality and frame rates while maintaining responsiveness. A new TensorRT for R

Vultr partnered with AMD to provide infrastructure and computing capabilities that support autonomous AI agents and agentic AI applications. The content likely discusses how Vultr's cloud platform, en

Katie Tarasov / CNBC: Intel shares jumped 114% in April, hitting a record on April 24 and lifting its market cap past $470B, closing out the chipmaker's best month on record — Intel is on a winning st

[Editor’s note] The blog has been updated to note that GeForce RTX 5080-power expansion also extends to the Install-to-Play library. It’s gonna be May — and the cloud’s in full festival mode. 16 games

Aidoc Medical Ltd., a startup with an artificial intelligence platform that helps doctors diagnose patients faster, has secured 150 million in funding. Goldman Sachs led the Series C round. Aidoc stat

Reuters: Sources: strong AI demand in China nearly doubles prices for Nvidia's B300 servers to ~$1M each, as a crackdown on chip smuggling dries up black market supply — Strong demand for AI computing

It's been almost three years since Silicon Valley started aggressively pushing large language model-based chatbots like ChatGPT as the supposedly inevitable future of everything, and there's no group