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Nvidia has a plan to make sure its GPUs won't lose value. It wants to convince a new crop of financiers to keep lending for AI buildouts.
Alibaba Cloud has cut the delivery cycle for large AI data centers to 100 days with its CUBE 5.0 modular architecture, while lowering construction costs by more than 10% and increasing computing density as demand for AI infrastructure accelerates.
Nvidia is accelerating development and supply-chain alignment for its Feynman generation in the second half of 2028, even as Vera Rubin enters mass production and ramps up. The move is set to drive upgrades at TSMC and could trigger another wave of orders across the global equipment and materials supply chain.
There’s no mystery about why the Masters of the Universe are thrilled to be Huang’s wingmen
Coherent reported fiscal fourth-quarter results for the period ended June 30, 2026, on the back of rising investment in AI infrastructure. The optics and photonics supplier said revenue reached US$2.05 billion, topping market expectations of US$1.99 billion, while non-GAAP gross margin came in at 40.2%.
AI chip startup Cerebras Systems raised its full-year 2026 core revenue and gross margin outlook after reporting second-quarter results, but the company also disclosed declining hardware sales and a sharp swing in profitability metrics.
Vantage Data Centers LLC has held early talks about an initial public offering that would value the operator at roughly $100 billion, Reuters reported today, citing people familiar with the discussions.
Google, Microsoft and Nvidia are working through the Open Compute Project (OCP) to establish 800-volt direct current (800VDC) as an open standard for powering the next generation of high-density AI data centers.
Building or upgrading a gaming PC right now in mid-2026 can be challenging. Component shortages have pushed RAM and storage prices higher, and getting the latest high-performance GPU can require an investment.
59% of American oppose AI data centers being built in their community — this has cost $130 billion in delays and cancellations.
NVIDIA's efforts to enhance gaming on Linux operating systems are increasing. The company announced today that the official, native port of the GeForce NOW cloud gaming service client app is out of beta and now available for gamers worldwide.
Thousands of internet-exposed building controllers may be putting the physical backbone of U.S.
Public broadcaster Nine PBS is in trouble after its cloud storage provider went out of business and it now can't access more than 50TB of archival data.
Elon Musk expects xAI to increase its nameplate power draw to 10 GW by late 2027, which will increase its performance by orders of magnitude what is available to AI today.
CodeRabbit intends to put part of the funds towards expanding its European workforce and moving into the Asian market. Read more: Nvidia-backed CodeRabbit valued at $1.5bn after $143m funding round
Mistral AI, the French AI company that built its reputation releasing open-weight models, wants companies to use its infrastructure even The post Five European companies just agreed to buy AI compute that doesn’t exist yet appeared first on The New Stack.
With the expansion of AI, every bit of available computing power is being utilized, and even NVIDIA's six-year-old A100 "Ampere" accelerator is being fully utilized at CoreWeave.
After decades of communities welcoming data centers, an executive at the commercial real estate giant says the sudden wave of local resistance is a ‘wake up call for the industry.’
Each week, new games and apps integrating NVIDIA DLSS, NVIDIA Reflex, and advanced ray-traced effects are released or announced, delivering the definitive PC experience for GeForce RTX players.
Gemini gets to juggle crews, forecasts, and maintenance while AWS keeps its seat
How we trained our most capable vision-language model Benchmark results Inference speed on CPU and GPU How to use LFM2.5-VL-3B LFM2.5-VL-3B demo Get Started Citation LFM2.5-VL-3B is our most capable vision-language model you can run on your own hardware.
China's high-end AI chip market could become almost entirely domestic in 2026, with local solutions expected to take nearly 90% of sales and leave Nvidia, AMD and other overseas suppliers with about 10%.
Asus reported record second-quarter 2026 results driven by servers and PCs, while management pointed to strong demand for AI computing and cloud infrastructure.
As AI workloads push data center interconnects from 800G toward 1.6T, indium phosphide (InP) has become a critical material for high-speed optical links, particularly for longer-distance transmission.
American International Group Inc. CEO Eric Andersen said that while the artificial intelligence buildout presents a “great opportunity” for the insurance industry, it’s also pushing property and casualty providers to their limits. AI data centers “need everything from project finance …
Compal chairman Ray Chen said the company was still a newcomer to AI servers two years ago but has now moved into the middle tier and wants to keep closing the gap with the leaders.
Nvidia, AMD and Broadcom are moving beyond chip-level design into subsystems and complete systems, a shift that is increasing the need to account for thermal, electrical, mechanical and other physical effects earlier in the design process, according to Synopsys executives.
Nvidia's plan to assemble more than US$500 billion in third-party capital for AI infrastructure could reshape how the industry pays for compute.
Nvidia CEO Jensen Huang has sought to reassure investors over the chipmaker's exposure to a newly announced initiative designed to mobilize more than US$500 billion in third-party capital for artificial intelligence infrastructure.
Jensen Huang says CUDA keeps older hardware useful as CoreWeave tries to extract revenue beyond its GPUs' initial contracts.
Bloomberg reports that Anthropic is weighing an unsigned deal for Decart's low-latency video, world-model and inference technology.
Intel sees agentic AI changing the balance of AI servers, as CPU orchestration, memory capacity and data movement emerge as performance constraints even when more GPU capacity is available.
Jiangsu Niobium Optoelectronics Technology, a Chinese maker of thin-film lithium niobate (TFLN) photonic chips, has closed a Series B funding round worth several hundred million yuan as demand for AI data center interconnects rises.
CoreWeave recently rented Nvidia A100 GPUs into 2029, suggesting AI chips stay useful and hold their value far longer than critics feared.
Larsen & Toubro (L&T) has agreed to transfer its data center and cloud services business to Vyoma.AI, a wholly owned subsidiary, for INR14 billion (approx.
Chinese memory supplier Longsys reported a dramatic earnings rebound for the first half of 2026, benefiting from rising memory prices, stronger AI data center demand, and a shift toward higher-value storage products.
Traditional digital twin solutions often fall short due to fragmented data and limited interoperability.
The modern data center extends beyond traditional boundaries, creating complex hybrid environments. Gain unified visibility and control across on-premise, cloud, and edge infrastructure. The post Enabling resilient, secure and sustainable IT infrastructure appeared first on Whitepaper Repository -.
Calculating the return on investment for Data Center Infrastructure Management (DCIM) in distributed environments can be challenging. This paper introduces a framework and tool to help quantify its value. The post Data Center Research & Strategy appeared first on Whitepaper Repository -.
You can now build a plugin once and use it across all compatible agent clients. We published Agent Plugins 1.0 on August 6 with AWS, Anysphere, Microsoft, OpenAI, and Vercel.…
Linux GPU overclocking and monitoring tool, LACT, has officially launched v0.10.0, adding a host of new overclocking and sensor options for NVIDIA GPUs.
Alibaba released the open weights for Qwen3.8-2.4T-A95B (Qwen3.8-Max), its largest open-weight model, bringing near-frontier capabilities to the open...
NVIDIA founder and CEO Jensen Huang is ranked No. 1 on Glassdoor’s Best CEOs list for 2026.
AI data centers in space sound great, but practically speaking, they may be next to impossible. For tech bros, it The post Why space is actually a terrible place to cool a data center appeared first on The New Stack.
Ro Khanna's Data Center Bill of Rights would ban data centers within half a mile of homes and schools, but it might lack teeth as a non-binding resolution.
Behring Companies is marketing roughly 20,000 square feet of a former Lawrence Berkeley National Laboratory supercomputing site in downtown Oakland for an AI data center.
AI infrastructure spans multiple layers, from compute and networking to storage, orchestration, and applications. When performance degrades, identifying the...
NeMo Switchyard brings GPT-5-style model routing to the mainstream
Blacksmith Software Inc. today announced it has raised $45 million in new funding for its continuous integration service, which combines code development with cloud-based testing instead of on the developer’s computer.
Despite significant public pushback, North America’s data center industry is engaging in unprecedented expansion, with more than 66 gigawatts (GW) of capacity under construction as available colocation space remains exceptionally scarce, according to a new report from data center builder JLL.
A data center GPU has become more expensive because of the AI boom enabled by unprecedented data center buildouts — shocking. Nvidia's RTX 6000 Pro Blackwell is now twice as costly as it was last year at the time of its launch, and 20% more expensive than even a couple of months ago.
Some data center developers are suing local governments for passing temporary bans and moratorium, saying that they such moves violated their rights to due process and equal protection. This move has gotten one county to reverse their decision, while others are still fighting the cases in court.
CoreWeave reported $2.58 billion in quarterly revenue, up 112% year over year.
River AI, founded by xAI co-founder Igor Babuschkin, raised $1.1 billion in a seed/Series A round led by General Catalyst and AMP PBC, with participation from Nvidia, AMD Ventures, Y Combinator, and Temasek.
SPONSORED FEATURE: Sovereign AI is becoming a strategic infrastructure priority, explain HPE's Thierry Pienaar and NVIDIA's Kaushik Shirhatti
More processor coverage on Network World: Intel news and insights | AMD news and insights With its legacy of innovation, Nvidia has become a dominant force in the AI market.
Nvidia is working on Nemotron 4, a new open-weight model designed to rival the world’s best freely available models. The article Nvidia's Nemotron 4 aims for one trillion parameters, a scale Chinese labs already surpassed appeared first on The Decoder.
If you thought consumer graphics card prices were bad, the situation isn't much better on the workstation front.
Lee McIntire, an independent member of Fermi's board, has been hired as CEO, more than three months since the company fired co-founder Toby Neugebauer from the top post.
Hygon Information posted a 66.5% increase in first-half 2026 revenue as accelerating artificial intelligence deployment and stronger demand for domestically developed computing chips lifted sales of its high-end processors.
South Korea's semiconductor export boom was heavily concentrated in memory in July. Memory-chip export value surged 276.9% year over year, while system semiconductor exports slipped 0.7%, as server demand and higher memory prices created a sharp split between the two segments.
Global PMX said its semiconductor business is emerging as the main growth driver and is expected to continue expanding through 2027, while automotive sales remain steady and are expected to improve as the global auto market recovers.
For years, the logic of AI infrastructure has been straightforward: move more data, push more power, transmit more signals, remove more heat.
Suzhou Novosense Microelectronics expects to return to profitability in the first half of 2026, with revenue rising nearly 67% as demand for AI computing infrastructure, automotive electronics, server power supplies, and renewable energy systems lifts semiconductor shipments.
Advanced Micro Devices (AMD) is launching up to US$5 billion in debt offerings, part of a wave of tech companies reaching for capital markets to fund investments in AI-driven technologies.
Seoul Semiconductor and its affiliate, Seoul Viosys, have secured a permanent injunction from India's Delhi High Court against Ornate Agencies Private Limited, barring the Indian company from selling products that infringe Seoul Semiconductor's opto-semiconductor patents.
Lam Research plans to invest more than US$3 billion over the next five years to expand its global research and development lab network, increasing experimental capacity as semiconductor manufacturing grows more complex.
Samsung Electro-Mechanics has again delayed its semiconductor glass substrate commercialization schedule after a prototype reportedly failed a customer's reliability review.
UK semiconductor companies have raised $321m (£237.4m) so far this year, up from $262m (£193.8m) across all of 2025 and $232m (£171.6m) in 2024, according to data from Tracxn Technologies.
Century Communities leverages AI in land acquisition to help its lean land teams vet sites faster, before contracting or engineering begins.
AMD launched a four-part senior unsecured notes sale worth between $4 billion and $5 billion, according to Bloomberg.…
Microsoft is preparing to introduce Maia 300, the next generation of its internally designed artificial-intelligence accelerator, potentially as early as September 2026.
PAM secured the endpoint; privilege moved on. Work through these 21 controls to find out where standing access is accumulating in your cloud, SaaS, and AI estate — and how to shut it down without slowing anyone.
Semiconductor Manufacturing International Corporation (SMIC) is actively looking at adding equipment in its factories after demand for mature-node chips used alongside AI processors surged beyond expectations, according to company management.
SMIC Q2 2026 revenue hit $3.006B (+36.1% YoY), net profit surged ~4x; gross margin beat guidance at 25.3%. Q3 guided at 26-28% GM. Full analysis.
There are big concerns about water and electricity usage across three new London data center sites.
Ryanair and Google Cloud announced a five-year data and AI partnership on August 12, covering Google Workspace, Google Cloud services, and Gemini Enterprise for 35,000 employees.
Semiconductor Manufacturing International Corporation (SMIC) is considering disclosing revenue from artificial intelligence (AI)-related "peripheral chips" as a standalone line item, possibly from the third quarter of 2026 or later, executives said on the company's second-quarter earnings call.
Alibaba Cloud has begun commercial service for its Zhenwu M890 supernode in Ulanqab, Inner Mongolia, giving global customers an early look at how AI infrastructure is shifting toward larger, faster, and more tightly connected systems.
Hua Hong Grace Semiconductor has been running its fabs flat out for more than a year without earning an operating profit on the work.