Topic Memory
Current signal 252.5 with 5222 archived momentum points.
Cluster
Nvidia is nabbing critical infrastructure for open models as interest grows.
On Nvidia's earnings call Wednesday, CEO Jensen Huang casually announced the company had "achieved AGI," one of the tech industry's ultimate goals some of its biggest players have spent years chasing.
Today on Decoder, I’m talking to Verge senior AI reporter Hayden Field about some pure Decoder bait: the seemingly-endless org chart changes at OpenAI, and how all of them seem to consolidate power under cofounder Greg Brockman, the company’s president.
Nvidia reportedly agreed to buy open source AI platform Hugging Face for $12.9 billion as the chipmaker expands deeper into the AI ecosystem.
You have questions about data centers, and WIRED has answers. Join our livestream on September 10 and our panel of experts will tell you everything you need to know.
Nvidia has reportedly agreed to buy Hugging Face, the popular open-source AI hub, for $12.9 billion in a move that would let Nvidia both protect its chip empire and jump back into the cloud business.
The UK’s energy regulator is using a variety of tricks to keep speculative data center projects from plugging into the power grid. The country’s AI ambitions hang in the balance.
NVIDIA’s Gamescom announcements are revealing what’s next for GeForce NOW, with new ways to play, more supported devices and platforms, and even more big PC games headed to the cloud.
NVIDIA will present at the following event for the financial community
Kyndryl and Broadcom on Thursday rolled out new consulting services for VMware Cloud Foundation (VCF), tweaking the initiative to be an AI program and pledging to invest in the skills development of several thousand certified Kyndryl consultants, architects, and delivery specialists to enable agentic workflows.
Amazon is adding another 2 million Nvidia GPU chips to its data centers over the next two years. But this extended partnerships stretches beyond buying more chips.
Nvidia has held talks to acquire Hugging Face for more than $13 billion as the chip giant expands its AI dealmaking.
Spanning North America and Europe, the energy-focused, AI-driven startups were selected for the Google for Startups Accelerator.
Nvidia Corp. has reportedly bought Hugging Face Inc., a startup with a popular platform for hosting open-source artificial intelligence projects.
Nvidia Corp. delivered another mind-boggling quarter Wednesday. Total revenue reached $96 billion, up more than 100% year over year, with data center revenue at $89 billion and a third-quarter guide of $108 billion.
Nvidia's predicting it will pull in $108 billion in revenue within just a few months.
The new deal with the infrastructure provider is the latest example of Anthropic's white-hot compute-gobbling streak.
IBD's top-performing stock lists have just been updated. See which stocks got added — and which got cut. The post Palantir, Nvidia Among 17 Stocks Rising Onto Best Stock Lists appeared first on Investor's Business Daily.
Technology stocks led Wall Street after Nvidia, Salesforce and others reported fatter profits for the spring than expected.
The Nasdaq charges higher in the stock market Thursday as Salesforce, CrowdStrike and Nvidia turn in strong earnings reports. The post Stock Market Cheers Nvidia, Salesforce Earnings; Nasdaq, S&P 500 Make Key Technical Moves appeared first on Investor's Business Daily.
Interested parties can hear NVIDIA's financial presentation live at 8:50 a.m. PT on Sept. 10, with an audio replay available for 90 days afterward.
Nvidia broke out on earnings but didn't have coattails. Meanwhile several software stocks flashed buy signals on a trio of earnings.
EPA wants states to control public notice for minor pollution permits as data center construction expands and community concerns increase.
A stunning forecast from Nvidia sparked a rise in technology stocks, boosting confidence in the artificial intelligence trade that has propelled the bull market.
The company raised its full-year outlook as custom silicon and optical interconnects outpace traditional segments of the business.
Marks Lambda’s second major debt financing this year, extending a repeatable, asset-backed model for funding committed AI infrastructure deployments
Data center construction and AI backlash collide: How new state "moratoriums" actually work as governors vie for reelection. The post How Your State's AI Data-Center 'Moratorium' Really Works appeared first on Investor's Business Daily.
MSI announced that the XpertStation WS300 based on NVIDIA DGX Station architecture is now shipping.
Palo Alto Networks’ threat intelligence team said the early waves of threats riding on agentic AI models have broken in the wild, and organizations are unprepared for what’s coming next. The post Unit 42 warns AI has shifted balance of power from defenders to attackers appeared first on CyberScoop.
Dan Niles, Founder and Portfolio Manager at Niles Investment Management, breaks down NVIDIA’s blowout earnings, 70% growth forecast and AI spending boom.
Nathan Bomey, Business Reporter at Axios and author of The Axios Closer newsletter, explains why Wall Street is turning NVIDIA’s AI chips into financial assets.
Amazon is dramatically expanding its partnership with Nvidia, ordering another 2 million GPUs for AWS data centers after demand far exceeded expectations.
The Trump administration is weighing a second round of semiconductor tariffs that would extend duties beyond chips to products built with them.
Nvidia expects Vera Rubin to become its fastest-ramping data center AI platform as it projects sales of Vera Rubin hardware to hit 20% of data center revenue in its third fiscal quarter.
Researchers discovered that most negotiations between data centers and local governments are protected by NDAs. These documents keep details in secret, with residents having a difficult time finding information about these projects because of the agreements.
Nvidia has been in talks to acquire Hugging Face at a valuation above $13bn, according to Business Insider, days after reports that the open-model hub was exploring a sale at roughly that figure.
An environmental group said that two new chemicals approved by the EPA for semiconductor manufacturing do not come with enough safeguards, so they're suing the agency for 'turning the new chemical review process on its head.'
Nvidia reportedly plans to buy Hugging Face at a price that exceeds its revenue by over 80 times, making it a major strategic investment in AI ecosystem.
OpenAI's first AI accelerator fails to beat Nvidia's Blackwell in terms of raw performance, but it can offer very good performance-per-watt and low latency, which is exactly what the doctor ordered for inference workloads.
Nvidia is moving to acquire AI platform Hugging Face in a deal valued at about $12.9 billion, a move that would extend its reach beyond chips into how AI models are distributed and used by enterprises.
Harry Stebbings, Rory O’Driscoll and I went through Nvidia’s ecosystem spending spree, OpenAI’s move from number one to number two, and what happens to CFO budgets when your best people are addicted to tokens.
Good morning and happy Thursday. Today I’m donating to Dolly Parton’s Imagination Library in her honor, reading about OpenAI’s incredibly powerful new AI inference chip, pretending to read Bill Gates’ 6,000-word essay about AI’s diverging futures, and actually watching this 2-hour deep dive of the upcoming Thief:...
Anthropic has struck a deal worth around 45 billion dollars with British cloud startup Nscale, Bloomberg reports. The article Anthropic locks in 45-billion-dollar compute deal with Nscale ahead of IPO appeared first on The Decoder.
Z.ai releases GLM-5.3-Flash, an open-source model with 320 billion parameters that lands just three points behind the larger GLM-5.3 on Artificial Analysis's Intelligence Index, at a seventh of the cost.
Nvidia has put nearly US$50 billion into the AI labs that buy its chips, and has lined up commitments for more than $500 billion Colette Kress, the company’s chief financial officer, told analysts on August 26 that demand from the labs Nvidia backs with its own balance sheet will contribute toward roughly a quarter...
Every decade or so, a new form of infrastructure becomes the thing that separates economies that compound from economies that stagnate.
Data centers are facing bipartisan resistance from across the nation, but what's the reason behind this? The answer seems to be deceptively simple.
Nvidia's Q2 FY2027 revenue tops $96 billion as the company commits to buy up to $160 billion worth of memory, increasing its total commitments to $279 billion ahead of a major demand bump.
Academic researchers have disclosed a Rowhammer attack impacting NVIDIA workstation GPUs with GDDR6 memory that defeats error correction codes (ECC), the mitigation NVIDIA recommends against GPU Rowhammer, and enables denial-of-service (DoS) and privilege escalation to a root shell.
Nvidia has made a point of it in three consecutive earnings decks: year-on-year growth has accelerated for four straight quarters, which the company calls unprecedented at its scale.
Quarterly revenue also more than doubled, to $96.22 billion, the company said, topping expectations on Wall Street.
The model hub most people download open weights from would belong to the company that sells the GPUs to run them. Nvidia has agreed to The post Nvidia’s Hugging Face Acquisition Reportedly Lands at $12.9 Billion, About 86 Times Revenue appeared first on Hardware Busters.
Anthropic has signed a deal to rent approximately $45 billion in AI compute from Nscale, a British AI infrastructure company, according to a source familiar with the matter.
The chipmaker's reported acquisition would concentrate the open-source AI pipeline inside one company, from silicon to distribution — with consequences for builders and users alike.
Nvidia shares climbed more than nine percent in morning trading, breaking a four-quarter streak in which the AI chip giant's stock fell the day after earnings despite beating Wall Street's estimates. The post AI Gold Rush: Nvidia Shares Jump 9% on Earnings Report, Blockbuster Sales Forecast appeared first on Breitbart.
We’re scaling the Secure AI Factory with NVIDIA, adding new compute and networking options. Our integrated, validated solutions help enterprises deploy AI faster, stay secure, and maximize ROI.
Insider Brief PRESS RELEASE — Quintessent, an innovator in resilient and low-cost AI datacenter optical interconnect products, announced it has raised $40 million in an oversubscribed Series A investment round.
Nvidia has reportedly agreed to buy Hugging Face for $12.9 billion, putting one of the biggest names in AI hardware The post Nvidia doesn’t need to block rival chips on Hugging Face. It just needs the defaults. appeared first on The New Stack.
Stop choosing between simplicity and scale. Learn how the dynamic duo of vPC and enhanced ESI builds a resilient, fabric-native network that accelerates your data center for the AI era with the sub-second convergence your business demands.
This mobile workstation earned 5 stars in our review, and comes equipped with Intel Core Ultra 9 275HX, Nvidia RTX PRO 4000 Blackwell GPU, and 64GB DDR5 RAM.
As rumors swirl that Nvidia may be closing in on a deal to buy Hugging Face, it released a small robot. The post Nvidia M&A Target Hugging Face Releases New Robot, As Deal Rumors Swirl appeared first on Investor's Business Daily.
Nvidia stock jumped after the AI chipmaker delivered a beat-and-raise earnings report and gave an upbeat forecast for next year. The post Nvidia Stock Jumps On Bullish Quarterly Report, Outlook appeared first on Investor's Business Daily.
NEW YORK (AP) — Technology stocks are leading Wall Street after Nvidia, Salesforce and others reported even fatter profits for the spring than analysts...
Stock Market Today: The Dow Jones index falls, but tech futures rally Thursday as Nvidia, Salesforce and CrowdStrike surge on earnings. The post Stock Market Today: Tech Futures Rally As Nvidia, Salesforce, CrowdStrike Surge On Earnings News (Live Coverage) appeared first on Investor's Business Daily.
Nvidia reported fiscal second-quarter revenue of $96.2 billion for the period ended July 26, 2026, an increase of 106% from a year earlier and 18% sequentially.
US futures are mostly higher as demand for artificial intelligence technology leads to a surge in business for Nvidia and other tech companies with heavy exposure to AI.
Systems are priced at about $600,000 each, while supplier allocation and U.S. export rules could affect delivery; Atlas One hosting remains under discussion.
Sentiment US equity futures rose after Nvidia delivered a stronger-than-expected outlook, reinforcing confidence that the AI investment cycle still has room to run.
Nvidia GPU driver support is coming to an end for Windows 10 — here's what that means for security and your favorite PC games.
South Korea’s central bank has raised interest rates for a second straight month, with analysts saying its semiconductor boom has given policymakers room to confront inflation, a weak won and rising home prices, but at the cost of a deeper squeeze on indebted households and small businesses.
US stock futures climbed as Nvidia’s bullish outlook reinforced confidence that the AI investment boom still has further to run, easing fears that the rapid expansion in artificial intelligence spending is beginning to lose momentum.
Nvidia reported revenue of $96.2bn for the quarter, up 106% from the same period last year, and then did something it has never done before by guiding a full year ahead.
Nvidia is buying open-source AI platform Hugging Face for $12.9 billion, about 80 times its $150 million annual revenue.
Nvidia's GPU roadmap is pushing 800VDC into the spotlight as a key next-generation breakthrough, with battery backup modules (BBUs) set to gain in both quality and volume as high-density AI factories shift toward the new power architecture.
The five largest cloud operators spent US$181.5 billion on property and equipment in the June quarter, 87% more than a year earlier. Nvidia's hyperscale revenue was US$48.7 billion — 26.8 cents of every dollar they spent, down from a peak of 33.2 cents three quarters ago.
Nvidia said in its fiscal 2027 second-quarter results on the 27th that it sold a small number of H200 artificial intelligence (AI) processors to Chinese customers last quarter, marking its first renewed AI chip sales to China since shipping about US$60 million of H20 chips in early 2025.
Nvidia closed its second fiscal quarter with US$31.6 billion of inventory, but the more consequential change is what that inventory now consists of.
Nvidia's data center business now splits almost evenly between hyperscalers and everyone else — US$48.7 billion against US$40.3 billion in the July quarter. The obvious reading is that the customer base is broadening. The sequence says something more specific.
Nvidia has agreed to acquire Hugging Face for US$12.9 billion, giving the AI chipmaker control of one of the most widely used platforms for open-source models, datasets, and AI deployment at a time when some of its biggest customers are developing competing processors.
And gaming doesn't even get a mention in its earnings call.