An Indian company is set to build a $2 billion AI hub with Nvidia’s GPUs and go public. Here's what we know so far ○
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7 hours ago
Yotta Data Services, which controls up to 70% of India’s GPU capacity, said surging demand from local AI startups and global tech firms is tightening supply.
83 days ago
Buy the dip in this AI 'neocloud' and don't believe bubble 'conspiracy theories,' says Freedom Capital's Meeks ⊕
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Veteran tech analyst Paul Meeks said that CoreWeave's backstop from Nvidia could absorb "any extra capacity for seven years" given their GPU partnership.
3 months ago
The question everyone in AI is asking: How long before a GPU depreciates? ⊕
With over $1 trillion in AI spending planned over the next five years, the useful lifespan of the infrastructure is a key issue for investors.
Nvidia will soar nearly 75% as GPU shipments double in the next year, says Loop Capital ○
Loop Capital pointed to a ramp in the supply of graphics processing units as a catalyst.
4 months ago
They will be 'wonderfully profitable' — Nvidia CEO on Oracle's reported GPU profit squeeze ⊕
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Oracle is "going to do incredibly well," Jensen Huang said in an interview with Jim Cramer at the CNBC Investing Club's Monthly Meeting.
5 months ago
Nvidia CEO Huang says $5 billion stake in rival Intel will be 'an incredible investment' ○
"We're going to become a very large customer of Intel CPUs, and we're going to be a large supplier of GPU chiplets into Intel" chips, Huang said.
8 months ago
Nvidia's first GPU was made in France — Macron wants the country to produce cutting edge chips again ○
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French President Emmanuel Macron said he wants France to be able to manufacture semiconductors in the range of 2 nanometers to 10 nanometers.
‘Inconceivable even three years ago’: hands-on with Xbox’s flashy new handheld console ○
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a story from The Guardian ⚠️ › International
The new ROG Xbox Ally handheld games machines will be available at the end of the year – here’s what it’s like to play on one
Just a few days after Nintendo finally released its follow-up to the Switc…
9 months ago
Nvidia says it is not sending GPU designs to China after reports of new Shanghai operation ○
Nvidia said it
10 months ago
Nvidia gets a price target cut from Citi, citing lower AI chip spending from hyperscalers ○
Citi's lower price target comes as the firm also slashed its overall forecast for GPU sales in 2025 and 2026.
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