You are not logged in so some information on this page has been withheld. To see more, please log in or sign up.
GPU
since
auto-detected in 14 stories
20 hours ago
Nvidia challenger D-Matrix is entering full production of an AI chip it says is 10 times faster than a GPU and bypasses the memory shortage.
28 days ago
Traders will soon be able to bet on computer chip prices as AI drives costs skyward ○
Contracts can be used to hedge against rising GPU rental rates and other operational costs
45 days ago
Wall Street is getting bullish on neoclouds. These stocks hold more risk than other AI plays ⊖
Neoclouds emerged as stopgaps to address the GPU shortage, but their economics are fragile, McKinsey has warned.
56 days ago
MacBook Air M5 review: Apple’s best consumer laptop speeds up ⊕⊕
Chip upgrade brings pro-level power, long battery life and plenty of storage, but the Air now faces real competition
Apple’s latest MacBook Air is its most powerful yet, comes with double the starting…
3 months ago
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 ○
found
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.
6 months ago
Buy the dip in this AI 'neocloud' and don't believe bubble 'conspiracy theories,' says Freedom Capital's Meeks ⊕
found
Veteran tech analyst Paul Meeks said that CoreWeave's backstop from Nvidia could absorb "any extra capacity for seven years" given their GPU partnership.
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.
7 months ago
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.
8 months ago
They will be 'wonderfully profitable' — Nvidia CEO on Oracle's reported GPU profit squeeze ⊕
found
Oracle is "going to do incredibly well," Jensen Huang said in an interview with Jim Cramer at the CNBC Investing Club's Monthly Meeting.
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.