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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46 days 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.
4 months 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.
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.
5 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.
6 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.
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.
10 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…
Nvidia says it is not sending GPU designs to China after reports of new Shanghai operation ○
Nvidia said it
12 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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