Why Wall Street wasn’t won over by Nvidia’s big conference
Despite investor fears of an AI bubble, Nvidia’s latest conference shows that most in the industry aren’t concerned by that possibility.
AI chips
Another deep tech chip startup becomes a unicorn: Frore hits $1.64B
At Nvidia CEO Jensen Huang’s urging, Frore developed liquid-cooling tech for chips. That shift helped it just raise $143 million.
Meta strikes up to $100B AMD chip deal as it chases ‘personal superintelligence’
Meta is buying billions of dollars in AMD AI chips in a multiyear deal tied to a 160 million-share warrant, deepening its push to diversify beyond Nvidia and expand data center capacity.
How Ricursive Intelligence raised $335M at a $4B valuation in 4 months
The reason why this nascent startup had VCs lining up is the founders.They are so famed in the AI world, everyone tried to hire them.
EXCLUSIVE: Positron raises $230M Series B to take on Nvidia’s AI chips
The investment comes from backers including the Qatar Investment Authority as demand for chips beyond Nvidia soars and as Qatar aims to build out its AI infrastructure.
Microsoft won’t stop buying AI chips from Nvidia, AMD, even after launching its own, Nadella says
Microsoft says its own chip leapfrogs those made by other cloud providers like Amazon and Google. But it needs more.
The US imposes 25% tariff on Nvidia’s H200 AI chips headed to China
The Trump administration formalized its 25% cut of H200 chip sales in China with a tariff that applies to certain semiconductors.
Nvidia’s reportedly asking Chinese customers to pay upfront for its H200 AI chips
Nvidia is now requiring its customers in China to pay upfront in full for its H200 AI chips even as approval stateside and from Beijing remains uncertain.
AMD unveils new AI PC processors for general use and gaming at CES
AMD announced the latest version of its AI-powered PC chips designed for a variety of tasks from gaming to content creation and multitasking.