The Justice Department is investigating whether Nvidia structured its $20B licence-and-hire deal with Groq to avoid merger scrutiny, and has…
Nvidia Doubles Again: $96.2 Billion in Revenue as Data-Center Demand Accelerates
Nvidia reported $96.2B in Q2 revenue (up 106% YoY), beating estimates, on a record $85.7B data-center quarter and 75% gross…
Nvidia Pays Poolside About $6 Billion to License Its ‘Model Factory’ and Hire 109 Staff
Nvidia is paying ~$6B to license Poolside’s Model Factory (its platform for building code-generation AI) and to hire 109 of…
Nvidia Turns Compute Into an Asset Class: a $500B AI-Financing Push With Wall Street
Nvidia signed MoUs with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to build compute-financing platforms mobilizing over $500B of…
Chips, Data Centers and Data: The Three Chokepoints Deciding the AI Race
A new AI factory in Armenia, a Chinese chip-tool breakthrough and a looming data shortage map the three chokepoints of…
China Threatens to ‘Resolutely Retaliate’ Over the US Robot Ban — and It Holds the Rare-Earth Cards
After the FCC moved to ban new Chinese humanoid robots and power inverters on security grounds, Beijing vowed to retaliate,…
How GPU-as-a-Service reduces enterprise AI compute costs by up to 60%
GPU-as-a-Service models from specialized providers and hyperscalers offer enterprises flexible access to scarce AI compute, potentially cutting costs by 40-60%…
Nvidia May Guarantee $250 Billion So OpenAI Can Afford the Data Center That Will House Nvidia’s Chips
Nvidia is reportedly in talks to backstop ~$250bn of debt on a 10GW Ohio data center so OpenAI can borrow…
Public cloud vs. dedicated AI cloud: TCO reveals 35% savings for sustained workloads
Surging GPU demand for AI strains hyperscaler capacity, prompting enterprises to evaluate dedicated AI cloud providers, which offer 35% cost…
DeepSeek Paused a $1.4 Billion Raise Over a Leaked Transcript. The Leak’s Contents Are Why.
DeepSeek suspended a 10bn-yuan round at a $70.8bn valuation (up from $50bn) ahead of a possible IPO — reportedly because…
AMD Is Putting $5 Billion Into Anthropic and 2GW of GPUs Behind Claude — to Attack CUDA, Not Nvidia’s Silicon
Up to $5bn equity plus 2 gigawatts of MI450 Instinct GPUs in Helios racks, first gigawatt H1 2027. The strategically…
Five Tech Giants Are Carrying $1.65 Trillion in AI Debt You Won’t Find on Their Balance Sheets
Alphabet, Microsoft, Amazon, Meta and Oracle hold roughly $1.65tn in off-balance-sheet AI obligations — more than their $1.35tn reported debt,…