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Sources: the US Commerce Department plans to approve the sale of up to 35K of Nvidia's GB300 servers or their equivalents to G42 and Humain each
(
www.wsj.com
)
3 hours ago
Nvidia
Nvidia Beats Earnings Expectations, Even As Bubble Concerns Mount
(
slashdot.org
)
4 hours ago
Nvidia
Nvidia reports Q3 revenue up 62% YoY to $57.01B, vs. $54.92B est., Data Center revenue up 66% to $51.2B, and net income up 65% to $31.9B
(
www.cnbc.com
)
5 hours ago
Nvidia
Nokia unveils a new strategy, including plans to split its high-growth AI operations into a separate unit from its telecoms business; Nokia's shares fall 7%
(
www.ft.com
)
5 hours ago
AI
Nokia
Elon Musk says xAI plans to develop a 500 megawatt data center in Saudi Arabia with state-backed AI startup Humain; the data center will rely on Nvidia chips
(
www.bloomberg.com
)
9 hours ago
Startup
AI
Arabia
Elon Musk
Nvidia
Saudi Arabia
Brookfield Asset Management is targeting $10B for its new AI infrastructure fund and has already raised $5B from its balance sheet, Nvidia, and other investors
(
www.wsj.com
)
19 hours ago
AI
Nvidia
Asset
Source: Microsoft's and Nvidia's investments in Anthropic push its valuation to the range of $350B, up from its $183B valuation after raising $13B in September
(
www.cnbc.com
)
1 day ago
Microsoft
Nvidia
Microsoft, Nvidia Commit Up To $15 Billion Investment in Anthropic as Claude Scales on Azure
(
slashdot.org
)
1 day ago
Microsoft
Nvidia
Anthropic commits to buy $30B in Azure capacity in a new deal with Microsoft and Nvidia, which commit to invest up to $5B and $10B, respectively, in Anthropic
(
blogs.microsoft.com
)
1 day ago
Microsoft
Nvidia
Xiaomi President Lu Weibing says the company expects a shortfall in memory chips to push up mobile device prices in 2026, after SMIC's similar warning last week
(
www.bloomberg.com
)
1 day ago
Mobile
Xiaomi
Arm and Nvidia announce that Arm-based Neoverse CPUs will be able to integrate with AI accelerators using Nvidia's NVLink Fusion tech
(
www.cnbc.com
)
2 days ago
AI
Nvidia
US filing: Peter Thiel's Thiel Macro sold 537,742 Nvidia shares, worth ~$100M as of September 30, during Q3, amid rising concerns about an AI investment bubble
(
www.bloomberg.com
)
2 days ago
AI
Nvidia
Political fixer Bradley Tusk's nonprofit releases VoteSecure, an open-source cryptographic protocol for mobile voting, amid skepticism from cryptographers
(
www.wired.com
)
4 days ago
Mobile
Russia Imposes 24-Hour Mobile Internet Blackout For Travelers Returning Home
(
tech.slashdot.org
)
5 days ago
Russia
Mobile
CloudX, which uses Anthropic's Claude to automate mobile ad pricing and inventory optimization for publishers, raised a $30M Series A led by Addition
(
www.adweek.com
)
5 days ago
Mobile
The NVIDIA Reckoning
(
dailyreckoning.com
)
6 days ago
Nvidia
An investigation traces how Shanghai-based AI startup INF Tech accessed advanced Nvidia chips at an Indosat data center in Jakarta, despite US export controls
(
www.wsj.com
)
6 days ago
Startup
AI
Nvidia
Shanghai
Fabric8Labs, which uses electrochemical additive manufacturing to create chip-cooling plates for data centers, raised $50M led by NEA and Intel Capital
(
www.axios.com
)
6 days ago
Intel
Manufacturing
An investigation traces how Shanghai-based AI company INF Tech accessed advanced Nvidia chips at an Indonesian data center despite US export controls
(
www.wsj.com
)
6 days ago
AI
Indonesia
Nvidia
Shanghai
Valve unveils a new Steam Machine, a cube-shaped gaming PC with SteamOS, a semi-custom AMD Zen 4 CPU and AMD RDNA 3 GPU, and 16GB of RAM, expected in early 2026
(
www.tomshardware.com
)
7 days ago
AMD
Colombia suspends intel sharing with US over Caribbean airstrikes
(
www.rt.com
)
7 days ago
Intel
AMD CEO Lisa Su says AMD's annual revenue growth will average 35%+ a year over the next three to five years and the total AI chip market will reach $1T by 2030
(
www.bloomberg.com
)
8 days ago
AI
AMD
SoftBank sold its entire Nvidia stake, or ~32M shares, in October for $5.8B and part of its T-Mobile stake for $9.2B, boosting Q2 profit to $16.2B, above est.
(
www.ft.com
)
8 days ago
Mobile
Nvidia
EU Eyes Banning Huawei, ZTE Corp From Mobile Networks of Member Countries
(
mobile.slashdot.org
)
9 days ago
Mobile
Sachin Katti, Intel's CTO and AI officer, says he is leaving the company to join OpenAI; Intel says CEO Lip-Bu Tan will take over its AI efforts
(
www.crn.com
)
9 days ago
Intel
AI
Data Centers in Nvidia's Hometown Stand Empty Awaiting Power
(
hardware.slashdot.org
)
9 days ago
Nvidia
NVIDIA Connects AI GPUs to Early Quantum Processors
(
hardware.slashdot.org
)
9 days ago
AI
Nvidia
Quantum
A Delaware federal jury rules that GoDaddy owes patent owner Express Mobile $170M for violating its rights in website-building technology; GoDaddy will appeal
(
www.reuters.com
)
12 days ago
Mobile
Microsoft, Meta, and sources say, Google will not publish diversity reports and data this year; Amazon, Apple, and Nvidia released diversity data this year
(
www.wired.com
)
12 days ago
Google
Amazon
Microsoft
Apple
Nvidia
Speaking to shareholders, Elon Musk says Tesla will likely need to build “a gigantic chip fab” for AI chips and “maybe, we'll do something with Intel”
(
www.reuters.com
)
12 days ago
Intel
AI
Tesla
Elon Musk
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