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Nvidia partner Foxconn reports a 26% revenue increase in November as demand for next-generation AI infrastructure rises.
Cristiano Ronaldo has taken an equity stake in Perplexity and will serve as a global partner, marking one of the most high-profile collaborations between elite sports and AI search technology.
Nvidia’s newest AI server accelerates mixture-of-experts models by 10x, leveraging 72 chips and high-speed interconnects, maintaining an edge over AMD and competitors.
AWS introduced new tools for enterprise customers to build and fine-tune custom large language models, alongside AI infrastructure offerings for on-premises deployments.
AWS AI Factories bring dedicated AI infrastructure directly into customer data centers, enabling enterprises and governments to rapidly develop and deploy AI applications while meeting data sovereignty and regulatory requirements.
Nvidia is investing $2 billion in Synopsys to integrate its AI hardware with Synopsys’s chip-design software, enhancing GPU-based workflows and solidifying its influence in semiconductor design.
Black Forest Labs has secured $300 million in Series B funding at a $3.25 billion valuation, supporting development of its foundation AI models for image generation and editing.
Baidu is scaling up its in-house AI-chip business via its Kunlunxin unit, unveiling a five-year roadmap with M100 and M300 chips and aiming to fill the gap left by restricted Nvidia GPU access in China.
Nvidia’s strong earnings reignite AI bubble fears, but analysts say the boom has years of runway as real demand, revenue growth, and new AI use cases accelerate.
Nvidia asserts it is “a generation ahead” in AI chips after reports that Google may supply Meta with its processors, spurring market competition.
Nvidia CEO Jensen Huang told staff to use AI for all possible tasks and reassured them that automation would not threaten their jobs.
Meta is in talks to spend billions on Google’s TPUs for its data centers, a shift that would position Alphabet as a stronger competitor to Nvidia. The discussions include Meta potentially renting Google Cloud chips as early as next year.
Asian semiconductor shares sank after Nvidia’s overnight decline, with major suppliers including SoftBank, SK Hynix, Samsung, and TSMC posting sharp losses. T
SoftBank plans to invest up to $3 billion to convert an Ohio EV plant into a facility producing modular data center equipment for OpenAI’s expanding U.S. infrastructure.
Nvidia reported strong third quarter results driven by soaring demand for its data center GPUs and Blackwell architecture. The company raised its outlook as AI infrastructure spending accelerates.