Antitrust enforcers have opened their first real examination of the deal structure that has replaced the acquisition in AI: Nvidia has received a formal Justice...
Jensen Huang reaffirmed Nvidia's 70% growth guidance, implying $680 billion in revenue, and answered circular-deal critics with '$1 in, $100 back.'
Apple introduced a new Mac Studio on August 25 built around the M5 Max and an all-new M5 Ultra, and the configuration Apple is pushing hardest is aimed squarely...
Amazon is adding 2 million more Nvidia GPUs to AWS just five months after committing to 1 million, even as it scales its own Trainium and Graviton silicon.
Nvidia has reportedly agreed to acquire Hugging Face for $12.9 billion, a multiple of roughly 80x revenue that buys the developer graph, not the income statement.
AI-generated kernels beat OpenAI expert-written versions by up to 1.8x, as Jalapeño posts its first InferenceX benchmark results.
Apple debuts the 2nm M6 in Mac mini and a quad-die M5 Ultra in Mac Studio, pitching both as machines for running LLMs locally.
An SEC filing shows Google tapped Marvell for TPU-adjacent custom silicon with a $12.2 billion warrant, ending Broadcom's sole-supplier position.
Etched raised $700M at a $21B valuation led by Jane Street, doubling its July price. The startup splits inference into prefill and decode with separate silicon.
Cerebras says its new CS-4 rack, built from three WSE-3 Turbo wafers, delivers 750 PFLOPS and up to 30x GPU per-user token speed. Shipments start this quarter.
OpenAI's new Ultrafast tier runs GPT-5.6 Sol at up to 750 tokens per second, 14x standard speed, powered by Cerebras wafer-scale chips in limited preview.
Volta, incorporated in January 2026 by ex-Brookfield executives, signed a roughly $10B six-year compute contract for a 133MW Norwegian site.