Wall Street bets Nvidia chips will age like gold
The cocaine nose jobs of Wall Street are betting that Nvidia’s AI chips can dodge…
ai chips
Memory supply vanishes for 2027
Samsung, SK hynix and Micron have allocated all their 2027 DRAM and HBM capacity. Taiwanese…
AMD buys inference silicon outfit Taalas
AMD has snapped up Taalas to give its AI inference plans another shove beyond its…
Lumilens bags a fat AI networking round
Lumilens has raised more than $700 million with a pitch about replacing knackered copper cabling…
Infineon rides the AI power rush
Infineon is riding the AI data centre racket while investors fret that its margins are…
Olix bags $312mn to chase Nvidia
London AI chip outfit Olix has raised $312mn, tripling its valuation while investors hunt for…
Apple gets bitten by AI chip squeeze
The Fruity Cargo Cult Apple has finally discovered that hiding from the AI data centre…
Nvidia GPU prices scare retailers
Nvidia’s graphics card prices are reportedly jumping again as memory costs rise and retailers start…
Nvidia drops $5bn on secretive SSI
Nvidia has agreed to lob $5bn at Safe Superintelligence, the hush-hush AI outfit run by…
Nvidia may prop up OpenAI’s monster Ohio data centre
Nvidia is in talks to provide a roughly $250 billion guarantee for OpenAI as part…