Morgan Stanley reckons Nvidia’s GB200 racks mint money
Rivals left bleeding red ink in AI factory economics Number crunchers at Morgan Stanley have…
Nvidia
Cambricon cashes in on anti-Nvidia orders
Beijing’s AI chip pipsqueak rakes in the yuan Chinese chip upstart Cambricon is laughing all…
Nvidia pushes into self-driving cars as robot future looms
Chip giant sees its robot dreams on four wheels first Nvidia has set its sights…
Infineon links up with Nvidia for physical AI robots
Chipmaker arms Jetson Thor with smarter motors Infineon has teamed up with Nvidia to push…
Nvidia shows off Blackwell GB200 and GB300 racks
Chipmaker talks modular MGX architecture and rack guts at Hot Chips 2025 Nvidia used Hot…
US giants queue up for TSMC’s Arizona silicon
TSMC’s stateside fabs are in hot demand The Fruity Cargo Cult Apple, Supermicro, Nvidia, and…
Nvidia pulls plug on China-only H20 GPU
Nvidia backs away as Chinese market turns sour Nvidia appears to be winding down its…
Nvidia tapes out Rubin chips
Huang reckons Rubin will reshape compute from the ground up Nvidia supreme dalek Jensen Huang…
AMD leaks FSR 4 source code
SDK update locks features behind DLLS AMD had a bit of a senior moment this…
ARM poaches Amazon chip guru for AI push
Ramps up in-house CPU plans Chip designer ARM has poached one of Amazon’s top silicon…