Sequoia Warns AI Investment Bubble Could Burst
Sequoia Capital's annual market report flags unsustainable AI spending, estimating the industry needs $600B in revenue t…
🏷️ nvidia
188 articles about 'nvidia'
Cerebras Files for IPO as AI Chip Market Heats Up
AI chip startup Cerebras Systems has filed for an IPO, seeking to challenge Nvidia's dominance in the booming semiconduc…
AMD MI400 Chips Challenge NVIDIA in AI Training
AMD's next-generation MI400 accelerators target NVIDIA's dominance in AI training with major performance and memory upgr…
NVIDIA Blackwell Ultra GPUs Hit Supply Crisis
NVIDIA's next-gen Blackwell Ultra GPUs face severe supply constraints as hyperscalers and AI startups scramble for chip …
Broadcom Custom AI Chip Revenue Surges 80% YoY
Broadcom reports 80% year-over-year growth in custom AI chip revenue, signaling a major shift in how hyperscalers approa…
Cerebras Wafer-Scale Chip Shatters LLM Training Records
Cerebras Systems' WSE-3 chip sets new benchmarks for LLM training speed, challenging NVIDIA's GPU dominance in AI infras…
NVIDIA Now Sources 90% of Production From Asia
Asian suppliers now account for 90% of NVIDIA's production costs, up from 65% a year ago, as AI capacity competition int…
NVIDIA Blackwell Ultra GPUs Deliver 3x Inference Boost
NVIDIA's next-gen Blackwell Ultra architecture triples inference performance for large AI models, reshaping data center …
AMD MI400 Takes Aim at NVIDIA AI Chip Crown
AMD's next-gen MI400 accelerators target NVIDIA's dominance in AI training, promising competitive performance at lower c…
NVIDIA Blackwell Ultra GPUs Hit Mass Production
NVIDIA begins mass production of its Blackwell Ultra B300 GPUs, promising 1.5x AI inference performance gains for hypers…
NVIDIA Blackwell Ultra B300 Enters Mass Production
NVIDIA's next-gen B300 GPU begins mass production, delivering major AI performance gains for hyperscale data centers.
NVIDIA Unveils Blackwell Ultra B300 for AI Training
NVIDIA announces the Blackwell Ultra B300 GPU, promising massive performance gains for next-generation AI model training…