Nvidia
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OpenAI Secures Dedicated Compute Capacity in Malaysia via Firmus Deal
OpenAI has signed a multi-year deal with infrastructure firm Firmus to access dedicated AI compute capacity at new data centers in Malaysia.
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Nvidia Acquires AI Platform Hugging Face in $12.9 Billion Deal
Nvidia has acquired open-source AI hub Hugging Face for $12.9 billion, pledging to maintain the platform’s neutrality and accessibility for global developers.
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Nvidia Commits $3.5 Billion to MediaTek to Expand Custom Data Center AI Chips
Nvidia is investing $3.5 billion in MediaTek via convertible bonds to jointly develop custom AI data center silicon and expand NVLink integration.
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Leaked NVIDIA DLSS 5 Runtime Sparks Community Hackathon and Performance Debate
A leaked NVIDIA DLSS 5 runtime has enabled unofficial neural rendering across older GPUs, highlighting both advanced visual potential and massive performance costs.
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Nvidia to Acquire Hugging Face for $12.9 Billion, Reshaping AI Ecosystem
Nvidia is set to acquire open-source AI hub Hugging Face for $12.9 billion, a move that consolidates the chipmaker’s control over AI model distribution and compute.
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Michael Burry Increases Short Position on Nvidia, Adds Call Options as Hedge
Investor Michael Burry has increased his short bets against Nvidia while adding call options to hedge against potential volatility ahead of the company’s earnings.
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Jensen Huang Defends Nvidia’s Massive AI Financing Strategy Amid ‘Circular’ Revenue Concerns
Nvidia CEO Jensen Huang argues that company-backed AI investments are essential for capital-intensive startups, dismissing risks of circular financing.
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Nvidia Earnings Set to Test Resilience of AI Market Momentum
Nvidia reports Q2 earnings today, with analysts watching for a 96% revenue jump and signs that the massive AI investment trend remains sustainable.
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Nvidia Investors Eye Q2 Earnings as Forward Valuation Metrics Improve
Nvidia prepares for its Q2 earnings report with analysts projecting 97.2% revenue growth and an increasingly attractive forward price-to-earnings valuation.
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Inside Xiaomi’s $3 Billion Silicon Strategy: Custom Xring Chips Challenge Nvidia and Mobile Rivals
Xiaomi has introduced three custom Xring chips for smartphones, AI, and driving, committing over $3B to silicon despite quarterly profit drops.
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Nvidia Earnings Loom as Market Braces for Potential Volatility
Nvidia is set to release its Q2 2026 earnings on Wednesday, with investors watching for signs of slowing growth and sustained AI infrastructure demand.
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Wall Street Backs Nvidia’s $500B Infrastructure Push, Shifting AI Compute into Private Credit Markets
Nvidia and six Wall Street asset managers signed agreements to structure $500 billion in private infrastructure financing for AI data centers and GPU hardware.
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Wall Street’s $500 Billion AI Bet: Nvidia and Financial Giants Redefine Infrastructure Funding
Nvidia is partnering with Wall Street giants to launch a $500 billion platform, shifting the massive cost of AI physical infrastructure to private capital.
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Meta Pivots Toward Open-Weight Superintelligence as Industry Adopts ‘Slow and Steady’ Pace
Mark Zuckerberg is shifting Meta back toward open-source AI, arguing that broad distribution is the best check against the risks of concentrated technological power.
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Armenia’s AI ambitions: Beyond GPU hardware and data centers
As Armenia attracts large-scale AI computing infrastructure, experts warn that hardware alone does not constitute a technological or scientific hub.