1+ day, 17+ hour ago   (837+ words) Jensen Huang has a blunt message for critics who argue Nvidia is propping up its own sales by financing the very companies that buy its chips: bring it on. "Is that circular? If that is, let's do more of that,…...

2+ day, 16+ hour ago   (452+ words) During the call, co-CEO Clay Magouyrk provided specific figures: Oracle delivered 850 megawatts of AI compute capacity to customers during the first quarter, including over 300,000 GPUs. He noted, "Q1 delivery volume was nearly triple the entire Q4 delivery volume, equivalent to 73% of the…...

3+ day, 22+ hour ago   (449+ words) Google Cloud is making an aggressive claim about its position in the custom AI silicon market: its Tensor Processing Unit business is now more than twice as large as that of any competing hyperscaler. Speaking at a Goldman Sachs conference…...

5+ day, 18+ hour ago   (357+ words) Options traders are positioning for one of the most volatile earnings reactions in Oracle Corporation's (ORCL) recent history, with the derivatives market implying a double-digit percentage move when the database and cloud giant reports fiscal first-quarter results after Thursday's close....

1+ week, 1+ day ago   (812+ words) South Korea's Samsung Electronics has officially launched a joint development project with chip architecture firm Arm for an on-device AI system-on-chip (SoC), targeting AI computing demand in smartphones and other end devices. Arm approved initial non-recurring engineering costs in late…...

2+ week, 2+ day ago   (634+ words) Nvidia Corp. (NVDA) has paused parts of a financing initiative that offered credit support to AI cloud companies in exchange for a share of their revenue, according to the Wall Street Journal, citing people familiar with the matter. The chipmaker…...

2+ week, 6+ day ago   (263+ words) According to Reuters on the 24th, U.S. tech publication The Information reported that Nvidia is negotiating to participate in Perplexity's new equity funding round. Specific investment amounts were not disclosed. Perplexity has grown from an AI search service that answers user questions…...

3+ week, 1+ day ago   (843+ words) Anthropic is developing custom AI chips to reduce reliance on NVIDIA and Google, targeting deployment around 2028. The company is hiring chip engineers with salaries up to $485,000 and exploring a $6 billion acquisition of chip optimization startup Dcard. The move comes as…...

3+ week, 5+ day ago   (807+ words) ByteDance's paid fiction app Hongzhu Story officially shut down its servers on August 17, just eight months after launch. The product debuted in December 2025, evolved from its predecessor Hongzhu Novel, and was operated by Jiangxi Bihui Moying Technology Co., Ltd.—an…...

4+ week, 1+ day ago   (257+ words) Oracle (ORCL) has hit a major roadblock in its massive AI data center ambitions, as the in-service date for a critical natural gas supply pipeline has been pushed back by nearly six months, raising doubts about whether the $165 billion project…...