2+ day, 14+ 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, 21+ 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…...

1+ week, 4+ day ago   (641+ words) Nvidia is extending its reach into the custom artificial intelligence chip business with a memory architecture that analysts say could erode Broadcom's dominant position in a market expected to fuel the next wave of AI infrastructure spending. The technology, called…...

1+ week, 5+ day ago   (280+ words) The two companies simultaneously announced an expansion of their long-term partnership across AI infrastructure, edge AI, and automotive segments. MediaTek will adopt Nvidia's NVLink Fusion interconnect platform and provide development support to help customers integrate their own custom-designed AI accelerators…...

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, 5+ day ago   (301+ words) Nvidia is in discussions to participate in a new funding round for AI search startup Perplexity that could value the company at more than $30 billion, according to people familiar with the matter. The round would represent a jump of more…...

2+ week, 5+ day ago   (293+ words) Kumar sees the valuation as undemanding given the growth trajectory. "Stock trades 18x forward P/E, a discount considering revenue growth of 84% and 50% in FY27 and FY28, respectively, based on our model," he noted. "We believe market valuations are mispricing an opportunity given…...

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, 6+ day ago   (302+ words) A closer look at growth trajectories, profitability, and valuation suggests Amazon may have the edge in the near term, though both companies retain formidable competitive moats. Valuation, however, is where the picture gets more nuanced. On a trailing operating profit…...