Nvidia’s $20 billion strategic licensing deal with Groq represents one of the first clear moves in a four-front fight over the future AI stack. 2026 is when that fight becomes obvious to enterprise [...]
Cerebras Systems, the Silicon Valley chipmaker that built the world's largest commercial AI processor, erupted onto the Nasdaq on Wednesday, opening at $350 per share — nearly double its $185 I [...]
From miles away across the desert, the Great Pyramid looks like a perfect, smooth geometry — a sleek triangle pointing to the stars. Stand at the base, however, and the illusion of smoothness van [...]
Nvidia on Monday took the wraps off Vera Rubin, a sweeping new computing platform built from seven chips now in full production — and backed by an extraordinary lineup of customers that includes Ant [...]
Jensen Huang walked onto the GTC stage Monday wearing his trademark leather jacket and carrying, as it turned out, the blueprints for a new kind of monopoly.The Nvidia CEO unveiled the Agent Toolkit, [...]
Less than a week after completing the largest tech IPO of 2026, Cerebras Systems is making its most aggressive play yet to dominate the fast-growing AI inference market. On Monday, the Sunnyvale-based [...]
Baseten, the AI infrastructure company recently valued at $2.15 billion, is making its most significant product pivot yet: a full-scale push into model training that could reshape how enterprises wean [...]
For the last 24 months, one narrative justified every over-provisioned data center and bloated IT budget: the GPU scramble. Silicon was the new oil, and H100s traded like contraband. Reserve capacity [...]
Lowering the cost of inference is typically a combination of hardware and software. A new analysis released Thursday by Nvidia details how four leading inference providers are reporting 4x to 10x redu [...]