'The inference inflection has arrived': Nvidia pumps $2 billion into chipmaker Marvell to boost its AI factories to the next level — so does this mean it'll be working with Amazon Trainium soon?
Nvidia invests $2 billion in Marvell, integrating XPUs, photonics, and networking into NVLink Fusion to expand AI infrastructure globally [...]
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Inflection AI returns to consumer market with Pi Journeys after Microsoft upheaval
Inflection AI, the Palo Alto startup that two years ago became Silicon Valley's most famous cautionary tale about the brutal economics of frontier AI, announced Tuesday that it is returning to th [...]
Cerebras stock nearly doubles on day one as AI chipmaker hits $100 billion — what it means for AI infrastructure
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 [...]
Nvidia introduces Vera Rubin, a seven-chip AI platform with OpenAI, Anthropic and Meta on board
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 [...]
Nvidia launches enterprise AI agent platform with Adobe, Salesforce, SAP among 17 adopters at GTC 2026
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, [...]
Baseten takes on hyperscalers with new AI training platform that lets you own your model weights
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 [...]
5% GPU utilization: The $401 billion AI infrastructure problem enterprises can't keep ignoring
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 [...]
Perplexity AI unveils hybrid local-cloud inference system at Computex 2026
Perplexity AI, the fast-growing search startup now valued at $20 billion, unveiled what it calls the first hybrid local-server inference orchestrator at Computex 2026 on Monday night, demonstrating so [...]
Inference is splitting in two — Nvidia’s $20B Groq bet explains its next act
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 [...]