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AWS Commits Two Million More Nvidia GPUs

The expansion deepens hyperscaler reliance on vendor GPUs, expanding Nvidia’s reach from data‑center compute into Amazon’s warehouse robotics.

AMD Posts Record Data‑Center Quarter, Investors Flag CapEx and Cash‑Flow Risks

GPU Retail Prices Surge As Partners Pass On Higher GDDR7 and Wafer Costs

Google Developing Gemini‑Tuned Frozen v2 Chip to Sharply Cut Inference Power

Samsung Prepares to Produce Tesla’s AI5 on 2nm at Taylor, Texas Fab

Nvidia’s Data‑Center Boom Fuels Massive Buyback as Supply Tightness and New Chips Loom

Cerebras Stock Rises as ARK Invest Adds to Position

AMD Launches Instinct MI350P PCIe AI Accelerator With 144GB HBM3E

Meta Strikes Multi-Year AWS Deal to Deploy Tens of Millions of Graviton Cores

Jensen Huang Defends China Chip Sales, Admits Missing Early Bets on OpenAI and Anthropic

AWS and Cerebras Strike Multiyear Deal for Disaggregated AI Inference on Bedrock

Intel Confirms AI Data-Center GPU Plan, Names Eric Demmers Chief Architect

Tesla Revives Dojo 3 as Musk Says AI5 Design Nears Finish, Sets Nine‑Month Chip Cadence

Biren Technology Sets HK H-Share IPO Price Range, Targets Jan. 2 Debut

Amazon Unveils Trainium3 as AWS Touts Multi-Billion Trainium Business

Intel Announces 'Crescent Island' Inference GPU With Xe3P and 160GB LPDDR5X

Cerebras Withdraws IPO Filing, Plans to Refile After $1.1 Billion Raise

Nvidia Details GB10 for DGX Spark and Blackwell Ultra GB300, Backed by Hot Chips Disclosures and Early Deployments

Tesla Disbands Dojo Team, Embraces Car Chip Clusters for AI Training

Elon Musk Confirms xAI’s Major GPU Expansion and Potential Tesla Merger