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Nvidia’s Vera Rubin Enters Full Production as Analysts Raise Revenue and Price Targets

Analysts say the Rubin ramp could trigger a multi‑quarter customer upgrade cycle that lifts near‑term revenue and guidance expectations.

CME Group to List Regulated GPU Rental Futures on NYMEX

Alpha Compute Signs $55 Million Option for Pennsylvania Land and Marcellus Gas Rights

AMD Pushes Into AI Infrastructure as Helios Shipments Begin

Pre-modded 22GB RTX 2080 Ti Cards Sell on eBay for About $500

ARK Invest Spends $54.6 Million Buying SpaceX, Circle and Nvidia in One Day

Netlist and Samsung Forge Five‑Year Alliance to End Longrunning Patent Fight

Analysts Say Linux 10% Desktop Surge Was Driven by Bots

Silvaco and NVIDIA Announce GPU and AI Partnership to Build Semiconductor Digital Twins

AMD Puts Helios Rack Into Production to Challenge Nvidia at Cloud Scale

Intel Beats Q2 Estimates as AI Demand Spurs Foundry Build-Out

Supermicro Doubles June-Quarter Gross Margin and Discloses $60 Billion Order Inflow

AMD Secures Anthropic Deal to Deploy Up to 2 Gigawatts of Helios GPUs

Nvidia Says Vera Rubin Rack-Scale AI Platform Is in Volume Ramp and in Customer Hands

Microsoft Adds AMD Helios Racks to Azure, Deepening Full‑Stack AI Tie

Google Reportedly Building 'Frozen v2' Chip to Run Gemini More Efficiently

Bristol Myers Squibb Buys Second NVIDIA DGX SuperPOD Built on Vera Rubin

NVIDIA Expands Jetson Thor with Two Smaller Modules for Mainstream Robotics

Kalshi Launches GPU‑Hour Markets and Forward Curves for AI Compute Pricing

Hidden FSR Controls Found in AMD Adrenalin Driver Suggest 8x Frame‑Generation and Rendering Overrides