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Nvidia and Analyst Clash Over Kyber Rack Delay

A contested claim that a complex 78-layer PCB midplane has pushed Kyber to 2028 could slow how cloud providers scale AI compute.

Nvidia Opens Orders for Vera CPU to Chinese Cloud Customers

Google Reportedly Splits Next‑Gen TPU Manufacturing Between TSMC and Samsung

Nvidia Unveils RTX Spark for Windows PCs

Cerebras Stock Fueled by Institutional Buys and Fast‑Track S&P Inclusion After Volatile IPO

Super Micro Hit With New Securities Suit as Firms Urge Investors to Meet May 26 Lead-Plaintiff Deadline

Super Micro Tumbles After Report Oracle Canceled $1.1–$1.4 Billion AI Rack Deal

Victory Giant Soars 50% in Hong Kong Debut After $2.6 Billion IPO

Cerebras Files for IPO on Nasdaq to Bring Wafer-Scale AI to Market

Super Micro Faces Investor Class Actions After DOJ China-Export Indictment

Frore Systems Raises $143 Million, Hits $1.64 Billion Valuation on AI Cooling Push

AMD Strikes Multiyear Deal to Supply Meta Up to 6 GW of AI GPUs

Netweb Launches India‑Built NVIDIA AI Supercomputers as Stock Jumps 14%

Nvidia Pushes AI Into Weather With Open-Source Earth-2 Models

Iluvatar CoreX Maps GPU Roadmap Targeting Nvidia Rubin by 2027, Launches TY Edge Line

Nvidia Debuts Vera Rubin, a Rack-Scale AI Platform, at CES 2026

HPE Adopts AMD’s Helios AI Racks for 2026 Launch With Juniper–Broadcom Scale‑Up Switch

Google Details Ironwood TPU Superpods Built for Inference at Cloud Scale

Navitas Touts GaN/SiC Power Chips for Nvidia’s 800V AI Data-Center Plan as Shares Rocket

Nvidia Starts Shipping DGX Spark With Orders Opening Oct. 15