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Nvidia Invests $2 Billion in Nebius to Speed AI Data-Center Buildout

The investment gives Nebius early access to Nvidia’s next-generation Vera Rubin chips to accelerate expansion.

Commerce Department Pulls Planned AI Chip Export Rule

WSJ: ByteDance Taps Malaysia Cloud to Access 36,000 Nvidia Blackwell Chips Under Export Rules

Meta Details Four New MTIA Chips as In-House AI Push Accelerates

Samsung and SK Hynix Said to Clinch HBM4 for Nvidia’s Vera Rubin as Analysts Lift Micron Targets

Oracle Reaffirms 4.5GW AI Build as Abilene Expansion Lease Falls Through

Apple Formalizes 'Super Core' Rebrand With macOS Update as M5 Pro/Max Debut Fusion Architecture

Analysis Finds Nvidia’s Arm-Based GB10 Cores Match AMD and Intel Desktop Performance

Meta Strikes Multi-Year, Multibillion-Dollar Deal to Rent Google TPUs

Meta Strikes Multiyear AMD Deal for Up to 6 GW of AI Compute

Intel Backs SambaNova With $350 Million Round and Planned Multi-Year Inference Partnership as SN50 Debuts

MatX Raises $500 Million to Challenge Nvidia in LLM Chips

Broadcom’s Custom AI Chip Boom Draws Big Bets and Caution Ahead of March 4 Earnings

Meta’s 2026 AI Capex Via Nvidia Partners Elevates Nebius’s Prospects

Samsung Raises HBM Prices as AI Boom Drains Memory Supply

Samsung Shares Hit Record on Reports of $700 HBM4 Pricing and Premium Nvidia Tier

Meta Seals Multiyear Nvidia Pact for Millions of AI Chips and Standalone Grace CPUs

Sources: ByteDance in Samsung Talks for 'SeedChip' AI Processor as Company Disputes Report

OpenAI Delays Jony Ive–Designed AI Device to 2027 and Drops ‘io’ Branding

OpenAI Delays First Hardware to 2027, Drops 'io' Name After Trademark Dispute