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Key Facts

Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

Pinterest Nvidia Partnership Delivers 7x Faster AI Discovery With Multimodal Infrastructure

Pinterest announced an expanded partnership with Nvidia to supercharge its AI-driven discovery engine with 7.3 times faster search speeds. Built on Nvidia Blackwell GPUs and Dynamo, the new multimodal AI infrastructure processes over 80 billion monthly searches while cutting infrastructure costs and enabling Pinterest Assistant to handle 25 times more visual context per request.

Technology4 sources

Pinterest Nvidia Partnership Delivers 7x Faster AI Discovery With Multimodal Infrastructure

Technology4 sources

Nvidia RTX 5090 Disappears From Shelves as AI Demand Pushes Prices Beyond $9,500

Nvidia's RTX 5090 has vanished from major US retailers in under two weeks, with third-party sellers now charging $6,500 to $9,500—more than triple its $1,999 launch price. Photos show pallets of consumer RTX 5090 cards being deployed in AI server builds, highlighting how AI demand has transformed Nvidia's flagship GPU from a gaming card into an AI workhorse.

Business5 sources

Nvidia RTX 5090 Disappears From Shelves as AI Demand Pushes Prices Beyond $9,500

Business5 sources

Nvidia RTX PRO 5500 Blackwell delivers 84GB VRAM with 21760 CUDA cores for AI and workstation tasks

Nvidia unveiled the RTX PRO 5500 Blackwell workstation graphics card featuring 84GB of GDDR7 memory and 21760 CUDA cores—matching the GeForce RTX 5090's core count but delivering 2.6X more VRAM. Built on Blackwell architecture with the GB202 GPU, the card targets large-model inference, rendering, and AI workloads while filling the gap between RTX Pro 5000 and RTX Pro 6000.

Technology3 sources

Nvidia RTX PRO 5500 Blackwell delivers 84GB VRAM with 21760 CUDA cores for AI and workstation tasks

Technology3 sources

Nvidia Becomes Top VC Investor While Mobilizing $500 Billion to Finance AI Infrastructure Boom

Nvidia is reshaping AI infrastructure financing by partnering with BlackRock, Apollo, and KKR to raise over $500 billion in capital. The chip giant forecasts 70% revenue growth but faces a $100 billion supply-demand gap as it becomes the world's most active venture capital investor in large funding rounds.

Business3 sources

Nvidia Becomes Top VC Investor While Mobilizing $500 Billion to Finance AI Infrastructure Boom

Business3 sources

Nvidia weighs $10 billion investment in Anthropic IPO as AI firm targets historic $2 trillion valuation

Nvidia is in talks to invest up to $10 billion in Anthropic's planned IPO, which seeks to raise $100 billion at a $2 trillion valuation. The chipmaker's potential anchor investment highlights deepening ties between AI hardware suppliers and model developers, as Anthropic's revenue surged to $65 billion annualized by July 2025.

Business6 sources

Nvidia weighs $10 billion investment in Anthropic IPO as AI firm targets historic $2 trillion valuation

Business6 sources

JPMorgan Ends Lending to Situational Awareness After Record-Breaking AI Losses

JPMorgan Chase severed its prime brokerage lending relationship with Leopold Aschenbrenner's Situational Awareness hedge fund following a catastrophic 67% loss in July tied to AI stock sell-offs. The fund liquidated most positions to Citadel and now faces SEC scrutiny while rebuilding through boutique broker Clear Street.

Business2 sources

JPMorgan Ends Lending to Situational Awareness After Record-Breaking AI Losses

Business2 sources

Dell Technologies Stock Surges 350% in 2026 as AI Infrastructure Demand Explodes

Dell Technologies stock jumped 10% after RBC Capital Markets initiated coverage with an outperform rating and $640 price target. The longtime PC maker has emerged as a top vendor for Nvidia-based servers, with shares more than quadrupling in 2026 amid surging AI infrastructure spending. Dell now holds $95 billion in server order backlog.

Business4 sources

Dell Technologies Stock Surges 350% in 2026 as AI Infrastructure Demand Explodes

Business4 sources

Jensen Huang predicts AI cybersecurity will be next major market after coding tools

Nvidia CEO Jensen Huang says AI cybersecurity will become the next major use of AI after coding, creating continuous business opportunities. Speaking at Goldman Sachs conference, he linked bug detection to security while 85% of organizations plan increased spending on AI-driven cybersecurity.

Business2 sources

Jensen Huang predicts AI cybersecurity will be next major market after coding tools

Business2 sources

Ayar Labs Secures $150M More in Series E Funding to Scale Optical Interconnect Technology

Silicon Valley startup Ayar Labs extended its Series E funding round by $150 million, bringing the total to $650 million. Backed by chip giants Nvidia, AMD, and MediaTek, the company is racing to bring co-packaged optics technology to market by 2028 to solve critical overheating and scalability challenges in AI data centers.

Startups2 sources

Ayar Labs Secures $150M More in Series E Funding to Scale Optical Interconnect Technology

Startups2 sources

Tencent-Backed AI Chipmaker Enflame Soars 179% in $912 Million IPO Debut

Tencent-backed Enflame closed 179% above its IPO price in its Shanghai debut, raising $912 million. The AI chipmaker drew extraordinary demand with retail investors ordering 6,109 times the available shares. Despite rapid revenue growth to $147 million in 2025, Enflame remains loss-making and heavily dependent on Tencent for 84% of its revenue.

Business8 sources

Tencent-Backed AI Chipmaker Enflame Soars 179% in $912 Million IPO Debut

Business8 sources

Positron AI Raises $875 Million as Valuation Soars to $5 Billion in AI Chip Race

AI chip startup Positron AI announced an $875 million funding round that quadrupled its valuation to $5 billion in just seven months. The company is developing specialized hardware for AI inference using consumer-grade memory to challenge Nvidia's dominance, with production targeted for late 2027.

Startups4 sources

Positron AI Raises $875 Million as Valuation Soars to $5 Billion in AI Chip Race

Startups4 sources

d-Matrix Joins Nvidia's AI Infrastructure Ecosystem with NVLink Fusion Integration for Raptor XPU

AI inference specialist d-Matrix announced integration of Nvidia's NVLink Fusion chip-linking technology and MGX rack designs into its upcoming Raptor XPU platform. The collaboration enables d-Matrix to deploy its specialized inference chips within Nvidia's AI factory infrastructure, offering customers a faster path to ultra-low latency AI services while Nvidia expands its walled garden ecosystem beyond GPUs.

Technology7 sources

d-Matrix Joins Nvidia's AI Infrastructure Ecosystem with NVLink Fusion Integration for Raptor XPU

Technology7 sources

NVIDIA CUDA Toolkit 13.4 Brings Windows on Arm Support, Preps AI Developers for RTX Spark Launch

NVIDIA released CUDA Toolkit 13.4, marking the first time CUDA officially extends native Arm development from Linux to Windows. AI developers can now compile CUDA applications directly on Windows Arm64 systems and gain early developer access to the Vera Rubin architecture ahead of RTX Spark's October launch.

Technology2 sources

NVIDIA CUDA Toolkit 13.4 Brings Windows on Arm Support, Preps AI Developers for RTX Spark Launch

Technology2 sources

TSMC Revenue Soars 53% to $16.35 Billion in August as AI Chip Demand Reaches New Heights

Taiwan Semiconductor Manufacturing Co. shattered records with August revenue of $16.35 billion, marking a 53.3% year-over-year surge. The world's largest contract chipmaker continues its growth streak as AI demand keeps advanced 5nm, 4nm, and 3nm production lines fully booked.

Business6 sources

TSMC Revenue Soars 53% to $16.35 Billion in August as AI Chip Demand Reaches New Heights

Business6 sources

DOJ Investigates Nvidia's $20B Groq Deal for Dodging Antitrust Review

The Department of Justice launched an antitrust probe into Nvidia's $20 billion licensing agreement with AI chip startup Groq. Investigators are examining whether Nvidia deliberately structured the deal as a non-exclusive license and acquihire to avoid the regulatory scrutiny typically applied to mergers and acquisitions.

Policy7 sources

DOJ Investigates Nvidia's $20B Groq Deal for Dodging Antitrust Review

Policy7 sources

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