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Key Facts

Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

Dell Doubles Growth Forecast on Surging AI Server Demand

Dell Technologies significantly raises its long-term revenue and profit growth projections, citing strong demand for AI servers. The company expects to capitalize on the booming AI infrastructure market, with plans to reach a $20 billion run-rate in AI server shipments by 2026.

Business8 sources

Dell Doubles Growth Forecast on Surging AI Server Demand

Business8 sources

TSMC's Q3 Revenue Soars Amid AI Boom, Fueling Record Growth and Market Rally

Taiwan Semiconductor Manufacturing Co (TSMC) reports a 30% year-on-year increase in Q3 revenue, beating market forecasts. The surge is attributed to growing demand for AI chips, benefiting TSMC and its key clients like Nvidia and AMD.

Business4 sources

TSMC's Q3 Revenue Soars Amid AI Boom, Fueling Record Growth and Market Rally

Business4 sources

The Urgent Call to Break Up Big AI: Challenging Tech Giants' Monopoly

As AI rapidly advances, concerns grow over the concentration of power in the hands of a few tech giants. Critics argue for urgent action to break up 'Big AI' to protect innovation, competition, and democratic values.

Policy2 sources

The Urgent Call to Break Up Big AI: Challenging Tech Giants' Monopoly

Policy2 sources

AMD Challenges Nvidia's AI Dominance with Massive OpenAI Deal

AMD secures a multi-billion dollar deal with OpenAI, supplying AI chips and potentially gaining a 10% stake in the company. This partnership marks a significant shift in the AI chip market and OpenAI's infrastructure strategy.

Business98 sources

AMD Challenges Nvidia's AI Dominance with Massive OpenAI Deal

Business98 sources

MaxSun Unveils Liquid-Cooled Single-Slot Intel Arc Pro B60 48GB GPU for Advanced AI Workstations

MaxSun introduces a revolutionary single-slot, liquid-cooled Intel Arc Pro B60 48GB GPU, enabling up to 7-way GPU configurations for high-performance AI and rendering workstations. This innovation significantly increases VRAM capacity and cooling efficiency.

Technology3 sources

MaxSun Unveils Liquid-Cooled Single-Slot Intel Arc Pro B60 48GB GPU for Advanced AI Workstations

Technology3 sources

Nvidia's AI Chip Dominance Faces Growing Competition

Nvidia's stronghold on the AI chip market is being challenged by tech giants and emerging players. While Nvidia maintains a significant lead, competitors are developing their own processors to reduce dependence on the chip giant.

Technology4 sources

Nvidia's AI Chip Dominance Faces Growing Competition

Technology4 sources

NVIDIA's Thermal Challenge: Innovative Cooling Solutions for Next-Gen AI GPUs

NVIDIA is exploring advanced cooling technologies, including microchannel cold plates, to manage the extreme thermal output of its upcoming Rubin Ultra AI GPUs, which are expected to consume up to 2300W of power.

Technology2 sources

NVIDIA's Thermal Challenge: Innovative Cooling Solutions for Next-Gen AI GPUs

Technology2 sources

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