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Key Facts

Founded1993

Key PeopleJensen Huang

HeadquartersSanta Clara, USA

ProductsH100, B200, CUDA

Top News

Cisco Systems Surges on AI Infrastructure Boom with Record Orders and Strategic Partnerships

Cisco Systems delivered strong Q1 2026 earnings driven by $1.3 billion in AI infrastructure orders from hyperscalers, beating revenue and profit expectations. The company raised its full-year guidance and announced plans for a major AI infrastructure joint venture in Saudi Arabia.

Business6 sources

Cisco Systems Surges on AI Infrastructure Boom with Record Orders and Strategic Partnerships

Business6 sources

NVIDIA Blackwell Ultra Dominates MLPerf Training v5.1, Sets 10-Minute Record for Llama 3.1 405B

NVIDIA's Blackwell Ultra architecture sweeps all seven MLPerf Training v5.1 benchmarks, delivering unprecedented AI training performance with its GB300 NVL72 system. The platform achieves a record 10-minute training time for Llama 3.1 405B using breakthrough NVFP4 precision technology.

Technology2 sources

NVIDIA Blackwell Ultra Dominates MLPerf Training v5.1, Sets 10-Minute Record for Llama 3.1 405B

Technology2 sources

Microsoft Unveils World's First AI Superfactory, Linking Data Centers Across 700 Miles

Microsoft has launched its pioneering AI superfactory, linking massive data centers in Wisconsin and Atlanta over 700 miles. This unified system will train next-generation AI models with hundreds of trillions of parameters, marking a new era in AI infrastructure development.

Technology10 sources

Microsoft Unveils World's First AI Superfactory, Linking Data Centers Across 700 Miles

Technology10 sources

Anthropic Secures $45 Billion in Strategic Partnerships with Microsoft and Nvidia

Anthropic announces major partnerships with Microsoft and Nvidia worth $45 billion, bringing Claude AI models to Azure while committing to $30 billion in cloud spending. The deal includes separate $50 billion data center construction plans across the US.

Business41 sources

Anthropic Secures $45 Billion in Strategic Partnerships with Microsoft and Nvidia

Business41 sources

Foxconn's AI Server Boom Drives 17% Profit Jump as OpenAI Partnership Takes Shape

Apple supplier Foxconn reports strong Q3 earnings driven by AI server demand, with profits climbing 17% to $1.9 billion. The company confirms a strategic partnership with OpenAI and positions itself at the center of the trillion-dollar AI infrastructure race.

Business4 sources

Foxconn's AI Server Boom Drives 17% Profit Jump as OpenAI Partnership Takes Shape

Business4 sources

AMD Unveils Instinct MI400 and MI500 AI Accelerators to Challenge NVIDIA's Market Dominance

AMD announces its next-generation Instinct MI400 series AI accelerators for 2026 featuring CDNA 5 architecture and 432GB HBM4 memory, followed by the MI500 series in 2027, positioning itself as a direct competitor to NVIDIA's Vera Rubin platform.

Technology2 sources

AMD Unveils Instinct MI400 and MI500 AI Accelerators to Challenge NVIDIA's Market Dominance

Technology2 sources

AMD Targets $100 Billion Data Center Revenue by 2030 as AI Demand Surges

AMD unveils ambitious growth targets at its analyst day, projecting $100 billion annual data center revenue within five years and tripling earnings. The chipmaker expects the AI data center market to reach $1 trillion by 2030, driven by partnerships with OpenAI and next-generation MI400 chips launching in 2026.

Business15 sources

AMD Targets $100 Billion Data Center Revenue by 2030 as AI Demand Surges

Business15 sources

Nebius Group Secures $3 Billion Meta Deal as AI Infrastructure Demand Outpaces Supply

AI cloud infrastructure provider Nebius Group announces a massive $3 billion partnership with Meta while reporting explosive revenue growth of 355% year-over-year. The company has sold out all available capacity and plans aggressive expansion to meet unprecedented demand.

Business6 sources

Nebius Group Secures $3 Billion Meta Deal as AI Infrastructure Demand Outpaces Supply

Business6 sources

Microsoft Commits $10 Billion to Portuguese AI Infrastructure in Major European Expansion

Microsoft announces a massive $10 billion investment in AI infrastructure at Portugal's Sines data center, positioning the country as a European AI hub. The project will deploy 12,600 Nvidia GPUs in partnership with Start Campus and Nscale.

Business7 sources

Microsoft Commits $10 Billion to Portuguese AI Infrastructure in Major European Expansion

Business7 sources

Nebius Secures $3B Meta Deal Amid Mixed Q3 Results and Aggressive AI Infrastructure Expansion

Amsterdam-based Nebius Group lands a major $3 billion AI infrastructure contract with Meta despite missing Q3 revenue expectations. The deal highlights surging demand for AI computing power as the company pursues ambitious growth targets.

Business8 sources

Nebius Secures $3B Meta Deal Amid Mixed Q3 Results and Aggressive AI Infrastructure Expansion

Business8 sources

SoftBank Sells Entire $5.8 Billion Nvidia Stake to Fund AI Ambitions, Sparking Market Concerns

SoftBank Group sold its complete Nvidia stake worth $5.8 billion in October to fund major AI investments, including OpenAI and the Stargate project. The move rattled markets and raised questions about AI bubble concerns while the company reported doubled quarterly profits.

Business40 sources

SoftBank Sells Entire $5.8 Billion Nvidia Stake to Fund AI Ambitions, Sparking Market Concerns

Business40 sources

AMD Acquires Neuralink Veterans' AI Startup MK1 to Enhance Instinct GPU Performance

AMD has acquired MK1, an AI software startup founded by Neuralink veterans, to accelerate inference and reasoning capabilities on its Instinct GPUs. The acquisition is part of AMD's broader strategy to compete with Nvidia in the AI infrastructure market.

Business2 sources

AMD Acquires Neuralink Veterans' AI Startup MK1 to Enhance Instinct GPU Performance

Business2 sources

AI Bubble Debate: Industry Leaders Clash Over Whether Current Boom Mirrors Dot-Com Era

NVIDIA CEO Jensen Huang and financial analysts debate whether the current AI boom represents a speculative bubble like the dot-com era, with disagreement over demand sustainability and infrastructure constraints.

Business3 sources

AI Bubble Debate: Industry Leaders Clash Over Whether Current Boom Mirrors Dot-Com Era

Business3 sources

CoreWeave Stock Plunges Despite Record Backlog as Data Center Delays Dampen AI Infrastructure Growth

AI infrastructure provider CoreWeave faces investor pressure after lowering 2025 revenue guidance due to data center construction delays, despite reporting a massive $55.6 billion revenue backlog and strong Q3 results.

Business11 sources

CoreWeave Stock Plunges Despite Record Backlog as Data Center Delays Dampen AI Infrastructure Growth

Business11 sources

Rumble Acquires Northern Data in $767M Deal to Build 'Freedom-First' AI Infrastructure

Video platform Rumble is acquiring German AI infrastructure company Northern Data for $767 million, gaining over 22,000 NVIDIA GPUs and global data centers. Tether commits $150 million in GPU services to support the expansion.

Business8 sources

Rumble Acquires Northern Data in $767M Deal to Build 'Freedom-First' AI Infrastructure

Business8 sources

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