Chipmaker introduces first product from its largest-ever deal as memory supplier Micron's stock falls despite tripling revenue, signaling investor caution on AI infrastructure bets.
Jensen Huang's annual showcase arrives amid investor doubts about AI capital expenditure sustainability, with analysts watching for signals on power consumption and supply chain shifts.
As hyperscalers commit $2 trillion to GPU infrastructure through 2030, emerging chip designs promise 100x efficiency gains—potentially rendering dense matrix multiplication obsolete.
After commanding 90% of the AI accelerator market, Nvidia faces a strategic shift as Google, Microsoft, and Meta develop cheaper alternatives, forcing the company to abandon its 'one chip fits all' model.
As Beijing pushes semiconductor self-sufficiency, China's second-largest chipmaker joins SMIC in advanced manufacturing—while global firms shift focus from infrastructure to workforce strategy.
As Nvidia prepares to transition from Blackwell to Vera Rubin chips, the company's GTC 2026 conference spotlights a broader industry pivot toward on-premise AI and robotics deployment.
Chipmakers are racing to define a new category of AI-capable PCs that run models locally, challenging the cloud-centric paradigm that has defined the industry's first wave.
As American investors pour capital into robotics, a Chinese livestock automation firm is quietly building a full-stack AI platform—raising questions about hardware margins and geopolitical advantage.
