GPUs

A landmark securities fraud lawsuit against Microsoft over its AI Copilot reveals a critical lesson: the gap between AI promises and reality has consequences.

At VivaTech, Taiwan unveiled its national strategy: a pivot from hardware supplier to a full-stack 'Sovereign AI' power, aiming to build Europe's next-gen digital and green infrastructure.

Rumble's acquisition of Northern Data is a radical pivot, instantly creating a major AI infrastructure player. Can it challenge the giants?

Vultr is making a bold play, leveraging HPE and NVIDIA's latest tech to build a global, decentralized AI network challenging the dominance of cloud giants.

Sharon AI's massive financing reveals a deeper story: a global race to build the physical backbone for AI, fueled by visionary bets and cautious capital.

Amidst global turmoil, hedge funds are doubling down on semiconductors. A deep dive into the data reveals a high-stakes bet on the digital infrastructure.

New CEO Lip-Bu Tan is betting Intel's future on a radical overhaul. Can a leaner structure and a bold foundry strategy reclaim semiconductor dominance?

The AI gold rush fueled by GPUs is over. The next chapter is a silent revolution in optical interconnects and hybrid silicon, creating a new investment map.

Forget just GPUs. A new report reveals a 116% surge in data center hardware, fueled by a surprising component: memory. This is the real story of the AI boom.

Visteon appoints NVIDIA's former automotive chief Gary Hicok to its board, a strategic move to leverage deep AI and semiconductor expertise in the race for software-defined cars.

MLCommons' v6.0 benchmarks reveal an era of AI efficiency with Mixture-of-Experts models, as cloud providers race to democratize high-performance training.

SandboxAQ's new AI model, 20,000x faster than simulation, is the first to model magnetism in catalysts, unlocking sustainable innovation for global industries.

XREAL unveils AURA, lightweight XR glasses powered by Google and Qualcomm. Can this trinity of tech finally deliver on the promise of everyday spatial computing?

A new expansion in the HPE Unleash AI program, distributed by TD SYNNEX, aims to shatter the 'AI pilot trap' by delivering validated, industry-specific solutions.

With a fresh $100M from NVIDIA and others, Hydra Host is building the OS for a global network of AI factories, challenging the centralized cloud model.

Equinix, Cisco, NVIDIA, and Presidio are building secure AI Factories globally, offering a blueprint to move AI from pilot to production with less risk.

With a historic $1.1B in funding, David Silver's Ineffable Intelligence partners with Google Cloud to build an AI that learns from experience, not just data.

At Automate 2026, Taiwan isn't just selling robots. It's offering a strategic partnership to rebuild U.S. manufacturing with its advanced AI and automation.

With Intel's new Panther Lake chips, ARBOR Technology is moving AI model training from the cloud to the device, promising a new era of truly adaptive automation.

As AI's hunger for processing power outstrips supply, a new class of specialized cloud providers is emerging to challenge the giants. But can they deliver?