Demand for AI chips is booming—and so is the need for software to run them. Chris Lattner’s startup Modular just raised $250 ...

Nvidia (NVDA) is evolving into an AI megacorp, leveraging capital, compute, software, and networking to dominate the AI ...

NVIDIA has unveiled its plans to invest $100 billion in OpenAI to help the company develop the next generation of artificial ...

Alibaba said on Wednesday that it is integrating Nvidia's AI development tools for robotics, self-driving cars, and connected ...

This week, I’m focusing on the terms of Nvidia’s investment in OpenAI, in which the GPU maker gets guaranteed chip sales, an ...

Nvidia intends to combine Enfabrica’s tech stack with its own hardware and software to offer more efficient training clusters ...

The new investment nearly triples Modular’s valuation since its last round in 2023. The $250mn financing was led by US Innovative Technology, the fund headed by former Legendary Entertainment owner ...

Ironically, the most exciting part of the GPU market isn’t raw hardware specs anymore. Nvidia’s DLSS has set a high bar for ...

The Nvidia-OpenAI deal is about boosting the artificial intelligence dominance of the U.S. economy. Productivity is a key ...

A new round of partnerships is reinforcing Nvidia's central role in AI, but its current valuation means investors need to ...

In our view, the Intel–Nvidia pact further accentuates Nvidia Corp.’s dominant market position and represents a milestone in ...

Discover why Nvidia Corporation's partnerships and strategic moves power its AI dominance. Click for my updated look at NVDA ...