Iluvatar CoreX turns demand into profit
China’s GPGPU market funds a roadmap.
Nvidia financial results for Q2’26–FY’27
Nvidia is shifting from a tech company to a finance company.
Nvidia and Perplexity partner to bring AI to local hardware
New Perplexity Portable Computer, a local AI solution, powered by selected Nvidia hardware.
Robots can dance; can they work?
Entertainment value outpaces real utility.
Micron and Qualcomm chase memory differently
Two architectures, one memory bottleneck; Infineon and Rambus also have views.
China’s robot boom outpaces its chip independence
Deployment leads the world; chips still lag.
Nvidia lines up $500 billion backstop
Six Wall Street giants fund the build-out.
SideFX and Nvidia bring MCP-powered AI agents to Houdini 22’s rigging workflow at Siggraph 2026
MCP: AI integration done right, as a new Apex Script MCP server (early preview) lets AI assistants help write procedural rigging code.
Nvidia plays a strong hand at Siggraph
Announces new cutting-edge tech, Omniverse disaggregation, NemoClaw on DGX Station, and more.
AMD Instinct 455X targets Nvidia’s Rubin directly
320 billion transistors, 72-GPU rack scale—Scale up, scale out.
AI demand pushes hardware prices higher
Chips, memory, consoles all cost more
Rubin makes inference a rack problem
The emphasis turns to memory, power, and racks as interconnected parts of the puzzle