Huawei 950 SuperCluster isn’t so super
Lots of chips, not so much TOPS.
Nvidia expands cloud capacity with CoreWeave
Nvidia to invest £11 billion in AI factories in UK.
Rochan Sankar joins Nvidia networking team
The culmination of a long-standing working relation.
Nvidia buys 5% of Intel, Intel buys Nvidia IP
A marriage made… somewhere.
Nvidia Rubin CPX and disaggregated long-context inference
Massive context and the inference dichotomy.
The MSI Raider A18 HX
It’s barely street legal.
With 120 to choose from, OpenAI wants a different one
OpenAI commissions Broadcom to build YAAIP (yet another AI Processor).
Acer unveils the Veriton GN100 AI Mini Workstation
Built on the Nvidia GB10 Superchip.
Q2’25 PC graphics add-in board shipments increased 27.0% from last quarter
Data center GPU boards were up an average of 4.7% from last quarter.
Q2’25 PC GPU shipments increased by 8.4% from last quarter, suggesting pre-tariff panic buying
Data center GPUs were up an average of 5% from last quarter.
AI processor sales are moving all the needles
Investments in infrastructure exceeding trillions of dollars.
Nvidia’s earnings beat expectations
Data center revenue less than expected.