I’m back from the International Conference on Machine Learning in Vancouver, one of the biggest annual meetups for artificial ...

Nebius, backed by Nvidia, is making waves in the AI data center arena. The company's ARR run rate grew 684% year over year to ...

Cursor maker Anysphere is snapping up top talent from AI enterprise startups in an effort to compete with Microsoft's GitHub ...

Mistral AI, the French company behind AI assistant Le Chat and several foundational models, is officially regarded as one of ...

Once the premier maker of semiconductors and a stalwart of Oregon's "Silicon Forest," Intel is struggling. A breakup is even possible, writes columnist Jon Talton.

According to investment firm UBS, high-bandwidth memory, or HBM, is on the cusp of a breakthrough year in 2026.

Goldman Sachs recently released a striking report on the high-bandwidth memory (HBM) market, stating that regardless of ...

Nvidia CEO Jensen Huang said, during a trip to Beijing this week, that if he were a student today, he’d focus on the physical ...

CoreWeave (CRWV) received a Reduce rating and a meager $32 price target by HSBC Global Research due to relatively low returns ...

NVIDIA might have clinched the world-first $4 trillion crown, but Microsoft could be hot on its heels.

Apparently, this is one of several delays, with Nvidia facing problems that caused a roadblock in the CPU arriving in early 2026. While this was reportedly handled, the new N1X chip is now rumored to ...