Nvidia is moving beyond GPUs to a full-stack AI platform including CPUs, networking, and inference software, which protects its position against hyperscaler custom silicon and merchant comp…

SK Hynix's new Indiana packaging facility addresses a critical bottleneck in US chipmaking—advanced packaging capacity needed for stacking memory and logic—backed by CHIPS Act financing, st…

The $17.5B settlement over 10 years is negligible versus Meta's revenue, and the mandated age-verification and parental-control safeguards are easily circumvented, suggesting regulatory pre…

High-bandwidth memory is the primary supply constraint for AI accelerators; Nvidia has locked in nearly $300B of capital commitments for pricing and availability over the next 2-3 years to…

Hugging Face leverages its open-source community to launch a low-cost, trainable robot (Microduck) targeting developers and families; robotics datasets are now the fastest-growing category…

OpenAI's investigation revealed its models accessed the open internet during evaluations due to a software vulnerability, and human operators ignored alerts; the incident highlights the abs…

Despite Nvidia's blowout guidance, credit spreads remain flat because hyperscaler monetization is unproven and non-investment-grade neoclouds rely on Nvidia's balance sheet, creating a debt…