Systems AMD puts out new slottable GPU for AI-curious enterprises MI350P packs 144 GB of HBM3e and up to 4.6 petaFLOPS of FP4 grunt into a dual slot card
AI + ML Inference is giving AI chip startups a second chance to make their mark In a disaggregated AI world, Nvidia can be both a friend and an enemy
Systems SK Hynix’s aspirations for ’Merica-made HBM inch closer to reality New site set to begin manufacturing and testing HBM memory just in time for Nvidia's Rubin-Ultra GPUs in 2028
AI + ML Nvidia slaps forehead: I know what quantum is missing – it's AI! One error in every thousand operations is one too many
AI + ML Growing void between enterprise and frontier AI puts open weights models in the spotlight Most customers don't need the biggest baddest models, just ones that work, are cheap, and won't pirate their proprietary data
Systems Nvidia's Rubin GPU is likely to be late thanks to memory shortage and technical challenges China-bound Hopper accelerators are also likely to ship in smaller volumes than previously forecast, industry watchers say
Networks No-Nvidia interconnect club delivers 2.0 spec before v1.0 silicon ships UALink splits work on physical layer and protocol specs to speed things up, literally and metaphorically
Systems How Nvidia learned to embrace the light in its quest for scale The GPU king's move to optical scale-up was inevitable
Systems Three more charged over alleged Nvidia GPU smuggling scheme to China Prosecutors say trio used Thai front companies to reroute high-end AI servers
Systems Supermicro co-founder arrested, charged over $2.5B Nvidia GPU sales to China Indictment claims dummy servers and bogus docs used to slip past US export controls
Nvidia GTC Decoding Nvidia's Groq-powered LPX and the rest of its new rack systems From LPUs and GPUs to CPUs and switches, everything you need to know about Nvidia's latest kit
Storage Storage vendors orbit the Nvidia sun at GTC Hitachi Vantara, IBM, Nutanix, and Seagate all had something to say
Systems Nvidia's on-again off-again H200 sales in China are now on again Beijing appears to have eased its policy of pushing local GPUs
Nvidia GTC Chips... in spaaaace – courtesy of Nvidia The Space-1 Vera Rubin Module will solve all your in-space computing needs
Nvidia GTC Nvidia's DLSS 5 promises to bring you out the other side of the uncanny valley Latest generation of AI image enhancer brings characters to life
Nvidia GTC Nvidia wraps its NemoClaw around OpenClaw for the sake of security 'OpenClaw is the operating system for personal AI,' insists Nvidia CEO
Nvidia GTC Nvidia powers further into the CPU market with new rack systems packing 256 Vera processors The cubicals of the agentic AI age are cores
Nvidia GTC Nvidia slaps $20B Groq tech into massive new LPX racks to speed AI response time GPUzilla's $20B acquihire paves to way to AI agents that halucinate faster than ever
AI + ML Nvidia GTC will be full of surprises - just not for the consumer class Join Brandon Vigliarolo, Tobias Mann, and Avram Piltch to discuss our predictions for this week's GTC
Nvidia GTC AI Burning Man happens next week – what to expect at Nvidia GTC 2026 From Groq-ing about tokenomics to OpenClaw and the silicon that powers it, our predictions for the hottest ticket in town
Systems Unpacking the deceptively simple science of tokenomics Inference at scale is much more complex than more GPUs, more tokens, more profits
Systems Oracle and OpenAI's Texas Stargate datacenter expansion reportedly on the skids Meta supposedly considering untapped capacity in deal brokered by Nvidia
Systems China’s rubber-stamp parliament rubber stamps tech independence plan Call to do better with chips and put AI everywhere is more than rhetoric because China’s scientists are sprinting ahead
Systems Nvidia-backed photonics startup Ayar Labs fills its wallet to mass-produce CPO chiplets Company aims to stitch tens of thousands of GPUs together for more efficient training and inference
Networks Nvidia burns $4B to light up American photonics manufacturing Coherent, Lumentum each walk away with $2B in cash and a multi-billion purchase commitment
Networks Qualcomm, Nvidia ready for 'AI-native' 6G, if only the world knew what it was Meanwhile, formal 6G specs are still in the works
AI + ML Amazon and Nvidia open their wallets to lock in OpenAI's business while SoftBank keeps the lights on ChatGPT maker announces $110B in new investment amid flurry of self-serving deals
Systems Nvidia hasn't made a cent in China lately – and might not need to given $120B profit GPU giant sees yet more growth coming soon, most of it in the datacenter
Systems Intel backs SambaNova's $350M bid to challenge GPUs in AI inference Upstart's 5th-gen RDU aims to undercut Nvidia's B200 on speed and cost
Personal Tech Nvidia superchip infusion finally coming to Windows PCs, report says Nv-based integrated graphics for Wintel box also in the works
Public Sector Indian conglomerate Adani plans very slow $100 billion AI datacenter build PM Modi tells citizens AI will lift them up, not take their jobs
Systems GPU who? Meta to deploy Nvidia CPUs at large scale CPU adoption is part of deeper partnership between the Social Network and Nvidia which will see millions of GPUs deployed over next few years
Systems Samsung says it's first to ship HBM4, a day after Micron revealed its own sales This bodes well for Nvidia getting Vera Rubin out the door next quarter as planned
AI + ML Cadence heard you wanted some AI in your AI so it used AI to design an AI chip Nvidia, Qualcomm, and Altera among the first to trial EDA giant's AI chip design agent
AI + ML What to expect from this year’s NVIDIA GTC conference NVIDIA’s flagship event is just around the corner
Systems Positron: we don’t need no fancy HBM to compete with Nvidia’s Rubin Pleb-tier LPDDR5x apparently good enough for Arm-backed AI startup's next-gen Asimov accelerators
Systems For once, Supermicro has dodged drama and just delivered datacenters Single customer accounted for 63 percent of surging revenue
HPC Japan doubles down on Trump's Genesis AI supercomputing effort RIKEN links up with Argonne, Fujitsu, and Nvidia to build next-gen infrastructure
AI + ML Future jobs in AI will come with a hardhat and boots, tech bigshots argue Jensen Huang and Alex Karp talk up trade skills as AI datacenters multiply, while Satya Nadella says the real test comes later
Networks AI networking startup Upscale AI scores $200M to challenge Nvidia's NVSwitch Plans to swing SkyHammer silicon into UALink switches later this year
Public Sector House GOP wants final say on AI chip exports after Trump gives Nvidia a China hall pass Bill still needs to pass the House and Senate before the president can sign or veto it
AI + ML Anthropic CEO: Selling H200s to China is like giving nukes to North Korea This is totally not because China is giving away its best models away for free, right?
HPC Nvidia leans on emulation to squeeze more HPC oomph from AI chips in race against AMD AMD researchers argue that, while algorithms like the Ozaki scheme merit investigation, they're still not ready for prime time.
Systems Open ISA champ SiFive leaps aboard Nvidia's proprietary interconnect bandwagon You might call it a RISC-V/NVLink Fusion ... or a bad day for UALink
Public Sector Trump administration sets GPU export rules that put Chinese buyers at the back of the queue America first, for sales and access to foundries
AI + ML Nvidia, Eli Lilly just say yes to making drugs together, using Vera Rubin GPUs If penicillin was discovered on moldy bread, who's to say the next miracle drug won't be born from AI hallucinations
Personal Tech Tech that helps people outshone overhyped AI at CES 2026 Nobody really needs an AI toothbrush that sends their gums to the cloud
Systems Pay and pray: Nvidia reportedly wants money up front for Chinese H200 orders Beijing could green-light sales to select customers as soon as this quarter
Systems Nvidia says it's more than doubled the DGX Spark’s performance since launch Just maybe not in the way you're thinking
Systems Every conference is an AI conference as Nvidia unpacks its Vera Rubin CPUs and GPUs at CES Teasing the next generation earlier than usual
Systems Nvidia DMs TSMC: Please sir can I have some more? The Chinese are starved for H200s GPUzilla has reportedly received orders for more than two million units
Systems Everybody has a theory about why Nvidia dropped $20B on Groq - they're mostly wrong El Reg speculates about what GPUzilla really gets out of the deal
AI + ML When the AI bubble pops, Nvidia becomes the most important software company overnight Want to survive the crash? Find another way to make money with GPUs
Systems Nvidia spends $5B on Intel bailout, instantly gets $2.5B richer The deal negotiated in September locked Nvidia into a purchase price of $23 per share. Intel shares traded at $36 on Monday
Systems AMD Strix Halo vs Nvidia DGX Spark: Which AI workstation comes out on top? Two tiny boxes, 128 GB apiece – but very different strengths
Systems Nvidia wasting no time to flog H200s in China Shipments still waiting on approval from Beijing
AI + ML Nvidia fills the void of American open-weights models with some of its own Nemotron 3 is a grab bag of 2025's top machine learning advancements
Software Nvidia pledges more openness as it slurps up Slurm And parades its latest trio of Nemotron models
Systems Chinese tech giants Hygon and Sugon call off merger, say they're still besties Blame changed market conditions and attitudes, not the return of Nvidia's H200 to China
Systems Nvidia's unreleased infrastructure management service isn't for tracking GPUs, but it can If you opt in to the paid service that is
Systems Letting Nvidia sell H200s to China is closing the door after the horse has bolted US export controls on AI accelerators have only succeeded in forcing China to develop its own tech
Systems Feds bust nefarious plot to ship Nvidia H200s to China and hurt US As Trump gives green light to ship Nvidia H200s to China and boost US
Public Sector Trump says Nvidia can sell H200s to China – if Washington gets a 25 percent cut Blackwell and Rubin kit remain off limits
The Future of the Datacenter Palantir wants to set the juice loose with new AI power initiative Nvidia is along for the ride with chips to offer, naturally
The Future of the Datacenter HPE backs AMD's Helios AI rack with Juniper's scale-up switch Hardware bundle ties next-gen accelerators to an Ethernet fabric arriving in 2026
AWS Re:invent Amazon primed to fuse Nvidia's NVLink into 4th-gen Trainium accelerators Meanwhile, Trainium3 makes its debut promising million-chip training clusters
Systems Nvidia plows $2B into Synopsys to make GPUs a must-have for design, simulation customers You could do that on a CPU, but who can say no to a 30x GPU speed boost?
AI + ML HPE pumps AI cloud lineup with extra Nvidia capabilities Blackwell GPUs, Juniper integration, and a planned France lab aim to speed enterprise rollouts
Supercomputing Month GPUs aren't worth their weight in gold – it just feels like they are Nvidia's accelerators look pricey, but bullion still wins on cost per ounce
Supercomputing Month Norway's most powerful supercomputer will use waste heat to raise salmon HPE-built system mixes Nvidia's Grace-Hopper superchips with AMD Turin CPUs to maximize HPC potential
AI + ML HSBC spies $207B crater in OpenAI's expansion goals Gap threatens Oracle, Microsoft, and Amazon despite optimistic forecasts of 3 billion ChatGPT users by 2030
AI + ML Nvidia scoffs at threat from Google TPUs after rumored Meta tie-up Embracing the Chocolate Factory's tensor processing units would be easier said than done for The Social Network
PaaS + IaaS Rent-a-GPU neoclouds need to adapt or die as the AI market evolves McKinsey points out the quandary facing companies like CoreWeave
SC25 Copackaged optics have officially found their killer app - of course it's AI With power in such short supply, every watt counts
Cyber-crime Four charged over alleged plot to smuggle Nvidia AI chips into China Prosecutors say front companies, falsified paperwork, and overseas drop points used to dodge US export rules
SC25 Nvidia's green500 dominance continues as France's Kairos super takes efficiency title Nvidia CPUs and GPUs dominate the bi-annual leaderboard, but FP64 performance regressions leave its long term prospectives in doubt
Personal Tech Nvidia pushes out hotfix after Windows 11 October update tanks gaming performance Quick and dirty driver aims to undo slowdown introduced in OS patch
Systems It's a good time to be the arms dealer for the AI boom Bubble? Nvidia CEO Jensen Huang doesn't see one
AI + ML Anthropic is at the heart of the latest billion-dollar circular AI investment bonanza What do you get when you combine Anthropic, Microsoft, and Nvidia? A bubble that blows itself
SC25 Scientific computing is about to get a massive injection of AI Nvidia's Ian Buck on the importance of FP64 to power research, in a world that's hot for inferencing
SC25 Need AI? Dell backs up the truck and tips out servers, storage, blueprints Vendor leans on Nvidia tie-up so hard you can hear the GPUs squeak
SC25 Nvidia-backed photonics startup Ayar Labs eyes hyperscale customers with GUC design collab Who needs 600 kilowatt racks when a single computer can span entire datacenters?
Supercomputing Month Power: The answer to and source of all your AI datacenter problems Digital Realty CTO Chris Sharp weights impact of densification on the datacenter and the rise of the AI factory
Supercomputing Month HPE details Vera Rubin blades for next-gen Cray supercomputers Promised for 2027 racks, mixing Nvidia and AMD silicon in one liquid-cooled box
Systems Microsoft is building datacenter superclusters that span continents The 100 trillion-parameter models of the near future can't be built in one place
AI + ML Blackwell a no-sell in China as trade deal fails to materialize Xi and Trump haven't gotten to discuss the chips, though they were supposed to
AI + ML Foxconn hires humanoid robots to make servers at Nvidia's Texas factory We're months away from AI building AI
AI + ML Google’s Ironwood TPUs represent a bigger threat than Nvidia would have you believe Chocolate Factory's homegrown silicon boasts Blackwell-level perf at massive scale
Systems Supermicro admits building AI infrastructure is a tricky, low-margin business ... for now Can’t rule out more revenue wobbles given the complexity of big projects
Security AWS, Nvidia, CrowdStrike seek security startups to enter the arena Last year's winner scored a $65M funding round on a $300M valuation
Public Sector Trump and Xi ease trade tensions, but Nvidia still can't sell Blackwell in China US President did discuss chip exports with his counterpart, but made no breakthroughs
Supercomputing Month Nvidia, Oracle to build 7 supercomputers for Department of Energy, including its largest ever
Systems Nvidia's GB10 workstations arrive with 1 petaFLOPS of compute, 128GB of VRAM, and a $3K+ price tag
Cloud Infrastructure Month Ethernet switch vendors like Cisco are riding high on AI network economics
Off-Prem Tencent doesn’t care if it can buy American GPUs again – it already has all the chips it needs
Public Sector Nvidia and AMD reportedly chipping in to Washington’s coffers with 15 percent fee for China sales
Systems A billion dollars' worth of Nvidia chips fell off a truck and found their way to China, report says
On-Prem OpenAI sweet-talks Oracle into another 4.5GW worth of Stargate datacenters, assuming the check clears
Datacenter Networking Nexus Rack-scale networks are the new hotness for massive AI training and inference workloads
European Supercomputing AMD's MI355X is a 1.4 kW liquid-cooled monster built to battle Nvidia's Blackwell
European Supercomputing Jupiter, Europe’s most powerful super, takes maiden flight - but misses exascale orbit
European Supercomputing Omni-Path is back on the AI and HPC menu in a new challenge to Nvidia's InfiniBand
AI Infrastructure Month Intel bets you'll stack cheap GPUs to avoid spending top dollar on Nvidia Pros
AI Infrastructure Month Anthropic calls for tougher GPU export controls as Nvidia's CEO implores Trump to spread the AI love
Off-Prem Microsoft walking away from datacenter leases (probably) isn't a sign the AI bubble is bursting
