AMD Instinct MI350X
AMD Instinct MI350X specs and performance estimates. 288GB HBM3e, ~6,000 GB/s bandwidth, ~3,600 TFLOPS FP8 on CDNA 4 architecture at TSMC 3nm.
Data centers
NVIDIA A100 - The GPU That Built Modern AI
Complete specs, benchmarks, and analysis of the NVIDIA A100 80GB SXM - the Ampere-architecture GPU that remains the most widely deployed AI accelerator in the world.
NVIDIA B200 - Blackwell Flagship GPU
Complete specs, benchmarks, and analysis of the NVIDIA B200 - the Blackwell-architecture flagship GPU with 192GB HBM3e, 8 TB/s bandwidth, and up to 9,000 TFLOPS FP8.
NVIDIA H100 SXM - The AI Training Benchmark
Complete specs, benchmarks, and analysis of the NVIDIA H100 SXM - the Hopper-architecture GPU that defined the standard for AI training and inference performance.
NVIDIA H200 - Inference-Optimized Hopper
Complete specs, benchmarks, and analysis of the NVIDIA H200 - the HBM3e-equipped Hopper GPU that delivers 76% more memory and 43% more bandwidth than the H100 for inference workloads.
CoreWeave Crashes 19% After Earnings Reveal a $35 Billion Spending Gamble
CoreWeave stock plunged nearly 19% after Q4 earnings revealed widening losses, an 894% debt-to-equity ratio, and plans to spend up to $35 billion on data center expansion in 2026.
Meta Signs Multibillion-Dollar Deal to Rent Google TPUs - Completing a Three-Way Chip Strategy
Meta has agreed to rent Google's Ironwood TPUs through Google Cloud to train next-generation AI models, adding a third major chip supplier alongside Nvidia and AMD in a single month.
Seven Tech Giants Will Sign Trump's 'Ratepayer Protection Pledge' to Build Their Own Power for AI Data Centers
Amazon, Google, Meta, Microsoft, xAI, Oracle, and OpenAI will meet at the White House on March 4 to sign a voluntary pledge to build, bring, or buy their own electricity supply for AI data centers - but the agreement has no enforcement mechanism.
Nvidia Posts Record $68.1 Billion Quarter, Stock Surges Past $200 as AI Spending Shows No Signs of Slowing
Nvidia reported Q4 FY2026 revenue of $68.1 billion - beating Wall Street estimates by nearly $2 billion - and guided Q1 to $78 billion, sending shares above $200 for the first time.
Big Tech Will Spend $650 Billion on AI This Year - Bridgewater Says the Boom Just Got Dangerous
Bridgewater Associates warns AI capex has entered a 'dangerous phase' as Alphabet, Amazon, Meta, and Microsoft commit $650 billion to infrastructure in 2026, up 67% from last year.
Hard Drives Are Sold Out for 2026: AI Data Centers Have Bought Everything
Western Digital and Seagate confirm their entire 2026 HDD production is sold out to AI hyperscalers, with consumer prices surging nearly 50% as the storage industry pivots away from retail buyers.
SpaceX Swallows xAI in $1.25 Trillion Merger, Files Plans for a Million Orbital Data Centers
Elon Musk merges SpaceX and xAI in the largest merger of all time, valued at $1.25 trillion, with plans for orbital AI data centers and a mid-2026 IPO that could raise $50 billion.
