Microsoft Bets on AMD's Helios to Crack Nvidia's Grip
Microsoft will deploy AMD's new Helios AI racks across Azure, joining Meta, Oracle and OpenAI as flagship customers in a direct challenge to Nvidia's 95% grip on the data center GPU market.
Articles Tagged "NVIDIA"
Google's Frozen v2 Chip Bakes Gemini Into Silicon
Google is reportedly building a chip line separate from its TPUs that hardwires parts of Gemini directly into silicon, promising up to 10x efficiency as a capacity crunch forces Cloud to turn away customers.
SK Group Warns AI Memory Fight Is Turning Geopolitical
SK Group Chairman Chey Tae-won says customers want 60-100% more AI memory in 2027 than in 2026, and warns governments are starting to treat chip access as a matter of economic security.
Apple Retakes Crown From Nvidia as AI Bets Shift
Apple closed at $4.88 trillion on July 17, ending Nvidia's 15-month reign as the world's most valuable company, as Wall Street rotates from AI infrastructure toward consumer distribution.
General Compute's $400M Loan Bypasses Nvidia GPUs
General Compute borrowed $400 million from Upper90 against a fleet of SambaNova SN50 inference chips, the first major AI infrastructure loan not collateralized by Nvidia hardware.
Elorian's $300M Joins AI's No-Product Funding Club
Ex-Google DeepMind researcher Andrew Dai raised $55M at a $300M valuation for Elorian, a visual AI lab with no product yet, joining a growing list of frontier labs priced on pedigree alone.
Thinking Machines Opens Inkling - and Admits Its Limits
Mira Murati's Thinking Machines Lab released its first open-weight model, Inkling, and published benchmarks showing it losing to closed rivals on most of them.
Nvidia's H200 Chips Reach China - Congress Isn't Happy
Commerce official Jeffrey Kessler confirms H200 AI chip shipments to China have begun, but calls the volume 'trivial' as lawmakers spar over export-control gaps.
Reflection AI Buys $1B More Nvidia Compute From Nebius
Nebius will sell Reflection AI over $1 billion in Nvidia GB300 compute through 2029, the open-source AI lab's second billion-dollar infrastructure deal in three weeks.
Hugging Face CEO Says Enterprises Are Done Renting AI
Clem Delangue says cost is pushing companies off frontier APIs and onto open models. A16z's own CIO survey shows enterprise dollars still moving the other way.
Nvidia Backs Voice AI's Two Biggest Rivals at Once
Nvidia has joined Gradium's seed round while holding a stake in rival ElevenLabs, tying its GPUs to both leaders in the race to own voice AI.
US Grants UAE License-Free Access to Nvidia AI Chips
The Commerce Department reclassified the UAE to Country Group A:5, giving NVIDIA, AMD, and Cerebras a clear path to supply AI chips and servers without per-shipment export licenses.
