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SpaceX Eyes 1‑Gigawatt Texas Data Center as It Builds Orbital AI Factory

The plan would test whether satellite manufacture plus launches can make orbital AI economically viable.

Nvidia and SemiAnalysis Clash Over Reported Kyber Rack Delay

SpaceX to Acquire Cursor in About $60 Billion All-Stock Deal

Meta Reports Deals With Crusoe for About 1.6 Gigawatts of AI Compute

D-Matrix Ships Corsair Inference Cards into Volume Production

Supermicro Unveils AMD Helios and Arm AGI Rack Systems at Computex

Nvidia’s Valuation Slips Below the S&P 500 as Analysts Point to More AI Upside

Meta Strikes Multiyear Nvidia Deal for Millions of Blackwell, Rubin GPUs and Standalone Grace Servers

Upscale AI Secures $200 Million to Challenge Nvidia With SkyHammer AI Networking

Goldman Starts Super Micro at Sell With $26 Target as Margin Fears Deepen

Samsung Lifts DDR5 Contract Prices Up to 60% as AI Memory Crunch Deepens

Meta Partners With Arm to Shift AI Recommendations to Neoverse, Open-Source Optimizations

AMD Showcases 'Helios' Open Rack-Scale AI Platform at OCP Global Summit

Nvidia Opens Vera Rubin AI Rack Design, Details Kyber Roadmap for 576‑GPU Systems

IREN Doubles AI Cloud to 23,000 GPUs With $674 Million Order

Alibaba Secures China Unicom for AI Chips as SMIC Trials Homegrown Lithography

NVIDIA Says Rubin Is in Fab, Eyes H2 2026 Volume as Blackwell Ultra Hits Full Ramp