Technology ❯ Artificial Intelligence ❯ Infrastructure ❯ Hardware

GPUs

Nvidia Reiterates 70% Growth as Broadcom Ships OpenAI XPU and AI Chip Demand Hits Supply Limits

Supply constraints, rising component costs, vendor financing and multiyear hyperscaler orders are now shaping who wins share and margins in the AI‑chip buildout.

5 ARTICLES

3mo ago

SpaceX Will Build Its AI Infrastructure Exclusively on Nvidia's Vera Rubin

129 ARTICLES

4mo ago

Micron Crushes Estimates and Says HBM Shortage Will Last Beyond 2027

7 ARTICLES

4mo ago

TensorWave Raises $350 Million Series B at $1.55 Billion to Scale All‑AMD AI Cloud

100 ARTICLES

5mo ago

OpenAI’s New AI Hardware Deals Lift Suppliers as Broadcom Pact and Oracle–AMD Deployment Take Shape

GPUs

Nvidia Reiterates 70% Growth as Broadcom Ships OpenAI XPU and AI Chip Demand Hits Supply Limits

SpaceX Will Build Its AI Infrastructure Exclusively on Nvidia's Vera Rubin

Micron Crushes Estimates and Says HBM Shortage Will Last Beyond 2027

TensorWave Raises $350 Million Series B at $1.55 Billion to Scale All‑AMD AI Cloud

Nvidia Tie Propels Marvell as Broadcom Guidance Triggers Chip‑Sector Reprice

Meta Strikes Multiyear AMD Deal for Up to 6 GW of AI Compute

AZIO AI Secures $107 Million Nvidia GPU Order as Envirotech Eyes AI Merger

OpenAI’s New AI Hardware Deals Lift Suppliers as Broadcom Pact and Oracle–AMD Deployment Take Shape