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Nvidia GPUs

AI Infrastructure Race Accelerates: Nvidia Projects $1 Trillion Orders as Microsoft Tests Rubin Racks and Oracle Highlights $553 Billion Backlog

Investor caution contrasts with mounting signals that AI compute demand is still accelerating.

Nvidia Confirms DLSS 5 Operates on 2D Frames, Pledges Developer Controls

Nvidia Pivots to Rack-Scale AI at GTC, Cites $1 Trillion in Blackwell–Rubin Orders Through 2027

Samsung Named Preferred HBM4 Supplier for AMD’s Next AI GPU as Foundry Talks Open

Nvidia Demos Rubin Ultra Tray With 1TB HBM4E as Kyber NVL144 and 2028 Feynman Roadmap Emerge

WSJ: ByteDance Taps Malaysia Cloud to Access 36,000 Nvidia Blackwell Chips Under Export Rules

Alphabet Tops $4 Trillion as Apple Taps Gemini to Power Next‑Gen Siri

Nvidia Leads AI Chip Race as Analysts Lift Targets and New Blackwell Hardware Rolls Out

TD Cowen Puts AMD on 2026 ‘Best Ideas’ List as Helios, MI450 Target an AI Inflection

AWS Launches Trainium3 and Plans NVLink-Ready Trainium4, Tightening Its Grip on AI Compute

Nvidia’s $5 Trillion Run Spurs Big Target Hikes on $500 Billion AI Chip Orders

CoreWeave Secures Up to $14.2 Billion Meta AI Cloud Deal Through 2031

Nvidia Introduces Rubin CPX to Accelerate Million-Token AI by Splitting Inference

Broadcom’s $10 Billion AI Order Recasts Chip Race as Analysts Trim Nvidia Outlook

Nvidia’s AI Surge Confronts Market Caution After Blowout Results

Leaked Benchmarks Reveal NVIDIA’s Prototype N1x SoC Matches RTX 5070 in CUDA Cores

Nvidia Tops $4 Trillion Market Cap After Shares Close at Record High

Nvidia Tops Q1 Estimates While Export Curbs Threaten $8 Billion in Q2 Sales