15 articles
Graphics card maker Zotac is sounding the alarm on severe component shortages that could lead to empty shelves and rising prices throughout 2026.
Chinese AI startup DeepSeek pivoted to Nvidia hardware for training its upcoming flagship model after domestic Chinese chips failed to meet performance requirements. The company expects to launch the new model within weeks.
Black Forest Labs launched FLUX.2 Klein, a new image generation model designed for speed and efficiency. The model delivers sub-second performance while using only 13GB of VRAM, making high-quality AI image generation accessible on consumer-grade GPUs.
Microsoft's record $34.9 billion capital spending spree, packed with huge GPU orders, is supercharging its AI and cloud operations while pumping serious revenue into Nvidia's Datacenter business.
Nvidia's upcoming Rubin GPU platform promises 100x efficiency gains over Hopper and needs just 25% of the infrastructure required by current Blackwell systems to train massive AI models.
Chinese scientists just dropped a bombshell optical computing chip that crushes Nvidia's top GPU by over 100x in speed and efficiency. This breakthrough is pushing AI adoption way beyond the usual suspects, fueling a 10% earnings jump in the S&P 500's Impressive-493 as competition heats up across industries.
Researchers developed CUDA-L2, an AI-powered optimization system that uses reinforcement learning to generate GPU code. Tests show it can outperform Nvidia's standard cuBLAS library by up to 26 percent in real-time tasks
Bit Origin's launching a hybrid model that mixes GPU cloud computing with traditional crypto mining to help solve the GPU shortage crisis fueled by exploding AI demand worldwide.
David Friedberg disputed Michael Burry's concerns about hyperscaler depreciation practices, arguing that GPUs and TPUs at companies like $GOOGL remain fully operational for 7-8 years, justifying extended depreciation schedules.
Nvidia's high-end GPU spot prices keep climbing into 2025, showing that compute shortages persist despite talk of an "AI bubble." Major buyers are securing supply months ahead as pricing power shifts back to sellers.
Alibaba Cloud's new GPU pooling system cuts Nvidia chip usage by 82%, revealing a stark divide between China's efficiency-first AI strategy and America's hardware spending spree.
AI researcher suggests that global GPU demand projections may be inflated by roughly a million times, as rapid software improvements are eliminating the need for additional hardware far faster than most forecasts assume.
NVIDIA's RTX Pro 6000 (Blackwell) delivers up to 7× faster inference than the DGX Spark (GB10) while costing only 1.8× more.
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