Forget Nvidia: This Infrastructure Upstart Is The Real Backdoor AI Winner

Nvidia: The Next Dividend Aristocrat?

Nvidia: The Next Dividend Aristocrat?

Nvidia teams up with chip rival d-Matrix instead of fighting it

Nvidia has found a new way to handle its chip rivals: work with them. The GPU giant is combining its hardware with inference chips from the startup d-Matrix, The Information reported. The two will ship a joint system to run AI models. The AI-cloud firm Parasail will be its first customer, with the system due [] This story continues at The Next Web

DeepSeek's DSpark Just Made Nvidia's Most Important New Bet Harder to Close

DeepSeek just released DSpark, an inference module that makes its AI models 60 to 85 faster without new hardware. Nvidia is simultaneously ramping a specialized decode rack that requires a second purchase decision from the same customers already buying its GPUs. Here is why that timing matters for the Nvidia investment case.

Electricity control will determine who wins the AI arms race, and Bitzero Holdings is positioning to succeed

(NaturalNews) The narrative surrounding artificial intelligence has been dominated by one name for the past two years. NVIDIA, once a 300 billion gaming chip compa...

License to Stream: ‘007 First Light’ Coming to GeForce NOW With an Ultimate Bundle

The mission begins now. GeForce NOW is dialing up the action with a blockbuster mix of spy thrills, high-speed racing and member rewards — plus eight new games joining the cloud this week, all ready to stream instantly. Leading the drop: the 007 First Light Ultimate Membership Bundle, which brings a brand-new way to jump []

Nvidia (NASDAQ: NVDA) Holds Stakes In These Two Stocks That Investors Should Consider Buying Now

Nvidia’s investment portfolio points to two companies that could offer significant upside for investors willing to follow the chipmaker’s lead. CoreWeave (NASDAQ: CRWV) has secured Nvidia’s backing and benefits directly from preferential access to the company’s most advanced technology, positioning it as a formidable player in the neocloud space. The company’s backlog has surged to [] The post Nvidia (NASDAQ: NVDA) Holds Stakes In These Two Stocks That Investors Should Consider Buying Now appeared first on Foreign Policy Journal.

AI infrastructure startup TensorX raises €8m

A team of Irish founders has committed 8 million to Nvidia Blackwell GPUs, including the latest B300 chips, to launch TensorX, a sovereign AI inference platform designed for Europe’s AI builders, trusted by regulated industries and already generating revenue from paying customers. The company was founded by Shane Morton, is part of the NVIDIA Inception []

Why everyone from OpenAI to SpaceX is building their own chips (and turning up the heat on Nvidia)

Nvidia has dominated the AI chip market for years, but the era of total dependence might be ending. OpenAI just shared its plans to spice things up with Jalapeño, its custom inference chip built with Broadcom, joining Google, Apple, and SpaceX in a growing list of companies building their way out of single-supplier risk. The goal is less of a []

My anti-GTA 6 gaming deals will help you combat FOMO this Prime Day if you're not ready to pre-order Rockstar's long-awaited blockbuster

My anti-GTA 6 gaming deals will help you combat FOMO this Prime Day if you're not ready to pre-order Rockstar's long-awaited blockbuster

Security shops among the 'hundreds' of Klue hack victims

As yet another extortion crew Icarus exploits Salesforce-linked integrations

Treat AI like electricity, not a killer app

Pilot failure and costs are maddening, but real impact is also being delivered. Learn that AI isn’t an app but a power source

Fable 5 switched off, DeepSeek switched on: The AI access crisis every South African CFO needs to understand now

Fable 5 switched off, DeepSeek switched on: The AI access crisis every South African CFO needs to understand now

Nvidia Is Now Financing Its Own AI Cloud Customers. The Risk Is Its Own.

Nvidia's new revenue-sharing model funds AI cloud operators' GPU buildouts in exchange for a cut of future cloud income. Sharon AI (Australia, 40,000 GPUs) and Firmus Technologies (Indonesia, 170,000 GPUs) are the first named partners, but the revenue-share percentage remains undisclosed.

Security expert: Anthropic’s dire warnings about its own AI are pure hype

Welcome to Wednesday’s edition of Washington Secrets, where we are trying to finish up early so we can sneak off for a huge World Cup afternoon. But first, we talk to a tech insider who tells us that Anthropic’s doom-mongering about AI is actually a hype machine designed to help it corner the market. Plus, []

BlackRock's Bold AI Credit Call

BlackRock Investment Institute Global Head Jean Boivin joined Open Interest to talk about how AI is fueling the biggest investment transformation in history, making private credit one of the biggest long-term beneficiaries. He explains why investors don't need to pick AI winners to profit, why balance sheet quality matters more than ever, and why comparisons to the dot-com bubble or 2008 miss what's happening today. (Source: Bloomberg)