AI’s finally expensive enough to make Wall Street nervous
…Nvidia — even more so than OpenAI — is at the center of the circular financing in the AI ecosystem. If it is pumping more money into supporting the AI buildout, that may be…
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I didn't expect delaying Windows and Nvidia updates to be the best strategy for 2026, but here we are
…mandatory AI coding workflows and "vibe-coding culture. Related 12 years ago, I left AMD for NVIDIA, and AMD has never given me a reason to come back NVIDIA's ecosystem became…
NVIDIA and Japan Launch 27,500-GPU Vera Rubin AI Factory as Physical AI Push Spans Every Industry
…16, 2026 AI ◇ Enterprise NVIDIA has disclosed a comprehensive multi-track strategy to accelerate AI adoption in Japan, combining a new national AI infrastructure buildout with a broad ecosystem of industry-specific…
Intel’s Potential Acquisition of SambaNova Could ‘Catalyze’ the Company’s AI Comeback — But It May Cost At Least a Hefty $5 Billion
…Intel's Potential SambaNova Acquisition Would Equip the Firm With an Independent End-to-End AI Ecosystem Well, for those unaware, Intel is in talks to acquire the AI firm SambaNova, and…
The most interesting thing about OpenAI's new chip isn't Nvidia — it's Apple
…custom AI chip isn't just another attempt to loosen Nvidia's grip on AI hardware. It's the clearest sign yet that OpenAI is adopting the same vertically integrated strategy that…
Efficiency at Scale: NVIDIA, Energy Leaders Accelerating Power‑Flexible AI Factories to Fortify the Grid
…The companies plan to collaborate on optimized generation strategies to support AI factories built on the NVIDIA and Emerald AI architecture, including hybrid projects that use co‑located power to accelerate time…
NetApp and Cisco Expand FlexPod With Validated AI Architectures and Splunk SOAR Storage Response
…defense-in-depth strategies by connecting storage infrastructure into the security operations ecosystem. The solution combines NetApp’s data management and ransomware resilience features with Cisco’s secure AI infrastructure and Splunk…
The Steam Survey shows exactly how Nvidia gets away with smaller GPU upgrades
…It's the software ecosystem that has been extending the lifespan of their GPU generations. Related An RTX 3070 is living proof that software now matters more than hardware AI upscaling changed…
Arm delivers record first-quarter for total revenue
…AI infrastructure, with deployments planned across leading AI cloud providers and server platforms. Google stated that its Arm-based Axion CPU will be a core component of its AI infrastructure strategy, highlighting…
ASUS Adopts NVIDIA DSX AI Factory Platform at Computex 2026
…Working with industry innovators and ecosystem partners, ASUS enables customers to turn AI infrastructure into practical, vertical-ready workflows, including: ● Enterprise AI enablement: ASUS AI Hub with NVIDIA NemoClaw , deployed on ESC8000A…