A knee-jerk reaction or something more? Nvidia's market cap dropped by almost $330 billion in 24 hours as the AI giant reeled from Broadcom's poor guidance
Nvidia saw its market cap tank by $330 billion after Broadcom delivered guidance that many AI investors considered disappointing amid lofty expectations. [...]
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Nvidia launches enterprise AI agent platform with Adobe, Salesforce, SAP among 17 adopters at GTC 2026
Jensen Huang walked onto the GTC stage Monday wearing his trademark leather jacket and carrying, as it turned out, the blueprints for a new kind of monopoly.The Nvidia CEO unveiled the Agent Toolkit, [...]
Nvidia introduces Vera Rubin, a seven-chip AI platform with OpenAI, Anthropic and Meta on board
Nvidia on Monday took the wraps off Vera Rubin, a sweeping new computing platform built from seven chips now in full production — and backed by an extraordinary lineup of customers that includes Ant [...]
Anthropic says it hit a $30 billion revenue run rate after 'crazy' 80x growth
Dario Amodei is not the kind of CEO who talks loosely about numbers. The Anthropic co-founder and chief executive, a former VP of research at OpenAI with a PhD in computational neuroscience from Princ [...]
Nvidia's DGX Station is a desktop supercomputer that runs trillion-parameter AI models without the cloud
Nvidia on Monday unveiled a deskside supercomputer powerful enough to run AI models with up to one trillion parameters — roughly the scale of GPT-4 — without touching the cloud. The machine, calle [...]
Cerebras stock nearly doubles on day one as AI chipmaker hits $100 billion — what it means for AI infrastructure
Cerebras Systems, the Silicon Valley chipmaker that built the world's largest commercial AI processor, erupted onto the Nasdaq on Wednesday, opening at $350 per share — nearly double its $185 I [...]
Inside Microsoft Ignite: How Microsoft and NVIDIA are redefining the AI stack
Presented by Microsoft and NVIDIAAs the world’s leading platform providers and champions for advancing AI globally, NVIDIA and Microsoft continue to deliver unequaled value for organizations investi [...]