AMD’s AI Coup: Breaking The Nvidia Monopoly

For most of the AI boom, Nvidia (NVDA) has been the only name that mattered in data center hardware. That dynamic is shifting ...

From GPUs to AI factories: Inside the Nvidia-Google Cloud superstack

Virgo Networking is a data center network fabric designed for megascale AI. Introduced by Google, it serves as the backbone ...
Business Insider

AI has been all about GPUs. That's changing fast.

Nvidia's $20 billion Groq deal signals an important shift in the AI market. AI workloads are moving from model training to real-time inference as the main focus. Specialized inference chips like ...
Hosted on MSN

Allbirds' AI pivot signals GPU fever—and why ETFs are already positioned for it

Allbirds Inc.’s BIRD sudden switch from a footwear company to an artificial intelligence infrastructure player provides a clear example of an emerging trend in the AI economy, the obsession with GPU ...
PC World

Want to make the most of the new Gemma 4 AI models? RTX GPUs and PCs accelerate local AI like never before

With the launch of Google’s Gemma 4 family of AI models, AI enthusiasts now have access to a new class of small, fast, and omni-capable AI designed for fast and efficient local deployment, and NVIDIA ...
SDxCentral

'Adsense for GPUs' launched to tackle idle AI inferencing

AI inference platform FriendliAI unveiled a new offering designed to help GPU cloud operators monetize idle and underutilized capacity Friendli InferenceSense looks to fill gaps between training and ...
AOL

Move Over, Nvidia GPUs. The AI CPU Era Is Here

Ever since ChatGPT launched in Nov. 2022, one AI stock has stood head and shoulders above the others. That's Nvidia (NASDAQ: NVDA), as the GPU-maker has jumped nealry 1,000% since then, adding more ...
Forbes

Agentic AI Reshapes Nvidia Strategy Beyond GPUs At GTC

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. Nvidia's updated roadmap is based on GPUs, LPUs, CPUs, NPUs and networking chips. Donning ...
CNBC

An Indian company is set to build a $2 billion AI hub with Nvidia’s GPUs and go public. Here's what we know so far

India's Yotta Data Services is building a $2 billion AI hub using Nvidia's chips. Yotta says demand for GPUs exceeds supply in India. India's total data center capacity is projected to reach 1.93GW in ...
The Motley Fool

Forget GPUs: Custom AI Chips Are the Next Trillion-Dollar Opportunity. Here Are 2 Stocks to Buy Now.

Nvidia's GPU is the current dominant AI hardware, but many companies are looking to move away from it. Broadcom is one of the most prominent chip designers out there and works with Alphabet, OpenAI, ...
Hosted on MSN

GPUs built the boom, but the next great AI stocks aren’t what you think

Editor’s Note: The biggest gains in any tech cycle don’t come from what everyone already understands. They come from spotting the next constraint before it shows up in the data… before it hits ...