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Nvidia Senior Vice President of Networking Gilad Shainer said the company is building the key network architecture and optical interconnect technologies needed for AI factory deployments at scale, in a DIGITIMES interview ahead of the OCP APAC Summit on August 11-12, 2026. He said the biggest shift in AI factories is that the computing unit is no longer a single server but the entire data center, while Nvidia's announcement that co-packaged optics (CPO) switch has entered mass production signals a new round of upgrades for the optical communications industry and the AI networking market....

Nebius has crushed it so far in 2026, but this is just the beginning....

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SpaceX's earnings call — the first since its IPO disclosure — beat expectations on Aug 4, but the line that moved markets wasn't a revenue figure....

TONGYU COMM (002792.SZ) announced that Jiaxian Communication, in which it holds an approximately 25% stake, is conducting R&D on 6G AI-RAN base station technology based on NVIDIA Corporation (NVDA.US)'s CUDA Aerial open-source ecosystem platform. The platform is an open-source ecosystem and does not involve any exclusive authori......

A new stacking method promises far more bandwidth than today's top memory chips....

Nvidia is testing sharply lower-memory versions of its next-generation Rubin Ultra GPU, a sign that the worsening high-bandwidth memory (HBM) shortage is beginning to reshape the specifications of even the AI chip leader's most advanced products. The potential redesign could force cloud providers and AI developers to reconsider how many GPUs they need for large models, while handing memory suppliers greater leverage over the economics of the 2027 AI infrastructure build-out....

AI data center company Firmus raised $2 billion in a funding round backed by Coatue Management, Nvidia Corp., Blackstone Inc. vehicles and Jane Street, the company said....

Der Nachfrageansturm auf das chinesische KI-Modell Kimi K3 wirft ein neues Licht auf Chip- und Speicherwerte. Das steckt dahinter....

Nvidia, Micron, and SK Hynix all look like big winners after SpaceX's first earnings call....

Nvidia is seeking Chinese telecom equipment partners to develop 6G AI radio access network base stations for overseas markets, according to Chinese media reports, as the chipmaker looks to extend its computing platform beyond data centres and into wireless networks and edge AI infrastructure....

Nokia insiders are buying as the company doubles down on its AI-powered future with Nvidia....

Q2 Revenue Approximately Doubled Sequentially and Grew Approximately Nine-Fold Year-Over-Year; First-Half Revenue Exceeds Full-Year 2025 Expands Industry Verticals via Groundbreaking Sports Analytics Agreement with Alive3D Apollo™ Validated on NVIDIA DRIVE AGX Thor™, Placing AEye as a Sensor Partner in the NVIDIA DRIVE Hyperion Ecosystem Lead Defense Customer Places Third Consecutive Purchase Order as Defense Remains AEye's Most Active VerticalPLEASANTON, Calif.--(BUSINESS WIRE)--AEye, Inc. (Nasdaq: LIDR), a global leader in software-defined, high-performance lidar solutions, today announced financial results for the second quarter ended June 30, 2026. Business Highlights New Commercial Deal in New Vertical: Apollo's™ software-defined architecture was critical to securing the win; it allows AEye to reconfigure scan patterns, range, and resolution to meet the distinct demands of sports analytics using the same underlying sensor platform. Sports Analytics: Alive3D selected Apollo™ for next generat...

Bank of America reiterates Buy on AMD, projecting $30+ EPS by 2030 as its Helios AI racks challenge Nvidia. Here's what investors are missing....

The neocloud specialist is facing pushback over its data center plans....

Live Updates Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Trade Desk didn't make the cut. Grab the names FREE today. Trade Desk's 80% Collapse in 12 Months Makes Q2 Earnings a Make-or-Break Moment 3 minutes ago Live The Trade Desk reports second-quarter 2026 earnings ... Live: Will Trade Desk's Q2 Earnings Tonight Reset Its 80% Selloff?...

Live Updates Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Rigetti Computing didn't make the cut. Grab the names FREE today. Rigetti Heads Into Q2 Earnings With $569M in Cash and Lots to Prove 12 minutes ago Live Rigetti Computing reports second-quarter 2026 earnings at ... Live: Will Rigetti Deliver Strong Results in Tonight's Q2 Earnings?...

Hewlett Packard Enterprise and NVIDIA deepen their AI alliance in various domains as HPE competes with Dell Technologies and Super Micro Computer....

Smart IOPS Unobtanium™ T50 SSD and H3 Platform's GPU-centric appliance bring compute, networking and ultra-high-IOPS flash together for NVIDIA Storage-Next™ and SCADA-enabled AI infrastructure MILPITAS, Calif. and NEW TAIPEI CITY, Taiwan, Aug. 6, 2026 /PRNewswire/ -- Smart IOPS, Inc., a......

Sequoia Capital has backed many of the defining companies of the last half-century, from Apple and Google to Nvidia and SpaceX. Now, co-stewards Alfred Lin and Pat Grady join Bloomberg to discuss the firm's next chapter, why it made a franchise-defining investment in Anthropic, its renewed focus on semiconductors, and how Sequoia is adapting its investment philosophy for the AI era. They join Ed Ludlow for an extensive exclusive interview on "Bloomberg Tech." (Source: Bloomberg)...