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7
Blackstone: Jon Gray Pushes Firm Across AI Infrastructure, From Data Centers to Google and Nvidia Deals
Infra
1
9h ago
7
Blackstone: Jon Gray Pushes Firm Across AI Infrastructure, From Data Centers to Google and Nvidia Deals
Infra
· 1 src · 9h ago
Discuss
7
ByteDance in Advanced Talks to Buy MediaTek Data Center ASICs, Reportedly Its Second Major Customer After Google
Infra
1
17h ago
7
ByteDance in Advanced Talks to Buy MediaTek Data Center ASICs, Reportedly Its Second Major Customer After Google
Infra
· 1 src · 17h ago
Discuss
7
TSMC: Q3 Net Profit Hits Record NT$763.1B, Beating Estimates for Sixth Straight Record Quarter
Updated Oct 15
Markets
3
9h ago
7
TSMC: Q3 Net Profit Hits Record NT$763.1B, Beating Estimates for Sixth Straight Record Quarter
Upd Oct 15
Markets
· 3 srcs · 9h ago
Discuss
7
Nvidia RTX Spark in Surface Laptop Ultra Beats M5 Max MacBook Pro by ~25% in Local Agentic AI Tests
Infra
1
8h ago
7
Nvidia RTX Spark in Surface Laptop Ultra Beats M5 Max MacBook Pro by ~25% in Local Agentic AI Tests
Infra
· 1 src · 8h ago
Discuss
6
Volvo: Nvidia Hyperion and Alpamayo to Power Hands-Free Level 2++ Driving Before 2030
Enterprise
1
1h ago
6
Volvo: Nvidia Hyperion and Alpamayo to Power Hands-Free Level 2++ Driving Before 2030
Enterprise
· 1 src · 1h ago
Discuss
6
UK AI Minister Narayan Tells India-UK Business Forum Trust and Technology Go Together
Policy
1
31m ago
6
UK AI Minister Narayan Tells India-UK Business Forum Trust and Technology Go Together
Policy
· 1 src · 31m ago
Discuss
6
Ricursive Intelligence Founders Pitch AI That Designs Chips Whole, Aiming for One-Week Design Cycles
Infra
1
17h ago
6
Ricursive Intelligence Founders Pitch AI That Designs Chips Whole, Aiming for One-Week Design Cycles
Infra
· 1 src · 17h ago
Discuss
7
ASML: AI Demand Outstrips Capacity Through 2028 as Customers Seek Orders for 2029-2030
Infra
4
1d ago
7
ASML: AI Demand Outstrips Capacity Through 2028 as Customers Seek Orders for 2029-2030
Infra
· 4 srcs · 1d ago
Discuss
7
Apple, Amazon, Microsoft Launch AI Devices for Holiday Season Amid Weak Consumer Sentiment
Products
1
1d ago
7
Apple, Amazon, Microsoft Launch AI Devices for Holiday Season Amid Weak Consumer Sentiment
Products
· 1 src · 1d ago
Discuss
6
vLLM: Push-Based NIXL Connector Speeds Prefill-Decode Disaggregated Serving
Infra
1
1d ago
6
vLLM: Push-Based NIXL Connector Speeds Prefill-Decode Disaggregated Serving
Infra
· 1 src · 1d ago
Discuss
6
AI Infrastructure Stocks Slide as Hot CPI Lifts Fed Hike Odds; SOXX Posts Seventh Straight Loss
Markets
1
1d ago
6
AI Infrastructure Stocks Slide as Hot CPI Lifts Fed Hike Odds; SOXX Posts Seventh Straight Loss
Markets
· 1 src · 1d ago
Discuss
6
Microsoft: Stock Hits Record Close at $543.45, Market Cap Back Above $4 Trillion
Markets
1
1d ago
6
Microsoft: Stock Hits Record Close at $543.45, Market Cap Back Above $4 Trillion
Markets
· 1 src · 1d ago
Discuss
6
Cerebras CEO Feldman: AI Doomer Narrative Hurts Industry; Leaders Should Stress Benefits
Safety
1
1d ago
6
Cerebras CEO Feldman: AI Doomer Narrative Hurts Industry; Leaders Should Stress Benefits
Safety
· 1 src · 1d ago
Discuss
7
Asian Chip Stocks Slide as AI Financing Fears Hit SK Hynix, Samsung, SoftBank
Updated Oct 15
Markets
6
17h ago
7
Asian Chip Stocks Slide as AI Financing Fears Hit SK Hynix, Samsung, SoftBank
Upd Oct 15
Markets
· 6 srcs · 17h ago
Discuss
7
Intel: Crescent Island Inference GPU Becomes Data Center GPU D-Series (D270), 480 GB LPDDR5X per Card
Infra
3
2d ago
7
Intel: Crescent Island Inference GPU Becomes Data Center GPU D-Series (D270), 480 GB LPDDR5X per Card
Infra
· 3 srcs · 2d ago
Discuss
7
China's Push to Wean Tech Firms Off Nvidia Chips Faces Uphill Battle Despite Huawei Gains
Infra
1
2d ago
7
China's Push to Wean Tech Firms Off Nvidia Chips Faces Uphill Battle Despite Huawei Gains
Infra
· 1 src · 2d ago
Discuss
7
NVIDIA and Microsoft: RTX Spark Laptops Ship Oct 16 With 128GB Memory and Local AI Agent Support
Products
2
2d ago
7
NVIDIA and Microsoft: RTX Spark Laptops Ship Oct 16 With 128GB Memory and Local AI Agent Support
Products
· 2 srcs · 2d ago
Discuss
6
Princeton, IIT Madras: Deep Learning Inverse Design Generates Unintuitive Wireless Chip Layouts
Research
1
2d ago
6
Princeton, IIT Madras: Deep Learning Inverse Design Generates Unintuitive Wireless Chip Layouts
Research
· 1 src · 2d ago
Discuss
6
Apple: New $299 Apple TV 4K Is First Device to Run Siri AI, Ships Nov 13
Products
1
2d ago
6
Apple: New $299 Apple TV 4K Is First Device to Run Siri AI, Ships Nov 13
Products
· 1 src · 2d ago
Discuss
7
Qualcomm CEO Amon Predicts AI-Agent Smartphone Supercycle, Pushes Into Data Centers and 6G
Infra
1
3d ago
7
Qualcomm CEO Amon Predicts AI-Agent Smartphone Supercycle, Pushes Into Data Centers and 6G
Infra
· 1 src · 3d ago
Discuss
7
OCP Global Summit: NVIDIA Opens Vera Rubin Architecture
Infra
1
3d ago
7
OCP Global Summit: NVIDIA Opens Vera Rubin Architecture
Infra
· 1 src · 3d ago
Discuss
7
NVIDIA, Cisco Announce USFP: 400Gb/s-Per-Lane Pluggable Optics for AI Factories
Infra
1
3d ago
7
NVIDIA, Cisco Announce USFP: 400Gb/s-Per-Lane Pluggable Optics for AI Factories
Infra
· 1 src · 3d ago
Discuss
7
Microsoft Announces Maia 300 Inference Chip, Plans Multi-Gigawatt Maia Rollout From 2027
Infra
7
3d ago
7
Microsoft Announces Maia 300 Inference Chip, Plans Multi-Gigawatt Maia Rollout From 2027
Infra
· 7 srcs · 3d ago
Discuss
7
Tencent Markets ~$5B Offshore Bond to Fund AI Capex, Mostly Chip Purchases
Updated Oct 14
Markets
2
1d ago
7
Tencent Markets ~$5B Offshore Bond to Fund AI Capex, Mostly Chip Purchases
Upd Oct 14
Markets
· 2 srcs · 1d ago
Discuss
7
AMD Unveils Helion Rack Server Reference Design at OCP Summit to Challenge Nvidia's NVL72
Infra
1
3d ago
7
AMD Unveils Helion Rack Server Reference Design at OCP Summit to Challenge Nvidia's NVL72
Infra
· 1 src · 3d ago
Discuss
6
IonQ to Acquire Cybersecurity Firm Elisity in All-Stock Deal Worth Up to $1.3B
Markets
1
3d ago
6
IonQ to Acquire Cybersecurity Firm Elisity in All-Stock Deal Worth Up to $1.3B
Markets
· 1 src · 3d ago
Discuss
6
Cerebras: Stock Drops to Under Half of First-Day Close Amid Broader AI Market Fears
Markets
1
3d ago
6
Cerebras: Stock Drops to Under Half of First-Day Close Amid Broader AI Market Fears
Markets
· 1 src · 3d ago
Discuss
6
IIT Guwahati, IIT Kharagpur: Ultrathin Light-Sensing Device Fuses Vision, Memory and Processing at 500x Lower Energy
Research
1
3d ago
6
IIT Guwahati, IIT Kharagpur: Ultrathin Light-Sensing Device Fuses Vision, Memory and Processing at 500x Lower Energy
Research
· 1 src · 3d ago
Discuss
6
Apple: Reportedly Cuts iPhone 18 Pro Component Orders 15%+ After Price Hikes Dampen Demand
Markets
1
3d ago
6
Apple: Reportedly Cuts iPhone 18 Pro Component Orders 15%+ After Price Hikes Dampen Demand
Markets
· 1 src · 3d ago
Discuss
6
AI Data Centers Now Cost Tens of Billions Each as Big Tech Capex Nears $750B This Year
Infra
1
3d ago
6
AI Data Centers Now Cost Tens of Billions Each as Big Tech Capex Nears $750B This Year
Infra
· 1 src · 3d ago
Discuss
6
Microsoft: Surface Laptop Ultra RTX Spark 128GB/1TB ($5,899.99) listed out of stock
Products
1
3d ago
6
Microsoft: Surface Laptop Ultra RTX Spark 128GB/1TB ($5,899.99) listed out of stock
Products
· 1 src · 3d ago
Discuss
7
Amazon in Talks to Acquire AI Chip-Software Startup Decart at About $7B Valuation
Markets
2
4d ago
7
Amazon in Talks to Acquire AI Chip-Software Startup Decart at About $7B Valuation
Markets
· 2 srcs · 4d ago
Discuss
7
RTX 5090 Street Prices Hit ~$5,000 as Reports Link Retail Cards to AI Server Builds
Infra
1
4d ago
7
RTX 5090 Street Prices Hit ~$5,000 as Reports Link Retail Cards to AI Server Builds
Infra
· 1 src · 4d ago
Discuss
6
KPMG: India's Telecom Sector Faces Technology Ownership Gap, With Deep-Tech Layers Over 70% Import-Dependent
Infra
1
4d ago
6
KPMG: India's Telecom Sector Faces Technology Ownership Gap, With Deep-Tech Layers Over 70% Import-Dependent
Infra
· 1 src · 4d ago
Discuss
7
vLLM: Day-0 Support for NVIDIA Vera Rubin NVL72, Early Results Show Up to 7.8x Per-GPU Throughput Gain
Infra
1
5d ago
7
vLLM: Day-0 Support for NVIDIA Vera Rubin NVL72, Early Results Show Up to 7.8x Per-GPU Throughput Gain
Infra
· 1 src · 5d ago
Discuss
7
Contractor Willy Sun Pleads Guilty in $2.5B Super Micro-Linked AI Server Diversion to China
Policy
2
5d ago
7
Contractor Willy Sun Pleads Guilty in $2.5B Super Micro-Linked AI Server Diversion to China
Policy
· 2 srcs · 5d ago
Discuss
7
Nuvacore: Six-Month-Old Chip Startup Raising Hundreds of Millions at ~$2.5B Valuation for Data-Center CPU
Markets
1
5d ago
7
Nuvacore: Six-Month-Old Chip Startup Raising Hundreds of Millions at ~$2.5B Valuation for Data-Center CPU
Markets
· 1 src · 5d ago
Discuss
6
Nvidia GPUs: Hyperscalers Short on Supply as Neoclouds and Other Providers Fill the Gap
Infra
1
5d ago
6
Nvidia GPUs: Hyperscalers Short on Supply as Neoclouds and Other Providers Fill the Gap
Infra
· 1 src · 5d ago
Discuss
7
Samsung Forecasts Record Q3 Operating Profit of 107.4T Won, Up 782% on AI-Driven Memory Shortage
Markets
1
6d ago
7
Samsung Forecasts Record Q3 Operating Profit of 107.4T Won, Up 782% on AI-Driven Memory Shortage
Markets
· 1 src · 6d ago
Discuss
8
Venture Firm Disruptive Targets $10 Billion Megafund on Strength of Groq Investment
Markets
2
Oct 7
8
Venture Firm Disruptive Targets $10 Billion Megafund on Strength of Groq Investment
Top
Markets
· 2 srcs · Oct 7
Discuss
8
Broadcom Arranges $50B+ Debt Financing for OpenAI's Custom AI Chips as Oracle Pursues Parallel Deal
Infra
1
Oct 7
8
Broadcom Arranges $50B+ Debt Financing for OpenAI's Custom AI Chips as Oracle Pursues Parallel Deal
Top
Infra
· 1 src · Oct 7
Discuss
8
SpaceX Seeks $40B Debt Financing to Purchase Nvidia AI Chips in Apollo-Led Deal
Updated Oct 7
Infra
3
Oct 7
8
SpaceX Seeks $40B Debt Financing to Purchase Nvidia AI Chips in Apollo-Led Deal
Top
Upd Oct 7
Infra
· 3 srcs · Oct 7
Discuss
8
Microsoft and Nvidia Launch RTX Spark AI PC Platform at Joint San Francisco Event
Products
4
Oct 7
8
Microsoft and Nvidia Launch RTX Spark AI PC Platform at Joint San Francisco Event
Top
Products
· 4 srcs · Oct 7
Discuss
6
Surface Laptop Ultra Specs: World-First Breakaway USB-C Port, 4.3× MacBook Pro AI Speed
Updated Oct 8
Products
3
Oct 8
6
Surface Laptop Ultra Specs: World-First Breakaway USB-C Port, 4.3× MacBook Pro AI Speed
Upd Oct 8
Products
· 3 srcs · Oct 8
Discuss
7
Seagate and Toshiba Compete for TDK's HDD Magnetic Head Business in Multibillion-Dollar Acquisition
Infra
2
Oct 6
7
Seagate and Toshiba Compete for TDK's HDD Magnetic Head Business in Multibillion-Dollar Acquisition
Infra
· 2 srcs · Oct 6
Discuss
7
AMD CEO Lisa Su Plans Substantial AI Chip Supply Increase in 2027, Visits TSMC and Foxconn
Markets
1
Oct 6
7
AMD CEO Lisa Su Plans Substantial AI Chip Supply Increase in 2027, Visits TSMC and Foxconn
Markets
· 1 src · Oct 6
Discuss
6
SF Fed President Warns AI Demand Could Prolong Chip and Energy Price Shocks
Policy
1
Oct 6
6
SF Fed President Warns AI Demand Could Prolong Chip and Energy Price Shocks
Policy
· 1 src · Oct 6
Discuss
7
Analysis: AI Chips Shipped Through 2027 Could Power Up to 170 Million Concurrent AI Agents
Infra
1
Oct 5
7
Analysis: AI Chips Shipped Through 2027 Could Power Up to 170 Million Concurrent AI Agents
Infra
· 1 src · Oct 5
Discuss
6
Cerebras Stock Jumps After Altman Affirms OpenAI Partnership and Confirms GPT-5.6 Sol Runs on Its Chips
Markets
1
Oct 5
6
Cerebras Stock Jumps After Altman Affirms OpenAI Partnership and Confirms GPT-5.6 Sol Runs on Its Chips
Markets
· 1 src · Oct 5
Discuss
7
Toshiba to Double HDD Production Capacity for AI Data Centers by FY2027
Infra
1
Oct 4
7
Toshiba to Double HDD Production Capacity for AI Data Centers by FY2027
Infra
· 1 src · Oct 4
Discuss
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