Nvidia

Nvidia’s Major Fiber Investment Signals AI Infrastructure Boom Nvidia announced a $500 million investment in Corning to expand fiber optic manufacturing capacity, reflecting the massive demand for high-speed optical interconnect infrastructure driven by AI data center construction. Corning, a global leader in fiber optics and specialty glass manufacturing, plays a critical role in AI clusters. As demand for large model training and inference surges, fiber connection density within data centers is growing exponentially. ...

AI chip manufacturer Cerebras Systems has filed for an IPO seeking to raise up to $3.5 billion at a valuation of $26.6 billion, emerging as one of Nvidia’s most formidable competitors in the AI chip space.

Nvidia CEO Jensen Huang criticizes tech leaders for exaggerating AI doomsday risks, saying a ‘God complex’ is causing unnecessary talent drain in the industry.

The US Department of Defense has reached agreements with seven leading AI companies to deploy their systems on classified military networks, with Anthropic excluded after talks broke down.

Driven by sustained AI investment enthusiasm, the S&P 500 and Nasdaq both hit all-time highs, with Nvidia’s market cap breaking above $5 trillion once again and Apple shares surging.

The US Department of Defense announced it will transform the military into an ‘AI-first’ fighting force, signing eight new contracts with major tech companies to expand AI capabilities.

Nvidia stock tumbles as investors worry about intensifying competition from Google and Amazon’s in-house AI chip development, challenging the $4.9 trillion chip giant’s dominance.

Alphabet’s stock has surged 140% over the past year, pushing its market cap above $4.6 trillion — just ~4% away from surpassing Nvidia. Options markets assign a 53% chance it happens by May 15.

Nvidia’s venture arm NVentures has invested in Swedish AI legal tech startup Legora, valuing the company at $5.6 billion — marking the chip giant’s first major move into the legal AI sector.

Nvidia announces a new memory solution aimed at addressing the GPU VRAM shortage plaguing the AI industry, hailed as a significant step toward resolving the ‘RAM Apocalypse.’