ANALYSIS Nvidia’s Kyber NVL144 Reportedly Delayed to 2028; Asian Suppliers Slide 7/10 3 min read 1 month ago
FUNDING Nvidia Taiwan Spending Jumped From $15B to $150B a Year, Per Huang 8/10 3 min read 2 months ago
FUNDING Jensen Huang Says Vera CPU Opens a ‘Brand New’ $200 Billion Market for Nvidia 8/10 3 min read 3 months ago
ANALYSIS Bloomberg Questions Whether Big Tech’s Massive AI Capex Is a False Start 7/10 3 min read 3 months ago
ANALYSIS Nvidia Earnings Preview: What to Watch After the Bell on May 20 7/10 3 min read 3 months ago
FUNDING Nvidia Q1 Revenue Expected to Reach Record $79 Billion, Bloomberg Reports 8/10 2 min read 3 months ago
ANALYSIS Amazon CEO Jassy Defends $200B Capex, Touts Trainium as Nvidia Alternative 8/10 3 min read 4 months ago
FUNDING Nvidia-Backed Reflection AI Seeks 2.5 Billion Dollar Funding Round at 25 Billion Dollar Valuation 7/10 3 min read 4 months ago
LAUNCHES NVIDIA ProRL Agent Decouples RL Training from Multi-Turn LLM Rollouts 8/10 4 min read 4 months ago
