…AI demand is exploding across enterprise, coding, and finance sectors, and infrastructure has become one of the biggest constraints on growth. Anthropic is now effectively tying its future capacity expansion to one…
…Despite announcing surging profits, Microsoft saw its share price drop 6 percent as investors voiced concerns about the rampant capex growth it needs to support AI demand. The world doesn't just…
Earlier this year, we learned that NVIDIA began selling its "Vera" CPU generation as a standalone solution, offering hyperscalers and cloud providers a CPU ready for the agentic AI era. It appears…
Earlier this year, we learned that NVIDIA began selling its "Vera" CPU generation as a standalone solution, offering hyperscalers and cloud providers a CPU ready for the agentic AI era. It appears…
…2026. "The buildout of AI factories—the largest infrastructure expansion in human history—is accelerating at extraordinary speed," said Jensen Huang, founder and CEO of NVIDIA. "Agentic AI has arrived, doing productive…
…to see 76 percent growth year on year to $14.8 billion, with AI chips and systems growing by 2.4X again to $10.7 billion. Infrastructure Software revenues will rise by…
…That is why how AI factories think about TCO needs to change. Related Story NVIDIA Moves Gaming Segment Under “Edge Computing”, Posts 29% Revenue Growth From Blackwell Workstations But Gaming GPUs Slow…
…Jensen Huang - NVIDIA CEO On being asked about how he feels about selling chips to China, Jensen highlighted the growing energy demands of building AI infrastructure. The US has limited energy, while…
…The next biggest was “cloud infrastructure,” which had revenue of about $4.9 billion. The customer support business had zero percent growth in the third quarter. Its database and applications businesses, though…
…While the US investments will surely factor into Nvidia’s growth, it’s the Taiwan HQ that seemingly matters most. Tech giants collectively plan to spend $750 billion on AI infrastructure this…
