AI boom forces delays on Transcend SSDs, SD cards and flash drives — SanDisk and Samsung short on supplying NAND chips
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Today, Microsoft, NVIDIA and Anthropic announced new strategic partnerships. Anthropic is scaling its rapidly growing Claude AI model on Microsoft Azure, powered by NVIDIA, which will broaden access to Claude and provide…

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Nvidia and OpenAI forge $100 billion alliance to deliver 10 gigawatts of Nvidia hardware for AI datacenters

[Daily Due Diligence] NVDA NVDA Why this is trending Mixture of Experts Powers the Most Intelligent Frontier AI Models, Runs 10x Faster on NVIDIA Blackwell NVL72 NVDA NVDA is in focus today. This note reviews sentiment, catalysts, and near term risk factors tied to the latest coverage. Near term perspective Our base case expects choppy … Read more

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The NVIDIA Blackwell RTX upgrade is nearing the finish line, letting GeForce NOW Ultimate members across the globe experience true next-generation cloud gaming from anywhere.
