Nvidia unveils Vera Rubin supercomputers for Los Alamos National Laboratory — announcement comes on heels of AMD’s recent supercomputer wins
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China’s autonomous military combat drone powered by DeepSeek highlights Nvidia reliance — investigation reveals People’s Liberation Army, supporting institution
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NVIDIA and Google Cloud Accelerate Enterprise AI and Industrial Digitalization
NVIDIA and Google Cloud are expanding access to accelerated computing to transform the full spectrum of enterprise workloads, from visual computing to agentic and physical AI.
NVIDIA and Google Cloud Accelerate Enterprise AI and Industrial Digitalization
NVIDIA and Google Cloud are expanding access to accelerated computing to transform the full spectrum of enterprise workloads, from visual computing to agentic and physical AI.
NVIDIA and General Atomics Advance Commercial Fusion Energy
NVIDIA, General Atomics and a team of international partners have built a high-fidelity, AI-enabled digital twin for a fusion reactor with interactive performance, with technical support from San Diego Supercomputer Cent…
Server DRAM prices surge up to 50% as AI-induced memory shortage hits hyperscaler supply — U.S. and Chinese customers only getting 70% order fulfillment
U.S. and China buyers now see just 70% order fulfillment, as AI demand drives DDR5 shortages and PC parts follow suit.
Jet engine shortages threaten AI data center expansion as wait times stretch into 2030 — the rush to power AI buildout continues
AI buildouts need $2 trillion in annual revenue to sustain growth, but massive cash shortfall looms
[Daily Due Diligence] NVDA NVDA
[Daily Due Diligence] NVDA NVDA Why this is trending Fangs Out, Frames Up: ‘Vampire: The Masquerade — Bloodlines 2’ Leads a Killer GFN Thursday 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 a constructive skew … Read more
TMSC-led semiconductor association begs Taiwan government for clean, green energy, warning of unprecedented ‘power siege’ — as demand skyrockets, fabs are strug
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‘Never in your life buy a 5090 Founders Edition’ — repair tech slams Nvidia’s flagship GPU design
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