How optical interconnects and silicon photonics emerged as AI’s next hot commodity — looming US-China summit puts photonics into the crosshairs
Lumentum CEO warns of impending bottleneck on critical material used for silicon photonics
nvidia
Why Scaling AI Compute Performance Requires a New Power Architecture
Every new generation of accelerated computing demands more from the infrastructure underneath it — more compute performance, higher rack density and more efficient, scalable power distribution. The bottleneck isn’t just …
Best in Class: Stream PC Games and Study on the Same Laptop With GeForce NOW
Back to school means balancing assignments, deadlines and downtime. GeForce NOW makes it easy to have it all.
Firebird Launches CIS Region’s Largest AI Factory in Armenia
The global buildout of AI infrastructure reached a new milestone today — Firebird, an emerging AI cloud, launched the CIS region’s largest AI factory in Armenia, establishing a new AI computing hub powered by NVIDIA acce…
CoreWeave proves Nvidia’s aging AI GPUs from 2020 can generate profit nine years after deployment, signs A100 contracts into 2029 — power constraints and legacy
Michael Burry accused hyperscalers in November of understating depreciation by $176 billion between 2026 and 2028 by stretching GPU useful-life assumptions to five or six years against a chip cadence that now delivers a …
NVIDIA Nemotron 3.5 Lightning and NeMo Switchyard Deliver Faster, Smarter, More Efficient Agentic AI
As AI shifts from chatbots to autonomous agents, open models are serving market demands for full control over where AI runs and how it’s deployed and evolves.
GeForce NOW Shakes Up August With 26 New Games
Command the seas in World of Warships: Legends and discover what’s next in the GeForce NOW library , starting with the eight newly added games this week.
NVIDIA Harnesses Vera CPU to Speed Up Design of Next-Generation CPUs and GPUs
Beyond benchmark results, NVIDIA is working closely with both companies on application profiling, software optimization and system-level tuning designed to improve engineering productivity across a broader range of workf…
NVIDIA AI Factory Compute Is Becoming an Investable Asset Class
We announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to establish independent financing platforms designed to mobilize over $500 billion of third-party capital to support the bu…
As AI Increases Demands on Memory, Storage Steps Up
Surging AI demands are driving the need for massive datasets and context windows that burst past the confines of system memory.
