Broadcom's $60B AI Debt Deal, Nvidia's Ecosystem Play
Mandep Singh of Bloomberg Intelligence discusses Nvidia's evolving AI strategy, Broadcom's debt financing, Anthropic's IPO prospects, and the resilient US consumer.
GPUs and accelerators
GPUs and accelerators coverage across hardware.
SK Hynix's $720B AI Memory Bet: Inside Korea's Chipmaking Giant
CNBC goes inside SK Hynix's massive Korean HBM chipmaking facilities and interviews Chairman Chey Tae-won about the company's $720 billion bet on AI.
Nvidia's Chris Alexiuk on Compression at the Edge
Nvidia's Chris Alexiuk discusses the critical role of data compression in enabling powerful AI processing on resource-constrained edge devices.
AI Spending Jitters Grip Chip Stocks
Chip stocks like Micron reel from AI spending jitters, while space infrastructure startup Nebex aims to modernize the burgeoning space economy.
Nvidia's $750B Deals Spark Circular AI Financing Debate
Nvidia's massive $750B in deals, particularly with SK Hynix, are raising questions about the transparency and nature of AI financing.
Nvidia's Huang: AI Will Require 10x Chip Industry Growth
Nvidia CEO Jensen Huang anticipates a tenfold increase in the semiconductor industry to meet AI demands and details a $500B investment with SK Group.
Nvidia CEO Jensen Huang on AI, Korea, and Open Models
Nvidia CEO Jensen Huang discusses major AI investments in South Korea, HBM supply chain challenges, the future of computing, and the critical role of both open and closed AI models.
AMD Unveils Helios AI Rack
AMD launches its first rack-scale AI solution, AMD Helios, alongside new CPUs and GPUs, aiming to dominate the agentic AI era.
AMD & Anthropic Ink 2GW GPU Deal
AMD and Anthropic partner for massive AI hardware deployment, integrating AMD GPUs and AI optimization.
Nvidia's AI Chip Rollout & China's AI Race
Nvidia's new AI chips, TSMC's price hikes, and U.S.-China AI talks dominate this Bloomberg Tech episode.
AMD's Helios: A Make-or-Break AI System
AMD unveils its first rack-scale AI system, Helios, aiming to challenge Nvidia with a powerful, integrated solution backed by major tech clients like Microsoft and Meta.
Valar Atomics Powers Nvidia Chip with Nuclear Reactor
Valar Atomics has achieved a US first by powering an Nvidia AI chip with a 100kW nuclear reactor, showcasing a new path for sustainable AI infrastructure.
Nvidia Targets PC Market with New AI Chip
Nvidia is challenging Intel and AMD with its new AI chip for PCs, aiming to bring advanced AI capabilities directly to personal computers and expand its footprint in the vast PC market.
Nvidia CEO: China Market to Open for AI Chips
Nvidia CEO Jensen Huang believes China's market will open to US AI chips amid high global demand, while Dell Technologies highlights the importance of scalable infrastructure for AI.
Dell Scales Up AI Supply Chain Amidst Demand Surge
Dell Technologies is scaling its AI supply chain to meet soaring demand, with CEO Michael Dell highlighting the need for robust infrastructure and workflow transformation.
AMD's AI Demand Fuels Blockbuster Forecast
Bloomberg Intelligence Senior Semiconductor Analyst Kunjian Sobhani discusses AMD's stock rally, driven by AI demand and the company's strategic investments in data center GPUs and supply chain components.
Corning & Nvidia AI Fiber Deal Powers Data Centers
Corning and Nvidia are partnering on a massive deal to supply advanced fiber optics for AI data centers, aiming to boost speed and efficiency.