OpenAI Jalapeño inference chip lands soon
OpenAI's Jalapeño inference chip promises 1.5-1.9x throughput per watt with deployment by year-end, but no prediction market yet prices the rollout.
GPUs and accelerators
GPUs and accelerators coverage across hardware.
Broadcom AI chip forecast fiscal 2027 2028 doubles
Broadcom guided AI chip revenue to double in fiscal 2027 and again in 2028, but shares fell 6% on concentration and competition fears.
Cerebras hits 10,000 tokens per second with CS5
Cerebras showed 4,400 TPS on CS4 and promised 10,000 TPS on CS5, with OpenAI already running its largest model 14x faster.
Jensen Huang Nvidia Strategy Bets on Neoclouds
Nvidia will not compete with customers and is resetting gross margins to 72-73% while building Neocloud competition to protect demand.
Nvidia's 70% Growth Outlook Driven by AI Demand
Angelo Zino of CFRA Research discusses Nvidia's strong AI-driven growth, projecting 70% revenue expansion. He covers hyperscaler demand, customer diversification, and competitive threats.
NVIDIA Vera CPU Ships, Targeting Agentic AI Workloads
AWS and NVIDIA Supercharge AI with 2 Million More GPUs
AWS and NVIDIA are expanding their partnership, committing to deploy 2 million more NVIDIA GPUs by 2028 and integrating NVIDIA Vera CPUs.
Nvidia's Earnings, Apple's New Macs, and OpenAI's Chip Claims
Nvidia faces a crucial earnings report as its stock aims to rebound. Apple also launches new Macs with upgraded processors, while OpenAI claims its new chips outperform Nvidia's.
Nvidia Price Hikes: Demand Outstrips Supply
Simon Leopold of Raymond James discusses Nvidia's upcoming price hikes, driven by memory costs, and the company's financial strategies.
Nvidia Faces Price Hikes Amid AI Chip Demand Surge
Nvidia's AI servers face price hikes, while Apple cuts jobs to focus on AI. SoftBank and Alibaba make major funding moves in the global AI race.
NVIDIA Vera Rubin Inference Gains Speed with LPX, CPX Platforms
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.
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.