Topic
Chips and infrastructure: AI news
GPUs, data centers, compute capacity and the energy AI needs.
- Last update
- Sources
- 39
- Stories, 30 days
- 507
AxiosPress
Scoop: Lutnick stalled curbing Nvidia chip sales to China — again — after Oval Office showdown
President Trump on Thursday authorized a crack down on companies suspected of diverting Nvidia's advanced AI chips to China for the third time this year — even consulting Elon Musk before giving the go-ahead. One administration official…
TechCrunchPress
Why the data center you dread might never even be built
The data center boom is running into serious real-world obstacles, from widespread local opposition and permitting delays to a scramble for electricity. Before those challenges even come into play, though, there’s a more basic problem: A…
TechCrunchPress
How backlash and red tape continue to slow data centers post-Blue Wave
The data center boom is running into serious real-world obstacles, from widespread local opposition and permitting delays to a scramble for electricity. Before those challenges even come into play, though, there’s a more basic problem: A…
TechCrunchPress
With $720M round, Britain’s Fractile gets a leg up in the race for AI chips
Fractile has now become one of the top-funded players in the race for purpose-built AI chips.
Ars TechnicaPress
Taiwan’s chipmaking giant TSMC to invest $1B in Anthropic, OpenAI
Latest example of the AI boom’s circular financing comes as AI trade wobbles.
AxiosPress
Scoop: Inside Bessent's Situation Room confrontation with Lutnick over China chip security
Treasury Secretary Scott Bessent confronted Commerce Secretary Howard Lutnick over a failure to place Nvidia customer Megaspeed on a list of companies that pose national security concerns, sources familiar told Axios. Why it matters: The…
CNBCPress
Nvidia shares rebound as Jensen Huang faces scrutiny ahead of earnings
Investors are assessing whether CEO Jensen Huang's affair will have spillover effects on Nvidia's business.
CNBCPress
CoreWeave soars more than 24% for best day since April 2025 after strong Q3 report
Neoclouds such as CoreWeave, Nebius and IREN have come under scrutiny this month as investors assessed the sustainability of the AI trade.
Meta EngineeringCompany
Intelligent Delivery: Making Every Unit of Compute Serve Better Ads
Ads ranking models are growing toward LLM scale faster than the hardware to run them can keep up. An extra unit of compute has more impact on some ad requests, models, and chips than on others. The challenge is deciding where to allocate…
CNBCPress
Schumer accuses Trump of defending Nvidia CEO Jensen Huang at cost of national security
Rep. John Moolenaar, R-Mich., the Republican chairman of the Select Committee on China, told CNBC he expects answers about Jensen Huang's relationship.
MarkTechPostPress
Marktechpost AI Launches GPU Leaderboard and the Deploy It Chrome Extension
Marktechpost Launches GPU Leaderboard and the Deploy It Chrome Extension The post Marktechpost AI Launches GPU Leaderboard and the Deploy It Chrome Extension appeared first on MarkTechPost .
WIREDPress
China’s Nvidia Honeypot Isn’t Surprising. Jensen Huang Fell for It Anyway
China’s use of sexpionage is a well-established intelligence tactic with recent, high-profile examples. So how did the world’s most powerful AI executive fall for it?
CNBCPress
Jensen Huang's affair with alleged Chinese spy further complicates Nvidia’s China problem
The allegations against Jensen Huang have brought new attention to the Nvidia CEO's potential influence over U.S. policy on chip sales to China.
The DecoderPress
Anthropic says AI is eroding Nvidia's CUDA lead, cutting an AMD chip switch from months to three days
Anthropic claims it used AI itself to breach Nvidia's CUDA moat. The company's in-house model Mythos reportedly ported Claude to AMD GPUs in just three days, with almost no human intervention. Anthropic now runs Claude on four chip…
Last Week in AINewsletter
Last Week (Month) in AI #347 - Nvidia's spy, Anthropic's $1.4T IPO, AI's blue wave
Catching up on five weeks: Huang under investigation, Anthropic and OpenAI priced at $1.4T and $1.25T as spending stalls, Anthropic warns it may be nearing recursive self-improvement, Gemini 4 Carbon
CNBCPress
Nvidia's Huang tries to project 'business as usual' in return to office after affair revelation
Nvidia employees described the mood as "sad" as CEO Jensen Huang returned to the office after disclosing an affair.
CNBCPress
CoreWeave provides silver lining for neoclouds as Nvidia storm swirls
Huang's close ties to the White House are in the firing line
TechCrunchPress
Nvidia’s crisis has corporate governance experts reaching for the popcorn
The governance experts we talked to say nobody has seen anything like what's unfolding right now.
AxiosPress
Scoop: Commerce Department received national security warning on Nvidia CEO affair
Commerce Secretary Howard Lutnick was sent a highly classified memo warning about Nvidia CEO Jensen Huang's relationship with suspected Chinese spy Alice Huang, multiple sources familiar told Axios. Why it matters: Lutnick oversees the…
CNBCPress
Nvidia sells off for second day in fallout from Jensen Huang’s affair with alleged spy
Investors continue to weigh the potential fallout from CEO Jensen Huang's affair with an alleged Chinese spy.
CNBCPress
Nvidia board member Stephen Neal could play big role in probe of CEO Jensen Huang
Stephen Neal is the lead independent director on the Nvidia board of directors. His past clients include Theranos fraudster Elizabeth Holmes.
CNBCPress
Nvidia hires law firm Wachtell Lipton to lead Jensen Huang affair probe
On Sunday, Huang admitted to having an affair with a woman who has been connected to Chinese intelligence by reports in The New York Times and Financial Times.
CNBCPress
Op-ed: In Nvidia CEO Jensen Huang's alleged China spy scandal, there's plenty of blame to go around
In the AI era, our economic competitiveness, military capabilities, and intelligence edge can be taken down by one man. We aren't prepared. Congress must act.
TechCrunchPress
Nvidia CEO Jensen Huang’s affair with alleged Chinese spy: a timeline
The affair could have ramifications for national security as the U.S. and China race to develop the most advanced AI infrastructure.
TechCrunchPress
Google broadens its AI hardware portfolio with two new specialized chips
Google's new tensor processing units (TPUs) broaden its chip portfolio to more use cases: confidential model training and more memory capacity.
Ars TechnicaPress
Ukraine’s fiber-optic drones get squeezed by AI data center demand
Ukraine competes with Russia and data centers for China’s optical fiber supply.
CNBCPress
Nvidia scandal fails to bring down the tech bulls as spy investigation widens
President Trump says FBI is "looking into" Huang while class action suit emerges
AxiosPress
How Nvidia's crisis and politics could deliver the pause AI leaders want
A political backlash against AI and data centers — now compounded by a crisis facing the technology's most influential champion — could help force a slowdown that industry leaders have struggled to achieve voluntarily. Why it matters…
CNBCPress
Jensen Huang affair puts Nvidia's future at risk, with no clear successor to the renowned CEO
Jensen Huang is practically synonymous with Nvidia, the chipmaker he co-founded in 1993 and turned into one of the most valuable companies on the planet.
CNBCPress
Nvidia’s Trump ties draw scrutiny after reports Huang was targeted by Chinese intelligence
Nvidia CEO Jensen Huang's extramarital affair with an alleged Chinese spy comes as the company is already about to face heightened scrutiny.
AxiosPress
What we know about the mystery woman at the center of Nvidia's spy scandal
Alice Huang, a former executive of a Singapore-based AI computing company, is at the center of a suspected Chinese espionage scandal after Nvidia CEO Jensen Huang acknowledged an extramarital affair. Why it matters: The investigation…
AxiosPress
Nvidia has no obvious successor to Jensen Huang — and that's a problem
Nvidia is coming under fire for having no clear succession plan to replace Jensen Huang in the event that something unexpected happens — like an international incident with him at the center . Why it matters: The spotlight on Huang shows…
AWS Machine Learning BlogCompany
NVIDIA Nemotron 3.5 Super VL is now available in Amazon SageMaker JumpStart
NVIDIA Nemotron 3.5 Super VL, a 120B-parameter multimodal vision-language model, is now available in Amazon SageMaker JumpStart. Deploy the NVFP4 or BF16 variant in a few steps, then run text, image, and video inference for document…
The backlash about data centers might really just be about electricity
This story originally appeared in The Algorithm, our weekly newsletter on AI. To get stories like this in your inbox first, sign up here. As voters went to the polls across the US last week, I was in Ashburn, Virginia, part of what’s known…
ZDNETPress
AMD confirms GPU driver bug is wearing out your SSD – how to stop it
AMD has admitted a bug within its External Events Utility is wearing out SSDs, and promises a fix.
MarkTechPostPress
Google Unveils TPU 8i Max and TPU 8tx: A Dual-Chip TPU and a Confidential TPU
Google added TPU 8i Max and TPU 8tx to its eighth-generation TPU lineup. TPU 8i Max packs 2 TPU 8i chips per package for long-context agents. TPU 8tx adds hardware confidential inference. Bloomberg reports 2027 availability. The post…
Ars TechnicaPress
Nvidia CEO's affair becomes a national security problem
Nvidia is probing whether Chinese intelligence targeted its CEO through an affair.
NVIDIA BlogCompany
NVIDIA Announces New Planned Investments in Korean Startups at the MSIT-NVIDIA AI Startup Partnership Forum
Korea’s Ministry of Science and ICT and NVIDIA hosted the MSIT-NVIDIA AI Startup Partnership Forum at COEX. Representatives from the Ministry of Science and ICT and NVIDIA met with over 20 Korean startups across foundation models, physical…
NVIDIA BlogCompany
Korea’s AI Ecosystem Advances and Secures Agentic AI With NVIDIA
As AI agents take on more work, they need capable open models and security that advances alongside them. Hyundai Motor Group is exploring NVIDIA NemoClaw blueprints and the NVIDIA OpenShell runtime, while AIM Intelligence is integrating…
NVIDIA BlogCompany
From Chips to Skills, NVIDIA and Korea Expand Sovereign AI Collaboration
NVIDIA and Korea’s Ministry of Science and ICT (MSIT) are expanding their collaboration across the country’s sovereign AI ecosystem, from AI semiconductors and data center infrastructure to talent, startups, models, agents and security…
NVIDIA BlogCompany
NVIDIA Dynamo Recipes Bring Korea’s Leading Open Models to Production
NVIDIA is releasing Dynamo-optimized deployment recipes for Korea’s leading open models: A.X K2 from SK Telecom, K-EXAONE 2.0 from LG AI Research, Solar Open 2 from Upstage and Motif-3 from Motif Technologies. As models grow beyond the…
AxiosPress
Trump backs Nvidia's Huang amid affair, spy investigation
President Trump defended Nvidia CEO Jensen Huang on Sunday night, even as the company's board launched an investigation into his affair with a suspected Chinese spy. Why it matters: The blowback to Huang's relationship is only getting more…
AxiosPress
Nvidia CEO Jensen Huang admits affair, board to launch investigation
Nvidia CEO Jensen Huang admitted to having a romantic relationship with a suspected Chinese spy in a message to his company, and the company's board announced an independent investigation Sunday. Why it matters: The scandal raises national…
AxiosPress
"Congress will investigate": Nvidia CEO Jensen Huang faces probe over alleged Chinese spy ties
Nvidia CEO Jensen Huang is facing increasing congressional scrutiny after multiple reports Friday night suggested he had a romantic relationship with a purported Chinese spy. Why it matters: Huang is arguably the world's most powerful CEO…
AWS Machine Learning BlogCompany
SageMaker Inference now supports Multi-Instance GPU to maximize GPU utilization for model endpoints
Amazon SageMaker Inference now supports GPU partitioning with NVIDIA Multi-Instance GPU (MIG), which divides one GPU into hardware-isolated partitions so you can run a different model in each or take a right-sized fraction of a newer…
NVIDIA BlogCompany
How NVIDIA Open Source Tools Are Helping Researchers Build Next-Generation 6G Networks
A year ago, NVIDIA open sourced its Aerial wireless software, joining Sionna and a broader suite of open source tools for accelerating next-generation 6G network development. Together, they give researchers a foundation for testing ideas…
SiliconANGLEPress
Midterm elections will put AI and data centers on trial, but will Big Tech end up winning anyway?
It may be a little soon to determine the ultimate winners and losers among enterprise suppliers after the midterm elections, but the early line is: Big Tech wins and data center suppliers operators such as chipmakers and neoclouds lose. Or…
AxiosPress
Nvidia CEO called in by lawmakers over ties to alleged Chinese spy
Nvidia CEO Jensen Huang has been asked by three House Republican committee chairs to brief Congress behind closed doors about his reported ties to a woman accused of spying for China. Why it matters: The request escalates the scrutiny of…
AxiosPress
Tech giants turn to cash, concessions for AI rebrand after voters pummeled data centers 43-1
The AI industry is scrambling to repackage a $10 trillion infrastructure buildout to appease a hostile electorate that overwhelmingly voted to restrict data center construction in ballot measures across the country. It's not just changing…
Texas was the new epicenter of the AI data center buildout. That might be kaput.
Texas is the fastest-growing data center market in the US and ground zero for Big Tech’s largest AI buildouts. But the blue wave that swept the Lone Star State may jeopardize that position. Democrat James Talarico won the US Senate seat…
Ars TechnicaPress
Ukraine’s drone strikes spur hasty Russian plans for underground data centers
Russia tries to fix exposed digital infrastructure as data center war backfires.
NVIDIA BlogCompany
AI Is Changing How Semiconductor Fabs Work — and Engineers Are Moving Faster Because of It
Demand for advanced chips is rising. The processes to build them are getting more complex. And the margin for error is shrinking. For engineers, understanding how a process change will behave, how a material will interact with a new step…
NVIDIA BlogCompany
Cities Worldwide Build and Scale AI Services With NVIDIA Physical and Agentic AI
Cities generate enormous amounts of data from cameras, sensors and operational systems, but turning it into useful action — for planning, maintenance and public services — remains a challenge. Physical and agentic AI offer new ways to…
NVIDIA BlogCompany
Thin, Light and Built for Everything: NVIDIA RTX Spark Windows Laptops Gain New Models, Agent Tools and Games
NVIDIA RTX Spark powers thin and light laptops built for everything that developers, creators and gamers do. RTX Spark laptops are now available from ASUS, Dell, HP, Lenovo, Microsoft and MSI. These powerful systems combine an NVIDIA…
NVIDIA BlogCompany
NVIDIA Cosmos Opens New Tools to Train, Evaluate and Deploy World Models
To help developers rapidly build world models, which help physical AI systems understand and simulate the real world, NVIDIA has expanded the Cosmos platform with new training tools, simulation checkpoints and Cosmos Data Factory…
NVIDIA BlogCompany
NVIDIA Transforms European Retail, From Digital Discovery to Physical Operations
European retailers are using open models and physical intelligence across use cases — from a commerce platform cutting inference costs by 90% to to a fulfillment center where collaboration of different robotic fleets is simulated inside a…
NVIDIA BlogCompany
Pioneers Across Europe Deploy NVIDIA Earth-2 Open Models to Power Real-World Weather and Climate Prediction
Weather forecasts shape more than daily plans; timely weather information is crucial for energy producers, insurers and transport operators to plan around changing conditions. A global forecast can show a storm taking shape, but decisions…
NVIDIA BlogCompany
NVIDIA Open Models Power a New Wave of European Public Sector Projects
Governments need modern solutions to serve the public while keeping sensitive information under their control. Open models provide a path forward, letting governments evaluate them, adapt them to local languages and public services, run…