Anthropic has signed a $10 billion multi-year deal with Nvidia-backed cloud startup Volta to secure AI compute resources. The partnership supports Anthropic's planned $30 billion data center in Georgi...
NVIDIA has signed a reported $50 billion lease to build a nuclear-powered AI data center in the U.S., leveraging advanced small modular reactors to meet escalating power demands for large-scale AI wor...
Nvidia announced a $5 billion investment in March 2026 to expand GPU compute capacity for safe superintelligence research through a partnership with Ilya Sutskever’s AI lab. The initiative includes de...
In 2026, NVIDIA’s dominance in AI hardware is facing increasing competition from AMD, Intel, and Micron. This shift reflects broader trends in AI workloads and data center strategies, pointing to a mo...
Nvidia’s $2.1 billion partnership with Italian renewable energy firm IREN aims to build multi-gigawatt AI data centers powered by green energy. This move highlights the growing importance of sustainab...
Anthropic has quietly surpassed OpenAI in revenue, challenging the AI commercial leadership narrative, while Nvidia maintains its dominance in AI hardware. Together with the rise of agentic AI—AI syst...
Cerebras’s IPO filing signals a potential shake-up in the AI chip market long dominated by Nvidia. With major partnerships and a reported $10 billion deal with OpenAI, Cerebras aims to challenge tradi...
The NVIDIA–SambaNova–Intel partnership introduces a disaggregated AI inference architecture that combines reconfigurable data units, CPUs, and GPUs to improve efficiency, scalability, and flexibility....
NVIDIA’s $2 billion partnership with Marvell strategically embeds its AI platform into telecom and enterprise network infrastructure, reinforcing its role as a critical gatekeeper in AI hardware deplo...
Cerebras Systems’ IPO on May 14, 2026, saw its stock price surge 89%, raising $600 million and signaling growing investor interest in AI chipmakers beyond Nvidia. The company’s wafer-scale AI processo...