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News
Oracle's AI Chips Ran 97.9% Utilized Last Quarter. For Nvidia, That Is What a Shortage Looks Like.
11+ hour, 53+ min ago (697+ words) Most of those chips are Nvidia's. Oracle's cluster design for its biggest AI deployments connects hundreds of thousands of Nvidia GPUs, and its largest planned builds target up to 800,000 of them. So while Nvidia didn't report this week, a company…...
Implementation of Machine Learning Workflows with NVIDIA cuML, RAPIDS, GPU Benchmarking, Explainability, Clustering, and Model Inference
3+ hour, 10+ min ago (198+ words) We benchmark scikit-learn and cuML implementations of PCA, K-Means, nearest neighbors, logistic regression, random forests, and DBSCAN. We generate datasets on the GPU, synchronize CUDA operations for fair timing, and record the speedup each accelerated algorithm achieves. We also compare…...
I Stress-Tested the AI Bubble at $3 Trillion — The First Thing to Break Wasn’t Nvidia.
21+ min ago (30+ words) What happens when data-center utilization, GPU economics, financing costs and AI revenue growth stop moving …...
AI’s HBM Shortage Strengthens Micron’s Hand—and Pressures Nvidia’s GPU Economics
1+ day, 12+ hour ago (487+ words) One of the biggest bottlenecks in the AI chip market has become high-bandwidth memory. Reuters reported September 10 that Chinese AI-chip makers including Huawei and Cambricon are raising accelerator prices because high-bandwidth memory has become increasingly scarce. Huawei's upcoming Ascend 950DT has…...
Nvidia vs. AMD: Elon Musk Picked a Side on the SpaceX Earnings Call - AOL
14+ hour, 33+ min ago (631+ words) Nvidia and AMD are the two leading GPU designers for artificial intelligence (AI) workloads. Elon Musk has spoken highly about Nvidia's GPUs in the past, and did so again during SpaceX's earnings call. Nvidia GPUs are now used in operations…...
Foxconn Just Delivered a Major Bullish Signal for Nvidia Stock
20+ hour, 23+ min ago (242+ words) GME Stock Jumps as GameStop CEO Ryan Cohen Buys $20 Million Worth of Shares Cathie Wood Just Bet $45 Million on This Beaten-Down Space Stock. Wall Street Sees 70% Upside. Rocket Lab Stock Just Scored a New Bullish Rating Now, Nvidia's momentum is…...
d-Matrix Joins the NVIDIA NVLink Fusion Platform
7+ hour, 10+ min ago (203+ words) This week, d-Matrix and NVIDIA had a big announcement. The companies announced that d-Matrix would bring its next-generation XPUs to the NVLink Fusion platform. A closer look at the announcement revealed a few interesting details. We covered the d-Matrix Raptor…...
Elon Musk commits SpaceX exclusively to Nvidia hardware, sending AMD shares tumbling
7+ hour, 47+ min ago (336+ words) SpaceX's first public earnings call revealed $2.56 billion in AI revenue and a full commitment to Nvidia's Vera Rubin architecture, rattling the semiconductor landscape. SpaceX just held its first earnings call as a public company, and Elon Musk used the occasion…...
Nvidia Weighs $10B Investment as Anthropic IPO Markets Near Record
8+ hour, 26+ min ago (23+ words) Anthropic is reportedly in discussions with Nvidia about a potential $10 billion investment that could help shape what Reuters called a potential “mega...
Why is the internet so upset about NVIDIA's DLSS 5?
8+ hour, 53+ min ago (190+ words) NVIDIA calls it the biggest graphics breakthrough since ray tracing; critics call it an AI slop filter. The situation reignited on August 28, when an early leak of NVIDIA's DLSS 5 escaped through an early-access PC copy of NBA 2K27 and modders began…...