Dell sets quarterly record with $60.9 billion in AI server orders
Dell has emerged as the biggest beneficiary of enterprises shifting AI workloads from the cloud to their own on-premises servers.
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Tag
ai-factory
Jensen Huang counters Bill Gates' job-loss warning with skilled-trades boom
In a Fox Business interview, the NVIDIA CEO argued that data center construction is driving demand for skilled labor
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Musk says 15GW of 2027 AI compute won't switch on even with power secured
The bigger bottleneck isn't power supply — it's transformers, wiring, cooling, and networking construction
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OpenAI's First Inference Chip Jalapeño Outpaced Blackwell
First benchmarks unveiled at Hot Chips show throughput per watt up to 1.9x that of the best existing systems
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NVIDIA pairs Vera Rubin with Groq 3 LPX, quadrupling token speed
Agent-focused inference infrastructure already adopted by SpaceXAI, CoreWeave, and Nebius unveiled at Hot Chips
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NVIDIA invests in power infrastructure startup Cloverleaf
Hundreds of millions go into a company that bridges utilities and data centers, marking NVIDIA's second such bet this week after SB Energy
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NVIDIA pays startup Poolside $6 billion to license its AI model
The deal is neither an acquisition nor an acqui-hire, yet it hands NVIDIA 109 employees and Poolside's model-building system
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Starcloud raises additional $250M for orbital data centers
Valuation jumps to $2.3 billion... securing capital to weather SpaceX rocket supply crunch
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Factory Commits $100M to Partner Network, Pushes to Scale Software Factories
Two new tracks—strategists and engineers—for consulting and SI partners, first cohort launching this quarter
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Cerebras CS-4 boosts inference speed up to 30x over GPUs
Wafer-to-wafer latency cut to 2 microseconds, sustaining over 1,000 tokens per second even on 10-trillion-parameter-class models
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NVIDIA invests $1.5 billion in SoftBank-linked data center developer
In exchange for exclusive chip supply to Ohio OpenAI data center, NVIDIA offers up to $105 billion in credit, not $10.5 billion
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Groq raises $350 million, drops in-house chip plans to become an NVIDIA customer
Valuation halved from $6.9 billion last September to $3.5 billion, as the company fully pivots to a neocloud model leasing out NVIDIA GPUs
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