In my initial analysis of Nebius Group (NBIS) about a month ago, I gave a broad overview of why I saw this stock as a ...

The new chip offers double the computing power of Huawei's 910B, for a performance comparable to the Nvidia H100 chip. Here's ...

Nvidia misses $12B chip delivery target for ByteDance, Alibaba, and Tencent due to US export curbs on H20 AI processors.

As noted, a perfect storm of demand and limited supply allowed Nvidia to charge north of $40,000 for its Hopper chip early ...

Nebius achieves near-peak GPU utilization via liquid cooling and offers secure, sovereign AI services in key markets. Find ...

Amazon's big retail business navigated GPU shortages by emphasizing ROI and tightening its approval process to balance internal supply and demand.

The exact number of GPUs operated by AWS is unknown. In November 2024, LessWrong estimated that Amazon had between 250,000 ...

Huawei Technologies plans to begin mass shipments of its advanced 910C artificial intelligence chip to Chinese customers as ...

Nvidia (NASDAQ:NVDA) has faced challenges with the launch of its Blackwell platform, but the AI chip giant is now making ...