On the hardware side, those gains are being matched by Nvidia, but also by chip startups, like Cerebras and Groq, that can outperform on inference. Big tech is committed to buying more hardware, and ...

For a slew of AI chip companies chomping to dethrone Nvidia, DeepSeek is the opening they’ve been waiting for.

Some AI startups are itching to finally go public; other tech startups that are just 'AI-adjacent' are hoping the tech can ...

Cerebras Systems designs an entire wafer — with many chips on a single wafer of silicon — that collectively solve big AI problems and other computing tasks with much lower power consumption.

France and the United Arab Emirates (UAE) have announced plans to develop a one-gigawatt AI datacenter campus aimed at accelerating artif ...

Groq, Etched, Cerebras, SambaNova... There are too many Nvidia alternatives to count. Do any of them stand a chance?

Last year Cerebras Systems ... capping chip orders for countries that are not deemed allies—such as the Gulf states. The Gulf’s rulers may hope their close ties to big American tech firms ...

Jeffrey Emanuel’s essay on the short case for NVIDIA is widely attributed to sparking the largest-ever single-day drop in the ...

Chinese companies have several different datacenter GPUs in the works, and even with inferior chip fabrication technologies ... and its smaller rivals – AMD, Cerebras Systems, SambaNova Systems, and ...

Masayoshi Son, founder of Japanese conglomerate SoftBank, which not coincidentally owns the lion’s share of chip designer Arm Ltd and all of ... in AI hardware and waferscale computing upstart ...

When venture capitalist David Sacks takes office as the Trump administration’s AI “czar,” he’ll face a thorny problem: despite U.S. controls on chips and capital, China is developing ...