Our theme of Internet Infrastructure Stocks which includes companies that sell hardware and software for server processors, graphics units, memory, and networking

Nvidia’s (NVDA) new artificial intelligence chip has its first customer, which plans to build the most powerful AI supercomputer in Japan.

Shares initiated a two year, 87% decline in value, accelerated by the bear market of 2022. Now, with positive revenue and earnings growth driven by a stream of new contract business, Palantir has matched the performance of AI darling NVIDIA over the last 12 months. From my perspective, Palantir is set to outperform NVIDIA over the next 12 months.

The company’s data centre segment has performed vastly better than its personal computer and gaming units this year.

AMD said today it will lay off 4% of its global staff, or perhaps somewhat less than 1,000 of its estimated 26,000-person workforce.

SoftBank and NVIDIA piloted the world’s first combined AI and 5G telecom network in Japan, a model the industry refers to as AI-RAN.

Amazon.com's cloud computing unit on Tuesday said it will offer free computing power to researchers who want to use its custom artificial intelligence chips, aiming to challenge Nvidia's popularity among those researchers.

Dave Brown, AWS’s VP of compute and networking services, highlighted the significance of offering an alternative to Nvidia’s dominance in the AI processor market. "We want to be absolutely the best place to run Nvidia," he said. "But at the same time ...

TOKYO (Reuters) -Leading chipmaker Nvidia and SoftBank Corp, the telecommunications arm of SoftBank Group, have piloted the world's first artificial intelligence (AI) and 5G telecoms network, the two companies said on Wednesday.

Jensen Huang, the CEO of Nvidia discussed on the No Priors AI-focused podcast the concept of "Hyper Moore’s Law."

BOSTON-- ( BUSINESS WIRE )-- TetraScience today announced it is collaborating with NVIDIA to accelerate innovation in the $1.5 trillion life sciences industry by bringing standardization and scalability to the development and implementation of scientific AI.