Nvidia (NVDA) was in focus on Thursday after a report suggested sales of its H200 GPUs were cleared by the U.S. federal ...

Nvidia is set to extend its winning streak to seven straight sessions, with the stock up 3.7% at $234.20 during Thursday ...

Chinese tech companies have turned to domestic chips as Nvidia has remained shut out of the market.

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The news clears more China buyers for H200, and analysts still see a valuation discount: ~24x forward earnings vs its ...

The wafer-scale chip maker’s IPO opened at $350 — 89% above its $185 offer price — on a day the S&P 500 closed above 7,500 ...

Enterprise GPU fleets average 5% utilization — not from misconfiguration, but a procurement loop where the shortage driving ...

For the past two years, the artificial intelligence boom has been shaped as much by politics as technology. Washington ...

Electricity supply utilisation ratios show datacentre developer ‘land grab’, capacity switch-ons, the coming of Hopper and Blackwell GPUs, and usage ramping during training runs.

AMD hopes to win over enterprise AI customers with a more affordable datacenter GPU that can drop into conventional ...