Nvidia’s multi-year Meta deal boosts AI data center demand outlook, spotlighting Grace/GB300, networking and privacy tech.

Meta Platforms ' pledge to spend billions of dollars on Nvidia chips is a much-needed shot in the arm for the AI ...

The days of tech giants buying up discrete chips are over. AI companies now need GPUs, CPUs, and everything in between.

CEO Jensen Huang runs the world’s largest company and his placement on the ‘Mount Rushmore’ of tech leaders is all but secured. Yet, what we’re seeing across the past six months might be his greatest ...

Nvidia’s starting to sell AI CPUs for use by themselves for the first time.

Meta is deepening its ties to Nvidia in a move that could further pressure Intel and AMD, even as AI demand remains strong.

On the surface, this is about Meta building a massive AI infrastructure with hyperscale data centers optimized for data training and inference, but there's more to the story.

According to separate press releases from Meta and Nvidia, the social media giant will use the chips to power its planned hyperscale data centers optimized for ...

While the CEO did not actually name the product, something based on the Rubin architecture isn't exactly a bad guess. Rubin was first teased back in June 2024 at Computex and formally unveiled at GTC ...

The London Company, an investment management company, released “The London Company Large Cap Strategy” fourth-quarter 2025 investor letter.