| Date | Title | Description |
| 17.09.2026 | Indian chip startup Mindgrove Technologies eyes first revenues this fiscal year | New Delhi: As India’s annual chip conference kicks off, Mindgrove Technologies, a homegrown semiconductor design startup incubated at IIT Madras, expects to start generating revenue this fiscal year, backed by "about half a dozen"... |
| 12.09.2026 | Positron AI Raises $875M to Prove Commodity Memory Can Beat HBM in Inference | By Jackie Manning
Published: Sep 12 2026, 8:32 AM EDT
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| 10.09.2026 | DOJ Opens Formal Probe Into Nvidia Groq Deal: Reverse-Acquihire Playbook Faces First Legal Test | By Jackie Manning
Published: Sep 10 2026, 8:31 AM EDT
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| 10.09.2026 | Top Tech News Today, September 10, 2026: Apple, Anthropic, IBM, Meta, OpenAI, SpaceX & More | It’s Thursday, September 10, 2026, and the AI boom spent the last day colliding with the physical world. Apple unveiled its first iPhone and put a 2-nanometer chip on the table. Nvidia mapped two gigawatts of Australian “AI factories.” Deep... |
| 04.09.2026 | Nvidia’s $12.9 Billion Hugging Face Acquisition Looks Expensive. It May Actually Be Cheap | Yesterday, chip giant Nvidia confirmed it has agreed to acquire Hugging Face for $12.93 billion, making it the company’s second-largest acquisition after its $20 billion purchase of chipmaker Groq’s assets.
Nearly $13 billion is a staggerin... |
| 04.09.2026 | Nvidia acquires Hugging Face after Stripe nabs OpenRouter: here's what open source AI builders should do | The open-model ecosystem is not disappearing. But two multibillion-dollar acquisitions show that the neutral infrastructure developers rely on to find, download, compare and run AI models has become some of the most strategically valuable t... |
| 03.09.2026 | Nvidia to buy Hugging Face for $13 billion in open-source push | Getting your Trinity Audio player ready...
By Ryan Gould, Ian King and Rachel Metz, Bloomberg News
Nvidia Corp. agreed to acquire artificial intelligence startup Hugging Face in a transaction valued at about $13 billion, adding a popular so... |
| 31.08.2026 | Nvidia Eyes Hugging Face: A $12.9 Billion AI Power Play | Nvidia reportedly agrees to acquire Hugging Face for $12.9 billion. This massive deal signifies a strategic push into the open-source artificial intelligence landscape. It expands Nvidia's influence significantly. The chipmaker aims to deep... |
| 28.08.2026 | AI Chip Market Roils: Nvidia Hikes Prices Amid Memory Squeeze, Macro Headwinds | Nvidia is hiking AI server prices over 15% due to soaring memory costs, impacting major data centers globally. Dominant memory chipmakers Samsung, SK Hynix, and Micron wield increasing influence. Tech giants like Microsoft and Google explor... |
| 27.08.2026 | CEO Jensen Huang went on an AI deal spree in August. Nvidia plans to invest $18 billion more this fiscal year. | Jensen Huang is feeling spendy. In the span of a few weeks, the Nvidia CEO has committed billions to deals and investments — with more potentially right around the corner.
The spending spree shows how far Nvidia is expanding beyond chips an... |
| 27.08.2026 | Nvidia покупает американского разработчика ИИ-платформы Hugging Face за $12,9 млрд | Американский производитель чипов Nvidia договорился о покупке платформы Hugging Face, одной из крупнейших площадок для работы с открытыми моделями искусственного интеллекта, за $12,9 млрд. Об этом сообщает The Information со ссылкой на исто... |
| 27.08.2026 | Nvidia agrees to buy Hugging Face for $12.9 billion, report says | Nvidia agreed to buy Hugging Face for $12.9 billion, The Information has reported. A source familiar with the matter told CNBC they could “confirm acquisition [by Nvidia] has been part of ongoing and recent talks.”
Neither Nvidia nor Huggin... |
| 26.08.2026 | Groq Closes $350 Million Series A |
SAN FRANCISCO, CA, Groq announced a $350 million Series A fundraise and the round was led by Disruptive.
>> Click here for more funding data on Groq
>> To export Groq funding data to PDF and Excel, click here
Groq announced a $... |
| 25.08.2026 | CNBC Daily Open: Washington escalates on two fronts; Nvidia earnings in focus | Bessent unveiled an “economic D-Day” sanctions campaign against Iran and signaled Beijing won’t be exempt.
Trump threatened to double tariffs on Canadian auto, truck, auto-parts, and steel to 50%.
U.S. stocks mostly slipped on chip weakness... |
| 25.08.2026 | Groq 3 LPX Hits Full Production: SRAM Decode Chip Reaches 3,400 Tokens Per Second | By Terrence Hill
Published: Aug 25 2026, 10:25 AM EDT
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| 25.08.2026 | 5 Things to Know
U.S. economic offense, Lego’s record revenue, Nvidia’s losing streak and more in Morning Squawk | This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.
Happy Tuesday. Paramount Skydance CEO David Ellison is having trouble with the last step of his Warner Bros. Discovery purchase, as a group o... |
| 24.08.2026 | Nvidia says Groq racks will be online this year following $20 billion purchase | Nvidia announced its Groq 3 LPX chip is in full production, marking the commercialization of technology from the company’s largest-ever acquisition.
Nvidia’s race to manufacture the chip and make it available to customers highlight the impo... |
| 24.08.2026 | Nvidia пообещала к концу года запустить производство чипов Groq для ускорения ИИ | Nvidia пообещала к концу года запустить производство чипов Groq для ускорения ИИ
Американская технологическая корпорация Nvidia заявила, что уже к концу этого года собирается запустить полномасштабное производство наборов чипов Groq 3 LPX. ... |
| 22.08.2026 | Etched Soars to $21B, Challenges Nvidia in AI Chip Race | Etched, an AI chip startup, secured $700M funding. This catapults its valuation to $21B, a dramatic doubling in under a month. Etched directly challenges Nvidia. It specializes in AI inference solutions. These systems process trained AI mod... |
| 22.08.2026 | Groq Valuation Halves to $3.5bn in $350m Funding Round | AI chip startup Groq has raised $350 million at a $3.5 billion valuation, roughly half the level it commanded less than a year ago, Bloomberg reported.
The funding round, completed on Aug. 17, values Groq nearly 50% below the $6.9 billion v... |
| 20.08.2026 | Производитель ИИ-чипов Fractile ведет переговоры об оценке в $6,5 млрд после сделки с Anthropic | Британский стартап Fractile, разрабатывающий чипы для задач искусственного интеллекта и уже заключивший сделку с Anthropic PBC, ведет переговоры о раунде финансирования с оценкой в $6,5 млрд — более чем в шесть раз выше уровня, зафиксирован... |
| 20.08.2026 | Castelion Raises $1 Billion To Scale Production of Low-Cost Hypersonic Weapons | High-tech development today faces a massive roadblock in the soaring upfront cost of building AI infrastructure and advanced physical hardware at scale. To tackle this exact cost bottleneck in defense hardware, news broke that Castelion rai... |
| 19.08.2026 | Groq Secures $350M, Bolsters AI Infrastructure Powerhouse | Groq secured $350 million, bringing its recent funding to $1 billion. The AI infrastructure firm, now valued at $3.5 billion, shifted from chip development to operating data centers for AI inference and training. Disruptive led the round; N... |
| 19.08.2026 | NVIDIA-Backed Groq Raises $350 Million To Build the World’s Leading AI Inference Cloud | Building enterprise artificial intelligence infrastructure has become prohibitively expensive for startups. Groq raises $350 million as it aims to cut the price of running inference AI in half. Groq’s $350 million Series A was led by Disrup... |
| 19.08.2026 | Relativity Networks Raises $22 Million To Bring Faster Hollow Fiber to Data Centers | Local power grid bottlenecks have forced AI operators to split computing clusters across far-flung regions. Relativity Networks raises $22 million to implement hollow-core fibers to connect data centers faster. It was announced in SAFE note... |
| 19.08.2026 | Конкурирующий с Nvidia стартап Etched удвоил оценку до $21 млрд менее чем за месяц | Разработчик специализированных чипов для инференса ИИ-моделей Etched привлек $700 млн, доведя оценку компании до $21 млрд. Раунд возглавил давний инвестор компании — торговая фирма Jane Street, к которой присоединились Kleiner Perkins, Sequ... |
| 18.08.2026 | Groq привлек $350 млн на фоне перехода от разработки чипов к неоклауд-бизнесу | Стартап Groq (не путать с чат-ботом xAI Илона Маска; этот занимается разработкой ИИ‑чипов и облачной инфраструктуры для быстрого запуска моделей) привлек $350 млн в рамках раунда финансирования, который продолжает трансформацию компании из ... |
| 17.08.2026 | Groq Raises $350M in Series A Funding | Groq, a Mountain View, CA-based provider of an AI infrastructure platform, raised $350M in Series A financing.
The round was led by Disruptive with participation from NVIDIA.
The raise brought the total amount to $1B.
The company intends to... |
| 17.08.2026 | Американский разработчик AI-чипов Groq привлек $350 млн при оценке $3,5 млрд | Американский разработчик оборудования для искусственного интеллекта Groq привлек $350 млн в новом раунде финансирования при оценке компании в $3,5 млрд — примерно вдвое ниже показателя почти годичной давности, до сделки с Nvidia.
Раунд возг... |
| 17.08.2026 | Groq Raises $350 Million Series A At $3.5 Billion Valuation As AI Compute Footprint Targets 200+ MW | Groq has raised $350 million in Series A funding at a $3.5 billion valuation as the AI infrastructure company prepares to expand its global compute footprint from 54 MW to more than 200 MW during 2027. Disruptive led the financing, with Nvi... |
| 12.08.2026 | AMD Accelerates AI Strategy with Taalas Acquisition | Advanced Micro Devices acquired Taalas, a startup pioneering hard-wired AI inference chips. This move fortifies AMD's specialized silicon strategy. Taalas' accelerators bypass traditional GPU memory walls. They deliver specific AI model out... |
| 06.08.2026 | AMD buys chip startup that hardwires AI models into its silicon | Advanced Micro Devices has agreed to acquire Taalas, a startup that makes chips for inference.
Taalas’ accelerators are customized, or hard-wired for a single AI model.
The deal comes just over seven months after Nvidia bought assets from s... |
| 23.07.2026 | Cerebras stock gains on AMD partnership | Shares of Cerebra jumped after the company forged an agreement with chipmaker Advanced Micro Devices on AI systems.
Cerebras CEO Andrew Feldman said his company’s chips will be used in AMD’s Helios AI systems starting later this year.
In Ja... |
| 23.07.2026 | AMD takes a shot at Nvidia by betting on AI's next big shift | AMD is making a bet about the future of AI: one chip shouldn't rule them all.
CEO Lisa Su announced Thursday that AMD is teaming up with chip startup Cerebras on a new approach to AI inference, which is the process of generating responses f... |
| 22.07.2026 | AI competition continues, with ChatGPT for novices and Claude for experts: GenAI Fund | According to a recent study by the Vietnam-based GenAI Fund, the platform adoption rates of OpenAI’s ChatGPT and Anthropic’s Claude are about identical overall, but they diverge significantly when builders are divided based on experience.
2... |
| 15.07.2026 | Tokens per Watt Determines AI Factory Revenue as Power Constraints Tighten | By Jerry Owens
Published: Jul 15 2026, 7:30 AM EDT
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| 09.07.2026 | SambaNova Powers AI Future with $11 Billion Valuation, On-Premise Focus | SambaNova secures $1 billion, reaching an $11 billion valuation. The AI chip startup challenges Nvidia, specializing in inference and secure on-premise deployments. This fuels rapid scaling and a potential 2027 IPO. Investors are pouring ca... |
| 09.07.2026 | Products That Count Announces Winners of the 2026 Q2 Product Awards in Fintech, Cybersecurity, and Healthcare | Products That Count unveils the winners of the Q2 2026 Product Awards, recognizing standout products across Fintech, Cybersecurity, and Healthcare shaping the next generation of product innovation.
SAN FRANCISCO, July 9, 2026 /PRNewswire-PR... |
| 08.07.2026 | SambaNova hits $11 billion valuation as investors back Nvidia chip challengers | SambaNova is now valued at $11 billion after raising fresh financing of $1 billion.
It’s one of a slew of AI chip startups investors are backin to challenge Nvidia.
SambaNova is focused on inference chips and on-premise AI deployments.
An A... |
| 06.07.2026 | Groq's founder says his 'terrible' leadership cost his company 3 to 4 years | Jonathan Ross, Groq's former CEO, says his steep learning curve as a founder came at a hefty cost.
"I was a terrible leader. I was one of the world's worst leaders when I started," Ross said on an episode of the "Founders&quo... |
| 02.07.2026 | Groq Grabs $650M Funding |
SAN FRANCISCO, CA, Groq announced $650 million in new growth capital to accelerate the expansion of its AI inference cloud.
>> Click here for more funding data on Groq
>> To export Groq funding data to PDF and Excel, click here... |
| 30.06.2026 | Groq Secures $650M to Power AI Inference Cloud Expansion | AI chip innovator Groq secured $650 million in growth capital. The funding will massively scale its global AI inference cloud. Groq’s LPU chips deliver unparalleled speed for AI workloads. The company aims for 200 megawatts of processing ca... |
| 29.06.2026 | Reed Semiconductor Raises $100M in Funding | Reed Semiconductor, a Warwick, Rhode Island-based developer of multiphase power controllers and server power delivery modules, raised $100m in funding.
Backers included global semiconductor companies and strategic industry investors.
The co... |
| 29.06.2026 | Groq Raises $650M in Growth Funding | Groq, a San Francisco, California-based developer of high-speed artificial intelligence inference hardware and serverless cloud infrastructure, raised $650m in growth funding.
The round was led by Disruptive and Infinitum, with participatio... |
| 26.06.2026 | Seven Boson Group Launches Sovereign AI Decision Intelligence Service for the AGI Era | Ltd. today announced the launch of its Sovereign AI Decision Intelligence software and services, enabling nations to own, deploy, and govern frontier AI without dependency on foreign providers.
The launch arrives at a pivotal moment: on Jun... |
| 24.06.2026 | Groq Raises $650 Million To Scale AI Inference Cloud Business | Groq announced that it has raised $650 million in new growth capital to accelerate the expansion of its AI inference cloud. The round was led by Disruptive and Infinitum, with participation from investors who chose to reinvest in the compan... |
| 22.06.2026 | Inference chip startup Groq raises $650M to grow its cloud platform | Seven months after inking a $20 billion chip licensing deal with Nvidia Corp., Groq Inc. today announced that it has raised $650 million in funding.
Growth investment firm Disruptive and hedge fund Infinitum led the round.
Groq has develope... |
| 09.06.2026 | Samsung Pursues Nvidia HBM4E Supply and LP40 Foundry Work After Seoul Bilateral | By Allen Lee
Published: Jun 09 2026, 08:58 AM EDT
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| 07.06.2026 | Nvidia поглотила стартап Kumo AI, специализирующийся на бизнес-прогнозировании | Nvidia приобрела созданный в 2022 году стартап Kumo AI, разрабатывавший фундаментальные модели для бизнес-прогнозирования. Это сообщили сразу два источника Fortune, знакомых с условиями сделки.
Unsplash
Все три сооснователя компании — генер... |
| 02.06.2026 | NJF Holdings Identifies Sports and Life Sciences Convergence as a Major Investment Opportunity in India | Mumbai, Maharashtra, India
NJF Holdings, the global investment group founded by Nicole Junkermann, has identified the convergence of professional sport, human performance, and life sciences as an emerging investment frontier in India, argui... |
| 28.05.2026 | Nicole Junkermann says Real Opportunity in Indian Sport Lies in Infrastructure not Headlines | Mumbai, Maharashtra, India
India's sports economy generates a particular kind of coverage. Franchise valuations. Celebrity ownership. Media rights records. The numbers are genuinely extraordinary, and the stories they produce are compelling... |
| 28.05.2026 | Exclusive-ByteDance developing custom CPU chips to support AI rollout, sources say | BEIJING/PARIS, May 28 : Chinese technology giant ByteDance is developing its own central processing units (CPUs) to support its growing AI infrastructure needs, three people familiar with the matter said, as surging chip prices and prolonge... |
| 26.05.2026 | Investor Nicole Junkermann says India has Structural Advantage in Global Artificial Intelligence Race | New Delhi, Delhi, India
The global race in artificial intelligence is usually framed around compute, capital and talent. Who has the most powerful chips. Who is spending the most on research. Who can attract the best engineers. By those mea... |
| 24.05.2026 | AI Chip Wars Ignite: Nvidia Reinforces, AMD Bets Big on Taiwan | AI chip competition escalates. Nvidia posts strong revenue forecasts, launches an $80 billion share buyback. AMD commits $10 billion to Taiwan, boosting AI chip production. Both companies battle for critical market share. Custom chip develo... |
| 21.05.2026 | Nvidia does it again | Nvidia CEO Jensen Juang
Nvidia CEO Jensen Huang on Wednesday aimed to assure investors that the world’s most valuable company can keep up its blockbuster growth with the help of a broad base of customers and that new products will help it b... |
| 21.05.2026 | Nvidia forecasts quarterly revenue above estimates, announces US$80 billion share buyback | Nvidia forecast second-quarter revenue above Wall Street expectations on Wednesday (May 20) and announced a US$80 billion share repurchase programme.
Shares of the company were up 1.3 per cent in extended trading.
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Spending on ... |
| 20.05.2026 | Nvidia earnings takeaways: Data center revenue nearly doubles, report is strong but stock slides | This is CNBC’s live coverage of Nvidia’s 2027 first-quarter earnings.
Nvidia reported fiscal first-quarter results after the bell. Here are the key numbers.
Earnings per share: $1.87 adj vs $1.76 estimated
Revenue: $81.62 billion vs $78.86 ... |
| 14.05.2026 | Cerebras pops 68% in Nasdaq debut, pushing the AI chipmaker’s market cap to $95 billion | Cerebras shares opened at $350, up from its $185 IPO price, and closed up 68% at $311.07.
The chipmaker sold 30 million shares in its initial public offering, raising $5.55 billion, one of the largest U.S. tech IPOs in years.
The 10-year-ol... |
| 13.05.2026 | incident.io Launches PagerDuty Rescue Program | , the AI-powered incident management platform loved by over 2000 companies including Netflix, Etsy, Airbnb, and Lovable, launched the PagerDuty Rescue Program with automated migration, contract buyouts, and a 99.99% uptime guarantee for com... |
| 12.05.2026 | Tech Titans Reshape Industries: AI, Chips, and IPOs Drive Market Transformation | The tech landscape is shifting rapidly. Intel is reportedly nearing a significant chip deal with Apple, boosting its foundry business. Nvidia has invested over $40 billion in AI companies this year, expanding its ecosystem. SpaceX is poised... |
| 08.05.2026 | India has a Chance to Lead the World on Ethical AI | New Delhi, Delhi, India
As artificial intelligence accelerates globally, most governments are focused on regulation, risk mitigation and compliance. But a growing body of thinking suggests that rules alone won’t be enough to guide the syste... |
| 22.04.2026 | Google unveils chips for AI training and inference in latest shot at Nvidia | Google is dedicating a chip to running artificial intelligence models, and a separate processor to training models.
Amazon is pursuing a similar strategy, as both companies take on Nvidia by offering custom-built silicon as an alternative t... |
| 22.04.2026 | Mighty Capital: $91 Million Fund III Closes, Tripling Prior Fund On Product-Led Investing Strategy | Mighty Capital announced the close of its $91 million Fund III, tripling the size of its previous fund and reflecting strong support from existing and new institutional investors.
The fund was oversubscribed and backed by a leading alternat... |
| 30.03.2026 | South Korean AI chip startup Rebellions raises $400 million ahead of IPO | Synopsis
The funding round was led by Mirae Asset Financial Group and the Korea National Growth Fund, giving the company a valuation of about $2.34 billion. The fresh funds will be used to expand into the United States, the worldâs larges... |
| 30.03.2026 | Samsung-backed AI chip firm Rebellions raises $400 million ahead of IPO | South Korean AI chip startup Rebellions raised $400 million at a valuation of $2.34 billion.
The company plans to use the funds to expand in the U.S. as it prepares for an initial public offering.
Rebellions’ chips are focused on AI inferen... |
| 25.03.2026 | Gimlet Labs Accelerates AI: A New Era of Multichip Inference Cloud | Gimlet Labs secured $80M in Series A funding. The startup offers a unique multi-silicon inference cloud. It addresses critical AI inference bottlenecks. The platform runs AI workloads across diverse chip types simultaneously. This boosts ef... |
| 23.03.2026 | Multichip inference cloud startup Gimlet Labs receives $80M to solve one of AI’s biggest bottlenecks
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Cookies | Gimlet Labs Inc. said today it has raised $80 million in early-stage funding to solve a bottleneck that’s holding back artificial intelligence inference.
The startup, which has raised $92 million in total, has created what’s said to be the ... |
| 20.03.2026 | Nvidia's Vera Rubin Unveils Dual AI Future: Earth-Bound Powerhouses and Orbital Data Centers | Nvidia's Vera Rubin AI platform heralds a new era for artificial intelligence infrastructure. At GTC 2026, the company showcased a complete architectural overhaul, introducing powerful new chips and "AI factories" optimized for ag... |
| 20.03.2026 | Nvidia GTC 2026: 5 Biggest Takeaways From Jensen Huang’s Biggest Show Yet | Nvidia CEO Jensen Huang Image: Nvidia
At the SAP Center this week, CEO Jensen Huang stood before a capacity crowd to signal a fundamental shift in how we live with technology. We are moving away from simple text prompts and toward a world w... |
| 20.03.2026 | The Tech Download: Agentic tools and chips take center stage at Nvidia’s ‘Super Bowl of AI’ | Skip the noise. Get the download.
Nvidia’s yearly showcase event — dubbed the ‘Super Bowl of AI’ by some — kicked off at the start of the week to much fanfare.
The world’s most valuable company made two new big chip announcements, alongside... |
| 19.03.2026 | AI's New Frontier: Nvidia Charts Trillion-Dollar Course | Nvidia projects a staggering $1 trillion in AI chip sales by 2027. This bold forecast doubles previous estimates. The company intensely focuses on AI inference, the real-time processing of AI queries. New chips, including the Groq 3 LPU, dr... |
| 19.03.2026 | Exclusive-DOJ antitrust head says Paramount–Warner Bros deal review is not political | Previous
FILE PHOTO: Warner Bros Discovery logo is seen in this illustration taken December 5, 2025. REUTERS/Dado Ruvic/Illustration//File Photo
A Paramount logo is shown on the top of a building in Hollywood in Los Angeles, California, U.S... |
| 19.03.2026 | Acquihires, often used by Big Tech, are a 'red flag,' DOJ antitrust head says | March 18 : Companies’ efforts to sidestep U.S. antitrust scrutiny through tactics such as “acquihires” - a strategy some Big Tech firms use to snap up talent at artificial intelligence startups - are a “red flag,” the top U.S. antitrust enf... |
| 18.03.2026 | Nvidia sales opportunity for Blackwell, Rubin chips more than $1 trillion by 2027 | SAN JOSE, California, March 17 : Nvidia CEO Jensen Huang said on Tuesday at a press conference that the revenue opportunity for the company's Blackwell and Rubin artificial intelligence chips is "likely to be larger than $1 trillion&qu... |
| 18.03.2026 | Exclusive-Nvidia preparing Groq chips that can be sold in Chinese market, sources say | Previous
A smartphone with a displayed NVIDIA logo is placed on a computer motherboard in this illustration taken March 6, 2023. REUTERS/Dado Ruvic/Illustration
NVIDIA CEO Jensen Huang speaks at the NVIDIA GTC global AI conference in San Jo... |
| 18.03.2026 | Nvidia sales opportunity for Blackwell, Rubin chips more than $1 trillion by 2027 | SAN JOSE, California, March 17 : Nvidia CEO Jensen Huang said on Tuesday at a press conference that the revenue opportunity for the company's Blackwell and Rubin artificial intelligence chips is "likely to be larger than $1 trillion&qu... |
| 17.03.2026 | Nvidia’s $1 trillion bet keeps bubble fears at bay | Nvidia has raised its estimate of the potential market for its artificial intelligence chips to $1 trillion by 2027, in a move that helped steady investor concerns about the durability of the AI boom.
Speaking at the company’s developer con... |
| 17.03.2026 | Nvidia targets $1-trillion in AI chip sales as inference demand surges | Nvidia CEO Jensen Huang. Fred Greaves/Reuters
Nvidia said the revenue opportunity for its AI chips may reach at least US$1-trillion through to 2027, as the company outlined a strategy to compete more aggressively in the fast-growing market ... |
| 17.03.2026 | 5 Things to Know
Nvidia’s $1T projection, Trump’s Cuba threats, 1-hour Amazon deliveries and more in Morning Squawk | This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.
Good morning. Soon, your garage won’t be the only gym with a Peloton Bike. The fitness company is ramping up its commercial business, announc... |
| 17.03.2026 | Nvidia bets on AI inference as chip revenue opportunity hits $1 trillion | Previous
NVIDIA CEO Jensen Huang speaks at the NVIDIA GTC global AI conference in San Jose, California, U.S. March 16, 2026. REUTERS/Fred Greaves
NVIDIA CEO Jensen Huang speaks next to the NVIDIA Vera Rubin system at the NVIDIA GTC global A... |
| 16.03.2026 | Nvidia GTC 2026: CEO Jensen Huang sees $1 trillion in orders for Blackwell and Vera Rubin through ’27 | At Nvidia’s annual developer conference, CEO Jensen Huang said he sees $1 trillion in orders for Blackwell and Vera Rubin systems through 2027
The company has been expecting growth in 2026 to exceed what was included in its projection last ... |
| 16.03.2026 | Nvidia ups the stakes for AI infra with turbocharged Vera Rubin platform launch
The new AI stack
Fixing AI’s energy bottleneck
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Cookies | Nvidia Corp. is throwing down the gauntlet to the rest of the artificial intelligence chip industry with the launch of its next-generation Vera Rubin platform.
Announced at GTC 2026 today, it consists of no less than seven new ships designe... |
| 16.03.2026 | Nvidia CEO heralds ‘inference inflection’ as next phase of AI boom, backed by $1 trillion in orders | Getting your Trinity Audio player ready...
By MICHAEL LIEDTKE
Nvidia CEO Jensen Huang on Monday elaborated on his vision for keeping his company at the forefront of the artificial intelligence boom that he predicted will produce a $1 trilli... |
| 13.03.2026 | Chipmaker Axelera AI hoping to benefit from European businesses wanting to run AI locally | Dutch chipmaker Axelera AI is hoping to benefit from European businesses wanting to run AI systems locally, amid data security concerns, a push towards European sovereignty, and geopolitical tensions.
Axelera AI, founded in 2021, is one of ... |
| 11.03.2026 | AI chipmaker Cerebras namedropped by Oracle, alongside Nvidia and AMD | On Oracle’s earnings call, CEO Clay Magouyrk named Cerebras as an important maker of artificial intelligence hardware, alongside Nvidia and AMD.
Landing Oracle as a customer could be a big boon for Cerebras, which is trying to go public aft... |
| 10.03.2026 | Axiom Partners Launches $52M Fund: Driving Real-World AI Solutions | Axiom Partners announced its oversubscribed $52M debut fund. It backs "AI for the Real World." This fund targets early-stage startups creating practical AI applications. These solutions address global capacity crunches in vital se... |
| 09.03.2026 | Axiom Partners: $52 Million Raised For Debut AI Venture Fund | Axiom Partners has launched an oversubscribed $52 million inaugural venture capital fund to back early-stage companies building practical artificial intelligence applications to solve real-world challenges.
The San Francisco-based firm was ... |
| 06.03.2026 | Axiom Partners Launches with $52M Fund I to Back “AI for the Real World” | , an early-stage venture capital firm, announced the close of its oversubscribed $52M inaugural fund, dedicated to backing “AI for the Real World” – practical applications of AI that unlock real value at global scale.
Founded by former Khos... |
| 05.03.2026 | Skaro — AI-оркестратор полного цикла разработки | Всем привет!
Некоторое время назад я опубликовал статью о своём опыте AI-кодинга и поделился рабочими практиками. В комментариях нашёл много полезного — в частности, упоминания методологии SDD.
Это натолкнуло меня на идею: собрать инструмен... |
| 03.03.2026 | From OpenAI to Nvidia, firms channel billions into AI infrastructure as demand booms | (Corrects company name to Lumentum from Lumentun in subhead)
March 2 : Nvidia will invest $2 billion each in photonic product makers Lumentum and Coherent to support the companies' research and development and manufacturing operations in th... |
| 02.03.2026 | MatX обещает ускоритель в 10 раз быстрее Nvidia. Инвесторы уже вложили $500 млн | Стартап MatX, основанный бывшими инженерами Google TPU, привлек $500 млн в раунде Series B. Раунд возглавили торговая фирма Jane Street и фонд Situational Awareness, созданный Леопольдом Ашенбреннером — бывшим исследователем OpenAI, автором... |
| 28.02.2026 | Nvidia plans new chip to speed AI processing, WSJ reports | Feb 27 : Nvidia plans to launch a new processor designed to help OpenAI and other customers build faster, more efficient AI systems, the Wall Street Journal reported on Friday, citing people familiar with the matter.
Nvidia is developing a ... |
| 25.02.2026 | SambaNova Unleashes SN50 AI Chip, Secures Major Funding and Intel Partnership | SambaNova Systems disrupts the AI landscape. It launched its SN50 AI chip. The chip promises superior speed and lower inference costs. Over $350 million in Series E funding now fuels its growth. Vista Equity Partners and Cambium Capital led... |
| 25.02.2026 | There’s a structural shift taking place in AI that investors may be missing. How to play it | - |
| 24.02.2026 | Nvidia earnings report collides with Wall Street skepticism over AI spending | Nvidia is the lone megacap tech stock to notch gains so far this year, as investors have turned more cautious on the hefty amounts of AI infrastructure spending.
As the biggest tech companies ramp up their artificial intelligence ambitions,... |
| 24.02.2026 | All eyes on Nvidia this week amid AI bubble fears | Nvidia CEO Jensen Huang. Steve Marcus/Reuters
As Nvidia heads into quarterly earnings on Wednesday, AI investors are seeking evidence that the chip maker’s profits are growing apace on the back of a US$630-billion capital spending budget fr... |
| 23.02.2026 | Taalas Unleashes New AI Silicon Paradigm, Challenging GPU Dominance | Taalas unveils specialized AI chips. Their HC1 model embeds Llama 3.1 8B directly into silicon. This innovation yields 17,000 tokens/second, dramatically surpassing GPUs. It offers 10x faster processing, 10x energy savings, and 20x lower pr... |
| 20.02.2026 | Стартап Taalas впаял нейросеть в кремний и получил рекордные 17 000 токенов в секунду | Канадский стартап Taalas вышел из стелс-режима и показал первый продукт — специализированный чип HC1 с "захардкоженной" Llama 3.1 8B. Модель не загружается в память, а буквально впаяна в кремний: веса зашиты в транзисторы на этапе... |
| 19.02.2026 | Chip startup Taalas raises $169 million to help build AI chips to take on Nvidia | Synopsis
Toronto-based chip startup Taalas said on Thursday it had âraised $169 million and said âit has developed a chip capable of running artificial intelligence âapplications faster and more cheaply than conventional approaches.
T... |
| 11.02.2026 | Dutch-based Nebius buys Israeli startup that connects AI agents to the web
Discover ‘The Great Eagle’ of Jewish Tradition | Dutch AI cloud and infrastructure provider Nebius has inked an agreement to acquire Israeli startup Tavily, a software developer of search tools designed to help autonomous agents navigate the web.
Financial details of the deal were not dis... |
