Spending on AI has accelerated in recent months, as Wall Street anticipates global expenditures nearing half a trillion dollars by 2026.

From a product offering standpoint, Nvidia has owned the data center space since the artificial intelligence (AI) buildout began in 2023. Nvidia's technology stack, plus its leading software, made it the no-brainer choice to train AI models on, but AMD has improved its offering.

Jensen Huang biography author Stephen Witt explains why Google's self-developed AI model, Gemini, could pose a threat to Nvidia's AI dominance

President Donald Trump says he will allow Nvidia to sell its H200 computer chip used in the development of artificial intelligence to "approved customers" in China

Starcloud flew up the Nvidia H100 enterprise GPU on a test satellite on Nov. 2. Major players including SpaceX, Google, and Amazon founder Jeff Bezos have discussed doing the same.

Nvidia had been at the centre of a geopolitical tug-of-war between the US and China in recent months.

Skild AI is developing a hardware-agnostic foundation model for robots that can be customized for various uses.

Long known for dull back-office software systems, Oracle this year found a renewed purpose as a provider of cloud computing services for the AI boom.

Shares of Oracle plunged 14% Thursday morning and sent a shiver through the entire AI trade as investors questioned the sustainability of Big Tech’s spending.