There's a need for stronger regulations for AI, and how restrictive and complex they prove to be could weigh on the industry.

Nvidia said on Monday it acquired AI software firm SchedMD, as the chip designer doubles down on open-source technology and steps up investments in the artificial intelligence ecosystem to fend off rising competition.

Rebellion CEO Park said Tuesday the South Korean AI semiconductor startup wants to "compete head-to-head" with Nvidia as the company reached $1.5 bn.

Nvidia is leaning on the hybrid Mamba-Transformer mixture-of-experts architecture its been tapping for models for its new Nemotron 3 models.

Elon Musk warns of an AI hardware “all-out war” as Nvidia’s Blackwell rollout accelerates, pushing rivals to race on speed, cost, and scale.

The new SSDs jointly developed by SK hynix and Nvidia are aimed at high-performance AI workloads enabled by Nvidia’s new Rubin CPX GPUs.

Nemotron-3 Nano (available now): A highly efficient and accurate model. Though it’s a 30 billion-parameter model, only 3 billion parameters are active at any time, allowing it to fit onto smaller form-factor GPUs, such as the L40S.

Companies with impressive demand visibility, rapid innovation cycles, and robust supply chains can pleasantly surprise investors.