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Nvidia, CrowdStrike and Salesforce Face Earnings Test as AI Competition Intensifies
Nvidia, CrowdStrike and Salesforce post earnings Wednesday; AI competition and software growth in focus.
Latest news, developments and reporting on AI Chips & Compute.
Nvidia, CrowdStrike and Salesforce post earnings Wednesday; AI competition and software growth in focus.
A new report estimates China's data centers will consume 774 TWh of electricity annually by 2030, exceeding South Korea's total power use and accounting for 6% of China's demand.
OpenAI unveiled its first custom AI chip, Jalapeño; analysts see growing competitive pressure on Nvidia's inference margins.
Nutanix announced new capabilities for running agentic AI alongside VMs and containers, including MCP governance, token quotas, and Kubernetes updates.
Futures flat ahead of Nvidia earnings; PCE inflation hot. Analysts debate Nvidia disclosures; Intuit, Zoom, Smucker and retailers move.
A $500bn AI datacenter project backed by OpenAI, Nvidia and Japanese investors has broken ground in Ohio, promising jobs but raising environmental and political worries.
Damao Technology and Fujian Zhisuan Ark have partnered to deliver full-stack computing-electricity services for the 15,000P first phase of the Changle AI computing center, a planned green benchmark on China's southeastern coast.
Nvidia claims 30x agent throughput with Vera Rubin; OpenAI's first chip Jalapeño beats GB200/GB300 in inference efficiency.
Seoul stocks rose nearly 1% on chip buybacks and easing conditions, with investors awaiting Nvidia earnings; won movement reported inconsistently.
Xiaomi released three 3nm self-developed chips on Aug 24, including a smart-driving chip, covering its full ecosystem of devices, cars and home appliances.
OpenAI's first self-designed chip, Jalapeño, beat Nvidia's Blackwell in SemiAnalysis benchmarks, achieving up to 1.9x per-watt throughput and 3.6x lower latency. Mass production starts in 2027.
Apple introduces M6 and M5 Ultra chips with new Mac mini and Mac Studio, alongside product news from Sony, ByteDance and others.
Apple unveiled M6 Mac mini and M5 Ultra Mac Studio; OpenAI published Jalapeño chip benchmarks; China draft law assigns autonomous-driving violations to automakers; Volkswagen plans deeper cuts.
Liquid AI has open-sourced Pipette, a benchmarking suite for on-device models that measures configuration, runtime and hardware together. Initial results cover over 1,000 configurations across phones and laptops.
9to5Mac reports Apple has unveiled a new Mac mini, Mac Studio, and next-generation M6 and M5 Ultra chips in its August 25 podcast update.
Australia may see a datacentre construction rush as AI firms seek approvals before new rules take effect. A man is charged in a Melbourne scissor attack.
Apple launched four new Mac processors, including the 2nm M6, refreshing the Mac mini and Mac Studio lineups with faster AI performance.
As agentic AI expands context windows, storage infrastructure becomes a critical performance lever. Solidigm, Vast Data and Supermicro are introducing new storage tiers and KV cache offload to cut latency and GPU costs.
Apple introduced the M6 chip in new Mac mini and Mac Studio, pointing to major performance and efficiency improvements for the upcoming A20 Pro in the iPhone 18 Pro via 2-nanometer technology.
Taiwan prosecutors charged nine people, including an Nvidia manager, for smuggling high-end AI servers to mainland China.
Meta unveils MetaRoCE, a loss-tolerant RDMA transport for AI Ethernet, boosting all-reduce performance and resilience.
OpenAI's new chip, Jalapeño, delivers up to 1.9x more work per watt and 3.6x lower latency than Nvidia's superchips in benchmark tests.
Apple unveiled the M6 Mac mini and M5 Ultra Mac Studio, boosting AI performance with new chips and higher starting prices.
Nvidia's earnings will test hyperscaler dependence concerns; Cisco/Nvidia expand AI factories; Nvidia debuts edge robotics chip.