Beijing is building an AI ecosystem while Washington debates benchmarks. Huawei Ascend chips and DeepSeek models are winning ...

Sean from Sequoia introduces Dylan Patel and praises SemiAnalysis as the leading independent research firm in semiconductors, covering technical details, supply chains, and the big picture after semis ...

He pointed out that this year’s second quarter was one of the best ever and historically, 94% of the time the S&P 500 has ...

Google Cloud is aiming to address historic complexities for developers with its full-stack AI infrastructure strategy. Developers have often encountered structural inefficiencies when stitching ...

Naveen Rao's Unconventional AI raised $475M at a $4.5B valuation to build biology-inspired, energy-efficient chips for ...

Part of the SD Times 100 2026 series. See the full SD Times 100 2026 list for every category and honoree. Every conversation ...

OpenAI inference cost reduction cut ChatGPT guest traffic from tens of thousands of Nvidia GPUs to just a couple hundred, ...

Google's upcoming Android Halo feature is the missing piece of Android's AI push, but what we know raises more questions than ...

In 1997, with dwindling cash, the Nvidia CEO ordered mass production of a graphics chip tested entirely in a simulator.

Neura plans to leverage the capital to increase robot manufacturing and deployments across industries, as well as expand its training and intelligence infrastructure.

OpenAI inference cost reduction cut ChatGPT guest traffic from tens of thousands of Nvidia GPUs to just a couple hundred, using software optimization alone. Engineers achieved more than 50% savings ...

Nvidia’s AI moat looks underestimated: inferencing share up, strong FCF, and diversified revenue at <20x forward P/E. Click here to read more about NVDA.