Nvidia Plans to Release a New Speedier AI Chip That Could Be a Game Changer
Nvidia (NASDAQ: NVDA) has been one of the undeniable winners of the artificial intelligence (AI) revolution. The company’s…
The Artificial Intelligence (AI) Inference Market Could Reach $255 Billion by 2030. These Stocks Are Best Positioned to Win.
The early innings of the artificial intelligence (AI) infrastructure buildout have been dominated by training, as companies rush…
New SemiAnalysis InferenceX Data Shows NVIDIA Blackwell Ultra Delivers up to 50x Better Performance and 35x Lower Costs for Agentic AI
The NVIDIA Blackwell platform has been widely adopted by leading inference providers such as Baseten, DeepInfra, Fireworks AI…
OpenAI swaps Nvidia for Cerebras with GPT-5.3-Codex-Spark
OpenAI releases GPT-5.3-Codex-Spark, a smaller AI encoding model that generates over 1,000 tokens per second on Cerebras hardware.…
AI inference startup Modal Labs in talks to raise at $2.5B valuation, sources say
Modal Labs, a startup specializing in AI inference infrastructure, is talking to VCs about a new round at…
AMD Intros ROCm v7.2 – Smarter, Faster, & More Scalable for Modern AI Workloads
Modern AI workloads demand more than raw compute—they require a tightly integrated software stack that can extract maximum…
Inference startup Inferact lands $150M to commercialize vLLM
The creators of the open source project vLLM have announced that they transitioned the popular tool into a…
Is Nvidia Assembling The Parts For Its Next Inference Platform?
No, we did not miss the fact that Nvidia did an “acquihire” of AI accelerator and system startup…
Should You Forget Nvidia and Buy These 2 Artificial Intelligence (AI) Stocks Right Now?
Nvidia remains the AI infrastructure leader, but its stock is up huge and the company is facing increased…
Which AI Chip Stock Will Outperform in 2026?
Two of the top semiconductor companies looking to eat into Nvidia’s (NASDAQ: NVDA) artificial intelligence (AI) infrastructure dominance…
Microsoft-Backed d-Matrix Raises $275M At $2B Valuation, Claims 10X Faster AI Performance Than Nvidia’s GPU Systems
Microsoft-backed (NASDAQ:MSFT) semiconductor company d-Matrix on Nov. 12 announced it raised $275 million while claiming its artificial intelligence…
DeepSeek releases ‘sparse attention’ model that cuts API costs in half
Researchers at DeepSeek on Monday released a new experimental model called V3.2-exp, designed to have dramatically lower inference…