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Intel posted $16.1 billion in second-quarter revenue on agentic AI demand, but market analysis highlights that high valuation multiples and server CPU competition from AMD and Nvidia pose operational risks.
Silicon Valley leaders remain divided over plans to pace frontier AI development, as Nvidia and political leaders push back against voluntary limits and external oversight.
As public market enthusiasm for artificial intelligence continues to drive tech valuations higher, market analysts are pointing to historical parallels like the dot-com crash to evaluate the risks of a potential speculative bubble.
Cisco Systems is expanding Splunk's role in enterprise artificial intelligence, pairing its analytics software with Nvidia-powered infrastructure to capture software spending alongside surging hardware orders.
Coinbase Global has submitted regulatory paperwork to list perpetual futures tied to large-cap U.S. stocks, aiming to introduce round-the-clock leveraged equity trading on a regulated domestic exchange.
Specialized cloud provider CoreWeave Inc. is preparing to host its first user conference in San Francisco amid surging enterprise demand for artificial intelligence compute infrastructure.
Nvidia Corp. Chief Executive Officer Jensen Huang expects the company to double its semiconductor sales over the coming year as artificial intelligence adoption expands across global industries.
Nvidia Chief Executive Officer Jensen Huang projected that the semiconductor giant will double its unit volume of chip sales in the coming year, driven by sustained global enterprise investment in artificial intelligence infrastructure.
During the opening keynote at Dreamforce 2026, Nvidia CEO Jensen Huang and Anthropic CEO Dario Amodei shared differing viewpoints on the speed, safety, and business integration of artificial intelligence.
A high-profile debate over artificial intelligence safety has created unusual alliances across Silicon Valley and Washington, pitting AI model leaders against the White House and hardware vendors.
During keynotes at Salesforce's annual Dreamforce event in San Francisco, Anthropic CEO Dario Amodei and Nvidia CEO Jensen Huang presented contrasting strategies regarding artificial intelligence regulation and development velocity.
Cornelis has raised $205 million in a new financing round led by IAG Capital Partners. The Intel spin-off also unveiled its Active Compute Fabric networking technology to tackle data transfer delays in AI workloads.
During a live appearance at the All-In Summit, Nvidia CEO Jensen Huang placed a phone call from Donald Trump on speakerphone, where the former president dismissed AI safety fears as a hoax.
Vanguard's Information Technology ETF (VGT) has amassed $170 billion in assets after generating a 2,300% total return over the past 20 years, significantly outperforming the broader S&P 500 index.
Nvidia continues to command the AI hardware infrastructure market as hyperscale data center spending approaches $1.3 trillion next year, backed by strong fiscal 2028 revenue targets.
Reports suggest significant price hikes for graphics cards are imminent, with a limited opportunity to purchase high-end Nvidia GPUs at their suggested retail price at a gaming convention.
Google faces a complex landscape, balancing the significant expansion of its cloud division with the departure of key AI talent to other leading research labs and startups.
A 65-inch LG C6 OLED television, recognized for its visual fidelity and specialized viewing modes, is currently available for $2,000, representing a $700 discount.
Leadership shifts within Google's artificial intelligence division follow a series of high-profile departures, prompting scrutiny of the company's commitment to frontier AI.
Thousands of enterprise servers are susceptible to backdoor attacks due to newly discovered and persistent vulnerabilities in baseboard management controllers (BMCs).
The financing brings total capital to $4 billion as the company works toward scientific breakeven in 2027.
The Silicon Valley startup says autonomous software agents can shorten expensive chip-development cycles, with verification emerging as an early target.
The Santa Clara startup is building chiplet and licensing technology designed to move data faster between AI processors, memory and networking systems.
The chipmaker is bringing a hardware-neutral AI software platform into its edge-to-cloud strategy.
The chipmaker's strategic partnership with Ilya Sutskever's research lab couples new capital with access to Vera Rubin computing systems.
The AI chip startup plans to scale production and customer deployments as it builds specialized hardware for high-volume inference.
Two former Anthropic and Google researchers launched the company at a $1 billion valuation with backing from Andreessen Horowitz, Kleiner Perkins and Nvidia.
The chip company is rebuilding and scaling its cloud business after a major licensing and talent agreement with Nvidia.
The semiconductor startup reached a $2 billion valuation and $500 million in total funding as it develops alternatives for connecting AI data centers.
The rocket and satellite company entered Nasdaq trading at a valuation above $1.7 trillion.
The startup is building a network that records first-person human activity, bringing privacy, consent and worker pay into the robotics data race.
Brett Adcock's new lab reached a $6 billion post-money valuation before releasing its first products to the public.
Richard Socher's new laboratory is pursuing AI systems that can improve their own research process, backed at a reported $4.65 billion valuation.
The AI chipmaker nearly doubled its offering price as investors sought another route into compute infrastructure.
The Palo Alto startup is commercializing infrastructure around a widely used open-source engine for running and serving advanced AI models.
The new system connects marketing data, content, analytics and automated work across the customer lifecycle.
The first model from Meta Superintelligence Labs powers a redesigned Meta AI experience and can coordinate parallel subagents.
The San Jose chip startup is betting that a shorter, vertical path for electricity can remove a growing bottleneck inside high-performance AI systems.
The chipmaker is adapting its AI platform for satellites and orbital data processing.
OpenShell, AI-Q and new Nemotron models aim to give companies more control over autonomous software.
The Palo Alto AI infrastructure company will use the capital to expand its SN50 chip and SambaCloud platform as demand grows for alternatives in inference computing.
Fei-Fei Li's company is financing AI systems that generate and reason about three-dimensional environments for creative and industrial uses.
The Mission Bay startup is building laboratory systems that use living neurons for AI workloads, an ambitious alternative to conventional silicon.
The 102.4-terabit chip is designed to move data across increasingly dense computing clusters.
