Nvidia's $3.5B Bet on Custom Chips Nvidia is putting $3.5B into MediaTek so even the chips built to replace Nvidia's GPUs still run on Nvidia's plumbing.
Local America Is Blocking AI Data Centers Local bans on new data centers topped 500 in July, a bipartisan pushback that could complicate Big Tech's AI expansion plans.
Nvidia's Vera CPU Chases a Bigger Market Nvidia just shared benchmarks and details for Vera, its first CPU with a custom core, and the pitch isn't what you'd expect.
Microsoft Bets on AMD's Helios for Azure AI Microsoft is committing to AMD's rack-scale Helios accelerator in volume, a fresh crack in Nvidia's grip on AI data centers.
Meta's Louisiana AI Campus Balloons to 5GW Meta is pushing its Hyperion supercluster to 5 gigawatts and past $50 billion, testing how much power one AI campus can pull from a rural parish.