SMIC Reports Rising Specialty Memory Production Amid Market Constraints
SMIC reveals a continuous quarterly increase in specialty memory production, driven by surging AI demand despite supply chain constraints.
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NVIDIA’s $91 Billion Q2 Forecast Excludes China Data Center Revenue
NVIDIA anticipates $91 billion in revenue for Q2 FY27, excluding any contributions from China amid ongoing trade challenges.
CoreWeave and Nebius: Divergent Paths in AI Infrastructure Growth
As AI infrastructure heats up, CoreWeave and Nebius show contrasting trajectories. CoreWeave's upside potential stands at 31%, while…
Nvidia’s Exit from China’s AI Chip Market Opens Doors for Huawei
Nvidia's share of China's AI chip market has plummeted from 95% to zero due to US export controls,…
Cloudflare and Anthropic Redefine Agent Execution with Claude Sandboxes
Cloudflare and Anthropic's integration of Claude Managed Agents into Cloudflare Sandboxes marks a significant shift in AI execution…
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Mistral AI Acquires Emmi AI to Bolster Industrial Offerings
GPUBeat Desk · 2 min
xAI Achieves Financial Break-Even by Building Own Supercomputer
GPUBeat Desk · 2 min
Navigating GPU Costs: The Hidden Expenses of Multi-Cloud Inference
GPUBeat Desk · 2 min
Anthropic Reports Profitability Surge Amid £930M Monthly SpaceX Deal
GPUBeat Desk · 2 min
AMD’s Venice EPYC Processors Begin Production on TSMC’s 2nm Technology
GPUBeat Desk · 2 min