VB's July survey reveals 39.4% of enterprises plan to evaluate non-Nvidia AI accelerators over the next year, indicating a shift in infrastructure strategy.

Quick ReadNVDA supplies GPUs to Lambda, holds equity in Anthropic, and earns rental revenue from the $35 billion deal, ...

Anthropic has signed a $35 billion cloud-computing agreement with Lambda, the Nvidia-backed 'neocloud,' securing capacity at ...

Nvidia's reported $14B Hugging Face acquisition signals a shift from chipmaker to AI platform investor, with revenue doubling ...

Japan's 10-year bond yield hit 3% for the first time in 30 years as budget requests reached a record 143 trillion yen but ...

In today’s Digest, we discuss Bailey flagging the risk of an AI slowdown for global markets, OpenAI denying Apple’s trade ...

Nvidia's $14B Hugging Face talks and MediaTek deal signal a shift to owning AI's full stack, from chips to models.

Anthropic has signed a $35 billion agreement with Lambda, a startup supported by Nvidia, for cloud computing power as ...

Anthropic signed a $35 billion cloud deal with Lambda for capacity at Hut 8's Beacon Point campus in Texas, where Nvidia ...

Anthropic has signed a $35 billion cloud computing agreement with Nvidia-backed Lambda, the Wall Street Journal reported, ...

Dell rebounded in late trading, however, after AI demand boosted its earnings and revenue growth, which eclipsed Wall Street expectations. Anthropic signed a cloud-computing deal worth $35 billion ...

The global bond rout accelerated on Tuesday, with Japanese yields scaling key levels not breached for over 30 years, as ...