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, ...

CNBC's Jim Cramer said Monday that Nvidia should dramatically increase its stock buyback, arguing that shares aren't getting ...

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 ...