Despite Nvidia's relatively strong position, the company still faces major challenges on its way to become the preeminent AI ...

Today, we're chatting about Musk's recent diversion of nearly half a billion dollars of AI training GPU shipments from Tesla to his privately-owned companies, Stellantis' consideration of in-house ...

Musk also has asked for GPUs that were reserved for Tesla to be redirected to xAI and X. He has talked publicly about the ...

Jim Roppel, a veteran stock market fund manager, is backing Nvidia and Tesla to perform well in the year 2025, and cites ...

Nvidia was the most preferred stock for retail investors in the last year. The stock saw $30 billion in inflows in 2024, ...

AI is completing a 200,000 GPU data center in Memphis. They completed 100,000 GPUs two months ago and were adding another 100 ...

Tesla and xAI have been to scale coherent GPU AI clusters beyond the 33,000 GPU limit by NOT synchronize all nodes simultaneously. Synchronizing all nodes becomes increasingly challenging at scale – ...

According to DigiTimes, Musk was involved in a deal between xAI and Nvidia — reportedly personally contacting Nvidia Chief ...

Microsoft has acquired twice as many Nvidia Hopper GPUs as other tech companies. Per a report in the FT, analysts from technology consultancy Omdia estimate that Microsoft bought 485,000 Hopper chips ...