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AI Chip Cost Shift: HBM Memory Now Accounts for 63% of Component Spending

The cost pressure in the AI chip industry is shifting from &quot;who has the most powerful logic chip&quot; to &quot;who can secure enough high-bandwidth memory (HBM) at a reasonable price.&quot;According to estimates released by Epoch AI on May 21, <!--autointro-->

NVIDIAAI infrastructuresemiconductor supply chain
Industry Editor selected

NVIDIA Unveils Space Computing Platform with Space-1 Vera Rubin Module to Power Orbital AI

📰 Press Release: NVIDIA Brings AI to Orbit with New Space Computing PlatformSAN JOSE, Calif. — GTC — March 16, 2026&nbsp;— NVIDIA today announced the dawn of a new era in space innovation with its latest generation of accelerated computing platforms.<!--autointro-->

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Industry Editor selected

NVIDIA and Google Cloud Surpass 100,000 Developers to Accelerate AI Innovation

NVIDIA and Google Cloud Empower Over 100,000 AI Developers to Accelerate InnovationAt the Google I/O conference, NVIDIA and Google Cloud announced a major milestone: their joint developer community has surpassed 100,000 members. By providing carefull<!--autointro-->

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Industry

Nvidia Teams Up with Ineffable Intelligence to Advance AI Reinforcement Learning Systems

Nvidia Partners with AlphaGo Creator’s Startup to Build Next-Gen Reinforcement Learning InfrastructureNvidia announced on May 13 a strategic partnership with Ineffable Intelligence, a London-based AI startup, to develop large-scale reinforcement lear<!--autointro-->

NvidiaReinforcement LearningAI Infrastructure
Industry

Nvidia Commits Over $40 Billion to AI Equity Investments in Early 2026

In the first few months of 2026, Nvidia has aggressively expanded its footprint in the artificial intelligence sector, committing more than&nbsp;US$40 billion&nbsp;to equity investments in various AI-related companies. This strategic financial push u<!--autointro-->

NvidiaAI investmentOpenAI
Industry Editor selected

Nvidia Pushes Past $40 Billion in AI Equity Bets, Fueling Entire AI Supply Chain

Nvidia stepped on the gas last year, pouring capital into companies across the AI infrastructure stack and backing businesses that could, in turn, purchase the chipmaker&#39;s technology. The strategy has proved lucrative: a&nbsp;5billionbetonIntelis<!--autointro-->

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Industry

Jim Cramer: AI Boom to Sustain Economy Despite Market Pullback

📈 Jim Cramer: AI Boom Remains the Engine of the U.S. Economy Despite Market PullbackCNBC’s Jim Cramer&nbsp;remains bullish on the stock market, asserting that the&nbsp;Artificial Intelligence (AI) boom&nbsp;is powerful enough to sustain the U.S. econ<!--autointro-->

Jim CramerArtificial IntelligenceNvidia
Industry

Nvidia Invests in Legora, Valuing the AI Legal Tech Startup at $5.6 Billion

NEW YORK/STOCKHOLM&nbsp;–&nbsp;Nvidia&nbsp;has made its first strategic investment in the legal technology sector, backing the Swedish AI startup&nbsp;Legora. This move values the company at approximately&nbsp;$5.6 billion, marking a significant mile<!--autointro-->

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Industry

NVIDIA Goes All-In on AI Agents: Jensen Huang Deploys OpenAI Codex Company-Wide

April 25, 2026&nbsp;— In a definitive move signaling the arrival of the&nbsp;AI Agent era, NVIDIA CEO Jensen Huang announced in an internal memo today that&nbsp;OpenAI’s latest Codex model, powered by&nbsp;GPT-5.5, is now officially available to all <!--autointro-->

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