Huawei bid to build Egypt’s AI data centres, and Washington is scrambling
Huawei bid to build Egypt’s AI data centres, and Washington is scrambling

Huawei has bid to build AI data centres for the Egyptian government. The US State Department is now trying to assemble a rival consortium from Nvidia, AMD and Microsoft. The tender offer proposes exporting 1,408 of Huawei’s top-end Ascend 950-series ch…

Nvidia is about to report its fastest growth in seven quarters
Nvidia is about to report its fastest growth in seven quarters

Nvidia is expected to report quarterly revenue of $92.18bn, close to double the same period last year and its fastest growth in seven quarters, with analysts forecasting a further rise to $104.20bn in the current quarter. The numbers are not really the…

Emerald AI raises $150mn at a $1.05bn valuation to flex data centre power
Emerald AI raises $150mn at a $1.05bn valuation to flex data centre power

A two-year-old company is now worth $1.05bn. It writes software that makes data centres use less electricity on demand. Emerald AI raised $150mn in an oversubscribed Series A, the company announced on Tuesday. Energize Capital and DCVC co-led it, and t…

GeForce Now is getting support for the Steam Controller
GeForce Now is getting support for the Steam Controller

Nvidia’s GeForce Now cloud gaming service will officially support Valve’s Steam Controller and Steam Machine starting later this year. With Steam Controller support, you’ll be able to play games with Valve’s great new gamepad when using the GeForce Now app on your Steam Deck or Steam Machine. If you’re using GeForce Now on Windows or […]

OpenAI’s Jalapeno chip outperformed the GB300 on power and speed, according to OpenAI
OpenAI’s Jalapeno chip outperformed the GB300 on power and speed, according to OpenAI

OpenAI says its Jalapeno inference chip, developed with Broadcom, outperformed Nvidia’s GB300 on AI work per unit of power and on response speed. It was not tested against Nvidia’s newer Vera Rubin hardware and is not designed for training. OpenAI has …

Nvidia has bought into a third land and power company this month
Nvidia has bought into a third land and power company this month

Nvidia took a minority stake in Cloverleaf Infrastructure on Friday. Cloverleaf secures land and electricity for data centres. It is the third company of that kind Nvidia has bought into in quick succession, according to The Information. Neither compan…

Taiwan indicts Nvidia manager over chips shipped to China
Taiwan indicts Nvidia manager over chips shipped to China

Taiwanese prosecutors have indicted a senior Nvidia manager and eight others over an alleged scheme that shipped 74 servers containing B300 chips to China via Japan and Indonesia. They are seeking five years for forgery and breach of trust. The first k…

Nvidia is in talks to back Perplexity at more than $30bn
Nvidia is in talks to back Perplexity at more than $30bn

Nvidia has been discussing an investment in Perplexity that would value the AI search company at more than $30bn, according to The Information, which reported that the two sides also considered a technology licensing arrangement alongside the equity ch…

Nvidia AI server prices are rising more than 15% from early next year
Nvidia AI server prices are rising more than 15% from early next year

Nvidia’s largest customers have been notified that servers containing its AI chips will rise in price by more than 15% in many cases from early next year, driven by memory costs. The company reports quarterly earnings next week. Nvidia’s biggest custom…

Nvidia partners with data center developer Cloverleaf

Nvidia continues to pour money into data center development — just as AI data centers bring lots of money into Nvidia.