AI | Enterprise
Nvidia is quietly building a multibillion-dollar behemoth to rival its chips business
Nvidia’s networking business raked in $11 billion last quarter despite getting significantly less fanfare than chips and gaming.
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AI | Enterprise
Why Wall Street wasn’t won over by Nvidia’s big conference
Despite investor fears of an AI bubble, Nvidia’s latest conference shows that most in the industry aren’t concerned by that possibility.
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AI | Enterprise | Hardware | TC
An exclusive tour of Amazon’s Trainium lab, the chip that’s won over Anthropic, OpenAI, even Apple
Shortly after Amazon announced its $50 billion investment in OpenAI, AWS invited me on a private tour of the chip lab at the heart of the deal.
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Apps | Commerce | Enterprise
Ads are coming to Apple Maps, as Apple expands its business offerings
Apple Maps will launch ads this summer in the U.S. and Canada. Plus, a new suite of Apple Business offerings arrives April 14.
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AI | Enterprise | Hardware
Arm is releasing the first in-house chip in its 35-year history
Arm is producing its own CPU for the first time. It developed the CPU with Meta, which is also the chip’s first customer.
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Crusoe makes big battery buys for its data centers
Form Energy and Redwood Materials both received orders from the data center developer.
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AI | Enterprise | Startups
Databricks bought two startups to underpin its new AI security product
With an overflowing war chest from its recent $5 billion raise, Databricks is buying startups and looking for more. It acquired Antimatter and SiftD.ai.
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AI | Enterprise | Hardware
Memory chip giant SK hynix could help end ‘RAMmageddon’ with blockbuster US IPO
SK hynix’s potential U.S. listing could raise $10-$14 billion to help it build more capacity, encourage others to follow, and end the ‘RAMmageddon’ memory shortage.
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AI | Enterprise
IBM partners with OpenAI to bolster enterprise AI push
IBM plans to train and certify tens of thousands of consultants on OpenAI’s technologies as part of this deal.
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AI | Enterprise | Startups
AI code-testing startup Blacksmith’s valuation jumps almost 10x in less than a year
Blacksmith says revenue has grown more than tenfold over the past year.
