Nvidia

A single Nvidia B300 server now costs roughly $1 million on China’s grey market. That’s nearly double the US retail price and almost double what it sold for in China just months ago. The cause is a collision of forces: exploding AI demand, a US crackdown on chip smuggling that’s strangling supply, and the growing desperation of Chinese tech companies racing to stay competitive. This isn’t a pricing anomaly. It’s the US-China tech cold war rewriting the economics of artificial intelligence in real time. ...

Three-quarters of a trillion dollars. That’s how much Microsoft, Alphabet, Meta, and Amazon plan to spend on capital expenditure in 2026 — and nearly all of it is aimed at AI infrastructure. Wednesday night’s earnings dump wasn’t just big. It was historically unprecedented. Every single hyperscaler either raised or reaffirmed their guidance upward, blowing past Wall Street’s already-aggressive $670 billion estimate. If anyone still questioned whether Big Tech was serious about the AI arms race, $725 billion in concrete, silicon, and fiber optic cable answers that definitively. ...

Nvidia has owned the AI chip conversation for three years straight. That era might be ending — not with a bang, but with a procurement spreadsheet. Over the past 48 hours, Google quietly revealed the most aggressive custom silicon strategy in the industry: a four-company chip design alliance spanning Broadcom, MediaTek, Marvell, and Intel. Each partner handles a different piece of the puzzle. Together, they represent something Nvidia should lose sleep over. ...

While the tech press chases LLM benchmarks and chatbot drama, NVIDIA just quietly revealed something far more consequential at Hannover Messe 2026 in Germany. The AI-powered factory isn’t a concept anymore. It’s shipping. And the scope is staggering. Manufacturing’s Breaking Point Global manufacturing is caught in a vise. Tighter production cycles. Relentless efficiency demands. A skilled labor shortage that keeps getting worse. Incremental automation improvements stopped cutting it years ago. ...

AI chipmaker Cerebras Systems just filed to go public on Nasdaq under ticker “CBRS.” The headline numbers look incredible: $510 million in revenue, a swing from a $485 million net loss to $87.9 million in net income, and $24.6 billion in remaining performance obligations. But buried in the S-1 is a financial arrangement so tangled it deserves far more scrutiny than it’s getting. OpenAI isn’t just Cerebras’s biggest customer. It’s also an investor, a lender, and the single reason this IPO is happening at all. ...

Two weeks ago, Allbirds was a corpse. On Wednesday, it was an “AI company” — up 582% intraday, peaks near 700%, $127 million in market cap added in a single session. Nothing about the business changed. No GPUs. No customers. No data center. No team. Just a rename: NewBird AI, a $50 million convertible note, and a press release with the magic phrase “low-latency AI compute hardware.” If 2026 needed a tombstone for market rationality, this is it. ...

If you’ve been waiting for the AI hardware story to stop being “Nvidia, Nvidia, and also Nvidia,” circle April 14, 2026. That’s when Meta and Broadcom went public with an expanded partnership to co-design multiple generations of Meta’s MTIA accelerators through 2029, anchored by a 1-gigawatt initial deployment and a path to multiple gigawatts after that. The headline spec: the first AI silicon built on TSMC’s 2nm process. This isn’t a routine vendor press release. It’s the loudest signal yet that the era of hyperscalers handing blank checks to Jensen is ending. ...

Quantum computing has been “almost here” for about two decades. Every year brings another breathless announcement about qubit counts and quantum supremacy. Every year the practical reality stays the same: these machines are fragile, error-prone, and maddeningly difficult to keep running. It’s like owning a Formula 1 car that breaks down every time you turn the key. NVIDIA thinks it found the mechanic. On April 14, 2026, the company launched NVIDIA Ising — the world’s first family of open-source AI models designed to tackle the two biggest bottlenecks in quantum computing: processor calibration and error correction. If the early benchmarks hold up, this could be the most consequential bridge between classical AI and quantum hardware we’ve seen yet. ...

Two deals. Two days. Two of the biggest names in AI writing checks to the same company. On Thursday, Meta committed an additional $21 billion to CoreWeave for AI cloud capacity through 2032. On Friday, Anthropic — the company behind Claude — signed a multiyear agreement to run its workloads on CoreWeave’s infrastructure. CoreWeave’s stock ripped past $103, and its total revenue backlog now exceeds $66.8 billion. For a company that started out mining Ethereum, that’s not a bad week. ...

The Nvidia Era Is Over — At Least in China DeepSeek’s next flagship model, V4, will run exclusively on Huawei Ascend chips. Not as a backup. Not as a proof of concept. As the entire inference stack. That’s not a press release talking point. That’s a tectonic shift. For years, China’s AI labs quietly depended on Nvidia silicon — H100s, A100s, whatever they could get their hands on through official channels or creative workarounds. That dependency is now ending, and it’s ending fast. ...