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Tag: NVIDIA

Cerebras Shares Fall 10% on Earnings Debut, with Margins Below AI Chip Rivals

Cerebras reported 94% revenue growth in the first quarter, but shares fell 10% after investors focused on margins that remain below those of larger AI chip rivals.

Cerebras nearly doubled first-quarter revenue and narrowed its net loss in its first earnings report as a public company, driven by growing demand for AI inference infrastructure. The company is expanding its footprint through a multi-year OpenAI agreement valued at more than $20 billion and a partnership with Amazon Web Services.

Why is Indium Phosphide Crucial for AI Chips and Why China Wants Supreme Control?

Indium phosphide has become a flashpoint in the US–China technology contest: China controls most of the world's indium supply, while the wafers themselves are made largely by firms in Japan and the United States. (Image: AI FrontPage / representational)

Indium phosphide, a compound semiconductor made from indium and phosphorus, has become a critical enabler of the optical chips that move data inside AI data centres.

NVIDIA, Doosan Link Robotics, Power Systems to AI Factory Infrastructure

Industrial robots illustrate the physical AI focus of NVIDIA and Doosan's collaboration.

The companies will combine NVIDIA’s AI platforms with Doosan’s expertise in robotics, energy and industrial systems.

NVIDIA Launches Open-Source Physical AI Skills and Tools

NVIDIA showcased physical AI applications spanning robotics, manufacturing, computer vision and digital twin simulation as part of its new open-source agent tools and skills announcement.

Nvidia has released a collection of open-source physical AI skills and tools that enable coding agents to automate workflows across robotics, autonomous vehicles, vision AI and industrial digital twins.

NVIDIA Financial Results Hit Record Quarterly Data Center Revenue, Up 75% YoY

NVIDIA's data center business delivered record Q4 revenue of $62.3 billion, up 75% year on year, driven by strong global demand

Backed by relentless demand for AI infrastructure, NVIDIA’s data center business delivered $62.3 billion in Q4 alone – up 75% year on year- pushing full-year revenue to a record $215.9 billion.