Yotta Data Services, which controls up to 70% of India’s GPU capacity, said surging demand from local AI startups and global ...

Initial deployments are scheduled to begin in 2H 2026, employing custom MI450-class GPUs optimized specifically for Meta’s AI training and inference workloads.

Here are two key topics on the earnings call that investors should know about.

Nvidia is reportedly targeting Arm-based PC processors, betting the next wave of AI PCs needs tighter CPU-GPU-NPU integration than x86 alone.

AI token processing has soared recently on OpenRouter, while Nvidia GPU rental prices have jumped.

Nvidia has a small portfolio of investments.

AMD and Meta sign multi-year deal to deploy 6GW of Instinct GPUs across AI data centers, potentially worth $100B.

For AI data centers, this translates into significantly improved FLOPs per watt, enhanced Power Usage Effectiveness (PUE), ...

Dubbed the Vast CNode-X, the solution has been developed with Nvidia and will bring high-performance storage services to Nvidia GPU clusters, as well as make the OS directly available on the hardware.

A remarkably efficient way to handle two very different workloads ...