OpenAI's $600B Infrastructure Bet Reshapes AI Race
The unprecedented spending plan signals a new phase of capital-intensive competition among frontier AI labs.
GPU - Latest News & Analysis
In-depth coverage, analysis, and updates on GPU in AI and tech. 7 articles on AI Pulse.
Google vs Nvidia: Financial Weapons in AI Chip War
Google's aggressive financing strategies challenge Nvidia's dominance as enterprises weigh custom silicon against traditional GPU infrastructure.
Nvidia Posts First Trillion-Dollar Quarter as Demand Soars
H200 chips selling faster than they can be made. Every major AI lab is competing for allocation.
NVIDIA's Blackwell Chips Are Delayed Again—Here's Why It Matters
The most anticipated AI chips of 2026 hit another snag. Data centers are scrambling, and competitors smell blood.
NVIDIA's Blackwell B300 Ships: 10x Faster AI Training Is Here
The most powerful AI chip ever made is now in the hands of hyperscalers. Here's what it means for the industry.
NVIDIA H200 Supply Crunch: Who's Getting GPUs and Who's Getting Ghosted
The hottest chips in AI are impossible to buy. Here's who made the list - and who's scrambling.
NVIDIA Blackwell Chips Face 12-Month Backlog
Companies scramble for AI compute as supply constraints continue.