Nvidia Gpus

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CoreWeave CEO Mike Intrator. (Art: Clark Miller; photo: Getty Images)
Exclusive

How CoreWeave’s Debt Binge Brought a Moment of Reckoning

By Dakin Campbell · Oct 20, 2026 6:35am PDT · 2 comments
In early 2023, Blackstone CEO Steve Schwarzman gathered with Jas Khaira, the company’s lead AI investor, and other top executives at the finance giant’s Park Avenue headquarters in Manhattan for a debate: Should they give billions of dollars to a little-known data center developer—CoreWeave—that they had turned down just a few months... In early 2023, Blackstone CEO Steve Schwarzman gathered with Jas Khaira, the company’s lead AI...
Image via Shutterstock
Exclusive

Microsoft to Debut AI Chip Next Month That Could Cut Nvidia GPU Costs

By Anissa Gardizy · Oct 6, 2023 1:06pm PDT · 3 comments
Microsoft next month plans to unveil the company’s first chip designed for artificial intelligence at its annual developers’ conference, according to a person with direct knowledge. The move, a culmination of years of work, could help Microsoft lessen its reliance on Nvidia-designed AI chips, which have been in short supply as demand... Microsoft next month plans to unveil the company’s first chip designed for artificial...
Image by Clark Miller and Midjourney.
Startups to Watch

Eight Startups Challenging Nvidia in AI Chips

By Kevin McLaughlin, Anissa Gardizy, Jon Victor and Aaron Holmes · Aug 24, 2023 6:00am PDT · 1 comment
Nvidia dominates the market for graphics processing units used to train artificial intelligence models, although rivals like AMD and Intel are trying to catch up. Now some scrappy startups are entering the fray with alternative designs for AI chips they claim work better and more efficiently than Nvidia’s GPUs. Other startups are targeting... Nvidia dominates the market for graphics processing units used to train artificial intelligence...
Art by Shutterstock; Mike Sullivan
Exclusive

Wall Street’s GPU Futures Push Stalls at the CFTC

By Dakin Campbell · Sep 22, 2026 1:58pm PDT
The launch of futures for rental prices on Nvidia GPUs, which are seen as important to make AI compute an investable asset class, is hitting a snag. CME Group had hoped to launch contracts as soon as early October, but it won’t have regulatory approval by then. The Commodity Futures Trading Commission, which regulates the futures market, is... The launch of futures for rental prices on Nvidia GPUs, which are seen as important to make AI...
Photo by Bloomberg via Getty.
AI Agenda

Nvidia’s GPUs Have a Weakness: Video Generation

By Stephanie Palazzolo · Aug 6, 2024 7:00am PDT · 2 comments
There’s no question that Nvidia has benefitted the most from the AI wave so far. So much so, in fact, that the U.S. Department of Justice is investigating complaints that the chipmaker is engaging in anticompetitive behavior, Anissa, Amir and I reported last week.But luckily for the host of rivals hoping to take a slice of Nvidia’s lucrative... There’s no question that Nvidia has benefitted the most from the AI wave so far. So much so, in...