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#nvidia
Nvidia tips $720m into Firmus as Australian cloud startup lines up mega-float
Nvidia has reportedly committed about A$720 million to Firmus Technologies, giving the Australian cloud infrastructure startup heavyweight backing as it raises roughly A$2.9 billion ahead of a possible market debut.
BIS says the AI data-centre buildout is becoming a credit story
AI data-centre debt risk is rising as the BIS warns private credit, opaque funding and $1 trillion capex could tighten financing.
Firmus, Nvidia team on 360MW Indonesia AI campus
Firmus and Nvidia plan a 360MW Indonesia AI campus in Batam with DayOne, betting regional demand can support up to $US30 billion in offtake.
OpenAI Broadcom Jalapeño chip targets lower AI costs
OpenAI's Broadcom-designed Jalapeño chip targets lower inference costs and less dependence on Nvidia as deployment begins in late 2026.
SandboxAQ $US500m grant targets chipmaking materials
SandboxAQ's $US500m CHIPS award funds AI-led searches for chipmaking materials, showing the US is targeting supply-chain inputs as well as fabs.
Nvidia bond sale hits $US25b as AI buildout leans on debt
Nvidia bond sale demand reached $US85b as the chipmaker raised $US25b, signalling that AI infrastructure is moving deeper into credit markets.
Inside Apple's AI reckoning: how a secret meeting reshaped Siri before WWDC 2026
Apple's AI overhaul began in a windowless room at Apple Park in early 2025. Tim Cook took direct control of the Siri roadmap — here's what it means for Australian developers and buyers.
SpaceX Google deal: $US920m a month for AI compute
SpaceX Google deal puts a $US920m-a-month price on AI compute as Gemini demand pushes cloud buyers to lock in scarce GPU capacity.
Silicon Valley's AI race moves from chatbots to the factory floor
Silicon Valley's AI boom is pivoting from chatbots to robotics as Nvidia, OpenAI and Tesla chase the $200 billion humanoid market, with the same venture billions that funded large language models now backing startups that build arms, legs and grippers.
Nvidia AI PC chip challenges Apple and Intel in 2026
Nvidia AI PC chip RTX Spark targets Windows laptops with Microsoft, Dell and HP, putting Apple silicon and Intel under new pressure.
AI job losses 2026: evidence trails CEO layoff claims
AI job losses 2026 remain harder to prove than CEO layoff memos suggest, as Apollo, OpenAI and Australian cuts point to a messier story.
Huawei chip claim tests US sanctions, Apple and Nvidia
Huawei chip claims point to a design workaround, not clear node parity, as Apple and Nvidia face a harder China market.
WIRobotics raises $US68m in Series B for humanoid robots
WIRobotics raised KRW 95 billion ($US68 million) in Series B funding to commercialise its ALLEX humanoid platform and expand physical AI work.
Anthropic-Microsoft chip talks test Microsoft's Maia 200
Anthropic-Microsoft chip talks would give Maia 200 its first outside user and show whether custom cloud silicon can dent Nvidia's grip on AI workloads.
Nvidia earnings show the AI chip boom is still accelerating
Nvidia earnings showed AI chip demand is still rising, with $US81.6 billion in revenue and $US91 billion guidance despite fresh competition risks.
Samsung strike threat exposes fault lines in the AI chip boom
Samsung's planned 18-day strike shows how AI-era chip profits are widening pay divisions inside one of the suppliers underpinning enterprise AI infrastructure.
US and China Will Begin AI Safety Talks, Bessent Says
The United States and China will begin formal discussions on artificial intelligence safety guardrails, US Treasury Secretary Scott Bessent said during President Donald Trump's summit with Chinese President Xi Jinping in Beijing.
Anthropic says export controls will decide frontier AI lead by 2028
Anthropic says Washington's next two years on chips, cloud access and model distillation will shape whether democracies keep a frontier AI lead over China. For Australia, the debate runs through the US clouds and silicon stacks local enterprises already use.
Nvidia's China AI Chip Sales at Zero Despite US Clearance for 10 Firms
Not a single H200 AI chip has been delivered to China despite US approval for roughly 10 firms to buy them, US Commerce Secretary Howard Lutnick confirmed, as Beijing steers investment toward domestic semiconductor alternatives.
Cerebras Soars 68% in Debut, Becomes $95 Billion AI Chip Giant With Largest IPO of 2026
Cerebras Systems shares surged 68 per cent in their Nasdaq debut, closing at $US311.07 after the AI chipmaker raised $US5.55 billion in the largest IPO of 2026. The company, a challenger to Nvidia with its wafer-scale AI processors, commanded a $US95 billion market capitalisation.
Nvidia faces $US78.8b earnings test as BofA lifts target on AI chip demand
Nvidia heads into its 20 May quarterly earnings with consensus revenue near $US78.8 billion as Bank of America lifts its price target and analysts point to surging demand for Blackwell B300 AI chips.
IREN signs $US3.4b Nvidia AI cloud contract, founder slams Australian regulation
Sydney-founded IREN has signed a five-year, $US3.4 billion managed cloud deal with Nvidia, and used the announcement to renew its founder's public criticism of Australian listing rules, planning timelines and grid connections.
Anthropic locks in SpaceX Colossus 1 for 300MW of new Claude compute
Anthropic will take all available capacity at SpaceX's Colossus 1 data centre in Memphis, adding more than 300 megawatts and 220,000 NVIDIA GPUs within a month. The Claude maker also lifted rate limits on its paid plans the same day.
