The hardware behind AI: chipmakers, export rules and the data centres being built from the Gulf to the US and Asia.
Musk is among more than 92,000 people who have signed a petition asking Nvidia's board to reinstate its ousted chief executive, days before results.
By Nakoda News AI & Tech Desk··1 min read
The facility is the operator's first new build since it bought Q Data's two Tier III sites, and it is designed for the denser racks that AI workloads need.
By Nakoda News Gulf Desk··2 min read
The two proposed campuses near Visakhapatnam made up most of the investment pledged on the second day of the state's CII Partnership Summit.
By Nakoda News AI & Tech Desk··2 min read
A former OpenAI researcher says weights from DeepSeek V4 and Moonshot's Kimi K3 bear Blackwell fingerprints, as the Megaspeed scandal puts Nvidia's China exposure under scrutiny.
By Nakoda News Policy Desk··3 min read
Chairman Hussain Sajwani says $9 billion of the Dubai group's $20 billion US data centre programme is already invested, even as building costs have risen about 30%.
By Nakoda News Gulf Desk··2 min read
Nvidia reports on Tuesday under an interim chief, and Anthropic is expected to price an offering of up to $64.4 billion on Wednesday before trading starts Thursday.
By Nakoda News Markets Desk··3 min read
Bryan Catanzaro says he never signed a letter that listed him among staff threatening to quit, though internal forums show real support for the former chief executive.
By Nakoda News AI & Tech Desk··2 min read
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Jeffrey Kessler, who runs the Bureau of Industry and Security, weighed inviting Jensen Huang to headline its January conference and has been asked to testify on December 3.
By Nakoda News Policy Desk··2 min read
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Elon Musk will travel with the president to the APEC summit, where the White House says Trump, Xi and Putin will hold their first three-way meeting.
By Nakoda News Policy Desk··2 min read
Internal messages from October show the former chief executive described his dealings with the Megaspeed executive as routine customer business weeks before he resigned over their affair.
By Nakoda News AI & Tech Desk··2 min read
The president has since said Huang is 'going through hell' and named Tim Cook as the only man to replace him, as Democrats press for inquiries into what the White House knew.
By Nakoda News AI & Tech Desk··2 min read
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Singapore says Washington gave it little help in its Megaspeed inquiry, and corporate records link the Nvidia buyer to a Chinese gaming company.
By Nakoda News Policy Desk··3 min read
Venture investors expect interim chief Colette Kress to be more cautious with the cheques that have propped up neoclouds, inference providers and open-weight model makers.
By Nakoda News Startups Desk··3 min read
The chipmaker was 2026's most active corporate venture investor, backing rounds for OpenAI, Anthropic, Mistral and Crusoe, and its new leadership may be less keen on such bets.
By Nakoda News Startups Desk··2 min read
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Beijing said it opposes the abuse of export controls as US lawmakers line up behind tighter limits on chipmaking equipment, days before Trump and Xi are due to meet.
By Nakoda News Policy Desk··2 min read
The board called speculation about Jensen Huang's successor premature after a report that it had approached Arm chief Rene Haas, four days before Nvidia reports results.
By Nakoda News AI & Tech Desk··2 min read
Dyania's Synapsis AI, which reads entire patient records on Nvidia's software stack, ran a Cleveland Clinic study of 7,812 heart valve patients without the data leaving the hospital.
By Nakoda News AI & Tech Desk··2 min read
AMD, Broadcom and Nvidia fell sharply at midday on Friday as traders braced for a December rate rise and HSBC downgraded Nvidia over its leadership vacuum.
By Nakoda News Markets Desk··2 min read
Haas, a former Nvidia executive, is one of several candidates, and neither company has confirmed talks as Nvidia heads into Tuesday's results with an interim chief.
By Nakoda News AI & Tech Desk··2 min read
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The Treasury secretary said several agencies had wanted the Nvidia customer on the entity list for months, and asked whether Nvidia knew it was selling to shell companies.
By Nakoda News Policy Desk··3 min read
Equipment orders for its Anthropic contracts have pushed up commitments the AI data centre operator says it cannot defer, while nine-month losses widened to almost $1.7 billion.
By Nakoda News Gulf Desk··3 min read
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Senate Banking chair Tim Scott has asked Jensen Huang to appear on December 3 and the commerce secretary on December 10, in separate hearings.
By Nakoda News Policy Desk··2 min read
The facility on an existing Syntys campus is the first new build since the operator bought Q Data QFZ, and is designed for GPU-dense AI deployments.
By Nakoda News Gulf Desk··2 min read
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Loan filings list 74 servers with H800, H100 and H200 processors, some first sold to Nvidia cloud partner Aperia, pledged by a subsidiary of Shanghai Longteng.
By Nakoda News Policy Desk··2 min read
A job listing offering up to $405,000 a year shows the AI lab is building in-house expertise to fuel gas-fired, behind-the-meter campuses in the US and Canada.
By Nakoda News AI & Tech Desk··2 min read
Hydrom's fourth round makes data centres in Dhofar the anchor customers for renewable power and green hydrogen, after third-round awards totalling about 121,000 tonnes a year.
By Nakoda News Policy Desk··2 min read
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A Reuters review of more than 150 Chinese documents found data centre plans tied to H100, H200 and H800 processors, which Huang's exit and congressional pressure now put at risk.
By Nakoda News Policy Desk··3 min read
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Z.ai and MiniMax led losses while domestic chipmakers rallied, after House Speaker Mike Johnson said lawmakers were converging on limits to China's access to advanced chips.
By Nakoda News Policy Desk··3 min read
Taiwan's Taiex rose 1.7% and Tokyo Electron gained, while SoftBank Group fell 5.2% and SK Hynix 2% in Friday's first Asian trade after Wall Street's reaction.
By Nakoda News Markets Desk··1 min read
The trading firm held 23.8 million shares worth about $5.44 billion at the end of September, though its 13F leaves out short positions and any later trades.
By Nakoda News Markets Desk··1 min read