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NVIDIA

3 stories filed under NVIDIA.

Semiconductors & infrastructureAMDData centersAI chipsAI infrastructureInstinctEPYCHeliosGPUServer CPUSemiconductor earningsROCmNVIDIA

AMD Increases Data Center Revenue 97% and Expands AI Infrastructure Business

AMD recorded revenue of $13.377 billion in the third quarter of 2026. That's a 45% increase from the same period last year. GAAP operating profit was $2.832 billion and net profit was $2.428 billion. At the center of this performance is the data center business. Our quarterly revenue in this segment was about $8.5 billion, up 97% from the same period last year, which drove our overall growth. AI over the traditional image of the manufacturer of processors for PC As an infrastructure provider,

Semiconductors & infrastructureOracleNVIDIAVeraRubinNVL72VeraCPUOCIAI cloudGPUSuperclustersData centersGigawattsAI agentsCloud infrastructure

Oracle · NVIDIA's Vera Rubin cloud offering and plans to expand the number of GW

Open Time: October 28, 2026, 01:01 KST Oracle and NVIDIA announced that they are expanding their collaboration on cloud AI infrastructure. Oracle Cloud Infrastructure has started offering NVIDIA Vera Rubin NVL72 systems and Vera CPUs in general, and plans have been made to expand the AI supercluster to several gigawatts in the future. The important thing is that the product I have already started offering is different from the total capacity I will build in the future

Semiconductors & infrastructureNVIDIAMetaMuseAI agentsVeraRubinVeraCPUSpectrumXBlueField4AI chipsGPUAI infrastructureEquity investmentsInference optimization

NVIDIA's Meta $3 Billion Investment and Muse AI Infrastructure Collaboration

Open Time: October 27, 2026, 15:08 KST NVIDIA has announced that it will invest $3 billion in a public offering of shares in Meta. At the same time, we decided to expand technical cooperation with Meta's AI agent Muse to learn and execute related models more efficiently. As important as the investment itself is, the server configuration required to operate the AI agent on a large scale has been specified. Vera Rubin, Vera CPU, Spectrum-X Ethernet, B