Nvidia’s role as AI financier faces first big test as neoclouds take market hit

32 TB RAM for your GPUs: Marvell shows revolutionary Photonic Fabric Memory Module that uses light to link up to 16 GPUs and slash CAPEX — but Nvidia won't stick around doing nothing

Nintendo's Shigeru Miyamoto says even if gen-AI "were to eventually handle everything, there will always be a role left" for human designers

Nvidia CEO Jensen Huang says neocloud demand is ‘off the charts’ but capital is scarce