AI bubble
The AI bubble is the contested debate, most intense across 2025 and into 2026, over whether the surge in artificial intelligence investment, company valuations, and infrastructure spending that began around…
AI Compute
Explore AI Compute through related topics and the articles other pages reference most.
Explore articles
Browse subtopics: AI Companies
Articles that also belong to these categories. Counts cover all of AI Compute.
All articles (232)AI Hardware (175)AI Infrastructure (126)Data Centers (57)AI Companies (51)NVIDIA (51)AI Inference (21)Chinese AI (15)Google (13)AI Policy & Regulation (11)Meta AI (9)Machine Learning (8)OpenAI (7)Artificial Intelligence (6)Microsoft (5)Deep Learning (4)Finance AI (4)AI Energy (3)Training & Optimization (3)AI Benchmarks (2)Anthropic (2)Model Evaluation (2)Open Source AI (2)AI Agents (1)AI Research (1)AI Safety (1)AI Tools & Products (1)Edge computing (1)Enterprise AI (1)Venture Capital (1)
Showing 1-52 of 52 articles
AMD
Advanced Micro Devices, Inc. (AMD) is an American semiconductor company that designs the CPUs, GPUs, and data-center accelerators powering one of the largest AI compute build-outs in the industry.
AMD Advancing AI 2026
Advancing AI 2026 (styled AAI 2026 in the company's own materials) was an annual product and strategy conference held by AMD in San Francisco on July 22 and 23, 2026.
AWS Trainium 2
AWS Trainium 2 (also written as Trainium2 and abbreviated Trn2) is the second generation of Amazon Web Services' custom machine learning training accelerator
Applied Digital
Applied Digital Corporation (Nasdaq: APLD) is a United States designer, builder, and operator of large data centers for artificial intelligence and high-performance computing, headquartered in Dallas, Texas.
Biren Technology
Biren Technology (Chinese: 壁仞科技; pinyin: Birèn Keji) is a Chinese fabless semiconductor company, based in Shanghai and founded in 2019, that designs general-purpose GPUs and AI accelerators for data-center…
Broadcom
Broadcom Inc. is an American semiconductor and infrastructure software company, traded on Nasdaq as AVGO, that has become the second most important supplier of AI compute after Nvidia by co-designing custom AI…
Cambricon
Cambricon Technologies (Chinese: 寒武纪科技; stock ticker: 688256.SS) is a Chinese fabless semiconductor company that designs artificial intelligence processors, best known for its Siyuan (思元) Machine Learning Unit…
CoreWeave
CoreWeave, Inc. is an American artificial intelligence cloud computing company headquartered in Livingston, New Jersey, that rents large clusters of NVIDIA GPUs to AI developers and enterprises and builds the…
Crusoe
Crusoe is an American AI infrastructure company headquartered in Denver, Colorado, that builds and operates data centers for artificial intelligence workloads.
Enflame
Enflame Technology (Chinese: 燧原科技, romanized Suiyuan) is a Chinese fabless chip company, founded in March 2018 and based in Shanghai, that designs general-purpose AI accelerators for data-center training and…
Epoch AI
Epoch AI is a nonprofit research organization, founded in 2022 and directed by Jaime Sevilla, that studies the trajectory of artificial intelligence through quantitative analysis of compute, data, algorithms…
Eridu
Eridu is an American startup developing networking chips and switches built specifically for large-scale artificial intelligence computing.
Etched
Etched is an American semiconductor startup building Sohu, the first application-specific integrated circuit (ASIC) designed to run only transformer models, the architecture behind most large language models.
FluidStack
FluidStack (stylized Fluidstack) is an artificial intelligence cloud company that provides on-demand access to large clusters of graphics processing units (GPUs) for AI training and inference
Fractile
Fractile is a British AI hardware startup, based in London, that is building in-memory computing chips to speed up and cut the cost of running large AI models.
Google Cloud
Google Cloud is the enterprise cloud business of Google and the name of a reportable segment in Alphabet's financial statements.
Groq
Groq is a United States artificial intelligence infrastructure company that operates an AI inference cloud and offers on-premises inference systems.
HUMAIN
HUMAIN is a Saudi Arabian artificial intelligence company launched on 12 May 2025 and owned by the Public Investment Fund (PIF), the kingdom's roughly trillion-dollar sovereign wealth fund.
IREN
IREN Limited is an Australian-founded data center company listed on the Nasdaq Global Select Market under the ticker IREN.
Intel
Intel Corporation is an American multinational semiconductor company headquartered in Santa Clara, California, that designs CPUs, GPUs, and Gaudi AI accelerators and operates Intel Foundry
Lambda Labs
Lambda Labs (operating as Lambda, Inc.) is an American AI infrastructure company that provides GPU cloud computing, on-premises GPU hardware, and deep learning software for artificial intelligence research and…
Lepton AI
Lepton AI was an American AI cloud company, founded in 2023, that built a cloud-native inference platform for serving large language models, generative image models, and other AI workloads on NVIDIA GPUs.
Lightmatter
Lightmatter is a U.S. silicon-photonics company that designs and manufactures optical computing hardware and photonic interconnects for artificial intelligence and high-performance computing.
MatX
MatX is an American semiconductor startup that designs AI chips purpose-built for large language models (LLMs).
MetaX
MetaX (Chinese: 沐曦; pinyin: Mùxī), formally MetaX Integrated Circuits (Shanghai) Co., Ltd. and sometimes rendered Muxi, is a Chinese fabless semiconductor company based in Shanghai that designs general-purpose…
Modal (platform)
Modal is a serverless cloud computing platform that lets developers run compute-intensive artificial intelligence, machine learning, and data-processing workloads on cloud GPUs by writing ordinary Python, with…
Moore Threads
Moore Threads (Chinese: 摩尔线程; Moore Threads Technology Co., Ltd.) is a Beijing-based Chinese designer of graphics processing units founded in October 2020 by Zhang Jianzhong, a former vice president and…
Nebius
Nebius is an AI cloud company incorporated in the Netherlands and listed on the Nasdaq stock exchange under the ticker symbol NBIS
Neocloud
A neocloud is a cloud computing company whose business is renting out GPU capacity for artificial intelligence workloads, rather than selling the broad catalogue of storage, database, networking and…
Nscale
Nscale is a British AI infrastructure company, usually described as a neocloud, that builds GPU-dense data center capacity and rents large-scale compute to hyperscalers, AI labs, and governments.
Nvidia
Nvidia Corporation is an American technology company that designs graphics processing units (GPUs) and is the world's dominant supplier of hardware for artificial intelligence
Nvidia-OpenAI partnership
The Nvidia-OpenAI partnership is a strategic agreement announced on September 22, 2025, under which NVIDIA said it intends to invest up to $100 billion in OpenAI as OpenAI builds out a large amount of new…
Oracle Corporation
Oracle Corporation is an American multinational technology company, founded in 1977 and headquartered in Austin, Texas
Ornn
Ornn (legally Ornn AI Inc., with an index subsidiary named Ornn Data LLC) is a New York startup that builds pricing and trading infrastructure for GPU compute.
Positron AI
Positron AI is an American semiconductor startup headquartered in Reno, Nevada, that designs and manufactures purpose-built hardware for transformer inference.
Prime Intellect
Prime Intellect is a San Francisco based artificial intelligence company building infrastructure for decentralized AI development, with a focus on training large models across heterogeneous
Rain AI
Rain AI, originally incorporated as Rain Neuromorphics, is a San Francisco AI accelerator startup founded by Gordon Hirsch Wilson, Jack Kendall, and Juan Claudio Nino, with technical roots in the University of…
Rebellions
Rebellions is a South Korean fabless semiconductor company that designs inference-focused AI chips, accelerator systems, and supporting software.
RunPod
RunPod is a globally distributed GPU cloud computing platform that provides on-demand and serverless GPU compute for artificial intelligence training, fine-tuning, and inference.
SK Hynix
SK Hynix Inc. (KRX:000660) is a South Korean memory semiconductor manufacturer headquartered in Icheon, Gyeonggi-do, and the world's largest producer of high bandwidth memory (HBM) used in AI accelerators.
SambaNova Systems
SambaNova Systems is an American artificial intelligence hardware and software company headquartered in San Jose, California.
SemiAnalysis
SemiAnalysis is an independent research and analysis firm covering the semiconductor and artificial intelligence industries.
Silicon Data
Silicon Data is a New York-based company that publishes daily benchmark indexes for the price of renting AI GPUs, led by the Silicon Data H100 Rental Index (Bloomberg ticker SDH100RT)
Starcloud
Starcloud, Inc. is an American space infrastructure startup that builds space-based data centers: satellites carrying data-center-class GPUs that are powered by solar arrays and cooled by radiating waste heat…
TSMC (Taiwan Semiconductor Manufacturing Company)
Taiwan Semiconductor Manufacturing Company (TSMC) is the world's largest dedicated semiconductor foundry and the company that physically manufactures the overwhelming majority of advanced AI chips, including…
Taalas
Taalas is a Toronto, Canada based AI chip startup that builds "hardwired" or model-specific silicon
Tenstorrent
Tenstorrent is a North American artificial intelligence hardware and intellectual property company that designs processors for AI training and inference on the basis of the open-standard RISC-V instruction set…
Untether AI
Untether AI Corp. was a Toronto-based fabless semiconductor startup that designed energy-efficient inference accelerators based on a proprietary "at-memory compute" architecture, in which large arrays of small…
Vast.ai
Vast.ai is a cloud-based GPU rental marketplace that connects independent hardware operators (called hosts) with developers, researchers and companies looking to rent compute by the second.
Voltage Park
Voltage Park is a United States cloud computing company that operates a fleet of NVIDIA H100 graphics processing units for artificial intelligence training and inference workloads.
d-Matrix
d-Matrix is a privately held American semiconductor company headquartered in Santa Clara, California that builds accelerators, I/O cards and software for AI inference in data centers.