AI chips

Five-year agreement tied to future Nvidia systems reflects tightening supply of advanced infrastructure.

The AI200 and AI250 will compete with Nvidia’s GPUs, promising more memory and lower energy use.

In a rare alignment, Nvidia’s $5 billion bet turns Intel into both a partner and platform ally as AI redraws the lines between competition and collaboration

Nvidia posted quarterly sales of $46.7 billion, driven by soaring demand for its AI data center chips, yet a cautious forecast sent shares tumbling as investors questioned whether the AI boom is cooling