Nvidia’s Unspoken Problem: 40% of Revenue Comes From Companies Developing Their Own AI Chips

Jensen Huang has built a $4.6 trillion empire selling the picks and shovels of the AI revolution. But while he preaches ...
24/7 Wall St. on MSN

Move over NVIDIA. The rest of the MAG 7 are making strides in the AI chip race

Quick Read Nvidia stock has been flat since August as custom AI chip competition intensifies. Magnificent Seven firms are developing custom inference chips to reduce dependence on Nvidia GPUs.
MarketBeat on MSN

Is Meta's Pushback on NVIDIA With In-House Chips Good for Shares?

[content-module:CompanyOverview|NASDAQ:META] A new and exciting report about Magnificent Seven stock, Meta Platforms (NASDAQ: ...
insideHPC

AI Inference: Meta Teams with Cerebras on Llama API

Sunnyvale, CA — Meta has teamed with Cerebras on AI inference in Meta’s new Llama API, combining Meta’s open-source Llama models with inference technology from Cerebras. Developers building on the ...

SMCI vs. META: Which AI Infrastructure Stock Has an Edge Now?

Detailed price information for Meta Platforms Inc (META-Q) from The Globe and Mail including charting and trades.
InfoWorld

Copy-paste vulnerability hits AI inference frameworks at Meta, Nvidia, and Microsoft

Flaws replicated from Meta’s Llama Stack to Nvidia TensorRT-LLM, vLLM, SGLang, and others, exposing enterprise AI stacks to systemic risk. Cybersecurity researchers have uncovered a chain of critical ...

New ‘Test-Time Training’ method lets AI keep learning without exploding inference costs

By allowing models to actively update their weights during inference, Test-Time Training (TTT) creates a "compressed memory" that solves the latency bottleneck of long-document analysis.