Rising memory prices are putting serious pressure on GPU makers, and the budget graphics-card segment may be the first casualty. AMD and Nvidia are reportedly considering cuts that could reshape the entry-level market.

The numbers couldn’t have come at a better time for Nvidia’s new infrastructure partners Brookfield and the Kuwait Investment Authority, which this week unveiled plans to amass a $100 billion portfolio of physical assets that underpin the delivery of AI, including AI factories, power stations and data centers.

Michael Burry of "The Big Short" is lighting up social media after betting against Nvidia and Palantir and casting doubt on the AI boom.

Nvidia CEO Jensen Huang told employees this week that the company has been pushed into a no-win situation by mounting fears of an AI bubble, even as it continues to post blockbuster results, according to audio of an internal all-hands meeting reviewed by Business Insider.

In an attempt to keep pace with Nvidia's DGX AI workstation desktops that can connect to take on processing bigger AI models, Apple has unleashed Thunderbolt 5 Macs' capacity to operate as 'AI clusters' ready for trillion-parameter models.

Nvidia reported more eye-catching numbers for its fiscal third quarter Wednesday, with net income jumping 65% and revenue increasing 62% from a year earlier.

Nvidia's latest move in this space was in late October, when it introduced NVQLink. This product connects quantum processors with graphics processing unit (GPU)-powered AI supercomputers, allowing companies and researchers to build hybrid quantum-classical computers. Nvidia is the leader in AI-enabling GPUs.