Latest in Amazon steps up effort to build AI chips that can rival Nvidia
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Amazon steps up effort to build AI chips that can rival Nvidia
Big Tech group’s Annapurna Labs is spending big to build custom chips that lessen its reliance on market leaderBusiness - Financial Times - 2 days ago -
How the CEO of this upstart Nvidia rival hopes to seize on the lucrative market for AI chips
Andrew Feldman leads Cerebras Systems, a company whose eventual IPO could pave the way for more AI chip companies to go publicBusiness - MarketWatch - October 18 -
The west must outdo rival efforts to build an alternative financial system
Technological and geopolitical competition between democracies and autocracies are two sides of the same coinWorld - Financial Times - November 3 -
Harris steps up efforts to reach Black men
Vice President Harris is stepping up her outreach efforts to Black men amid concerns that her support with the voting bloc is softening. Harris is sitting down with Charlamagne tha God in Detroit ...Politics - The Hill - October 15 -
Google’s AI-Fueled Results Bode Well for Rivals Amazon and Microsoft
Sales gains in its cloud business point to growing, sustained demand for AI-juiced computing power.Business - Inc. - October 30 -
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Nvidia’s stock sets one record but falls short of another
While TSMC issued upbeat commentary on the state of the AI market, Wall Street perhaps already had that confidence.Business - MarketWatch - October 17 -
Wall Street frenzy creates $11bn debt market for AI groups buying Nvidia chips
Huge loans for ‘neocloud’ groups raise concern over chipmaker’s dominance of artificial intelligence marketBusiness - Financial Times - November 4 -
Nvidia is the world's most valuable company (again). What's next for the AI chip king?
Multiple Wall Street analysts upped their price targets on the stock ahead of earnings next week.Business - CNBC - 2 days ago -
Google's cloud outpaces rivals in third quarter as AI battle heats up
One takeaway from tech earnings reports this week is that Google's cloud business is gaining momentum.Business - CNBC - November 2 -
The year's top tech stock is up 300% thanks to AI — but it's not Nvidia
With its stock having quadrupled this year, AppLovin has outperformed all other U.S. tech companies valued at $5 billion or more.Business - CNBC - November 4 -
Nvidia AI Blueprint makes it easy for any devs to build automated agents that analyze video
Nvidia announced that its Nvidia AI Blueprint will make it easy for developers in any industry to build AI agents to analyze video and image content.Tech - VentureBeat - November 4 -
Anthropic, Amazon, and Palantir Team Up to Bring AI to the Defense Department
Government workers will be able to sift through classified information up to the ‘secret’ level using AI.Business - Inc. - 5 days ago -
AMD Ryzen AI 300 Series processor laptops can be 75% faster on games than Intel rivals
AMD has a new batch of AMD Ryzen AI 300 Series processors with integrated graphics and the company says its thin-and-light laptops are as much as 75% faster than Intel rivals. The thin-and-light ...Tech - VentureBeat - 2 hours ago -
Amazon-backed Anthropic debuts AI agents that can do complex tasks, racing against OpenAI, Microsoft and Google
Anthropic, the Amazon-backed AI startup founded by former OpenAI research executives, announced AI agents that can use a computer to complete complex tasks.Business - CNBC - October 22 -
Nvidia to join Dow Jones Industrial Average, replacing rival chipmaker Intel
Nvidia is replacing Intel in the Dow Jones Industrial Average, a shakeup that reflects a massive change in the semiconductor industry.Business - CNBC - November 1 -
Nvidia earnings are a test for chip stocks as software has stolen the limelight
Nvidia’s earnings could give a jolt to other AI semiconductor plays if the outlook impresses, but don’t expect software stocks to lose shine during a seasonally strong quarter.Business - MarketWatch - Yesterday -
Inside the murky new AI chip economy
The growth of loans secured by Nvidia’s GPUs is a note for cautionWorld - Financial Times - 4 days ago -
Premier League predictions, expert picks: Can Newcastle step up vs. Arsenal? Man United post Ten Hag, more
Elsewhere, Aston Villa's defense has undergone a change in approach this seasonSports - CBS Sports - November 1 -
Investors Want to See a Payout on Microsoft’s AI Efforts
As the tech giant readies a report of what’s forecast as its slowest quarterly growth in a year, shareholders want to see genuine demand for the AI applications it’s spent billions to develop.Business - Inc. - October 28 -
Kristina Blahnik on switching architecture for Manolos
Manolo Blahnik’s niece led the British luxury shoemaker to its best ever financial performance in 2022Business - Financial Times - 4 days ago -
Microsoft Will Let Clients Build Their Own AI Agents
In November, customers can start using Copilot Studio to make their own AI apps to perform many routine tasks.Business - Inc. - October 21 -
SK Hynix rallies 6.5% after Nvidia boss Jensen Huang asks firm to expedite next-generation chip
SK Group Chair Chey Tae-won said Nvidia CEO Jensen Huang asked him if SK Hynix could move the supply of high-bandwith memory (HBM) chips forward by six months.Business - CNBC - November 4 -
Amazon signs deals to build, invest in small modular nuclear reactors
Amazon announced a series of deals Wednesday aimed at building out small modular nuclear reactors, becoming the latest major technology company to invest in nuclear energy as Big Tech contends with ...Politics - The Hill - October 16 -
AMD’s AI punches are landing where it counts — against Nvidia
Not every AI customer wants or can afford Nvidia’s powerhouse Blackwell chip.Business - MarketWatch - October 19 -
Nvidia replaces Intel on the Dow index in AI-driven shift for semiconductor industry
Nvidia is replacing Intel on the Dow Jones Industrial Average, ending a 25-year-run for a pioneering semiconductor company that has fallen behind as Nvidia cornered the market for chips that run ...Tech - ABC News - November 2 -
Nvidia Takes Intel’s Spot on Dow Index as AI Thrives
The AI chip maker will join the 30-company stock indexm which is seen as a bellwether for U.S. economic fortunes.Business - Inc. - November 4 -
Nvidia advances robot learning and humanoid development with AI and simulation tools
Nvidia revealed new AI and simulation tools that will advance robot learning and humanoid development. The world’s biggest tech company by valuation (worth $3.432 trillion) said that the tools will ...Tech - VentureBeat - November 6 -
TSMC profits jump 54% on back of AI chip boom
World’s biggest chipmaker says demand has recovered across all segments despite fears of industry slumpBusiness - Financial Times - October 17 -
AI Boom Is Real---and Really Profitable---Says Chip Maker TSMC
The world’s largest contract chip maker says revenue from AI-related products is expected to triple this year.Business - The Wall Street Journal - October 17 -
TSMC says it alerted US to potential violation of China AI chip controls
Chipmaker reported having received order for processor resembling that of Chinese company HuaweiBusiness - Financial Times - October 22 -
Musk’s $1mn-a-day voter giveaway could violate US law, DoJ warns
Billionaire Trump backer has targeted swing states with contest ahead of presidential electionBusiness - Financial Times - October 24 -
SK Hynix Profit Momentum Continues on AI-Chip Demand
SK Hynix posted record earnings in the third quarter as it continued to ride strong demand for powerful computing chips to support artificial-intelligence applications.Tech - The Wall Street Journal - October 23 -
Apple updates MacBook Pro laptops with new chips, more memory for AI
Apple is making a significant upgrade to its lineup of computers to better support Apple Intelligence.Business - CNBC - October 30 -
Apple updates MacBook Pro laptops with new chips, more memory for AI
Apple on Wednesday introduced new MacBook Pro laptops with updated processors, in what is likely the company’s last major hardware announcement of the year.Top stories - NBC News - October 30 -
Samsung Sees Progress in Memory Chips for AI After Delays
The South Korean tech giant reported better-than-expected net profit but earnings in its core semiconductor business shrank sharply.Tech - The Wall Street Journal - October 31 -
Samsung reports 'major' progress in supply deal for AI chips
Samsung Electronics has reported progress on a major supply deal for artificial intelligence-focused chips, aiming to reassure investors following a slowdown in semiconductor profits during the ...World - ABC News - October 31 -
A Year on, Intel’s Touted AI-chip Deals Have Fallen Short
Despite increased sales projections overall, the chipmaker did not sell as many of its Gaudi AI chips as its CEO hoped.Business - Inc. - November 1 -
Mystery Surrounds Discovery of TSMC Tech Inside Huawei AI Chips
The apparent use of TSMC circuitry, believed to have first routed through a Chinese chip firm, shows the difficulties for the U.S. in enforcing a tech crackdown.Tech - The Wall Street Journal - November 5 -
TSMC to close door on producing advanced AI chips for China from Monday
World’s biggest contract chipmaker acts to ensure it is in line with US restrictions on Chinese access to latest processorsWorld - Financial Times - 6 days ago
