Latest in Broadcom and Marvell are a growing threat to Nvidia as AI chip needs evolve
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FirstFT: Microsoft buys twice as many Nvidia AI chips as its rivals in 2024
Also in today’s newsletter, Brazil’s currency comes under pressure while carmakers Honda and Nissan hold merger talksFinancial Times - 7h -
Nvidia and DataStax just made generative AI smarter and leaner — here’s how
Nvidia and DataStax launch new AI tool that reduces enterprise data storage costs by 35x while enabling multilingual retrieval, transforming how companies like Wikimedia process and access massive ...VentureBeat - 1d -
Nvidia Introduces Device Aimed at Small Firms, Hobbyists for AI Use
The $249 version of its Jetson computer for artificial-intelligence applications is half the price of its predecessor.The Wall Street Journal - 1d -
Broadcom and Marvell are a growing threat to Nvidia as AI-chip needs evolve
Both Broadcom and Marvell have talked about big potential opportunities for their custom ASIC chips.MarketWatch - 5h -
Chinese AI chip firms blacklisted over weapons concerns gained access to UK technology
Imagination Technologies had licences with two Chinese firms – but said it had not ‘implemented transactions’ that would enable the use of technology for military purposes. Chinese engineers ...The Guardian - 8h -
Nvidia falls deeper into correction territory, Broadcom reverses earlier gains to tick lower
Despite Nvidia's recent fall, its stock is still up more than 160% for the year. Broadcom has risen more than 120% in the same time frame.CNBC - 11h -
Microsoft acquires twice as many Nvidia AI chips as tech rivals
OpenAI’s biggest backer buys nearly half a million GPUs this year in race to build artificial intelligence systemsFinancial Times - 13h -
AI poses threat to North American electricity grid, watchdog warns
Surging demand from tech sector could overwhelm generation capacity, report saysFinancial Times - 1d -
Geopolitics and AI will affect the chip industry in 2025 | KPMG
AI is making semiconductor leaders more optimistic about 2025, but headwinds could come from geopolitical and talent retention concerns.VentureBeat - 1d -
Broadcom is having its own ‘Nvidia moment’ as stock swells further
The newest member of the trillion-dollar market-cap club is looking ahead to a “likely sharp new product ramp” in the second half of 2025, according to an analyst.MarketWatch - 1d -
Schools facing new AI threat of fake nude images of students
"60 Minutes" uncovered nearly 30 incidents in U.S. schools where AI-generated nudes of minors are being created and shared. Tech gaming and culture reporter William Antonelli joined CBS News to ...CBS News - 2d -
AI admin tools pose a threat to national security
Even seemingly innocuous tasks designed to enhance efficiency in the military could compromise our safetyFinancial Times - 2d -
AI Will Evolve Into an Organizational Strategy for All
Traditional hierarchies hold businesses back. Instead, teams need to combine human and artificial intelligence to succeed.Wired - 3d -
Sam Altman reckons with a growing threat to OpenAI: Elon Musk
Tesla chief’s influence over Donald Trump encourages ChatGPT-maker into patriotic pitch to incoming administrationFinancial Times - 3d -
Broadcom Surges 24%, Hits $1 Trillion Market Cap Amid AI Boom
Nasdaq Climbs on AI Momentum; S&P 500, Dow Slide in Quiet WeekYahoo Sports - 4d -
After Nvidia’s boom, what’s next for AI-related stocks?
Investor attention is likely to spread to companies actually using the technologyFinancial Times - 4d -
Nvidia’s stock misses out on the big chip rally after Broadcom earnings
One analyst noted that the type of AI chip Broadcom makes could pick up market share relative to “costly” graphics processing units.MarketWatch - 4d -
U.S. Prepares New AI Chip Restrictions to Close China's Backdoor Access
Washington plans rules limiting semiconductor shipments to some countries accused of supplying Beijing.The Wall Street Journal - 4d -
US updates a science and technology pact with China to reflect growing rivalry and security threats
The U.S. has updated a decades-old science and technology agreement with China to reflect their growing rivalry for technological dominanceABC News - 5d -
AI chipmaker Broadcom shares soar 17% despite mixed quarterly results — here's why
We're increasing our price target on the stock after a slew of positive AI updates.CNBC - 5d -
Broadcom’s projections show more evidence of the AI boom expanding beyond Nvidia
Broadcom’s stunning projection for its potential opportunity in 2027 is more evidence that the artifical-intelligence boom in semiconductors is expanding beyond Nvidia — but there still is a lot of ...MarketWatch - 5d -
Broadcom’s stock soars as earnings call offers a bold AI forecast
The chip maker booked 220% growth in AI semiconductor revenue for the latest fiscal year — and sees future AI sales far greater than that $12.2 billion sum.MarketWatch - 5d -
Broadcom shares rise 13% on profit beat, 'massive' opportunity in AI
Broadcom is seeing soaring demand from the boom in generative AI infrastructure.CNBC - 5d -
Protected: Nvidia unveils next-gen AI and industrial digitalization capabilities at Microsoft Ignite
Together, Nvidia and Microsoft are helping businesses unleash the full potential of AI, driving more efficiencies and transformation.VentureBeat - 5d -
Google forges ahead with its next generation of AI technology while fending off a breakup threat
Google has unleashed another wave of artificial intelligenceABC News - 6d -
Google’s new Trillium AI chip delivers 4x speed and powers Gemini 2.0
Google unveils Trillium, its breakthrough AI chip powering Gemini 2.0, delivering a 4x performance boost and reshaping AI economics.VentureBeat - Dec. 11 -
Nvidia's stock dips after China opens probe of the AI chip company for violating anti-monopoly laws
Shares of Nvidia have slipped after China said it is investigating the high-flying U.S. microchip company over suspected violations of Chinese anti-monopoly lawsABC News - Dec. 9 -
‘Gun control is dead, and we killed it’: the growing threat of firearms that can be made at home
One far-right cell wanted to use 3D-printed guns to cause ‘maximum confusion and fear’ on the streets of Finland. Could the police intercept them in time?. . Long before he started making guns with ...The Guardian - Dec. 7 -
This is the best-performing AI stock this year and it isn’t even close (and it’s not Nvidia)
This company may not have spent as much time in the spotlight as AI chip powerhouse Nvidia, but its stock has soared in 2024.MarketWatch - Dec. 6 -
Nvidia Partner Ooredoo Eyes Data Center Acquisitions Amid AI Push, CEO Says
Qatari telecom group Ooredoo is on a hunt to acquire data centers because it can’t build them fast enough to house Nvidia’s latest-generation of artificial-intelligence chips, its chief executive ...The Wall Street Journal - Dec. 6 -
AI Data Centers Sprout and Grow With Increased Demand
Meta plans to build $10 billion AI data center in Louisiana as Elon Musk expands his Tennessee AI facility.Inc. - Dec. 5 -
You only need one thing to ace an interactive AI interview, says CEO who makes them
Interviews conducted by AI are going to become a norm for job seekers, here's what one CEO whose company makes them says you should expect.CNBC - Dec. 5 -
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Marvell’s stock skyrockets as it’s dubbed the next hot AI chip name
Wall Street is excited about Marvell’s traction in custom offerings and partnership with Amazon’s AWS.MarketWatch - Dec. 4 -
Marvell’s stock rises on strong AI demand, but this trend may be just as big
Marvell’s results signal a gradually healthier business that’s about more than just the AI boom.MarketWatch - Dec. 4 -
Nvidia Rules A.I. Chips, but Amazon and AMD Emerge as Contenders
Amazon, Advanced Micro Devices and several start-ups are beginning to offer credible alternatives to Nvidia’s chips, especially for a phase of A.I. development known as “inferencing.”The New York Times - Dec. 3 -
Zack Snyder Thinks Hollywood Needs to Get on Board With AI or Get Left Behind
Zack Snyder says he still questions “the why” of the technology when it comes to some aspects of filmmaking, but can definitely see the perks.Wired - Dec. 3 -
Marvell forecasts fourth-quarter revenue above estimates on strong AI-backed demand
Marvell's shares have risen nearly 60% this year as Wall Street pours billions of dollars into AI-linked stocks, placing huge bets on the future of genAI technology. Demand for advanced chips that ...Yahoo Sports - Dec. 3 -
Apple says it uses Amazon's custom AI chips
Apple is currently using Amazon Web Services' custom AI chips for services like searching and will evaluate if its latest AI chip can be used to pre-train its AI models like Apple Intelligence.CNBC - Dec. 3
