Latest in FirstFT: Microsoft buys twice as many Nvidia AI chips as its rivals in 2024
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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 - 9h -
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 - 7h -
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 - 10h -
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 - 15h -
Nvidia stock is in a correction. Microsoft’s CEO may have just said something very worrying.
Satya Nadella, Microsoft’s CEO, and believed to be a big customer of Nvidia was talking about abundant chip supply in a recent interview.MarketWatch - 23h -
China wants to dominate in AI — and some of its models are already beating their U.S. rivals
Chinese AI models are already hugely popular and are keeping pace with — and even surpassing — some U.S. rivals, industry experts told CNBC.CNBC - 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 -
Microsoft’s AI Recall Tool Is Still Sucking Up Credit Card and Social Security Numbers
Plus: The US indicts North Koreans in fake IT worker scheme, file-sharing firm Cleo warns customers to patch a vulnerability amid live attacks, and more.Wired - 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 - 5d -
Why Microsoft’s New AI May Speed Up Your Company’s Use of New Technology
Leading AI models use a lot of unwieldy code and computing power, but the new Phi 4 model is small enough that companies could run it on their own systems.Inc. - 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 -
Microsoft’s smaller AI model beats the big guys: Meet Phi-4, the efficiency king
Microsoft’s new AI model, Phi-4, outperforms larger competitors like Google’s Gemini Pro with superior mathematical reasoning while using fewer resources.VentureBeat - 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 -
Harvard Is Releasing a Massive Free AI Training Dataset Funded by OpenAI and Microsoft
The project’s leader says that allowing everyone to access the collection of public-domain books will help “level the playing field” in the AI industry.Wired - 6d -
Best Kindle to Buy in 2024, Tested and Reviewed
Here’s how Amazon’s ebook readers stack up—and which one might be right for you.Wired - 6d -
Here’s how big a hit Microsoft is taking on its investment in GM’s Cruise
Microsoft warned investors it will book an impairment charge in its fiscal second quarter related to its investment in GM’s Cruise robotaxi unit back in 2021.MarketWatch - 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 -
Michael Saylor's case for Microsoft buying bitcoin gets rejected by shareholders
Microsoft investors voted against a proposal to consider diversifying the company's balance sheet by purchasing bitcoin.CNBC - 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 -
C3.ai’s stock rallies 16% as Microsoft deal puts it on cusp of bigger sales
The enterprise software company narrowed its quarterly loss and posted a 29% revenue jump, saying the business is about to reap greater successes.MarketWatch - Dec. 9 -
China opens probe into Nvidia, accusing company of violating its anti-monopoly law
China on Monday accused U.S. chipmaker Nvidia of violating its anti-monopoly law, a move likely to escalate already-tense trade relations between the two countries as President-elect Donald Trump ...NBC News - Dec. 9 -
American AI has reached its Sputnik moment
Beijing’s track record as a determined and nimble innovator far exceeds the capability of the Soviets back then.The Hill - Dec. 6 -
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 -
Microsoft Copilot Vision is here, letting AI see what you do online
In the long run, the company may even expand these capabilities to other products in its ecosystem, allowing enterprise users to work and make decisions more easily.VentureBeat - Dec. 6 -
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With 4 Words, Google’s CEO Just Fired the Company’s Biggest Shot Yet at Microsoft Over AI
Sundar Pichai says Google’s AI models are competitive, but it’s the product that is the problem.Inc. - Dec. 5 -
Google CEO Sundar Pichai says he’d love to do side-by-side comparison with Microsoft’s AI models
Google CEO fired back at Microsoft CEO's comments aimed at Google's footing in the AI arms race.CNBC - Dec. 4 -
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 -
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 -
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 -
This bank’s outrageous predictions include the dollar tanking and Nvidia becoming twice the size of Apple
Denmark’s Saxo Bank annually produces their outrageous predictions -– which is their attempt to create unlikely-but-plausible forecasts, to spark discussion and challenge consensus.MarketWatch - Dec. 3 -
Microsoft faces £1 billion lawsuit in UK for allegedly overcharging rival cloud firms' customers
Microsoft was accused of unfairly overcharging customers of rival cloud companies including Amazon, Google and Alibaba Cloud in a U.K. lawsuit filed Tuesday.CNBC - Dec. 3 -
Why America’s economy is soaring ahead of its rivals
The country’s outperformance is rooted in long-term productivity growth that is the envy of the developed world. Could Trump’s policies endanger its lead?Financial Times - Dec. 3 -
Here's How Many PS2s Sony Made In Its Lifetime
The PlayStation 2 is the best-selling console of all time, and now the exact number of units produced has been confirmed by a former PlayStation executive.. Over on Twitter , an image was floating ...GameSpot - Dec. 2
