Inside the murky new AI chip economy

The growth of loans secured by Nvidia’s GPUs is a note for caution

World - Financial Times - 3 days ago

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

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.

Inside the Mind of an AI Girlfriend (or Boyfriend)

Dippy, a startup that offers “uncensored” AI companions, lets you peer into their thought process—sometimes revealing hidden motives.

Tech - Wired - October 16

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 slump

Business - 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 Huawei

Business - 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 election

Business - 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

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

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 processors

World - Financial Times - 5 days ago

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 leader

Business - Financial Times - 2 days ago

AI, Aging and Shifts Globalization Will Shock the American Economy

The combination of an aging work force, artificial intelligence and shifts in globalization will challenge America in ways not seen in decades.

Top stories - The New York Times - October 17

Nvidia’s strategic expansion in India: Advanced AI chip, 1GW AI data center planned

World - Yahoo News - October 24

Apple announces new iMac with M4 chip, starts at $1,299

Apple on Monday announced an updated iMac with the company's latest M4 chip.

Business - CNBC - October 28

New York State Chosen as National Center for Chip Manufacturing Research

The Biden administration will place a hub of a newly created national semiconductor technology center in upstate New York.

Business - The New York Times - November 1

Don't own the AI chip leaders? Jim Cramer says this might be your chance to act

The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.

Business - CNBC - October 15

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

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 public

Business - MarketWatch - October 18

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 market

Business - Financial Times - November 4

From AI to Musk’s Brain Chip, the F.D.A.’s Device Unit Faces Rapid Change

The new director overseeing medical devices will confront criticisms about hasty approvals as she ushers in revolutionary technology.

Business - The New York Times - November 5

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

Analysts are conflicted on industrials — and why we disagree with a sell call on Starbucks

The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.

Business - CNBC - 13 hours ago

Singapore sets out AI’s role in retooling the city-state’s economy

Josephine Teo, digital development minister, explains how the country is addressing the technology’s promise and risks

World - Financial Times - 1 hour ago

For Older Unmarried Couples, Caregiving Obligations Can Be Murky

What should be expected of an intimate partner when a companion suffers a health crisis? Seniors and their families increasingly confront the question.

Health - The New York Times - 3 days ago

World's most indebted oil firm is headache for new Mexico leader

Claudia Sheinbaum inherits a buoyant manufacturing sector, but also a troubled state-owned oil firm.

Inside look at New York Comic Con 2024

New York Comic Con is underway at the Javits Center in Manhattan. The four-day event kicked off Thursday with panels previewing upcoming movies and TV shows, celebrity appearances and lots of ...

TSMC set to produce first chips from new Arizona plant at start of 2025

TSMC is building three new facilities in Arizona in order to protect its business against mounting tensions between China and the U.S.

Business - MarketWatch - October 17

Exclusive-Samsung delays taking deliveries of ASML's chip gear for its new US factory, sources say

Samsung Electronics has postponed taking deliveries of ASML chipmaking equipment for its upcoming factory in Texas as it has yet to win any major customers for the project, three people familiar ...

Sports - Yahoo Sports - October 18

Michael Parkinson's son defends new AI podcast

An AI version of the chat show host, who died last year, will interview guests in an eight-part series.

New Google AI Will Take Over Browsers: Report

The new product, code-named Project Jarvis, may reach users as soon as December, according to reports.

Business - Inc. - October 28

Harris focuses on the economy in new Latino battlegrounds ad 'Hard Work'

Vice President Harris is releasing a new ad targeting Latinos in battleground states, focusing on her cost-of-living proposals. “Hard Work” will air in all battlegrounds with state-specific intros ...

Politics - The Hill - October 16

Poland’s Tusk Sees Clean Energy as New Growth Engine for Economy

World - Yahoo News - October 16

Harris leans into economy, abortion rights in new ads in final days of campaign

Harris' closing ads are emphasizing issues of abortion access and her economic proposals in the final full week of the 2024 presidential campaign.

New U.S. economy data before next Fed interest rate decision

The Federal Reserve will soon announce its next interest rate move as new data trickles in about the U.S. economy. CBS News MoneyWatch correspondent Kelly O'Grady reports.

Delta is giving its cabin interiors a new look. Here's a peek inside.

Delta says new seating materials and other cabin design enhancements "elevate the travel experience."

Inside the New York elections that could decide control of Congress

The road to the House majority for Republicans and Democrats is running through New York, well outside the presidential battleground map.

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