Latest in Microsoft acquires twice as many Nvidia AI chips as tech rivals
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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 - 1h -
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 - 1h -
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 - 20h -
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 - 21h -
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 -
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 - 7h -
Nvidia’s stock may have lost its luster, but the rest of tech can still shine
“Even if Nvidia has been a powerful motor propelling equity markets this year, there are plenty of other oars in the water doing the same thing,” an analyst says.MarketWatch - 11h -
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 - 15h -
We're locking in a nearly 200% in a surging tech stock and taking a difficult loss in a rival
We're trimming our position in a pair of chipmakers linked to the AI trade.CNBC - 22h -
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 - 4d -
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. - 4d -
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 - 5d -
The Latest AI Voice Developments Show the Perils and Power of New Tech
As AI gets better at creating human-like voices, YouTuber creators can send their content in multiple languages—but the same ability can also support a Russian disinformation campaign.Inc. - 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 - 6d -
How This AI Language Learning Platform Translated Their Tech Into Unicorn Status
Speak raised $78 million in a Series C round of funding that values the app at $1 billion.Inc. - Dec. 10 -
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 -
Why Is Microsoft Corp. (MSFT) Among the Best Tech Stocks for Long Term Investment?
We recently compiled a list of the 10 Best Tech Stocks For Long Term Investment. In this article, we are going to take a look at where Microsoft Corp. (NASDAQ:MSFT) stands against the other tech ...Yahoo Sports - 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 -
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 -
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 -
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Nvidia tangos with an activist hedge fund: An excerpt from Tae Kim's new book on the tech giant
Starboard Value's Jeff Smith knows his firm sold its Nvidia stake way too soon, Tae Kim writes in "The Nvidia Way: Jensen Huang and the Making of a Tech Giant."CNBC - Dec. 5 -
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 -
AI Hits a Wall: What This Means for the Tech Industry
AI commercialization is a game of musical chairs and the music has stopped. For now.Inc. - Dec. 5 -
Tech Stocks and AI Propel Wall Street’s Record-Setting Streak
AI is fueling the rise of tech stocks to soaring levels.Inc. - Dec. 4 -
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 -
China bans exports of key high-tech materials, hitting back at US chip sanctions
China has announced a ban on exports to the United States of gallium, germanium and other key high-tech materials with potential military applicationsABC News - Dec. 3 -
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
