Latest in Nvidia’s strategic expansion in India: Advanced AI chip, 1GW AI data center planned
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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 - November 8 -
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 -
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 - November 12 -
Nvidia’s Blackwell AI Chips in Focus as Sales Growth Slows
The advanced chip maker announces quarterly results this week, as reports suggest its newest chips may overheat in powerful AI servers.Business - Inc. - 2 days ago -
Nvidia rivals focus on building a different kind of chip to power AI products
Building the current crop of artificial intelligence chatbots has relied on specialized computer chips pioneered by Nvidia, which dominates the market and made itself the poster child of the AI boomTech - ABC News - Yesterday -
Nvidia’s revenue nearly doubles as AI chip demand remains strong
US chipmaker reassures investors seeking signs of the strength of boom that has made it world’s most valuable companyBusiness - Financial Times - 15 hours ago -
Nvidia beats earnings expectations as investors eye demand for Blackwell AI chips
Nvidia has reported a surge in third-quarter profit and sales as demand for its specialized computer chips that power artificial intelligence systems remains robustTech - ABC News - 15 hours ago -
Nvidia earnings: AI chip leader shows no signs of stopping mammoth growth
World’s most valuable company delights investors as it reports $35bn of revenue in quarterly results. The AI chipmaker Nvidia, the world’s most valuable company and the engine of the ...World - The Guardian - 17 hours ago -
Elon Musk's xAI raising up to $6 billion to purchase 100,000 Nvidia chips for Memphis data center
Elon Musk's artificial intelligence company xAI is raising up to $6 billion at a $50 billion valuation, according to CNBC's David Faber.Business - CNBC - 5 days ago -
Feeding AI’s appetite: Who pays the price for power-hungry data centers?
With the grid facing strain and more energy-hungry giants sitting down at the table, ensuring fair contribution isn’t just sound policy — it’s absolutely essential.Politics - The Hill - November 7 -
Nvidia CEO touts India’s progress with sovereign AI and over 100K AI developers trained
Nvidia CEO Jensen Huang noted India’s progress in its AI journey in a conversation at the Nvidia AI Summit in India. India now has more than 2,000 Nvidia Inception AI companies and more than ...Tech - VentureBeat - October 24 -
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 - November 11 -
Nvidia’s stock falls 3% after report of fresh issue with Blackwell AI chips
Blackwell GPUs are overheating when connected in custom server racks, according to a report from The Information.Business - MarketWatch - 3 days ago -
One of our lagging stocks has found its stride and is outperforming its peers
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.Business - CNBC - Yesterday -
Jim Cramer weighs Nvidia stock after report of Blackwell AI chip overheating
CNBC's Jim Cramer reflected on Nvidia in light of a report that the company is having problems with overheating in its newest graphics chips.Business - CNBC - 2 days ago -
Nvidia's earnings cleared our lofty bar. Here’s our new price target on the AI chip king
Don't be fooled by the sellers: Nvidia's future is as healthy as ever.Business - CNBC - 1 hour ago -
Meta’s plan for nuclear-powered AI data centre thwarted by rare bees
Environmental issue disrupts search for energy deals amid a Big Tech race over artificial intelligenceBusiness - Financial Times - November 4 -
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Here’s How a Startup Landed $10 Million to Put AI Data Centers in Space
The massive banks of computers needed to power artificial intelligence apps require huge amounts of electricity on Earth. Lumen Orbit wants to send them into the heavens instead.Business - Inc. - October 25 -
AI boom thrusts Europe between power-hungry data centers and environmental goals
The growth in demand for AI could come at a cost to Europe's decarbonization goals as the specialized chips used by firms like Nvidia are expected to result in a rise in energy use of already ...Business - CNBC - October 29 -
Goldman Institute calls for ‘data center diplomacy’ as U.S. competes in global AI race
Goldman Sachs Institute's Jared Cohen says the U.S. will need to outsource its data center capacity, and choose its global partners wisely.Business - CNBC - October 29 -
We're hiking our price target on an industrial whose earnings benefit from AI data center boom
Given Eaton stock's year-to-date outperformance, it's not too surprising to see some profit taking on the mixed print.Business - CNBC - October 31 -
Microsoft debuts custom chips to boost data center security and power efficiency
At the Ignite developer conference today, Microsoft unveiled two new chips designed for its data center infrastructure: the Azure Integrated HSM and the Azure Boost DPU.Tech - VentureBeat - Yesterday -
Inside the murky new AI chip economy
The growth of loans secured by Nvidia’s GPUs is a note for cautionWorld - Financial Times - November 10 -
BrewDog shuts Mumbai bars in blow to India expansion plans
UK craft-beer maker last year said it wanted to open 100 outlets in the countryWorld - Financial Times - 2 days ago -
Nvidia nearly doubles revenue on strong AI demand
Nvidia reported earnings after the bell. Here are the results.Business - CNBC - 15 hours ago -
The new paradigm: Architecting the data stack for AI agents
Discover how to build a robust data stack for your AI agents and unlock the full potential of generative AI.Tech - VentureBeat - 6 days ago -
Universal strikes AI data training deal, still suing AI companies for using its data
Universal Music Group inked a deal with AI startup Klay to help develop a "responsible and ethical" AI model for music.Tech - VentureBeat - October 28 -
Anthropic Just Released Its Most Advanced Small AI Model Yet
The company’s new artificial intelligence system can move your cursor for you.Business - Inc. - October 22 -
Invest in UK nurses or risk more strikes, union boss warns ministers
RCN head urges the government to use the Budget to boost spending on the NHSBusiness - Financial Times - October 28 -
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
