Latest in Ai Chip Demand
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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 -
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 -
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 -
Nvidia nearly doubles revenue on strong AI demand
Nvidia reported earnings after the bell. Here are the results.Business - CNBC - 15 hours ago -
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 -
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 -
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 -
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 -
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 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 -
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Amazon Shares Rise on Robust Demand, Surge in AI Infrastructure Spending
The tech company’s capital expenditures reached a quarterly record amid a big build-out of artificial-intelligence infrastructure.Business - The Wall Street Journal - October 31 -
AI demand drives growth and higher spending at Amazon’s cloud business
Ecommerce company’s shares rise as it also gives an upbeat forecast for the holiday quarterBusiness - Financial Times - October 31 -
Palantir’s shares jump as ‘unwavering demand’ for AI lifts earnings
Peter Thiel’s data analytics company raises its revenue forecast as growth acceleratesBusiness - Financial Times - November 4 -
Alibaba’s stock turns lower as investments to meet AI demand hurt profitability
Alibaba’s stock knee-jerked up after earnings then reversed lower, as revenue missed expectations and ’aggressive’ investments on AI capabilities weighed on profitability.Business - MarketWatch - 5 days ago -
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 -
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 - November 11 -
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 - November 13 -
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 -
Nvidia supplier SK Hynix posts record quarterly profit as AI boom drives demand
Revenue for the third quarter grew about 94% year-on-year.Business - CNBC - October 24 -
AI search wars heat up: Genspark adds Claude-powered financial reports on demand
Distill Web gives users the ability to look up of 300,000-and-counting public companies and generate polished financial reports.Tech - VentureBeat - 6 days ago -
'Chip shop diva' catapulted to stardom
A chippy worker shoots to fame through online videos, attracting millions of viewers.Top stories - BBC News - 5 days ago -
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China struggles to break US chip design ‘chokehold’
Beijing pushes for bigger share of crucial electronic design automation marketWorld - Financial Times - October 24 -
TSMC Pauses Chip Shipments to Chinese Customers
The Taiwanese chip giant will halt shipments to Chinese companies after some of its most advanced chips ended up with Huawei.Business - The New York Times - November 10 -
For Russia, Nuclear Weapons Are the Ultimate Bargaining Chip
The Ukraine war has not only shattered millions of lives and shaken Europe. It also has inured Washington to the use of nuclear threats as leverage.Top stories - The New York Times - Yesterday
