Latest in Ai Chips Focus
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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. - 6 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 -
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 HuaweiBusiness - 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 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 -
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 - 6 days ago -
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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 - 5 days ago -
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 - 11 hours ago -
Shares of Nvidia and AMD go different ways — here's Jim Cramer's advice on both AI chip stocks
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.Business - CNBC - 6 hours ago -
As AMD starts shifting focus to next year, just how high can AI revenue go?
Bullish expectations for AMD’s AI revenue came down sharply over the course of this year. Some analysts say early estimates for 2025 are already too high.Business - MarketWatch - October 28 -
Our lone oil-and-gas stock strikes 2 smart deals — plus, AMD sharpens its AI focus
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.Business - CNBC - 5 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 - 2 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 -
Harris wraps campaign with focus on Pennsylvania
Vice President Harris campaigned in Pennsylvania to make a final push on Election Day eve, hoping momentum can help her break ahead in the must-win Keystone State. Harris on Monday traversed ...Politics - The Hill - November 4 -
On Social Media, Young Voters Focus on Community
Mutual aid, grass-roots organizing and a belief that people need to take care of each other have been popular topics on social media.Lifestyle - The New York Times - November 9
