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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 earnings are a test for chip stocks as software has stolen the limelight
Nvidia’s earnings could give a jolt to other AI semiconductor plays if the outlook impresses, but don’t expect software stocks to lose shine during a seasonally strong quarter.Business - MarketWatch - November 13 -
ASML shares rise as chip-equipment maker confirms 2030 outlook
ASML Holding on Thursday reiterated its 2030 targets, a move that relieved investors after a profit warning last month.Business - MarketWatch - November 14