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Nvidia's Biggest Manufacturer Doubles Down on AI
TSMC, the world’s biggest contract chip maker, is reshaping its business to respond to booming AI-related demand, but capacity is “still not enough.”The Wall Street Journal - Tech -
Qtum Foundation powers AI Web3 initiatives with 10,000 Nvidia GPUs
Qtum Foundation is bringing online 10,000 GPUs to power its new blockchain AI ecosystem.VentureBeat - Tech -
Don’t overweight the megacap tech giants like Nvidia and Apple, says UBS
UBS cut its rating on what it calls the Big Six — that’s the Magnificent Seven minus struggling Tesla — to neutral from overweight.MarketWatch - Business -
Nvidia’s sharp stock selloff sparks this analyst’s call to buy the dip
Following the worst daily drop for Nvidia shares in over four years, one analyst advises that investors buy the dip.MarketWatch - Business -
China Used Resellers to Obtain Recently Banned Nvidia Chips
Super Micro, Dell servers bought by Chinese universities and institutescontained advanced chipssubject to a widening U.S. tech export ban.Inc. - Business - China -
Nvidia and AMD stand out on this new list of Wall Street’s 20 favorite stocks
Nvidia remains on the list, but its ranking has fallen as its share price has soared.MarketWatch - Business -
SoftBank will reportedly invest nearly $1 billion in AI push, tapping Nvidia's chips
SoftBank will invest $960 million by 2025 to bolster its computing facilities in preparation for its own generative intelligence model.CNBC - Business -
Perplexity AI Just Announced Its First B2B Product, and NVIDIA Is Already Using It
Other early adopters of Perplexity Enterprise Pro include Arianna Huffington's Thrive Global and the Cleveland Cavaliers.Inc. - Business