AI's Future and Nvidia's Fortunes Ride on the Race to Pack More Chips Into One Place

Musk’s xAI and Meta are among those building super clusters of computer servers with as many as 100,000 of Nvidia’s most advanced chips.

Tech - The Wall Street Journal - 6 days ago

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 leader

Business - 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. - November 18

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 boom

Tech - ABC News - November 19

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 company

Business - Financial Times - November 20

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 robust

Tech - ABC News - November 20

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 - November 20

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 market

Business - 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 - November 18

Jim Cramer's big takeaway from the market reaction to Nvidia's earnings beat

The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.

Business - CNBC - November 21

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 - November 19

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 - November 21

Nvidia says it will sell more of its next-generation Blackwell chips than previously anticipated

Nvidia on Wednesday signaled that Blackwell sales over the next few quarters will be limited by how many chips and systems it can make.

Business - CNBC - November 21

Nvidia’s Profit Doubles as A.I. Chip Sales Soar

The company, which dominates the market for chips used to build artificial intelligence, expects another big jump in the current quarter.

Tech - The New York Times - November 21

This Is a Glimpse of the Future of AI Robots

Physical Intelligence, a well-funded startup chasing breakthroughs in robotic intelligence, has developed a robot capable of doing various household chores remarkably well.

Tech - Wired - October 31

Trump and the future of AI regulation

New Jersey’s governor Phil Murphy discusses his state’s tech landscape and prospects under Donald Trump’s second presidential term

World - Financial Times - November 14

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

Nvidia must show Blackwell chip can drive growth in earnings report

Nvidia is on a historic run as its GPU chips are the technology industry's tool of choice for making and deploying generative artificial intelligence software.

Business - CNBC - November 19

Nvidia Says Its Blackwell Chip Is Fine, Nothing to See Here

Chip production delays and a rumored overheating issue haven’t slowed down Nvidia, which reported another quarter of blockbuster earnings and said Blackwells are now in the hands of Microsoft and ...

Tech - Wired - November 21

Inside the murky new AI chip economy

The growth of loans secured by Nvidia’s GPUs is a note for caution

World - Financial Times - November 10

Nvidia nearly doubles revenue on strong AI demand

Nvidia reported earnings after the bell. Here are the results.

Business - CNBC - November 20

A new nuclear arms race is beginning. It will be far more dangerous than the last one

With Putin’s threats in Ukraine, China’s accelerated weapons programme and the US’s desire for superiority, what will it take for leaders to step back from the brink?. Like Toto in The Wizard of ...

World - The Guardian - November 14

Lego McLaren Racing 2-Pack Is Only $52 At Amazon For Black Friday

We're seeing a lot of discounts for Lego sets as part of Black Friday , and if you've got a need for speed, you can pick up a very cool set right now that'll let you build some cool racing ...

Tech - GameSpot - 6 days ago

TSMC secures $11.6bn in funding as Chips Act faces uncertain future

Joe Biden’s administration is pushing to distribute funds before Donald Trump retakes the White House

World - Financial Times - November 15

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 processors

World - Financial Times - November 8

SK Hynix rallies 6.5% after Nvidia boss Jensen Huang asks firm to expedite next-generation chip

SK Group Chair Chey Tae-won said Nvidia CEO Jensen Huang asked him if SK Hynix could move the supply of high-bandwith memory (HBM) chips forward by six months.

Business - CNBC - November 4

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 - November 15

Biden Team Races to Deliver Chip Grants Before Trump Takes Over

Government officials and chip makers like Intel are in talks over billions of dollars aimed at growing domestic manufacturing.

Tech - The Wall Street Journal - November 19

The AI Machine Gun of the Future Is Already Here

The Pentagon is pursuing every available option to keep US troops safe from the rising tide of adversary drones, including a robotic twist on its standard-issue small arms.

Tech - Wired - November 11

Nvidia replaces Intel on the Dow index in AI-driven shift for semiconductor industry

Nvidia is replacing Intel on the Dow Jones Industrial Average, ending a 25-year-run for a pioneering semiconductor company that has fallen behind as Nvidia cornered the market for chips that run ...

Tech - ABC News - November 2

The year's top tech stock is up 300% thanks to AI — but it's not Nvidia

With its stock having quadrupled this year, AppLovin has outperformed all other U.S. tech companies valued at $5 billion or more.

Business - CNBC - November 4

AI's Future and Nvidia's Fortunes Ride on the Race to Pack More Chips Into One Place

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