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NVIDIA AI CHIP MARKET
Nvidia earnings: Chipmaker forecasts Q3 revenue at $108 billion, above analysts' estimates as Q2 profit, revenue double YoYNvidia earnings: Nvidia forecasts strong third quarter revenue, exceeding analyst expectations significantly. The company sees a trillion-d...- US Stock Market: Nvidia earnings to test AI boom as markets brace for sharp moveNvidia options are pricing in a 5.4% post-earnings move, implying a potential $280 billion swing in market value after its Q2 results. The ...
- OpenAI says its new Jalapeno chip can make AI faster while using less powerOpenAI unveiled its new Jalapeno AI chip at a recent conference. This processor significantly boosts AI response speeds and reduces power c...
- The AI founders who walked away from Bezos-backed Prometheus to model the universeThe difference is that this new system is not built for understanding language. It is built for physics, said co-founders Anima Anandkumar ...
- AI data centre firm AMI orders 9,000 Nvidia Vera Rubin chipsAM Intelligence (AMI), promoted by Greenko founders, has ordered 9,000 Nvidia Vera Rubin chips as it builds a 5GW global data centre networ...
- Nvidia faces growth test as Rubin debut meets AI financing scrutinyThe chipmaker has been the biggest beneficiary of the race to build AI infrastructure. Recently, though, its stock has come under pressure ...
- Samsung, SK Hynix stand to benefit as Nvidia AI server costs surgeServer manufacturers notified major data center customers, including Microsoft, Google, and Oracle, that prices for Nvidia-based AI systems...
- Less chips chipping away at AInfra? Nvidia’s server price hike signals rising costsNvidia plans server price increases due to a global chip shortage. This shortage is expected to persist beyond the year 2027. Chipmakers ar...
- Taiwan indicts nine over alleged illegal export of AI servers to ChinaTaiwan prosecutors said on Monday they indicted nine people, including employees of Nvidia and Super Micro, accused of illegal export of ar...
- Global Markets | Japan's Nikkei weighed down by AI stocks ahead of Nvidia earningsThe Nikkei share average in Japan experienced a downturn as stocks related to artificial intelligence faced mounting pressure due to inflat...
- Infosys, HCLTech, other IT stocks gain on Nvidia’s likely price hikes. Are AI bubble worries coming true?Indian IT stocks gained on Monday as reports of Nvidia’s potential server price hikes revived concerns over rising AI infrastructure costs ...
- Global Market: Japan’s Nikkei swings as AI stocks slip ahead of Nvidia resultsJapan’s Nikkei swung between gains and losses on Monday as investors turned cautious ahead of Nvidia’s earnings this week. AI-related stock...
- Global Market Today: Asian stocks dip with AI in focus, oil declinesMSCI’s Asia Pacific equities gauge dipped 0.1%, with the Kospi Index in South Korea — a bellwether for AI investments — falling 1.2%. Howev...
- Nvidia customers notified about AI-related price hikes above 15%: BloombergThe price hikes will go into effect on systems shipped early next year and will impact systems including those with the flagship Vera Rubin...
- Anthropic hires Google chip veteran Amir Salek as part of push into hardwareAI firm Anthropic has hired a Google chip founder for its new semiconductor team. This move signals Anthropic's ambition to develop its own...
- Wall Street Week Ahead: Nvidia earnings, Jackson Hole to test pillars of stock rallyNvidia's upcoming earnings report, alongside the Fed's crucial Jackson Hole symposium, may redefine current market expectations. The recent...
- Broadcom seeks more than $60 billion in latest AI debt dealThe numbers under discussion would potentially bring the total raise to as much as $100 billion, according to the report.
- Nvidia denies report it is rolling out China AI chip by year-end"The reporting in The Information on Nvidia's LPU is incorrect. We have no LPU sales in the China market today, and no China-specific LPU...
- AI chip startup Etched doubles valuation to $21 billion in under a monthThe San Jose, California-based company raised $700 million, with trading firm Jane Street continuing its backing by leading the round, jo...
- Nvidia to provide up to $105 billion guarantee for OpenAI's Ohio data centreThe new deal is the latest example of Nvidia financing the infrastructure built around its chips, a strategy that helps drive demand but ha...
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