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NVIDIA MARKET DOMINANCE
AMD forecasts quarterly revenue above estimates as data-center growth acceleratesThe company, which nearly doubled its data-center revenue in the third quarter, is benefiting as a shift in AI workloads toward running mod...- AMD's OpenAI, Meta chip deals trigger $1 billion quarterly chargeAMD in February agreed to sell up to $60 billion worth of AI chips to Meta over five years, giving the Facebook owner warrants that could l...
- AMD forecasts fourth-quarter revenue above estimates on strong AI chip demandAdvanced Micro Devices estimates its fourth-quarter revenue will hit about $17 billion, driven primarily by robust demand for AI chips. Alt...
- AMD's OpenAI, Meta chip deals trigger $1 billion quarterly chargeAMD in February agreed to sell up to $60 billion worth of AI chips to Meta over five years, giving the Facebook owner warrants that could l...
- Intel forecast disappoints as Israel fab blast, PC weakness weighThe guidance could test confidence in a stock that has more than doubled this year, as investors weigh ongoing manufacturing constraints an...
- Satya Nadella reinvented Microsoft with the cloud - now, can his AI strategy make it more valuable than Apple by 2027Microsoft, under CEO Satya Nadella, is aiming to strengthen its AI growth story amidst rising competition. The company is moving from fixed...
- US DOJ is inquiring about Nvidia's purchase of Hugging FaceThe Justice Department's recent questioning covers Nvidia's acquisitions, investments, sales practices, and whether the chip designer has e...
- China's CXMT to start advanced AI memory production despite poor yieldsThe decision highlights China's intense shortage of the AI memory chips, which are essential to a government-backed push to develop domesti...
- Oracle expands chip supply deal with Nvidia, adds Google and Cerebras offeringsOracle and Nvidia said the cloud firm will expand to "multi-gigawatt scale" with Nvidia's newest generation of "Vera Rubin" AI servers. The...
- Amazon says its AI chips will work with popular coding language, challenging NvidiaAmazon has unveiled TorchNeuron, a revolutionary tool that enables PyTorch code to be executed seamlessly on its Trainium AI chips. This in...
- Global Market Today: Asian stocks advance as selloff in chips easesThe MSCI Asia Pacific Index advanced 0.6%, led by stocks in South Korea. Chip stocks rose with Samsung Electronics Co. and SK Hynix Inc. bo...
- AI stocks keep falling, but the rest of the market is supporting Wall StreetThe S&P 500 was virtually unchanged in midday trading after erasing an early loss. The weakness for AI stocks dragged the Nasdaq composite ...
- Global Market: Why China’s CXMT is putting global memory chip giants under pressureGlobal semiconductor stocks tumbled as Chinese chipmaker CXMT’s reported progress on a new memory chip design raised concerns about intensi...
- US bull market nears four-year milestone as AI boom fuels profits, growthThe US bull market is reaching its four-year milestone as AI infrastructure investments drive a 117% S&P 500 rally. However, market concent...
- Amazon in talks to buy AI startup Decart for around $7 billion: ReportAmazon is reportedly in talks to acquire artificial-intelligence startup Decart for about $7 billion. The acquisition would give Amazon sig...
- Sequoia-backed chip startup Nuvacore raising funds at about a $2.5 billion valuationNuvacore is seeking to raise the funds as the appetite for central processors has swollen due to the thirst for data-crunching capacity to ...
- AI founders cheer Trump's calls for the industry to police itself on safety in Silicon ValleyPresident Donald Trump brought tech titans to Washington late last month for a luncheon and ceremonial signing of a voluntary safety pact h...
- Microsoft pushes AI vision with new, expensive Surface laptopMicrosoft is pushing a "hybrid intelligence" future with a new Surface Ultra laptop that runs on Nvidia artificial intelligence (AI) chips ...
- Microsoft brings more AI to PCs as it challenges AppleMicrosoft said it was releasing Microsoft Execution Containers, a tool to prevent agents from accessing data and doing unauthorized tasks w...
- Microsoft, Nvidia CEOs to unveil new AI laptop at San Francisco eventMicrosoft is set to unveil a groundbreaking laptop featuring Nvidia's chips, aimed at bolstering local AI functionalities. This ambitious m...
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