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NVIDIA AI DOMINANCE THREATENED
US Stock Market: Economic resilience collides with expensive valuations on Wall StreetThe US economy shows surprising strength with robust job growth and consumer spending, yet Wall Street is faltering. Investors are wary of ...- Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the leadJensen Huang, the CEO of computer chip giant Nvidia, was mobbed by onlookers as he hit the streets for the "zhajiangmian" noodles while vis...
- Australia's Firmus Technologies strikes AI access deal with NvidiaFirmus said the deal would see it buy Nvidia infrastructure and sell Nvidia‑powered cloud services to "AI Native" customers, among others...
- Quote of the day by Nvidia founder Jensen Huang: ‘Without intellectual honesty, you can't have a culture that's…’ – Hard truth about failure most leaders avoidNVIDIA CEO Jensen Huang champions intellectual honesty, emphasizing that progress hinges on embracing failure swiftly and learning from it....
- Funding the 'mother of all cycles': Chris Wood cuts Indian stocks to double down on South Korean chip giantsChristopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, bett...
- Chris Wood’s big warning: The specific risk that will finally trigger the end of AI tradeJefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot ge...
- Beyond Nvidia: Why AI giants like OpenAI, Google and Amazon are building custom chipsThe AI race is heating up as tech giants like OpenAI, Google, Amazon, and Microsoft design their own chips to optimize AI operations. This ...
- ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen DongareAs Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, accordin...
- OpenAI spices things up with Jalapeno chips: Why the Sam Altman-led AI startup is building its own processorsOpenAI said it designed the chip from scratch in nine months. Broadcom handled silicon implementation, networking, and connectivity, while ...
- China begins to snap at America's heels in a tightening tech raceChina’s latest supercomputer ranking has renewed debate over global technology leadership, but current evidence shows the United States sti...
- Qualcomm forecasts $15 billion data center chip sales by 2029, shares soarQualcomm also said it expects $40 billion in revenue from chips outside its smartphone stronghold by 2029, up from previous estimates of $2...
- OpenAI unveils custom chip it designed with Broadcom to boost its AI infrastructureOpenAI has unveiled its first custom AI chip, Jalapeno, developed with Broadcom to boost its infrastructure. This move aims to overcome com...
- Qualcomm to buy AI startup Modular for $4 billion in AI software pushQualcomm is acquiring AI startup Modular for nearly $4 billion in an all-stock deal. This move aims to enhance Qualcomm's software capabili...
- India among top AI-ready nations, one of world's least concentrated equity markets: J.P. MorganIndia has emerged as one of the top countries in artificial intelligence (AI) readiness, trailing only the U.S. and China, while remaining ...
- Oil, AI and chips: The new resource race redrawing markets and nationsThe leap to a $5 trillion valuation for Nvidia underscores a dramatic paradigm shift: semiconductors have become the driving force of globa...
- US remains global leader in AI, but China rapidly closing gap with cheaper models: JP MorganThe United States stands at the forefront of AI development, yet China is swiftly closing the gap with cost-efficient AI systems. Chinese c...
- Global Market: How SK Hynix's AI bet helped it eclipse Samsung in market valueSK Hynix’s rise to South Korea’s most valuable listed company reflects a long-term bet on HBM chips that became central to the AI boom. Bac...
- Yotta ramps up AI push with additional $6 billion investmentYotta Data Services is injecting a massive $6 billion into expanding its AI infrastructure, significantly boosting its Nvidia GPU deploymen...
- Amazon in talks to sell custom AI chips in bid to cut Nvidia’s dominanceAmazon is planning to sell its custom artificial intelligence chips to other companies. This move aims to compete with Nvidia's strong hold...
- Nvidia's Jensen Huang pledges AI will boost manufacturing jobsThe factory represents a fundamental test of whether, as Huang believes, AI will be a source of job creation instead of a technology that s...
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