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NVIDIA AI HARDWARE IMPACT
Micron joins rivals pitching AI deals as cure for memory's boom-bust cycleMemory chip giants like Micron are forging long-term "take-or-pay" deals, securing billions from customers like Nvidia to ensure consistent...- 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...
- Samsung's HBM4 sales cross $1 billion within four monthsSamsung Electronics Co. recorded more than $1 billion in sales for its sixth-generation high bandwidth memory (HBM) chips, known as HBM4, j...
- After workers, beggars replaced by robots: Viral video from China makes netizens question if begging will face 'layoffs'A Unitree humanoid robot was filmed soliciting donations on a Chinese street, claiming it needed funds for recharging. This incident follow...
- Software-hardware loop fuelling all new AI super cycleWhile energy and cooling challenges persist, a lot more hardware requirements are expected to emerge, Synopsys CIO Sriram Sitaraman told ET...
- 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...
- As new tech shines, market takes rest on old cushions: Devina MehraForget the hype around tech giants like Mag 7 and MANGOS. Current market data reveals a shift, with US small-cap and old-economy stocks lik...
- Architect Labs raises $24 million to take on Broadcom, Marvell custom chip businessThe company plans to target chip companies to help accelerate the design process but also software companies that could use custom chips t...
- 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...
- Architect Labs raises $24 million to take on Broadcom, Marvell custom chip businessArchitect Labs has secured $24 million in seed funding. The company will leverage artificial intelligence to accelerate and simplify the de...
- ASUS expands India manufacturing for gaming laptops, but says lower prices aren't guaranteed yetASUS is now producing gaming laptops in India. This move aims to strengthen supply chains and improve availability. However, global compone...
- ByteDance in talks with China's Iluvatar CoreX to purchase AI chipsByteDance, the influential technology entity known for its innovative platforms, is reportedly in discussions to acquire AI chip technology...
- Nvidia hires veteran lobbyist Bruce Andrews to head government affairsAndrews' move to the world's largest company comes as Nvidia attempts to ensure its continued influence in Washington and as its ties to ...
- OpenAI weighs leasing Ohio data center with Nvidia backing: ReportOpenAI is in negotiations to lease a proposed 10-gigawatt data center campus on federal land in Ohio, in a deal that could include finan...
- Taiwan weighs stricter export controls on AI chip sales to ChinaTaiwan is tightening the reins on AI chip sales to China, aligning its regulations with those of the United States. This strategic maneuver...
- Can Nvidia's RTX Spark do for Windows what Apple silicon did for Macs?Nvidia unveils RTX Spark, a chip designed for AI agents, aiming to transform personal computers. This move is compared to Apple Silicon's i...
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