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BigGo Finance
finance.biggo.com > news > f9ec8eca-9c20-4f90-9d6c-908df9386c9c

Nvidia's Huang Dismisses Circular Financing Worries, Touts $100 Billion Contract Backlog — BigGo Finance

1+ day, 15+ hour ago   (837+ words) Jensen Huang has a blunt message for critics who argue Nvidia is propping up its own sales by financing the very companies that buy its chips: bring it on. "Is that circular? If that is, let's do more of that,…...

Google News
finance.biggo.com > news > 9473c79d-6081-4784-82b0-8c386f342019

Cloud Gaming Gets Squeezed as Big Tech Prioritizes AI Infrastructure — BigGo Finance

14+ hour, 16+ min ago   (837+ words) Cloud gaming platforms are facing significant cutbacks as major technology companies redirect data center capacity and GPU resources toward artificial intelligence workloads. Microsoft will cap Xbox Game Pass cloud gaming hours starting in November, limiting Ultimate subscribers to 15 hours monthly....

Google News
finance.biggo.com > news > ae62a1c4-1cda-4bcc-be47-83d06a9c2ec9

AI Chip Startup d-Matrix Taps Nvidia's NVLink Fusion to Break Into Data-Center Inference Market — BigGo Finance

2+ day, 21+ hour ago   (544+ words) Santa Clara-based chip startup d-Matrix said Thursday it will integrate Nvidia's NVLink Fusion interconnect technology into its upcoming Raptor processors, a move that lets the smaller company plug directly into the AI giant's data-center infrastructure as demand for inference workloads…...

Google News
finance.biggo.com > news > b0f57bb8-982c-4518-94af-2f1c86333315

Samsung Exynos Rebounds to 9% Mobile AP Share in Q2 as 2nm Process Stabilization Pays Off — BigGo Finance

3+ day, 6+ hour ago   (482+ words) The sharp rebound from the 5% share recorded as recently as Q4 last year is widely attributed to performance improvements in the company's latest AP, the Exynos 2600. The Exynos 2600 was featured in the Galaxy S26 series launched earlier this year, drawing a positive…...

BigGo Finance
finance.biggo.com > news > 7e6ad7cf-c69b-4dde-a141-de5a7b616fb8

South Korea Nears $22.3 Billion Deal for Texas Gas Plant to Power AI Data Centers — BigGo Finance

6+ day, 2+ hour ago   (514+ words) South Korea and the United States have reportedly settled on an investment figure of roughly $22.3 billion for a natural gas power project in Texas, a deal that would mark Seoul's first major U.S. energy commitment under the two countries' 2025 trade agreement....

BigGo Finance
finance.biggo.com > news > 49ce2391-0ca3-4dec-9db8-de6e6a80bb82

Nvidia's Net Income Could Top $850 Billion by 2029, Eclipsing Aramco's Record — BigGo Finance

6+ day, 15+ hour ago   (792+ words) Nvidia's profit trajectory has reached a scale that defies conventional corporate comparison. If Wall Street's compounded earnings growth projections materialize, the chipmaker could report annual net income of roughly $851 billion by fiscal 2029 -- a figure that would not only shatter the…...

Google News
finance.biggo.com > news > 7fd83c86-58f9-4663-af28-861196de47f0

Samsung Teams Up with Arm to Develop 2nm On-Device AI Chip; OpenAI Rumored as Potential Customer — BigGo Finance

1+ week, 1+ day ago   (812+ words) South Korea's Samsung Electronics has officially launched a joint development project with chip architecture firm Arm for an on-device AI system-on-chip (SoC), targeting AI computing demand in smartphones and other end devices. Arm approved initial non-recurring engineering costs in late…...

BigGo Finance
finance.biggo.com > news > 53374fed-bc42-417d-905f-c9743088b9c7

South Korea's Government Security-Specialized AI Project Awarded Exclusively to Naver Cloud Consortium — BigGo Finance

1+ week, 3+ day ago   (566+ words) South Korea's Ministry of Science and ICT has selected the Naver Cloud consortium as the final contractor for developing a cybersecurity-specialized AI foundation model. Defeating the rival SK Telecom consortium, Naver Cloud will execute the project alongside 32 organizations including LG…...

Google News
finance.biggo.com > news > 895948cc-a7b3-48ea-858d-57ff32426f6a

Nvidia's NVHBM Push Puts Custom AI Chip Market in Crosshairs, Pressuring Broadcom — BigGo Finance

1+ week, 4+ day ago   (641+ words) Nvidia is extending its reach into the custom artificial intelligence chip business with a memory architecture that analysts say could erode Broadcom's dominant position in a market expected to fuel the next wave of AI infrastructure spending. The technology, called…...

BigGo Finance
finance.biggo.com > podcast > 80cd8be9eaefd497

The Signal Layer: What to Build When Anything Can Be Built — Lena Hall, Akamai|AI Engineer — BigGo Finance

2+ week, 19+ hour ago   (392+ words) "Anything that you can measure you can train against. A compiler is a free grader. A test suite is a free grader. And the instant a task can grade itself you can grind a model against you know that grade…...