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News
AI Capital Rotation: Nvidia Loses Favor as Broadcom and Micron Lead the Next Rally — BigGo Finance
22+ hour, 15+ min ago (284+ words) Institutional investors point out that if demand for custom AI chips is as strong as Broadcom anticipates, 2027 may only be the beginning of a long-term growth trend. From a valuation perspective, Broadcom's current price-to-earnings ratio is just 19.9 times its projected…...
Gigabyte's 40th Anniversary INFINITY Graphics Cards Officially Launch: RTX 5080 Features Hidden Boost Fan, Appears as Dual-Fan But Packs Three — BigGo Finance
23+ hour, 11+ min ago (822+ words) Marking its 40th anniversary, Gigabyte Technology officially launched the AORUS INFINITY series of graphics cards and motherboards on July 24. The flagship RTX 5080 graphics card features a unique "hidden triple-fan" cooling architecture — appearing to have only two fans externally while concealing an…...
AMD Unveils World's First 2nm GPU as Lisa Su Bets on $1.4 Trillion AI Accelerator Market — BigGo Finance
2+ day, 45+ min ago (293+ words) At the annual AMD Advancing AI event in San Jose, California, Chair and CEO Lisa Su unveiled the company's most powerful AI arsenal to date. From the world's first 2nm GPU and a server CPU that benchmarks against or surpasses Nvidia's…...
Google's AI Spending Spree Fails to Lift Nvidia; Funds Rotate into Micron, SK Hynix — BigGo Finance
2+ day, 1+ hour ago (376+ words) Deep Divergence Within AI Stocks JPMorgan Chase's (JPM-US) strategy team issued a report warning that the current divergence within AI stocks—where "shovel sellers" are reaping profits while "shovel users" are under pressure—closely mirrors the late-stage dot-com bubble of…...
Intel and AMD Lock In Long-Term CPU Supply Deals With China as AI Boom Creates Rare Leverage — BigGo Finance
2+ day, 11+ hour ago (919+ words) Intel and AMD are capitalizing on the AI-driven server CPU shortage by locking Chinese data-center customers into long-term supply agreements that fix volumes but not prices, a shift from the historical norm where server processors were easy to source. The…...
[INTC Q2 2026 Earnings Call] Intel Blows Past Estimates with $16.1B Revenue, Record Server Growth 59% on AI Boom; CapEx Surge to Over $20B — BigGo Finance
2+ day, 11+ hour ago (522+ words) “Strong demand for our products continues to outpace our growing supply,” CEO Lip-Bu Tan said on the earnings call. “This marks the seventh consecutive quarter of exceeding our financial expectations.” CFO David Zinsner added that AI-driven businesses now represent roughly…...
SysOne Selected as Preferred Bidder for South Korea's Air Force's First GPU Infrastructure Project Worth approximately $4.5 Million — BigGo Finance
3+ day, 2+ hour ago (190+ words) IT service company SysOne has secured a foothold in the expanding defense AI market by winning the South Korean Air Force's first artificial intelligence infrastructure project. This project is drawing industry attention as the first GPU infrastructure project commissioned by…...
Nvidia Quietly Locks Up Dark Fiber Across the U.S., Fueling a $91 Billion Quarter — BigGo Finance
3+ day, 52+ min ago (157+ words) Nvidia (NVDA) is silently stitching together a nationwide network of dormant optical cables, a move that underscores the chipmaker's ambition to underpin the entire AI infrastructure stack—from silicon to the physical fiber optic highways connecting next-generation data centers. Management…...
Samsung, SK Chiefs to Meet Nvidia's Jensen Huang at US AI Summit; Multi-Billion Dollar Memory Deals in Focus — BigGo Finance
3+ day, 5+ hour ago (703+ words) Samsung Electronics Chairman Jay Y. Lee and SK Group Chairman Chey Tae-won are set to meet Nvidia CEO Jensen Huang and other global Big Tech leaders at the San Francisco AI Summit in Silicon Valley on July 24 (local time). South Korea's…...
Nvidia Reveals DLSS 5 Developer Controls: Two Sliders and Three AI Models to Calm "AI Slop" Fears — BigGo Finance
3+ day, 12+ hour ago (1186+ words) Nvidia has taken the stage at its SIGGRAPH 2026 keynote to address the significant backlash surrounding DLSS 5, its upcoming neural rendering technology. Following accusations that the feature turns games into "AI slop" by applying a heavy-handed filter over traditional graphics, the…...