1+ hour, 34+ min ago   (398+ words) The chipmaker delivered another extraordinary quarter, but investors are looking beyond the headline numbers to test whether the AI spending boom can last. Nvidia reported a sharp increase in quarterly revenue, which reached $96.2 billion – 106% higher than in the same period…...

7+ hour, 6+ min ago   (406+ words) The chip giant is changing its strategy as major technology companies develop alternatives to its processors and seek greater control over AI infrastructure. Nvidia plans to invest $3.5 billion in Taiwanese chipmaker MediaTek. The deal is expected to give MediaTek access…...

1+ week, 6+ day ago   (329+ words) The startup’s valuation has surged within months, drawing major financial players deeper into the race to build faster AI infrastructure. Startup Etched has raised an additional $700 million at a $21 billion valuation. The new investment round was led by Jane Street,…...

2+ week, 5+ hour ago   (420+ words) The AI infrastructure startup is changing course after a major team transition, betting that inference demand will reshape the cloud computing market. Groq has raised $350 million in a new funding round, accelerating its business model shift: the startup is moving…...

2+ week, 4+ day ago   (503+ words) Nvidia’s bold financing plan could reshape how older AI chips retain value, but it also exposes the company to an unusual new risk. Nvidia has unveiled an initiative under which Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR could invest…...

3+ week, 5+ hour ago   (286+ words) A proposed financing effort could reshape how the next generation of chips, data centers, and power systems gets built. Nvidia, together with a group of major financial firms, is working to assemble a financing package worth up to $500 billion for…...

3+ week, 5+ day ago   (247+ words) The AI race is moving beyond models as companies seek tighter control over the hardware powering their fastest-growing services. Anthropic is assembling a team to develop its own chips for use in artificial intelligence, according to industry sources. The company…...

3+ week, 6+ day ago   (597+ words) The chipmaker delivered the numbers investors wanted, yet the market response revealed how demanding expectations have become for AI leaders. On August 4, AMD issued a quarterly revenue forecast above analysts’ expectations, banking on strong demand for its chips as data…...

1+ mon, 13+ hour ago   (917+ words) Two business models collide as investors debate whether stable device sales or AI infrastructure will deliver lasting value and market leadership. Which company is worth more: the one that refrains from rolling out mega-AI spending by Big Tech, or the…...

1+ mon, 1+ week ago   (674+ words) A stronger-than-expected quarter and higher capex signal Intel’s recovery may be driven by booming AI data center CPU demand and new long term foundry deals. As informed by Reuters On July 23, Reuters reported that Intel had disclosed a quarterly profit…...