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IPO Summer: Anthropic Files Ahead of Open AI | Newsletters
3+ hour, 25+ min ago (1214+ words) IPO Summer: Anthropic Files Ahead of Open AI The Tech Buzz June 02, 2026 Top Tech News: Dow/S&P/Nasdaq rally to new high; Zandi warns $125 oil = recession; EU tightens cloud tenders Company Watch: Base Power eyes $12 B; Anthropic IPO filing;…...
Nvidia's Jensen Huang Calls Marvell Next Trillion-Dollar Chip Maker
5+ hour, 36+ min ago (94+ words) The Tech Buzz Nvidia's Jensen Huang Calls Marvell Next Trillion-Dollar Chip Maker Huang's endorsement sends Marvell stock soaring 25% in early trading Tuesday Still, Huang's endorsement fundamentally reframes the investment narrative. Marvell is no longer just a solid infrastructure play'it's now…...
Nvidia's PC Market Push Strengthens Investment Case
23+ hour, 20+ min ago (838+ words) The Tech Buzz Nvidia's PC Market Push Strengthens Investment Case Nvidia expands beyond data centers into consumer PCs, broadening revenue streams Nvidia is making a calculated play into the PC market, giving investors a fresh reason to bet on the…...
Nvidia, Meta Lead S&P 500 in AI Adoption, New Study Reveals
1+ day, 5+ hour ago (425+ words) Fresh research ranks top corporate AI adopters as enterprise transformation accelerates Nvidia claiming the top spot surprises no one - the chipmaker doesn't just sell AI infrastructure, it lives and breathes it. But Meta's second-place finish signals how aggressively the social…...
AI is an arms race, and the US wants $9 billion in Nvidia superchips to keep up
6+ day, 34+ min ago (405+ words) The government is playing catch-up, but Nvidia has a lifeline. The federal government just declared it's ready to compete in the AI arms race, and it's writing a check that reflects the urgency. A planned $9 billion investment in Nvidia superchips…...
The Tech Download: What you might have missed in Nvidia's earnings " a $200 billion opportunity and edge computing
1+ week, 4+ day ago (60+ words) The Tech Buzz The Tech Download: What you might have missed in Nvidia's earnings " a $200 billion opportunity and edge computing While Jensen Huang said the chip giant had "conceded" the China market, Nvidia reported another blockbuster quarter on Wednesday....
Nvidia earnings live updates: Data center sales, margins and AI outlook in focus
1+ week, 5+ day ago (435+ words) Nvidia is reporting its first-quarter results after the market closes. The conference call with analysts is scheduled for 5 p. m. ET. Nvidia is set to report its fiscal first-quarter 2027 results after market close today, and the stakes couldn't be higher. The company…...
What you need to know about Nvidia competitor Cerebras after wild IPO
2+ week, 3+ day ago (864+ words) The Tech Buzz What you need to know about Nvidia competitor Cerebras after wild IPO Nvidia competitor Cerebras made a stunning debut on Wall Street Thursday, signaling unstoppable demand for AI chips. Here's how its chips compete with Nvidia's. Cerebras…...
Chinese companies are ramping up homegrown AI chips, even if Nvidia is coming back
2+ week, 5+ day ago (255+ words) Chinese tech companies have turned to domestic chips as Nvidia has remained shut out of the market. Chinese technology companies are going all-in on domestically-produced AI chips, and the momentum behind this shift appears irreversible even if access to Nvidia…...
Nvidia embraces role of AI investor, pushing past $40 billion in equity bets this year
3+ week, 3+ day ago (300+ words) Nvidia is pouring billions of dollars at a time into companies across the AI infrastructure stack, while also signing commercial deals with them. Nvidia just redefined what it means to be an AI infrastructure company. While competitors like Intel and…...