AMD Helios: Microsoft signs on to rack AI system that rivals Nvidia
After a decade-long comeback, chip giant Advanced Micro Devices is preparing to ship its first rack-scale system for…
Nvidia reveals new AI model and expands Japan’s physical AI ecosystem
Jensen Huang, chief executive officer of Nvidia Corp., speaks to members of the media following the company’s “Japan…
Goldman Sachs and JPMorgan Chase are emerging as AI winners
Chairman and CEO of JPMorgan Chase & Co. Jamie Dimon and Goldman Sachs Chairman and CEO David Solomon.…
CNBC’s The China Connection newsletter: Betting on Shenzhen over Silicon Valley
The Huaqiangbei electronics market in Shenzhen in south China’s Guangdong province Friday, Aug. 08, 2025. Feature China |…
AI executives says demand ‘almost unlimited’ amid stock volatility
Master | Moment | Getty Images Chip stocks have had a blistering rally over the past year as…
SpaceX racing to orbital data centers. Ways to play emerging technology
The next leg of the artificial intelligence boom may not be built entirely on Earth. SpaceX has paved…
Samsung-backed Rebellions targets IPO in South Korea next year, CEO tells CNBC
Rebellions is targeting an initial public offering in South Korea in the first or second quarter of next…
Macquarie says now is best time to buy Chinese AI chip stocks. Here’s its favorite
China has worked for years to build its own semiconductors, but Macquarie thinks now is the time to…
Burry shorts Caterpillar after it nearly doubled in AI rally of 2026
Michael Burry attends “The Big Short” New York screening at the Ziegfeld Theater in New York, on Nov.…
White House AI crackdown opens door Chinese model makers to close gap
Dario Amodei, co-founder and chief executive officer of Anthropic, at the AI Impact Summit in New Delhi, India,…
Mag 7 value shrinks by $2.3 trillion amid AI spending jitters
Jakub Porzycki | Nurphoto | Getty Images Around $2.3 trillion has been wiped off the value of the…
Alphabet burnishes one of its best weapons in the battle for AI supremacy
Alphabet has squashed concerns that artificial intelligence will destroy its Google tech empire. One of its biggest weapons…