A closer look at Nvidia’s $20 billion bet on tech for a new AI chip
On the day before Christmas, when few stocks were stirring, a pricey and pivotal transaction jolted the AI…
AI chipmaker Cerebras namedropped by Oracle, alongside Nvidia and AMD
As AI chipmaker Cerebras angles for an eventual IPO, the company appears to have landed a significant cloud-computing…
AI data center startup Nscale as it hits $14.6 billion valuation
AI data center startup Nscale has raised $2 billion at a $14.6 billion valuation, the company announced on…
Marvell shares surge 20% as CEO points to continuing AI demand
Marvell shares ripped 18% higher on Friday as the company posted an earnings beat and issued strong guidance,…
It’s wartime, not peacetime for software
This year’s Morgan Stanley Tech, Media and Telecom conference lineup was stacked: Dario Amodei and Sam Altman (both…
Family offices double down on AI as startup fundraising hits record
Laurene Powell Jobs attends the Clinton Global Initiative 2024 Annual Meeting at New York Hilton Midtown on September…
Loop Capital thinks this chip manufacturer could more than double on an AI ‘super cycle’
Astera Labs is among the best-positioned companies to benefit from increasing artificial intelligence builds, according to Loop Capital.…
Broadcom’s custom AI chip business stays hot and gives the bulls a much-needed win
Broadcom on Wednesday delivered a solid quarterly results while painting an increasingly upbeat picture around the future of…
AI startups go global from day one
This report is from this week’s CNBC’s The China Connection newsletter, which brings you insights and analysis on…
DeepSeek to release new AI model. A rough period for Nasdaq stocks could follow
The release of a new artificial intelligence model from China’s DeepSeek could mean a rough period will follow…
This AI play just hit another record high. What we’re making of the stock’s gains
Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET.…
What’s likely to move the market in the next trading session
Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and…