OpenAI and Broadcom reveal Jalapeno, first AI chip in partnership
Jakub Porzycki | Nurphoto | Getty Images OpenAI and Broadcom on Wednesday unveiled their debut custom chip, called…
Three key AI stocks to watch this week with traders expecting giant moves
After an up-and-down week for stocks around SpaceX and Federal Reserve chairman Kevin Warsh’s debut, investors will get…
SpaceX signs compute deal with open-source AI startup Reflection
Elon Musk’s supercomputer Project Colossus, which he’s termed a “gigafactory of compute”, is seen in Memphis, Tennessee, U.S.…
The AI trade has left the hyperscalers in the dust. What will it take for that to change?
We are beginning to see the real weaknesses in these hyperscalers. Amazon , Alphabet , Microsoft and Meta…
AI buildout giving tech investors new reasons to watch bond market
Artificial intelligence is giving tech investors an entirely new reason to pay attention to the Federal Reserve. For…
Memory crisis hits such extremes that ‘even Apple can’t be safe’
Apple CEO Tim Cook and Jalen Brunson, basketball player for the New York Knicks, during the first day…
The AI trade could shift back in Nvidia’s favor. Here’s why
Infrastructure has been a huge part of the artificial intelligence rollout, with companies building data centers, networking hubs…
Inside India newsletter: Anthropic curbs ignite AI debate in India
Hello, this is Priyanka Salve, writing to you from Singapore. Welcome to the latest edition of “Inside India” —…
The new oil? Inside the effort to turn AI computing power into a tradeable commodity
For decades, companies have turned to futures markets to manage uncertainty. Airlines hedge fuel costs. Farmers hedge crops.…
Nvidia’s Huang says society needs ‘new social norms’ in age of AI
SHERMAN, Texas (AP) — Nvidia CEO Jensen Huang — whose work helped propel artificial intelligence — stressed in…
Space Stocks Got Crushed on SpaceX’s Big Day. Is the Sell-Off a Warning or a Buying Opportunity?
Key Points Several publicly traded space stocks fell sharply on the same day SpaceX surged in its market…
The Tech Download: Mistral’s Mensch on agentic AI, chips and adoption
I was in Paris in June 2023 when I heard news of a four-week-old startup called Mistral raising…