Nvidia’s Jensen Huang came to London with big checks — and a blunt message
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. Nvidia’s…
OpenAI vs. Anthropic perps diverge in CoreWeave sell-off
The spread is widening between AI leaders OpenAI and Anthropic as a sell-off in CoreWeave leads neocloud stocks…
Nvidia, SK Hynix, ASML, SoftBank stocks: Global tech rout, AI funding worries
Nvidia, Micron and AMD sank on Thursday, as stocks tied to the artificial intelligence trade across the globe…
Dell stock plunges after Barclays downgrade on enterprise AI
Dell shares plummeted 11% on Wednesday and dragged down other data center equipment names on mounting concerns that…
Nvidia GPUs are everywhere. Here’s how companies access them
Marc Benioff, chief executive officer of Salesforce Inc., left, and Jensen Huang, chief executive officer of Nvidia Corp.,…
Nvidia Open Agent Safety Platform to stop AI agents from breaking out
Nvidia is rolling out a new software platform to allow AI developers to set safeguards for agents and…
AI debt costs rise as Treasury yields spike
Spools of electrical wires outside a series of assembly tents during a media tour of the Stargate AI…
AI data centers are transforming rural land markets, fueling backlash
At a July protest against data centers in Lubbock, Texas, state Agriculture Commissioner Sid Miller took the microphone…
Equinix partners with Nvidia, carves niche in AI data center boom
Nvidia CEO Jensen Huang called in to talk with Equinix CEO Adaire Fox-Martin at an Equinix event in…
Big lesson from this week’s earnings: AI buildout is not a zero-sum game
This week’s impressive earnings results showed that the AI buildout is not a zero-sum game: both hardware and…
Stock winners and losers as Anthropic passes OpenAI as hottest AI upstart
Anthropic is pulling ahead of OpenAI in the frontier model race, laying the foundations for a new hierarchy…
Inflation moderated as Intel and Nvidia fueled the AI trade in last week’s market
No surprises on inflation and new financing developments in the artificial intelligence trade drove the record-breaking action on…