Why everyone from OpenAI to SpaceX is building their own chips (and turning up the heat on Nvidia)
Loading the player… Nvidia has dominated the AI chip market for years, but the era of total dependence…
Micron says the AI party is far from over, but not all are celebrating
The bears may be ready for bed, but the AI party doesn’t look to be ending anytime soon,…
AI Demand Begins to Justify Massive Cost of Data-Center Buildout
(Bloomberg) — Revenue from artificial intelligence has reached a tipping point, showing that the hundreds of billions of…
This life sciences stock has a secret weapon, and AI will only make it more valuable
IQVIA, with its vast trove of health information, sits at the center of drug development, providing data, tools…
Broadcom stock needs a win. The new OpenAI co-designed Jalapeno chip might do the trick
Broadcom shares have lost nearly 20% since early June on what can only be described as a sub-optimal…
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…
The big jump in AI stocks could be making investors nervous
Technology companies are spending big to incorporate artificial intelligence into their businesses and to build huge data centers.…
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…
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” —…