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…
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…
CNBC Daily Open: SpaceX gets a reality check
SpaceX’s Super Heavy booster is seen on the launch pad, as Starship is prepared to be placed on…
CNBC Daily Open: Iran deal hopes dim, while AI dazzles investors
Jensen Huang, chief executive officer of Nvidia Corp., speaks at the Nvidia GTC conference on the sidelines of…
AI will drive Nvidia higher by more than 40% from here, says Wells Fargo
Nvidia’s rally will not run out of steam anytime soon, according to Wells Fargo. The bank, which has…
Wall Street AI chip love moves from Nvidia to Intel, AMD and Micron
Lisa Su, CEO of AMD speaks with CNBC on May 6, 2026. CNBC Since the launch of ChatGPT…
Samsung hits $1 trillion valuation as AI rally lifts shares over 10%
Shares of Samsung Electronics surged more than 10% Wednesday, pushing the chip giant’s market capitalization past the $1…
Chip stocks surge in ‘historic’ month
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. After…
South Korea economic growth surpassed estimates in Q1, thanks to chips
A screen displays the closing figure of the Korea Composite Stock Price Index (KOSPI) inside a trading room…
Google launches training and inference TPUs in latest shot at Nvidia
After years of producing chips that can both train artificial intelligence models and handle inference work, Google is…
We’re starting a position in a chip designer poised to roar in the era of AI agents
We’re initiating a position in Arm Holdings , buying 225 shares at roughly $169. Following Monday’s trade, Jim…
TSMC posts record profits on continued AI demand
Taiwan Semiconductor Manufacturing Company’s logo is seen in the background beside a printed circuit board. Sopa Images |…