Arm introduces new AI-native compute platform built for agentic AI and mobile graphics
News highlights Arm CSS for Mobile 2 is a new AI-native compute platform designed for the system level…
Broadcom’s AI Forecast Suggests Hyperscalers Want More Than Just Nvidia GPUs
Big Tech’s appetite for AI infrastructure isn’t being sated anytime soon, and Broadcom Inc. (NASDAQ:AVGO) is proof of…
The AI Memory Stock That Could Outshine the Obvious Picks
The AI memory trade has become a hot one. Micron (NASDAQ: MU) and Sandisk (NASDAQ: SNDK) have trounced…
Oracle’s AI Earnings Story Is Improving, but the Cash Flow Test Remains
Oracle is gaining an encouraging earnings outlook as it transforms its position in the market to become a…
Berkshire Hathaway Owns AI Exposure in 3 Different Ways. Here’s Why That’s Not the Same as Owning Nvidia.
Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) invests in dozens of companies across its $361 billion portfolio. However, the…
SoundHound’s OASYS Converts Pilots Faster: Can Enterprise AI Scale?
SoundHound AI SOUN is showing early signs that OASYS can shorten the path from enterprise AI experimentation to…
South Korea’s ‘AI for All’ Is Great for Chipmakers, but It Will Run Into Wall of Reality
Quick Read South Korea’s 512-GPU ‘AI for All’ program signals real demand for NVDA compute and SKHY memory…
AI transcriptions are no time-saving measure for doctors | Doctors
I am an out-of-hours GP, and I am glad to see a news report on this issue, which…
Not Nvidia. Not Micron. This Is My Top AI Infrastructure Stock to Buy Right Now (Hint: It Can Double Within 3 Years)
Nvidia and Micron Technology are among the most important companies in the artificial intelligence (AI) infrastructure ecosystem, providing…
Everyone Is Watching Nvidia. But This Memory Stock Could Be the Next AI Winner
Quick Read Micron (MU) signed 16 take-or-pay customer agreements worth nearly $100 billion, with CEO Mehrotra pledging gross…
Architect of UK’s AI policy quits after Anthropic conflict of interest concerns | AI (artificial intelligence)
The chair of the UK government’s “moonshot” science and technology research unit has been forced to stand down…
Opinion | The AI boom isn’t like other bubbles
Matthew Lynn is a financial columnist and author. He writes for the Daily Telegraph and the Spectator in…