Alphabet burnishes one of its best weapons in the battle for AI supremacy
Alphabet has squashed concerns that artificial intelligence will destroy its Google tech empire. One of its biggest weapons…
China’s Zhipu is booming with Anthropic and OpenAI held back
Zhipu‘s GLM 5.2 artificial intelligence model landed last week with the kind of Silicon Valley buzz that followed…
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…
Citi cuts tech stock weighting: ‘Difficult to see how everyone in AI/Tech path wins’
The tech trade is becoming rocky, and Citi thinks it’s time for investors to trim positions in the…
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…
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.…
TSMC-Fueled AI Frenzy Makes Taiwan Capital of Leveraged Stock Bets
Andy Cheng is 26, unemployed and, with the help of a little borrowed money, the proud owner of…
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…