Nvidia’s CUDA Faces New Threats From AI Coding Agents
Nvidia’s biggest competitive advantage is no longer as untouchable as it once seemed. For two decades, Nvidia’s crown…
South Korea confronts ‘growth without jobs’ as chip profits surge
Economy Lee Jae Myung’s administration planning permanent fund to share gains from AI boom South Korean President Lee…
Movac venture capital fund raises $185m as golden visa investors, NZ Super Fund and Ngāi Tahu chip in
Vivian would not give any stats on previous returns, but said all of the above were repeat investors…
India doubles public investment in 5 years to build rails, chip plants
Economy New Delhi’s rapid spending fuels economic growth along with consumption A high-speed rail station under construction in…
Nvidia’s $4.9 Trillion Chip Empire Has a Google and Amazon Problem
Two of Nvidia’s biggest customers might be turning into its biggest threat. Loading audio narration… For three years,…
Intel to join Musk’s Terafab mega AI chip project
April 7 (Reuters) – Intel said on Tuesday it would join Elon Musk’s Terafab AI chip complex project…
China’s Guangdong province exports record US$140 billion of tech, high-value goods
Exports of chip-manufacturing equipment, electric vehicles (EVs) and other high-value goods from China’s southern Guangdong province rose to…
Samsung to start production of HBM4 chips next month for Nvidia supply, source says
SEOUL, Jan 26 (Reuters) – Samsung Electronics (005930.KS), opens new tab plans to start production of its next-generation…
‘Jobs, jobs, jobs’ the AI mantra in Davos as fears take back seat
Executives optimistic on AI despite fears of bubble, job lossesCisco projects completed faster with AI, says its presidentBill…
Trump imposes 25% tariff on imports of some AI chips
Tariff aims to boost U.S. semiconductor productionTariff excludes chips for U.S. data centers and startups, consumer applicationsFuture broader…
Pentagon to invest $1 billion in L3Harris rocket motor business
L3Harris to separate rocket motor unit for IPO in 2026Pentagon’s investment marks first direct-to-supplier partnershipTransaction structure may face…
Stocks rally, dollar higher in wake of US jobs numbers
Item 1 of 2 Futures-options traders work on the floor at the New York Stock Exchange’s NYSE American…