Alex Karp Touts Palantir-Nvidia Partnership For Secure AI, Criticizes OpenAI And Anthropic Over Lack Of IP Protection
Karp touted Palantir’s offerings for warfighters and U.S. allies around the world, stating that the company believes these…
Baidu’s Chip Unit Asked IPO Investors to Buy Its Semiconductors – The Information
Baidu’s Chip Unit Asked IPO Investors to Buy Its Semiconductors The InformationBaidu shares jump 7% as AI chip arm…
Nvidia’s Next $1 Trillion Opportunity May Have Nothing to Do With GPUs
Shortly after the launch of ChatGPT in late November 2022, big tech hyperscalers realized that chipsets known as…
Intel CEO’s Other AI Bet Just Jumped To A $10 Billion Valuation
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CoreWeave (CRWV) Secures $99 Billion Backlog With Nvidia, Meta, Microsoft And OpenAI
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Why Wall Street thinks US memory maker Micron is the next Nvidia
Micron, the Boise, Idaho-based memory chip maker, has captured Wall Street’s heart. Whether the love affair endures will…
Nvidia once explored a $100B chip deal with OpenAI. Now OpenAI is building its own chips from scratch
OpenAI is now a chipmaker. That could cause headaches for Nvidia, another major chipmaking firm that cultivated close…
NASA Awards AiRANACULUS $5M CCRPP Contract to Advance Lunar and Space Communications Networks
AiRANACULUS to partner with NASA Ames, Nokia Federal Solutions, NVIDIA, Dell Technologies, Curtiss-Wright, Supermicro and Radisys to advance…
Qualcomm jumps as it looks beyond smartphones to cash in on the AI boom
Qualcomm (QCOM) stock jumped more than 13% in after-hours trading after the company said it raised its non-handset…
A Top Strategist Says the AI Trade Is Cooling, but Chipmakers Are Quietly Winning
Quick Read MSFT sits down 24% YTD despite $31B in quarterly AI capex, while chip supplier TSMC has…
Qualcomm debuts line of AI data center chips and systems, increasing competition with Nvidia
Qualcomm (QCOM) is dramatically expanding its presence in the AI data center wars with a slew of announcements…
OpenAI and Broadcom announce first custom AI chip, in strike at Nvidia
OpenAI (OPAI.PVT) on Wednesday announced its first custom chip developed with Broadcom (AVGO). Called Jalapeño and designed by…