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Top AI expert sees double-digit price opportunity: That's why joining Nvidia is still worth it
boerse-online.de/nachrichten/aktien/top-ki-experte-sieht-zweistellige-kurschance-darum-lohnt-sich-der-einstieg-bei-nvidia-noch-immer-20355771.html
China acquired recently banned Nvidia chips in Super Micro, Dell servers, tenders show
reut.rs/4d6PnFn
Jim Keller suggests Nvidia should have used Ethernet to stitch together Blackwell GPUs — Nvidia could have saved billions
tomshardware.com/tech-industry/artificial-intelligence/jim-keller-suggests-nvidia-should-have-used-ethernet-to-stitch-together-blackwell-gpus
Nvidia CEO Huang Sees AI as Making Society More Equitable: Nvidia CEO Jensen Huang described AI as tech’s “single greatest contribution to social elevation.”
barrons.com/articles/nvidia-ceo-jensen-huang-ai-society-more-equitable-01d2e875
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Nvidia CEO Jensen Huang Sees AI as the Great Equalizer: Nvidia CEO Jensen Huang described AI as tech’s “single greatest contribution to social elevation.”
on.barrons.com/4azFX3A
AI is powering Google to a $2 trillion market cap: Google parent Alphabet's stock is up more than 15% so far this year, and more than 51% over the last 12 months
qz.com/google-alphabet-stock-market-cap-ai-1851404173
Magnificent Seven Earnings Arrive With Stocks at Critical Moment: Big Tech earnings arrive next week, right in time for investors looking for an artificial ...
bloomberg.com/news/articles/2024-04-20/magnificent-seven-earnings-arrive-with-stocks-at-critical-moment
Google will spend more than $100 billion on AI, exec says: Just last month, Google DeepMind CEO Demis Hassabis said the billions of dollars being poured into AI ...
qz.com/google-spend-100-billion-ai-development-deepmind-ceo-1851412787
Quick Glance: Google to Surpass Microsoft in AI Investment, DeepMind CEO Affirms
- Many of us have fallen under the spell of the foundation model in the past year and a half, triggered by OpenAI's unveiling of ChatGPT.
- DeepMind, acquired by Google in 2014 for a reported £400-650 million, has achieved more impressive milestones than most.
- Deep Mind's CEO Demis Hassabis confirmed at the TED 40th anniversary conference in Vancouver, Canada, that Google has no intention of slowing down investment in the technology, but rather the opposite.
- Hassabis emphasized the need to avoid an artificial intelligence arms race that could lead to risky decisions and highlighted the importance of society starting to think about the types of architectures being built as we approach achieving artificial general intelligence.
Robotaxi drives for a long time in oncoming traffic: Waymo talks about risk avoidance
heise.de/news/Robotaxi-faehrt-lange-im-Gegenverkehr-Waymo-spricht-von-Risikovermeidung-9694365.html
Vietnam's FPT to invest $200 mln in AI factory using Nvidia chips: Vietnam's top tech firm FPT plans to build a $200 million artificial intelligence (AI) factory ...
reuters.com/technology/vietnams-fpt-invest-200-mln-ai-factory-using-nvidia-chips-2024-04-23/
Big tech in danger? Why the Magnificent 7 could soon be just 5 stocks, according to top experts
boerse-online.de/nachrichten/aktien/big-tech-in-gefahr-darum-koennten-laut-top-experten-die-magnificent-7-bald-nur-noch-5-aktien-sein-20355218.html
Wall Street Is Searching for AI Winners Across Emerging Markets: Some of the world’s biggest money managers are searching for the next wave of artificial ...
bloomberg.com/news/articles/2024-04-07/wall-street-hunts-ai-winners-beyond-nvidia-in-emerging-markets
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AI-Enhanced Google Search Could Soon Be Paid: Users of internet searches, which have always been free, will soon have to pay for it due to the use of artificial ...
heise.de/news/KI-erweiterte-Google-Suche-koennte-bald-zahlungspflichtig-werden-9675825.html
Elon Musk says the next-generation Grok 3 model will require 100,000 Nvidia H100 GPUs to train
tomshardware.com/tech-industry/artificial-intelligence/elon-musk-says-the-next-generation-grok-3-model-will-require-100000-nvidia-h100-gpus-to-train
Alphabet X’s Bellwether harnesses AI to help predict natural disasters: The world is on fire. Quite literally, much of the time quite literally ...
techcrunch.com/2024/04/17/alphabet-xs-bellwether-harnesses-ai-to-help-predict-natural-disasters/
Upscaling technologies: DLSS 3.7 vs. FSR 2.2 vs. XeSS 1.3 in direct comparison [Report]
pcgameshardware.de/Grafikkarten-Grafikkarte-97980/News/Upscaling-Technologien-im-Vergleich-1444695/
Jim Keller on AI: "In 10 years all software will be gone": The well-known chip designer Jim Keller broadly outlined his visions for AI in an interview ...
heise.de/news/Jim-Keller-ueber-KI-In-10-Jahren-ist-alle-Software-weg-9692706.html
Here's Why We Should Listen to Elon Musk on AI Bypassing Human Smarts: Musk has long predicted AI is capable of beating human brainpower. He's moved up his ...
inc.com/kit-eaton/heres-why-we-should-listen-to-elon-musk-on-ai-bypassing-human-smarts.html
Google might charge for AI-powered search: The search giant is reportedly looking into adding AI-powered search to its premium subscription services
qz.com/google-ai-search-subscription-free-ads-1851386773
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Intel reveals details of new AI chip to fight Nvidia dominance: Intel detailed a new version of its artificial intelligence chip at its Vision event on Tuesday ...
reuters.com/technology/intel-reveals-details-new-ai-chip-fight-nvidia-dominance-2024-04-09/
OpenAI and Microsoft reportedly planning $100 billion datacenter project for an AI supercomputer
tomshardware.com/tech-industry/artificial-intelligence/openai-and-microsoft-reportedly-planning-dollar100-billion-datacenter-project-for-an-ai-supercomputer
Nvidia, Indosat plan $200 mln AI centre investment in Indonesia, government says: Nvidia and Indonesia's telco firm PT Indosat Ooredoo Hutchison plan to build an ...
reut.rs/4aJ53Nd
Some Analysts Question Nvidia's Long-Term Dominance in AI: The company's AI accelerators' high pricing and power consumption have led to some analysts ...
extremetech.com/computing/some-analysts-question-nvidias-long-term-dominance-in-ai
Nvidia versus Amazon and co: the race for the superchips: Artificial intelligence needs special semiconductor components. These come from stock market star ...
faz.net/aktuell/wirtschaft/unternehmen/nvidia-gegen-amazon-und-co-das-rennen-um-die-superchips-19615594.html
Lenovo says demand for AMD's Instinct MI300 is record high — plans to offer AI solutions from all important hardware vendors
tomshardware.com/tech-industry/artificial-intelligence/lenovo-says-demand-for-amds-instinct-mi300-is-record-high-plans-to-offer-ai-solutions-from-all-important-hardware-vendors
Everything on AI: Google is restructuring: To improve the commercialization of AI, boss Sundar Pichai has ordered Google to reorganize its corporate divisions.
heise.de/news/Alles-auf-KI-Google-strukturiert-sich-um-9691671.html
Exclusive: Behind the plot to break Nvidia’s grip on AI by targeting software: Nvidia earned its $2.2 trillion market cap by producing artificial-intelligence ...
reut.rs/3TBi2cP
Google's growth plans aren't so 'hunky-dory' anymore, search boss says: "I think we can agree that things are not like they were 15-20 years ago ...
qz.com/google-alphabet-growth-prabhakar-raghavan-1851429513
Google In Buy Zone As It Joins AI Chip Bandwagon: Google stock reached a record high and sits in a buy zone. Shares got a lift on news of its new artificial ...
investors.com/research/google-stock-googl-artificial-intelligence-ai/
Quick Glance: Google Introduces New Data Center and AI Chips
- Google recently unveiled details of an update to its data center AI chips and announced an Arm-based processor.
- Google's Tensor Processing Units (TPUs) are a significant alternative to Nvidia's advanced AI chips, accessible through Google Cloud Platform.
- The newly introduced Arm-based processor named Axion offers higher performance compared to x86 chips and general Arm chips in the cloud.
- Google plans to utilize Axion for services like YouTube Ads in Google Cloud in the future, while the TPU v5p chips are now available through Google Cloud.
The Intelligence: Bombs squad: The game theory was simpler during a cold war between two states armed to the teeth; the nuclear world order has since become far ...
play.acast.com/s/theintelligencepodcast/the-intelligence-bombs-squad
Palantir, Nvidia & Co: 6 tech stocks with up to 50% chance of winning in the next earnings season according to analysts
boerse-online.de/nachrichten/aktien/palantir-nvidia-co-6-tech-aktien-mit-bis-zu-50-kurschance-die-laut-analyst-in-der-naechsten-gewinnsaison-absahnen-20354681.html
AI Is Giving Nuclear Power a Big Lift. 4 Stocks Riding the Trend.: Data centers being built to run AI systems require lots of power. Nuclear power is ...
on.barrons.com/3TAMRyf
TSMC posts fastest monthly revenue growth since 2022 on AI chip boom: TSMC posted a surge in revenue in March as it cashes in on a continuing artificial ...
cnbc.com/2024/04/10/tsmc-posts-fastest-monthly-revenue-growth-since-2022-on-ai-chip-boom.html
The Billionaires Getting Rich From AI 2024: From Jensen Huang to Lisa Su, these new members of the Forbes list are already getting rich off artificial ...
forbes.com/sites/phoebeliu/2024/04/02/the-billionaires-getting-rich-from-ai-2024/
Quick Glance: Billionaires Profiting from AI 2024
- The AI gold rush has led to a plethora of new billionaires in the sector, as surging values for both public and private companies with ties to AI have skyrocketed.
- Over the past year, tech companies, both new and old, have seen massive share price increases, making the world's tech tycoons even richer and introducing over a dozen new AI billionaires into the Forbes World's Billionaires list.
- Nvidia cofounder and CEO Jensen Huang serves as the poster child for this boom. However, other companies like Super Micro Computer, Advanced Micro Devices, and Cloudflare also benefited from the trend. Privately owned AI companies have also gained momentum, with AI-centric startups alone raising nearly $50 billion in funding last year.
- Major tech giants like Microsoft, Amazon, and Alphabet have significantly contributed to financing private AI companies to compete in the AI race. However, it remains to be seen if and when the AI bubble will burst and funding could dry up.
Billion-dollar opportunity for Nvidia shares: Almost no investor has it on their radar
boerse-online.de/nachrichten/aktien/milliarden-chance-fuer-nvidia-aktie-fast-kein-anleger-hat-sie-auf-dem-schirm-20354354.html
Nvidia Blackwell: AI revolution of the next generation: The chip company Nvidia wants to expand its leading role in artificial intelligence technology ...
elektronikpraxis.de/nvidia-stellt-blackwell-ki-chip-vor-a-7ec98cff80850ee562a3b6b64098c49e/
Tiny Corp decides to make both AMD and Nvidia versions of its TinyBox AI server - GeForce version is 67% more expensive
tomshardware.com/pc-components/gpus/tiny-corp-decides-to-make-both-amd-and-nvidia-versions-of-its-tinybox-ai-server-geforce-version-is-67-more-expensive
Nvidia, Alphabet lead market cap surge in March
reuters.com/technology/global-markets-marketcap-2024-04-04/
Super Micro shares plunge 23 percent: Super Micro Computer shares apparently plunged after failing to release preliminary results.
businessinsider.de/wirtschaft/super-micro-aktie-stuerzt-um-23-prozent-ab/
Nvidia faces competition: Intel and Google attack AI top dog: So far, Nvidia has dominated the AI market. But that is about to change: Intel is presenting a ...
n-tv.de/wirtschaft/Intel-und-Google-greifen-KI-Platzhirsch-an-article24861765.html
Meta (META) Trades at a Discount to Magnificent Seven After $1 Trillion AI Rally: Meta Platforms Inc.’s record-breaking, artificial intelligence-fueled rally has ...
bloomberg.com/news/articles/2024-04-10/meta-trades-at-a-discount-to-magnificent-seven-after-1-trillion-ai-rally
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Gaudi 3: Intel crawls its way in: Nvidia has competition: Intel has announced a new AI chip. Meta and Google also want to follow suit ...
zeit.de/digital/2024-04/ki-chips-nvidia-intel-google-konkurrenz
Samsung to Battle Nvidia in 2025 With Its New Mach-1 AI Chip: The company is pouring billions into R&D with plans to disrupt the AI market in the near future.
extremetech.com/computing/samsung-to-battle-nvidia-in-2025-with-its-new-mach-1-ai-chip
Google’s latest layoffs are in finance and real estate: Google's almost uncountable number of layoffs continues.
arstechnica.com/gadgets/2024/04/googles-latest-layoffs-are-in-finance-and-real-estate/
Google's AI chief says the billions going into AI means a 'bunch of hype and maybe some grifting'
qz.com/google-ai-chief-deepmind-hassabis-hype-bubble-1851378348
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Generative AI 'FOMO' is driving tech heavyweights to invest billions of dollars in startups
cnbc.com/2024/03/30/fomo-drives-tech-heavyweights-to-invest-billions-in-generative-ai-.html
New Competition Isn’t Hurting Nvidia—Yet: Nvidia was edging up early on Thursday despite a flurry of announcements from rivals developing processors powering ...
on.barrons.com/3TOTxsG
Nvidia's new ChatGPT-like AI chatbot falls victim to high-severity security vulnerabilities - urgent ChatRTX patch issued
tomshardware.com/tech-industry/artificial-intelligence/nvidias-new-ai-chatbot-falls-victim-to-high-severity-security-vulnerabilities-urgent-chatrtx-patch-issued
Microsoft and OpenAI Will Spend $100 Billion to Wean Themselves Off Nvidia GPUs: The companies are working on an audacious data center for AI that's expected to ...
extremetech.com/computing/microsoft-and-openai-will-spend-100-billion-to-wean-themselves-off-nvidia
FTX estate selling majority stake in AI startup Anthropic for $884 million, with bulk going to UAE
cnbc.com/2024/03/25/ftx-estate-sells-majority-stake-in-startup-anthropic-for-884-million.html
The AI craze is no dot-com bubble. Here’s why: Skeptics are warning of a tech stock bubble that will inevitably burst. The sense of alarm is short-sighted ...
qz.com/ai-stocks-dot-com-bubble-nvidia-google-microsoft-amazon-1851407019
Jerry Jones Bet Big On Natural Gas Last Week — The Rise Of Energy Hungry A.I. Means You Should Too
forbes.com/sites/christopherhelman/2024/03/28/jerry-jones-bet-big-on-natural-gas-last-week---the-rise-of-energy-hungry-ai-means-you-should-too/
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Zuckerberg on Nvidia CEO: The Taylor Swift of the tech industry: Mark Zuckerberg recently praised Nvidia CEO Jensen Huang on social media. It also reveals how ...
businessinsider.de/wirtschaft/international-business/zuckerberg-ueber-nvidia-ceo-die-taylor-swift-der-tech-branche/
Suddenly Nvidia is running again - Analyst: Lots of room for improvement: Investors are buying into Nvidia again.
deraktionaer.de/artikel/aktien/ploetzlich-laeuft-nvidia-wieder-analyst-viel-luft-nach-oben--20356001.html
Resellers enable Chinese access to Nvidia AI chips via Dell and Super Micro servers, despite US restrictions
techspot.com/news/102706-resellers-enable-chinese-access-nvidia-ai-chips-dell.html
Quick Glance: China Acquires Banned Nvidia Chips in Super Micro, Dell Servers
- Chinese universities obtained Nvidia chips through third parties despite ban
- Tenders reveal acquisition of advanced chips in server products
- Sales by unknown Chinese retailers bypass U.S. regulations
- Tenders demonstrate China's access to advanced technology, potential export control violations
AI Search Startup Perplexity Valued at $1 Billion in Funding Round: Perplexity’s valuation has doubled in three months in a clear sign of investor enthusiasm for ...
bloomberg.com/news/articles/2024-04-23/ai-search-startup-perplexity-valued-at-1-billion-in-funding-round
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China probably secures state-of-the-art AI chips through the back door: The American government is trying to stop the export of special processors optimized for ...
faz.net/aktuell/wirtschaft/kuenstliche-intelligenz/china-sichert-sich-hochmoderne-ki-chips-wohl-durch-die-hintertuer-19672828.html
French startup FlexAI exits stealth with $30M to ease access to AI compute: With the current iteration of its product going through its paces with a handful of ...
techcrunch.com/2024/04/23/french-startup-flexai-exits-stealth-with-30m-to-ease-access-to-ai-compute/
Nvidia AI Chips Are Still Shipping to China Despite US Export Ban: The US doesn't want its most advanced computer chips sent to China, but a new report finds ...
pcmag.com/news/nvidia-ai-chips-are-still-shipping-to-china-despite-us-export-ban
Nvidia and Super Micro too expensive? This is the cheapest AI stock in the world!
deraktionaer.de/artikel/aktien/nvidia-und-super-micro-zu-teuer-das-ist-die-guenstigste-ki-aktie-der-welt-20356083.html
How the Infineon share is holding its own in the billion-dollar market of tech star Nvidia
boerse-online.de/nachrichten/aktien/wie-sich-die-infineon-aktie-im-milliardenmarkt-von-tech-star-nvidia-behauptet-20355119.html
Los Alamos' Nvidia-powered Venado supercomputer trades accuracy for efficiency with AI workloads
techspot.com/news/102647-los-alamos-nvidia-powered-venado-supercomputer-trades-accuracy.html
Nvidia: Intel and Google compete in the AI chip race: Nvidia shares fell due to new competition in the AI chip market. But the company has a decisive ...
businessinsider.de/wirtschaft/international-business/nvidia-intel-und-google-machen-konkurrenz-im-ki-chip-rennen/
Playstation 5 Pro: Almost all details known: Several sources agree on the specifications of the PS5 Pro. According to them, the GPU is getting the biggest ...
heise.de/news/Playstation-5-Pro-Vor-allem-die-GPU-profitiert-9686290.html
Enthusiast arms 12-slot NVMe NAS with an Nvidia RTX GPU to run local ChatGPT: StorageReview put an RTX A4000 into a QNAP NAS, enabling a local flavor of ChatGPT ...
tomshardware.com/tech-industry/artificial-intelligence/enthusiast-arms-12-slot-nvme-nas-with-an-nvidia-rtx-gpu-to-run-local-chatgpt
50% price chance: AI discovers a stock that is supposed to be better than Nvidia: AI identifies Enphase Energy as a potentially better investment than Nvidia ...
boerse-online.de/nachrichten/aktien/50-kurschance-ki-entdeckt-aktie-die-besser-sein-soll-als-nvidia-20355572.html
Prototype or special version?: Improved Nvidia A100 discovered in China - Golem.de
golem.de/news/prototyp-oder-spezialversion-verbesserte-nvidia-a100-in-china-entdeckt-2404-184265.html
Sell AI stocks and invest in these stocks instead, says Goldman Sachs: Goldman Sachs advises locking in profits in AI tech stocks and investing in undervalued ...
boerse-online.de/nachrichten/aktien/ki-aktien-verkaufen-und-stattdessen-in-diese-aktien-investieren-sagt-jetzt-goldman-sachs-20354930.html
Intel's AI accelerator Gaudi 3 is said to dismantle Nvidia's H100: Intel presents its new generation of AI accelerators from Habana Labs: The Gaudi 3 ...
heise.de/news/Intels-KI-Beschleuniger-Gaudi-3-soll-Nvidias-H100-zerlegen-9679278.html
AI cloud startup TensorWave bets AMD can beat Nvidia: Starts racking MI300X systems - because you can actually buy them and they beat the H100 on many specs
theregister.com/2024/04/16/amd_tensorwave_mi300x/
Nanotronics promises modular, shippable chip fab facilities powered by Nvidia GPUs and AI
tomshardware.com/tech-industry/manufacturing/nanotronics-promises-modular-shippable-chip-fab-facilities-powered-by-nvidia-gpus-and-ai
Artificial intelligence and the future of games: a visit to Nvidia: Nvidia invited people to Munich to present, among other things, Half-Life 2 ...
pcgameshardware.de/Kuenstliche-Intelligenz-Hardware-279517/Specials/Die-Kuenstliche-Intelligenz-und-die-Zukunft-der-Spiele-1445178/
US, Japan announce joint AI research projects funded by Nvidia, Microsoft, and others
theregister.com/2024/04/11/us_japan_announce_joint_ai/
AI creates photos: This is what tech giants like Nvidia, Amazon & Co. would look like as humans
boerse-online.de/nachrichten/aktien/ki-erstellt-fotos-so-wuerden-tech-giganten-wie-nvidia-amazon-co-als-mensch-aussehen-20354853.html
Intel's Gaudi 3 is coming to China: But what about AMD's MI300 and Nvidia's B100/B200?
tomshardware.com/tech-industry/artificial-intelligence/intels-gaudi-3-is-coming-to-china-but-what-about-amds-mi300-and-nvidias-b100b200
Intel smeared: Save yourself, who can?: Intel shares slump after loss warning; Breakeven point in contract manufacturing not expected until 2027.
deraktionaer.de/artikel/medien-ittk-technologie/intel-schmiert-ab-rette-sich-wer-kann-20354265.html
Quick Glance: Intel's Billion Dollar Plan to Combat Taiwan's TSMC
- Intel shares details of its Intel Foundry division to cut costs and boost margins
- New model links investments with product groups to reflect fair market prices
- Battle between Intel and TSMC for the latest manufacturing technologies
- Intel aims to become world's second largest foundry by 2030, driven by EUV technologies
Nvidia's H100 AI GPU shortages ease as lead times drop from up to four months to 8-12 weeks
tomshardware.com/pc-components/gpus/nvidias-h100-ai-gpu-shortages-ease-as-lead-times-drop-from-up-to-four-months-to-8-12-weeks
Are investors at risk of the next dotcom bubble? AI expert predicts: the rally can still go this high
boerse-online.de/nachrichten/zertifikate/droht-anlegern-die-naechste-dotcom-bubble-ki-experte-prophezeit-so-hoch-kann-die-rallye-noch-gehen-20354982.html
Could China’s Taichi light-based chip show the way on AI?: Scientists with Tsinghua University have developed Taichi, a light-based
scmp.com/news/china/science/article/3258854/could-chinas-taichi-light-based-chip-show-way-ai
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