Nvidia's accelerated cadence spells trouble for AMD and Intel's AI aspirations:
theregister.com/2023/10/13/nvidias_accelerated_release_cadence_spells/
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| Last Updated | Oct 13 23 |
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Nvidia (NVDA) Shares Go on a $260 Billion Tear as Clients Splurge on AI: Nvidia Corp. shares rallied back from last week’s selloff as some of the chip giant’s ...
bloomberg.com/news/articles/2024-04-26/nvidia-shares-go-on-a-260-billion-tear-as-clients-splurge-on-ai
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Nvidia acquires AI workload management startup Run:ai for $700M, sources say: Nvidia is acquiring Run:ai, a Tel Aviv-based company that makes it easier for ...
techcrunch.com/2024/04/24/nvidia-acquires-ai-workload-management-startup-runai/
TSMC unveils 1.6nm process technology with backside power delivery, rivals Intel's competing design
tomshardware.com/tech-industry/tsmc-unveils-16nm-process-technology-with-backside-power-delivery-rivals-intels-competing-design
Advanced Micro Devices: Expectations Running Hot Ahead Of Q1: At the current price, Advanced Micro Devices’ expectations are far higher than what it can ...
seekingalpha.com/article/4686602-advanced-micro-devices-stock-expectations-running-hot-ahead-of-q1
Paid articlePaid AMD rumored to use 'slow' 18Gbps GDDR6 in RDNA 4 — leaker says Team Red's next generation GPUs won't use GDDR7
tomshardware.com/pc-components/gpus/amd-rumored-to-use-slow-18gbps-gddr6-in-rdna-4-leaker-says-team-reds-next-generation-gpus-wont-use-gddr7
Nvidia Agrees to Buy Software Provider Run:AI: Nvidia on Wednesday said it has agreed to acquire Run:ai, a Tel Aviv-based provider of artificial intelligence ...
barrons.com/articles/nvidia-stock-nvda-run-ai-d4ccd67c
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The Chips Act has been surprisingly successful so far: More than halfway through its incentives spending, the US will have far greater scope to manage shocks
ft.com/content/26756186-99e5-448f-a451-f5e307b13723
Nvidia Stock Rises. What Microsoft and Google CEOs Said About Its Chips.: Microsoft and Alphabet's CEOs both called out their use of Nvidia chips in ...
barrons.com/articles/nvidia-stock-price-buy-sell-microsoft-google-a5d0e558
Paid articlePaid AMD Strix Point engineering sample underwhelms in early Geekbench 6 results: A new AMD Zen-5 mobile Strix Point engineering sample has been listed on the ...
tomshardware.com/pc-components/cpus/amd-strix-point-engineering-sample-underwhelms-in-early-geekbench-6-results
Intel and ExxonMobil working on advanced liquid cooling — laying groundwork for 2000W TDP Xeon chips
tomshardware.com/pc-components/liquid-cooling/intel-and-exxonmobil-working-on-advanced-liquid-cooling-laying-groundwork-for-2000w-tdp-xeon-chips
Stock Market Today: Dow, S&P Live Updates for April 19: A selloff in the world’s largest technology companies hit stocks, with the industry that has powered the ...
bloomberg.com/news/articles/2024-04-18/stock-market-today-dow-s-p-live-updates
Nvidia is also there: Will these 2 AI stocks actually crash by up to 65% soon?: On Friday, AI stocks like Nvidia suffered a severe setback on the stock exchanges ...
boerse-online.de/nachrichten/aktien/auch-nvidia-ist-dabei-stuerzen-diese-2-ki-aktien-tatsaechlich-bald-um-bis-zu-65-ab-20355935.html
Sapphire launches budget Mini ITX AM5 motherboard in China — PCIe Gen 4 lowers costs
tomshardware.com/pc-components/motherboards/sapphire-launches-budget-mini-itx-am5-motherboard-in-china-pcie-gen-4-lowers-costs
Intel completes assembly of first commercial High-NA EUV chipmaking tool — addresses cost concerns, preps for 1.4nm process development in 2025
tomshardware.com/pc-components/cpus/intel-completes-assembly-of-first-commercial-high-na-euv-chipmaking-tool-as-it-preps-for-14a-process
Gigabyte confirms Ryzen 9000 branding for Zen 5 processors, preps beta BIOS updates for 500-series motherboards
tomshardware.com/pc-components/motherboards/gigabyte-confirms-ryzen-9000-branding-for-zen-5-processors-preps-beta-bios-updates-for-500-series-motherboards
Apollo, KKR and Stonepeak may fund Intel's Ireland facility, Bloomberg reports: Apollo Global Management , KKR & Co and Stonepeak may invest billions of dollars ...
reuters.com/technology/apollo-kkr-stonepeak-invest-jv-fund-intels-ireland-facility-bloomberg-reports-2024-04-26/
Alphabet, Microsoft, Intel, Snap, Meta, Exxon, Chevron, and More Stock Market Movers
on.barrons.com/4bcBkfH
Leak reveals 500W fire-breathing 128-core Granite Rapids Xeon 6 CPU: A leak has revealed that Intel is planning two new Xeon 6 CPUs boasting a whopping 500W TDP ...
tomshardware.com/pc-components/cpus/leak-reveals-500w-fire-breathing-128-core-granite-rapids-xeon-6-cpu
Chinese may be evading Nvidia GPU sanctions with Dell, Gigabyte, and Supermicro servers: Report
tomshardware.com/pc-components/gpus/chinese-may-be-evading-nvidia-gpu-sanctions-with-dell-gigabyte-and-supermicro-servers-report
Intel Battlemage “Xe2” GPUs Might Be Limited To DisplayPort 2.0 UHBR13.5 Support: Intel added several new patches for its next-gen Battlemage Xe2 GPUs which ...
wccftech.com/intel-battlemage-xe2-gpus-might-be-limited-to-displayport-2-0-uhbr13-5-support/
Intel excited by PC sales pop and GPU prospects, but investors aren’t because the outlook is poor
theregister.com/2024/04/26/intel_q1_2024/
Gigabyte, MSI are tackling Core i9 crashing issues with BIOS updates and user guides
tomshardware.com/pc-components/cpus/gigabyte-msi-are-tackling-core-i9-crashing-issues-with-bios-updates-and-user-guides
Nvidia Down 10%, Time To Buy Tech: The stock market has been experiencing unusual volatility in the past few weeks. Click here to read why high-flying stocks ...
seekingalpha.com/article/4685003-nvidia-down-10-percent-time-to-buy-tech
Paid articlePaid U.S. chip bans not meant to hobble China's growth, Blinken says: U.S. export controls on sending advanced computing chips to China are not meant to hold back ...
reuters.com/technology/us-chip-bans-not-meant-hobble-chinas-growth-blinken-says-2024-04-26/
AI Bubble? Why This Veteran Nvidia Analyst Isn't Worried.: A veteran Nvidia stock analyst with Bernstein Research explains why he’s not that worried about ...
investors.com/news/technology/ai-stocks-artificial-intelligence-nvidia-stock-analyst/
Quick Glance: AI Revolutionizing Call Centers: TCS Insights
- The head of Tata Consultancy Services predicts chatbots will reduce the need for human call center agents significantly, revolutionizing the industry.
- TCS's generative AI projects have doubled in value to $900 million by March, highlighting the increasing demand for tech talent and the need for workforce training.
- Reports suggest that overall IT services growth is affected by global uncertainties like inflation, war, and elections, leading to a decline in spending and slower revenue growth for companies like TCS and Infosys.
- Infosys anticipates a modest 1-3% sales growth in the upcoming financial year due to customers delaying discretionary spending on new tech projects amidst the current economic climate.
China acquired recently banned Nvidia chips in Super Micro, Dell servers, tenders show
reuters.com/world/china/china-acquired-recently-banned-nvidia-chips-super-micro-dell-servers-tenders-2024-04-23/
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
Intel forecasts second-quarter revenue below estimates: Intel forecast second-quarter revenue below market estimates on Thursday, as it faces weak demand for its ...
reuters.com/technology/intel-forecasts-second-quarter-revenue-below-estimates-2024-04-25/
Nvidia Blackwell and GeForce RTX 50-Series GPUs: Rumors, specifications, release dates, pricing, and everything we know
tomshardware.com/pc-components/gpus/nvidia-blackwell-rtx-50-series-gpus-everything-we-know
SMH: More AI-Related Catalysts Ahead, Buy The Dip: VanEck Semiconductor ETF is a risky but potentially lucrative investment in semiconductor companies essential ...
seekingalpha.com/article/4686613-smh-more-ai-related-catalysts-ahead-buy-the-dip
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The Dow jumps 250 points as Big Tech recovers but Tesla sinks: AI chipmaker Nvidia bounced back from last week’s steep decline and was among the top performers
qz.com/dow-jones-stocks-tesla-nvidia-microstrategy-coinbase-1851427256
News from Computex 2024: Nvidia as a spoilsport for AMD: AMD is actually opening Computex this year, but Nvidia is now pushing ahead with a parallel event ...
pcgameshardware.de/Computex-Event-63360/News/Computex-2024-Nvidia-Keynote-Spielverderber-AMD-1446143/
Intel Gives Weak Forecast in Sign That Turnaround Is Slow Going: Intel Corp., the biggest maker of personal computer processors, tumbled in late trading after ...
bloomberg.com/news/articles/2024-04-25/intel-gives-weak-forecast-in-sign-that-turnaround-is-slow-going
MSI RX 7000-series graphics cards mysteriously disappear — AMD commitment questioned as supply dissolves worldwide
tomshardware.com/pc-components/gpus/msi-rx-7000-series-graphics-cards-mysteriously-disappear-amd-commitment-questioned-as-supply-dissolves-worldwide
China acquired recently banned Nvidia chips in Super Micro, Dell servers, tenders show
reut.rs/4d6PnFn
Biden is giving $6 billion to Micron for a semiconductor project in upstate New York
npr.org/2024/04/25/1246888804/biden-chips-syracuse-micron
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
Intel & The Pentagon Deepen Ties To Develop World’s Most Advanced Chips : Intel and the Pentagon have deepened their partnership to develop the latest chips in ...
wccftech.com/intel-the-pentagon-deepen-ties-to-develop-worlds-most-advanced-chips/
TSMC Will Charge Its Customers More for US-Made Chips: US-made chips will be more expensive than those made in Taiwan, and customers will have to pay extra for ...
extremetech.com/computing/tsmc-will-charge-its-customers-more-for-us-made-chips
Nvidia Stock Rises. Why Analysts See an Opportunity in the Chip Maker’s Fall.
barrons.com/articles/nvidia-stock-price-buy-sell-9ab2eafc
Paid articlePaid AMD Has a New Bull, and Is Coming for Nvidia’s AI Lunch
barrons.com/articles/amd-stock-nvidia-ai-upgrade-5760ee3c
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Nvidia is buying an Israeli AI software startup that makes AI chips more efficient
qz.com/nvidia-buying-ai-software-startup-run-ai-1851432821
AMD Strix Point Halo “55W” Ryzen APU Spotted, Strix Point “28W” Benchmark Leaks …
wccftech.com/amd-strix-point-halo-55w-ryzen-apu-spotted-strix-point-28w-benchmark-leaks-out/
Nvidia Won AI’s First Round. Now the Competition Is Heating Up.: Amazon.com, Google, Meta Platforms, AMD, and Intel have big ambitions in AI chips.
barrons.com/articles/ai-nvidia-chips-40bc6704
Paid articlePaid ASML sets density record with latest chipmaking tools — High-NA EUV equipment prints first patterns
tomshardware.com/tech-industry/asml-sets-density-record-with-latest-chipmaking-tools-high-na-euv-equipment-prints-first-patterns
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/
Is the Arm version of Windows ready for its close-up?: Checking back in with Windows 11 on Arm on the eve of the Snapdragon X Elite.
arstechnica.com/gadgets/2024/04/is-the-arm-version-of-windows-ready-for-its-close-up/
Nvidia (NVDA) Traders Eye Call Option Play as Stocks Retreat From Highs: Hedging against big swings in Nvidia Corp.’s share price with options is expensive ...
bloomberg.com/news/articles/2024-04-23/wary-nvidia-nvda-traders-eye-call-option-play-ahead-of-earnings
Paid articlePaid 45 Drives adds Linux-powered mini PCs, workstations to growing compute lineup: Plus the system builder says an Arm-based system is already in the works
theregister.com/2024/04/26/45_drives_pcs/
Nvidia Stock Plummets In Broad Market Sell-Off: Nvidia stock plunged Friday, falling sharply below its 50-day average as the broader market retreated in a major ...
investors.com/news/technology/nvidia-stock-sell-off-nvda/
Bloomberg Evening Briefing: Wall Street Ends the Week in a ‘Tech Wreck’: Get caught up.
bloomberg.com/news/newsletters/2024-04-19/bloomberg-evening-briefing-wall-street-ends-the-week-in-a-tech-wreck
Banned Nvidia GPUs sneak into sanction-busting Chinese servers: Graphics giant and partners say they're clean - it's all technically legit
theregister.com/2024/04/23/china_banned_nvidia_gpus/
Ampere rides again as Nvidia unveils single-slot RTX A1000 and A400 for professionals — the latter featuring a massively cut-down GA107 chip
tomshardware.com/pc-components/gpus/ampere-rides-again-as-nvidia-unveils-single-slot-rtx-a1000-and-a400-for-professionals-the-latter-featuring-a-massively-cut-down-ga107-chip
Nvidia Stock Rises. What Taiwan Semi’s Earnings Mean for the Chip Maker.: Nvidia stock was gaining early on Thursday, following positive message about demand for ...
barrons.com/articles/nvidia-stock-price-buy-sell-c70d527a
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Alleged Zen 5 'Strix Halo' Mobile APU has more GPU cores than RX 7600 XT or PS5 — features monster RDNA 3.5 GPU with 40 compute units
tomshardware.com/pc-components/cpus/alleged-zen-5-strix-halo-mobile-apu-has-more-gpu-cores-than-rx-7600-xt-or-ps5-features-monster-rdna-35-gpu-with-40-compute-units
AMD, Micron, Cisco, Arm, and Other Tech Stocks in Focus Today: TSMC's earnings put chip stocks in focus, with Micron, AMD, and Arm stocks all moving higher early ...
on.barrons.com/3U67Edr
Intel's neuromorphic 'owl brain' swoops into Sandia labs: Hala Point system crams more than a thousand neurochips into a 6U chassis to tackle real-time AI
theregister.com/2024/04/17/intel_hala_point_neuromorphic_owl/
Intel’s Embrace of High-NA EUV Lithography and TSMC’s Reluctance Threatens to Flip the Prevailing Indust…
wccftech.com/intel-embrace-of-high-na-euv-lithography-and-tsmc-reluctance-threatens-to-flip-the-prevailing-paradigm/
Vertiv Surges On Earnings. It's A Good Sign For AI Stocks.: Data-center coolant systems specialist Vertiv soared Wednesday on strong earnings ...
investors.com/news/vertiv-spikes-on-earnings-ai-stocks-nvidia-super-micro/
Five Things You Need to Know to Start Your Day: Americas: Good morning. US stocks are set to recover after a tech-led selloff which slashed Nvidia’s market value ...
trib.al/8heXAvq
Morning Bid: Big Tech swoons as Q1s lurk, Nvidia decimated: A look at the day ahead in U.S. and global markets from Mike Dolan
reuters.com/markets/us/global-markets-view-usa-2024-04-22/
Quick Glance: Overview: Tesla Stocks Plummet, Europe Business Surpasses Expectations
- World markets have brightened slightly this week, but Tesla is facing a critical earnings test, while Europe's business pulse has surprisingly been lively this month.
- Following the worst week on Wall Street since 2022, relief from easing Middle East tensions helped stabilize the situation on Monday. The chip giant Nvidia made a modest recovery from losses as Big Tech megacaps gear up for quarterly earnings releases.
- As the first of the 'Magnificent 7' Vanguard stocks, electric vehicle giant Tesla will report on Tuesday, having plummeted by a substantial 43% year-to-date and nearly 60% over the past two years amidst fierce price competition, declining EV demand, and governance/product concerns.
- While Big Tech jitters define this month's market fluctuations, investors will closely watch the upcoming results for a clearer perspective.
China secures state-of-the-art AI chips through the back door: The US government is trying to prevent the export of special processors optimized for artificial ...
faz.net/aktuell/wirtschaft/kuenstliche-intelligenz/china-sichert-sich-hochmoderne-ki-chips-durch-die-hintertuer-19672828.html
High-EUV system set up in 5 months - Intel dispels cost concerns: High-NA-EUVL lithography systems are expected to give Intel a decisive advantage in the ...
elektronikpraxis.de/intel-hat-die-neue-anlage-in-5-monaten-aufgebaut-und-zerstreut-kostenbedenken-von-high-na-euvl-a-f34c04ae3bfe46ff17aa5d9b8779b126/
Will Earnings From These 10 AI Stocks Live Up to the Hype?: What to watch for in Q1 reports from Nvidia, Microsoft, Amazon, Broadcom, and more.
morningstar.com/markets/ai-stocks-what-watch-q1-earnings-reports
If Nvidia Stock Slips, These 15 Tech Stocks May Be Good Hedges
barrons.com/articles/nvidia-stock-hedges-tech-growth-8d4d5895
Paid articlePaid Chips Stocks Fall Into Correction on Rates, China Demand Worries: A gauge of global chip stocks and AI bellwether Nvidia Corp. have fallen together into a ...
trib.al/oqmfyp9
Nvidia blames Intel for GPU VRAM errors, tells GeForce gamers experiencing 13th or 14th Gen CPU instability to contact Intel support
tomshardware.com/pc-components/cpus/nvidia-blames-intel-for-gpu-vram-errors-tells-geforce-gamers-experiencing-13th-or-14th-gen-cpu-instability-to-contact-intel-support
Even Nvidia Can't Pull Off This Feat. Only One AI Stock Has.: Outshining AI giants Nvidia, Meta and Google, HubSpot has secured placement on three premier ...
investors.com/research/ibd-stock-analysis/hubspot-stock-nvidia-meta-google/
Nvidia brings the Giga Texel shader, Geforce 2 GTS and a killer game wins the German computer game award (PCGH…
pcgameshardware.de/Retrospektive-Thema-214694/News/Nvidia-bringt-den-Giga-Texel-Shader-Geforce-2-GTS-PCGH-Retro-26-April-745801/
AI Stocks: Data Stocks Target Next Wave Of AI Spending: AI stocks extend well beyond Nvidia. Data software players like MongoDB, Elastic and Confluent are poised ...
investors.com/news/technology/ai-stocks-artificial-intelligence-mongodb-confluent-elastic-nvidia/
Super Micro Computer plunges 23%, dragging Nvidia and other AI stocks down with it
qz.com/super-micro-computer-stock-nvidia-micron-technology-amd-1851423394
Paid articlePaid Nvidia Stock Rises. Why Analysts See a Short-Term Opportunity for More Gains.: Nvidia was rising early on Monday. The chip maker's rally has levelled off over ...
on.barrons.com/4aX53Jh
Nvidia Got Some Good News From Elon Musk. Here’s What’s Driving the Stock.: Tesla CEO Elon Musk talked about demand for Nvidia chips. It should quell fears that ...
barrons.com/articles/nvidia-stock-price-buy-sell-elon-musk-tesla-925f6055
Paid articlePaid Nvidia drops 10% as investors see risk in Big Tech shares: US stock markets suffer their worst run since October 2022 as investors pull back from AI bets
ft.com/content/e7d5852e-a310-470f-a26e-d31fa205e9a0
Biden Is Giving Samsung $6.4 Billion to Build US Chip Factories: After awarding billions to Intel and TSMC, the White House is also subsidizing Samsung's Texas ...
uk.pcmag.com/processors/151857/biden-is-giving-samsung-64-billion-to-build-us-chip-factories
ASUS ROG Ally Gets AMD Fluid Motion Frames Technology For Faster Handheld Gaming FPS
wccftech.com/asus-rog-ally-amd-fluid-motion-frames-technology-faster-handheld-gaming-fps/
Unstable core CPUs: Intel's factory settings reduce performance by up to 11 percent [Report]
pcgameshardware.de/CPU-CPU-154106/News/Instabile-Core-CPUs-mit-Werkseinstellungen-1445913/
Nvidia Sinks, Exposing 8 'Secrets' For When To Sell Stocks: As top growth stocks like Nvidia fall below key moving averages, keep in mind these proven ...
investors.com/how-to-invest/when-to-sell-stocks-nvidia-nvda-stock/
Intel's effort to build a foundry biz is costing far more – and taking longer – than expected
theregister.com/2024/04/16/intel_foundry_vision/
Microsoft 365 Insider: OneNote gets AI handwriting straightening tool: For all Microsoft 365 insiders, the company has a new AI feature ready for use within ...
stadt-bremerhaven.de/microsoft-365-insider-onenote-erhaelt-ki-begradigungstool-fuer-handgeschriebenes/
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