These ETFs Ride AI Rally, Including A Cathie Wood Fund

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

64

Apr 15

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

5

16h

China acquired recently banned Nvidia chips in Super Micro, Dell servers, tenders show

39

Apr 22

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

10

Apr 15

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

43

Apr 11

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

1

12h

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/

57

Apr 15

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

7

5

Bloomberg

B

Apr 07

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

12

Apr 06

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/

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10

tomshardware Apr 09

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

13

Apr 22

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

17

Apr 09

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

65

Apr 09

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/

53

Mar 29

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

105

Apr 04

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

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0

TechCrunch Mar 24

Nvidia could be primed to be the next AWS: The question is whether Nvidia can sustain that growth to become a long-term revenue powerhouse like AWS has become ...

techcrunch.com/2024/03/24/nvidia-could-be-primed-to-be-the-next-aws/

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6 9

Frankfurter Allgemeine Zeitung

A-

Mar 28

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

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1

tomshardware Mar 28

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

14

21h

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

15

Mar 26

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

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13

Investor's Business Daily

D

Apr 10

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.

7

Apr 04

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

39

Mar 29

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

17

Mar 22

Micron Sold All of Its High Bandwidth Memory Supply for 2024 and Most of 2025: The high-bandwidth memory market is exploding due to its usage in AI accelerators.

extremetech.com/computing/micron-sold-all-of-its-high-bandwidth-memory-supply-for-2024-and-most-of

160

Apr 09

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

2

0

pcgameshardware.de

C

Mar 23

Half-Life 2 RTX Remix: “Every single pixel” is checked: 20 years after its release, the Orbifold studio wants to significantly improve Half-Life 2's graphics ...

pcgameshardware.de/Half-Life-2-Spiel-5176/News/rtx-remix-mod-1443422/

45

Apr 10

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

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2

Elektronik Praxis Mar 26

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/

4

Apr 05

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

3

0

Forbes

C+

Apr 07

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.

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8

tomshardware Mar 25

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

5

Apr 04

Nvidia, Alphabet lead market cap surge in March

reuters.com/technology/global-markets-marketcap-2024-04-04/

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1

0

Business Insider Apr 20

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/

0

Apr 10

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

7

Mar 25

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

43

Apr 14

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

5

Mar 22

Warren Buffett's biggest mistake? This AI and chip shares go through the roof after Buffett sale

boerse-online.de/nachrichten/aktien/warren-buffetts-schwerwiegendster-fehler-diese-ki-und-chip-aktie-geht-nach-buffett-verkauf-durch-die-decke-20353624.html

5

0

Quartz

B+

Apr 01

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

Paid articlePaid

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1 0

TechCrunch Mar 23

Apple sued, Microsoft’s AI ambitions and Nvidia’s surprises: In this edition of Week in Review, we have big news on the latest Apple antitrust lawsuit ...

techcrunch.com/2024/03/23/apple-sued-microsofts-ai-ambitions-and-nvidia-surprises/

Quick Glance: Stability AI CEO Resigns - Decentralized AI in Focus

Emad Mostaque, founder and CEO of Stability AI, has stepped down to focus on decentralized AI, while the company has appointed interim co-CEOs.

Mostaque emphasized that centralized AI cannot be beaten with more centralized AI, advocating for more transparent and distributed governance in the AI industry.

His departure comes amid challenges at Stability AI, with high expenditures reported and struggles to secure new funding rounds.

Mostaque's shift in focus towards revenue growth over time, aiming for cash flow positivity and emphasizing open models and enterprise adoption.

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2 2

tomshardware Mar 28

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

1

Apr 11

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

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0

ExtremeTech

C

Apr 18

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

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1

t3n.de Mar 22

Earth‑2: Nvidia simulates complete copy of Earth: Extreme weather events are becoming more and more frequent and cause a lot of suffering - also from an economic ...

t3n.de/news/earth-2-nvidia-simuliert-erde-klimawandel-1615335/

7

Apr 15

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

0

Mar 28

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/

Paid articlePaid

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5

Business Insider Mar 28

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/

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0

Handelsblatt

B

Mar 22

AI briefing: Chips as heavy as a Ferrari - is Nvidia igniting the AI turbo?: CEO Jensen Huang draws absurd comparisons, the first analysts smell a bubble and we ...

handelsblatt.com/technik/ki/ki-briefing-chips-so-schwer-wie-ein-ferrari-zuendet-nvidia-den-ki-turbo/100016956.html

3

Mar 22

Nvidia all the time, Elon Musk wants a piece, and Apple looks to Google: AI news roundup

qz.com/nvidia-ai-chips-elon-musk-apple-google-gemini-meta-1851356713

1

Mar 24

Nvidia all the time, Elon Musk wants a piece, and Apple looks to Google: AI news roundup

qz.com/nvidia-ai-chips-elon-musk-apple-google-gemini-meta-1851356713

0

9h

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

6 similar articles

0

PCMag 4h

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

1 similar article

0

1

Frankfurter Allgemeine Zeitung

A-

7h

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

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0

Handelsblatt

B

Mar 22

Wooden KI like wood with AI: Don't fool the robot - he could imitate you: At the Nvidia GTC conference, CEO Jensen Huang presented an AI that allows robots to ...

handelsblatt.com/technik/ki/holzki-wie-holz-mit-ki-machen-sie-dem-roboter-nichts-vor-er-koennte-sie-nachmachen/100026442.html

1

Apr 22

Söllner: Nvidia out? Xiaomi 400% more? Bitcoin Extremely Important, Super Micro, New AI Champ; Tesla

37:01

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BÖRSE ONLINE

C

Apr 20

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

0

TechSpot

A-

Apr 17

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

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0

1

Business Insider Apr 11

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/

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heise online

C

Apr 16

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

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0

tomshardware.com

C

Apr 15

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

0

Apr 18

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

0

Golem.de

C

Apr 18

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

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BÖRSE ONLINE

C

Apr 12

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

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0

heise online

C

Apr 11

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

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0

The Register

A-

Apr 16

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/

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0

tomshardware.com

C

Apr 12

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

0

Apr 15

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/

0

Apr 11

US, Japan announce joint AI research projects funded by Nvidia, Microsoft, and others

theregister.com/2024/04/11/us_japan_announce_joint_ai/

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0

BÖRSE ONLINE

C

Apr 11

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

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DER AKTIONÄR

C

Apr 03

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

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0

tomshardware.com

C

Apr 11

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

0

Apr 10

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

0

Apr 13

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

0

4

South China Morning Post

C+

Apr 12

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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IEEE Spectrum

C

Apr 12

AI Chip Trims Energy Budget Back by 99+ Percent: Photonic tech uses both diffraction and interference to boost performance

spectrum.ieee.org/optical-neural-network

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0

DER AKTIONÄR

C

Apr 11

Nvidia: Correction already finished? Short-term potential!: Nvidia shares recover thanks to strong numbers from supplier TSMC, despite new competition from Intel ...

deraktionaer.de/artikel/medien-ittk-technologie/nvidia-korrektur-schon-beendet-kurzfrist-potenzial--20354891.html