NVIDIA is partnering with AI clouds to deploy large‑scale, multi‑tenant AI factories, aligning economics through a revenue-sharing and credit-support model.As AI moves from model development to production inference, compute demand is accelerating and shifting toward continuously operating AI factor…
Zhongtai Securities said the disclosure window for July interim earnings pre-announcements and results from major overseas companies is approaching, and it expects more short-term opportunities in equity markets that could improve overall profitability for investors, according to Jiemian News. The…
China's DeepSeek, an AI developer at the center of China's push to compete globally in artificial intelligence, is reportedly developing its own chip to help run AI systems. Reuters reported on Tuesday, citing unnamed sources, that the chip is being designed for inference, the stage when trained AI…
Nvidia Corp. NASDAQ:NVDA, the Santa Clara-based maker of advanced AI accelerators, could face growing pressure in China as local companies shift more of their artificial intelligence chip budgets toward domestic alternatives. Bloomberg Intelligence reported on Tuesday that Chinese executives expect…
Micron Technology NASDAQ:MU helped power a 32% first-half surge for David Tepper's Appaloosa Management as hedge fund gains clustered around AI memory stocks.Bloomberg reported that Appaloosa, which manages about $23 billion, generated all of its gains in Q2, driven by bets on Micron, Samsung Elect…
AI memory and chip stocks fell Tuesday even after Samsung Electronics (SSNLF) projected a 19-fold jump in Q2 operating profit, as investors questioned whether the AI infrastructure boom has already priced in too much good news.Samsung guided Q2 operating profit of 89.4 trillion won, or about $58.4…
The artificial intelligence investment story is beginning to evolve beyond chatbots and data centers, with an increasing number of strategists and technology leaders pointing to robotics, autonomous vehicles and humanoid machines as the next frontier for long-term growth.While generative AI has dom…
Nscale, a U.K. artificial intelligence startup backed by Nvidia NASDAQ:NVDA, has secured a $900 million revolving credit facility to strengthen its balance sheet and support a faster build-out of AI data centers. The company said the financing is expected to help accelerate capital deployment acros…
Advanced Micro Devices NASDAQ:AMD shares climbed about 2.5% in early Monday trading after reports showed Japanese autonomous driving startup Turing added AMD Ventures as an investor while increasing use of the company's AI hardware.Turing said it has started using AMD AI accelerators for part of it…
Nvidia (NVDA, Financials), the semiconductor company best known for graphics processors and AI chips used in data centers, gaming and advanced computing, lagged a broader chip rally Monday as investors weighed reports of delays to its next-generation AI server systems.Nvidia shares gained just 0.8…
Analog Century Management, a New York-based money manager focused on technology, media and telecom investments, has reported strong gains as investors continue to assess whether the massive spending behind artificial intelligence could generate durable returns. The firm's $1 billion Analog Century…
By Shashwat Chauhan and Avinash PThe Nasdaq was set to open lower on Tuesday amid declining chip stocks, with investors questioning the momentum of the AI-led rally despite Samsung's strong earnings, while a report on China's DeepSeek making its own AI chip also hit sentiment.Nvidia NASDAQ:NVDA fe…
Chinese startup DeepSeek is developing its own AI chip, according to three people familiar with the matter, a push that could reduce its reliance on Nvidia NASDAQ:NVDA and Huawei chips, which it has depended on to train and run its globally popular models.The chip is designed for inference — the st…
Transitioning to a full-stack AI infrastructure provider, the company leverages extreme co-design and a robust CUDA ecosystem to deliver industry-leading performance and profitability. With record cash flow, expanding capital returns, and a $1T+ revenue outlook, it is positioned for multi-industry…
Chinese startup DeepSeek is developing its own AI chip, according to three people familiar with the matter, a push that could reduce its reliance on Nvidia NASDAQ:NVDA and Huawei chips, which it has depended on to train and run its globally popular models.The chip is designed for inference — the st…
Nvidia's ability to maintain its profit margins is uncertain as tech giants build their own chips, ING's Jan Frederik Slijkerman writes in a report. "Major customers such as Microsoft, Alphabet and Amazon are developing their own custom chips to help manage AI infrastructure costs (capex efficiency…
Chinese startup DeepSeek is developing its own AI chip, according to three people familiar with the matter, a push that could reduce its reliance on Nvidia NASDAQ:NVDA and Huawei chips, which it has depended on to train and run its globally popular models.The chip is designed for inference — the st…
Futures tied to the tech-heavy Nasdaq dropped on Tuesday on declines in chip stocks over concerns about the sustainability of the AI-driven rally despite strong results from Samsung, while SpaceX shares dipped ahead of their Nasdaq-100 debut.Elon Musk's SpaceX NASDAQ:SPCX was set to begin trading a…
JPMorgan told clients the recent pullback in AI-linked semiconductor stocks is a buying opportunity, citing strong demand, tight supply and no meaningful new chip capacity until 2028. According to BeInCrypto, the bank prefers chipmakers over hyperscalers and expects global stocks to reach new highs…
Tech strategist Dan Ives said the artificial intelligence-driven tech rally remains in its early stages, pointing to strong chip demand trends across Asia ahead of a key earnings season. He said investors are underestimating the scale and earnings power of the AI revolution, which he expects to exp…
