Amazon

Artificial Intelligence

In AI Chip Race, Nvidia’s Biggest Customers Become Competitors

Photo illustration by Connor Lin / The Daily Upside, Photos by Hapabapa via iStock and Vincent Isore, Florian Gaertner, imageBROKER/Mojahid Mottakin, Andrej Sokolow, Wladimir Bulgar/Science Photo Library, and Kyodo via Newscom

The types of chips that will keep AI’s momentum up are different from those that trained it, creating an opening for rivals to Nvidia.

4 min read

Photo via Mark Hertzberg/ZUMAPRESS/Newscom

Consumer

Amazon, Walmart Wage Ultra-Fast Delivery War

Both companies moved to expand their 30-minute-or-less ultra-fast delivery services across various US cities this past week.

1 min read
Photo via WLADIMIR BULGAR/SCIENCE PHOTO LIBRARY/Newscom

Semiconductors

Cerebras Challenges Nvidia’s Chip Dominance with Highly Hyped IPO

Cerebras says its chips can perform inference work faster than Nvidia’s GPUs, which are less specialized for inference work.

2 min read
Photo via Amazon

Big Tech

Amazon Opens Up Its Sprawling Logistics Network, Dealing Painful Blow to UPS, FedEx

Amazon’s supply chain has a long established lane in customs clearance from China to the US, which is very appealing for potential customers.

2 min read

Big Tech

Meta Lags Rival Hyperscalers as Investors Grow Wary of Surging CapEx

Photo via Tom Williams/CQ Roll Call/Newscom

Meta is planning a spending spree later in this year, raising its expected annual capital expenditures from $115 billion to $135 billion.

2 min read

Industrials

Amazon’s $11B Globalstar Deal Fuels Project Leo’s Pursuit of Starlink’s Contrails

Photo via Charles Briggs/ZUMAPRESS/Newscom

Amazon’s Leo has 242 satellites in orbit and plans to start rolling out its service to some customers this year.

2 min read

Technology

Will MANGO Inherit Magnificent 7’s Market Dominance?

Photo illustration by Connor Lin / The Daily Upside

Change is the universal constant and even the Magnificent 7, being reshaped by AI upheaval, isn’t immune. Here’s what you should know.

4 min read

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