Chips

Semiconductors

Nvidia Introduces PCs Made for Agentic AI Power-Users

Photo via Nvidia/Youtube

Running AI agents around the clock can consume hundreds of millions, or even billions, of tokens (units of data) a week.

1 min read

Photo via Harald Tittel/dpa/picture-alliance/Newscom

Semiconductors

Citrini Finds Upside for AI Power Player Wolfspeed

In its Q3 earnings call earlier this month, Wolfspeed reported a net loss of roughly $120 million on revenue of around $150 million.

2 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 IMAGO/CFOTO/Newscom

Big Tech

Apple Flirts With Adding Intel, Samsung into Main Chip Supply Chain

Apple’s supply chain and manufacturing dependencies have turned problematic in the age of tariffs and friend-shoring.

2 min read

CIO Upside

How AI-Powered Robotics Face Obstacles in Real-World Scenarios

Photo via SweetBunFactory

Nvidia has announced a host of new models, libraries and infrastructure for robotics developers.

2 min read

Photo by vzphotos via iStock

Semiconductors

Nvidia Cashes in on Looser Export Controls

Nvidia says the only way for the US to stay ahead of China in the Great AI Race is to keep selling AI-powering chips to China.

2 min read
Photo by Vishnu Mohanan via Unsplash

Semiconductors

Chipmakers Emerge as Big Winners in ‘Big Beautiful Bill’

When it comes to competing on the world’s semiconductor stage, US lawmakers are not content to let the chips fall where they may.

1 min read
Photo via Petr Sznapka/ZUMA Press/Newscom

CIO Upside

Why is the Quantum Race Moving Faster?

“I don’t think we can think of this as business as usual.”

2 min read

Consumer

Soups Heat Up for Campbell’s as Snacks Grow Stale

Photo by Calle Macarone via Unsplash

Snacks now make up around half of the historic soup company’s sales, up from less than a third a decade ago.

1 min read

Photo by Đào Hiếu via Unsplash

CIO Upside

Chipping Away at Big Tech’s Bottom Line

How much trade chaos can enterprises weather?

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Thomas Soellner via iStock

Industrials

Manufacturing Discontent: Can Tariffs Spur Domestic Reindustrialization?

As a share of US GDP, the manufacturing sector has decreased from a nearly 25% peak in the 1950s to about 11% today.

7 min read
Photo by Anthony Quintano via CC BY 2.0

CIO Upside

Meta’s In-House Chips May Conserve Power and Cash

The move could usher in a challenge to the “brute force, high-energy use approach” of GPUs.

2 min read

CIO Upside

Investors are Growing Cautious of the AI Hardware Market

Photo by Andrew Dawes via Unsplash

“The next Nvidia isn’t going to come from the semiconductor side.”

2 min read

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