NVIDIA

Artificial Intelligence

Can KKR Outmaneuver One of the Biggest AI Infrastructure Bottlenecks?

Photo via tiero/Newscom

The big money firm is teaming up with Nvidia, Kuwait’s sovereign wealth fund, and Texas energy producer Vistra to build data centers.

2 min read

Photo via Scott Coleman/ZUMAPRESS/Newscom

Artificial Intelligence

Will Wall Street Stomach Oracle’s Costly AI Transformation?

Capital expenditures continue to balloon and the company plans to raise another $40 billion through debt and equity financing.

2 min read
Photo via JOHN ANGELILLO/UPI/Newscom

Markets

Marvell Joins S&P as Volatility Slams Chip Sector

There’s been a bit of a vibe shift since Nvidia CEO Jensen Huang tabbed Marvell as “next trillion-dollar company” just a week ago.

1 min read
Photo via Generalist AI

Artificial Intelligence

Can $2 Billion Startup Generalist AI Solve the Robot Training Conundrum?

Training the AI robots that can interact in the physical world requires a gargantuan set of relevant training data that doesn’t yet exist.

1 min read

Semiconductors

ASML Becomes Biggest Company in European History

Photo via Robin Utrecht/ANP/Newscom

A share price rally pushed ASML’s market cap to $668 billion on Wednesday, beating a European record set by Novo Nordisk in June 2024.

1 min read

Semiconductors

Huawei’s Chip Plans: Ambitious or Unrealistic?

Photo via LONG WEI/FEATURECHINA/Newscom

The Chinese company was blacklisted from receiving advanced semiconductor technology in 2019 over national-security concerns.

1 min read

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

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