NVIDIA

Artificial Intelligence

SoftBank’s ‘Go Big or Go Home’ AI Bets Fire Up Markets as IPOs Near

Photo via umiyasu Nakatsuji/Jiji Press/Newscom

SoftBank is one of OpenAI’s top shareholders, having built up a $64.6 billion, 13% stake in the ChatGPT maker.

2 min read

Photo via LONG WEI/FEATURECHINA/Newscom

Semiconductors

Huawei’s Chip Plans: Ambitious or Unrealistic?

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

1 min read
Photo via Tian Yuhao/China News Service/VCG/Newscom

Semiconductors

China Market Fallout Overshadows Nvidia’s Blockbuster Sales Growth

In a call with analysts Wednesday, CFO Colette Kress confirmed that the company generated zero revenue from H200 sales to China.

1 min read
Photo via Michele Eve Sandberg/Sipa USA/Newscom

Consumer

Retail Earnings Likely to Spotlight Inflation’s Bruising Grip on Low-Income Consumers

The reading on the University of Michigan’s consumer sentiment survey has recently plummeted to near all-time lows.

2 min read

Semiconductors

AI Market Braces for Bellwether Nvidia Earnings Report

Photo via Jeanne Accorsini/SIPA/Newscom

The US did approve 10 Chinese firms as buyers for the H200, Nvidia’s second-most powerful AI chip, though no purchases have yet been made.

2 min read

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

Artificial Intelligence

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

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 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 Fan Peishen / Xinhua News Agency/Newscom

Enterprise AI

Corning Hits Record High After Signing Up AI Clients

Corning, the company that invented Pyrex, is commanding Wall Street’s attention as a supplier of fiber optics for AI.

1 min read

Big Tech

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

Photo via IMAGO/CFOTO/Newscom

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

2 min read

Semiconductors

Samsung Flexes Memory Muscle in Brawl with Heavyweight TSMC for Foundry Business

Photo via EyePress/Newscom

Samsung’s foundry revenue recently fell 3.9% to $12.6 billion, and its market share dipped 2.2 percentage points to 7.2%.

2 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.