Chips

Artificial Intelligence

Nvidia’s GTC Highlights Power-Hungry Chips’ Need for Energy-Efficient Solutions

Photo via Nvidia

Like phones and laptops, artificial intelligence data centers have to be kept below a certain temperature to keep running.

2 min read

Photo via CNP/AdMedia/Newscom

Artificial Intelligence

Oracle Regains Its Footing amid SaaSpocalypse

Filings this week also revealed that the value of Oracle’s roughly 15% stake in the new US edition of TikTok sits at about $2.2 billion.

2 min read
Photo via WANG GANG/FEATURECHINA/Newscom

Artificial Intelligence

AMD Pops on Meta Deal that Squares with AI Sector’s Transaction Loop

Transactions like these, where the interests of suppliers, customers and investors all seem to become one big loop, raise plenty of eyebrows.

2 min read
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Artificial Intelligence

Qualcomm, Arm Take Hits as Rising AI Memory Requirements Snarl Smartphone Production

Qualcomm predicted lower sales this quarter than Wall Street expected, thanks to a widespread chip shortage.

1 min read

Semiconductors

With AI Bases Loaded, Nvidia Bats a Quarterly Earnings Home Run

Photo via Yonhap News/YNA/Newscom

Nvidia faced “the tough task of meeting high earnings expectations and high skepticism around AI capex,” per analysts at Bank of America.

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

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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

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