Data center

Big Tech

Can Google Conquer Its Nvidia Dependency?

Photo via Sipa USA/Newscom

Gemini was trained on Google’s in-house chips, which look like a cheaper and more efficient alternative to Nvidia’s cutting-edge products.

2 min read

Photo via JOHN ANGELILLO/UPI/Newscom

Hedge Funds

Hedge Funds Start to Hedge Their AI Bets

Wall Street’s smart money is starting to take out some short positions on the AI trade, albeit mostly around the industry’s fringes.

2 min read
Photo via Florian Gaertner/picture alliance / BMF/photothek.de/Newscom

Artificial Intelligence

Trillion-Dollar Questions Bubble to the Top for OpenAI

Sam Altman has begun floating the idea that the company could hit $100 billion in revenue by 2027, ahead of previous projections.

2 min read
Photo via Pradeep Gaur/ZUMAPRESS/Newscom

Semiconductors

Qualcomm Makes a Play for AI Chip Market Dominated by Nvidia, AMD

Qualcomm, known for smartphone semiconductors, announced a pair of AI accelerator chips set to hit the market in 2026 and 2027.

2 min read

Artificial Intelligence

Bubble Fears Surface as Bull Market Turns Three

Photo by István Szitás via Unsplash

Respondents in Bank of America’s October Global Fund Manager Survey cited an AI bubble as the biggest tail risk facing the global economy.

2 min read

Semiconductors

Nvidia Gives Intel a $5 Billion Helping Hand

Photo via imageBROKER/Md Mamun Miah/Newscom

Unfortunately for Intel, the deal does not provide a direct lifeline to its floundering chipmaking foundry business.

2 min read

Photo via Algi Febri Sugita/ZUMAPRESS/Newscom

CIO Upside

How OpenAI’s Partnership With Oracle Could Alter the AI Landscape

Even for major AI firms, ‘you can’t do it alone.’

2 min read
Photo via Richard B. Levine/Newscom

Finance

Barnburner Figma IPO Offers Good Omen as Klarna Reconsiders Debut

The company’s shares soared 250% in their New York Stock Exchange debut, yielding a market capitalization of $47 billion.

2 min read
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CIO Upside

White House Deregulation of AI Creates Fresh Pitfalls for Businesses

‘Part of the challenge is that (the executive orders) fundamentally misunderstand how the technology works’

2 min read

Energy

Amping Up: Harnessing Innovation and Efficiency to Modernize the US Power Grid

Photo illustration by Connor Lin / The Daily Upside

The current surge in energy demand is virtually unprecedented since the mass effort to electrify America immediately following World War II.

5 min read

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