Google

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

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ETF Upside

Hungry Eyes for AI in ETFs

ETF investors can feel the magic between A and I. It’s why they say they’re loading up on funds.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Ihor Lukianenko via iStock

Finance

Boom in Crypto Treasury Stocks Faces Inevitable Bust

Digital asset treasury companies are grappling with the law of diminishing returns in the midst of a cryptocurrency swoon. What’s next?

4 min read
Photo via Antoni Byszewski/Fotonews/ZUMAPRESS/Newscom

Artificial Intelligence

With Gemini 3, Google Gains Ground on OpenAI

Executives are touting Gemini 3, which comes eight months after the chatbot’s 2.5 model, as a “massive jump” for AI.

2 min read

Artificial Intelligence

Apple’s Siri, Google’s Gemini and a $1B Hookup?

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1 min read

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Artificial Intelligence

OpenAI Teams Up With Amazon for Even More Computing Power

The $38 billion deal with Amazon is somehow small potatoes compared to some of OpenAI’s other gigantic agreements.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Pictac via iStock

Advisor Upside

Worried About Record Stock Market Concentration? Us, Too

The 10 most valuable US companies had a market capitalization of nearly $24.4 trillion as of October

4 min read
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CIO Upside

Enterprises Grapple With Pros, Cons (and Costs) of Cloud-First Strategy

As enterprise spending on cloud continues to skyrocket, some leaders are questioning when enough is enough and weighing alternatives.

4 min read

Semiconductors

Wall Street GOAT: Nvidia Rides Deal Bonanza to $5 Trillion Market Cap

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The White House hinted early Wednesday morning that Nvidia may regain greater access to the massive Chinese market.

2 min read

Photo via U.S. Patent and Trademark Office

CIO Upside

Microsoft Wants to Improve AI-Powered Code Generation

Microsoft wants to patent a system to improve how an LLM writes code in response to requests. One step is learning to recognize good code.

1 min read
Photo via U.S. Patent and Trademark Office

CIO Upside

Google Wants to Fix a Lot About Video

From avatars’ face movements to audio enhancement, Google is seeking to patent methods for improving video calls.

2 min read
Photo by István Szitás via Unsplash

Artificial Intelligence

Bubble Fears Surface as Bull Market Turns Three

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

Energy

Nuclear Is Here To Save AI. But What About Your Energy Bills?

Photo illustration by Connor Lin / The Daily Upside

A nuclear boom is directly downstream from the AI boom, with $350 billion in nuclear spending in the US planned by 2050, per Bloomberg.

6 min read

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