NVIDIA

Semiconductors

Supply Shortages Send Intel Stock Sputtering

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The good news is that CFO David Zinsner said that the company expects its supply to rebound through the rest of the year.

1 min read

Photo via Cheng-Chia Huang/ZUMAPRESS/Newscom

Semiconductors

AI Market Looks More Like Boom than Bubble After TSMC Earnings

The foundry behind Nvidia’s and Apple’s chips predicted Thursday its capital spending would swell at least 27% this year.

2 min read
Photo via Christopher Trim/Cal Sport Media/Newscom

Artificial Intelligence

The $5 Trillion Question: Can Humanoid Robots Handle Jobs as Well as People?

Sure, these robots walk like humans and some talk like humans. But can they really perform in the workplace like humans?

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Dragon Claws via iStock

Artificial Intelligence

Dan Ives: Trillions in AI Spending Are Just the Start of ‘Fourth Industrial Revolution’

Dan Ives has traveled more than 3 million miles over 25 years, touring data centers, and meeting CEOs and CIOs where AI is being built.

4 min read

Semiconductors

Does Anyone Care About Nvidia’s CES Breakthroughs?

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The official unveiling of Nvidia’s new chip architecture, dubbed the Vera Rubin, wasn’t expected until later this spring.

2 min read

Artificial Intelligence

Investors Brace for Revelations in New AI Bellwether Oracle’s Latest Report

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Deals with Meta, Nvidia and Softbank underscore concerns that Oracle is overexposed to a possible AI bubble.

2 min read

Finance

Boom in Crypto Treasury Stocks Faces Inevitable Bust

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

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

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