NVIDIA

Semiconductors

Nvidia Markets New ‘Robot Brain,’ Yours for Just $3,499

Photo via Nvidia

In May, revenue at Nvidia’s automotive and robotics businesses, which are reported together, posted $567 million in sales.

2 min read

Photo via imageBROKER/Mojahid Mottakin/Newscom

Artificial Intelligence

Tech Stocks Slide as AI Reality Lags Behind Hype

Part of the investor pullback comes after an MIT report that checked in on the billions that companies have spent on generative AI.

2 min read
Photo via Liu Junfeng/VCG/Newscom

Semiconductors

SoftBank Acquires a 2% Stake in Embattled Intel

The deal comes as the US government explores a deal to take as much as a 10% ownership stake in the Santa Clara, California, firm.

2 min read
Photo by Solen Feyissa via Unsplash

Artificial Intelligence

China’s Revolutionary DeepSeek Turns to American Hardware for Upgrade

Seven months after DeepSeek’s debut, it appears the company needs some American rocket power to get its AI Sputnik off the ground.

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

Photo via Matthias Balk

CIO Upside

Big Tech’s Bigger AI Investments May Lead to a ‘Winner Takes All’

Some companies may be digging themselves into a hole that they’re not able to get out of.

2 min read
Photo by BoliviaInteligente via Unsplash

Semiconductors

AMD Joins Chipmakers Struggling to Impress Traders With Upbeat Earnings

It’s not just AMD. Investors have generally been hard to please for most chipmakers so far this earnings season.

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

Artificial Intelligence

May AI Take Your Order, Please?

AI is moving into jobs in food services and retail traditionally best left to humans. Can the imperfect tech give customers what they want?

5 min read

Big Tech

Big Tech Pulls Off a Very Big Earnings Week

Photo via Thomas Fuller / SOPA Images/Sipa USA/Newscom

The reports made one thing clear: Big Tech’s big AI bet is already paying off — which explains why they can’t help but double down.

2 min read

Photo via Uber/Lucid/Nuro

Autos

Uber Paying $300M Fare in Robotaxi Deal

A pact announced Thursday calls for Uber to invest $300 million in Lucid and buy at least 20,000 robotaxis from the company over six years.

2 min read
Photo by vzphotos via iStock

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 via Walid Berrazeg / SOPA Images/Sip/Newscom

Semiconductors

After Reclaiming ‘World’s Most Valuable Company’ Crown, Nvidia Gilds the Tiara

In the past month, Nvidia shares have surged 18.8%, more than the rest of the Magnificent Seven, including Microsoft.

2 min read

CIO Upside

Why is the Quantum Race Moving Faster?

Photo via Petr Sznapka/ZUMA Press/Newscom

“I don’t think we can think of this as business as usual.”

2 min read

Photo by Sundry Photography via iStock

Semiconductors

Magnificent 7 May Need to Make Room for Broadcom

Broadcom joined the trillion-dollar club late last year, and its market cap has only continued to climb since.

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

CIO Upside

Nvidia Safety Patent Signals Physical AI Push

The goal of Nvidia’s tech is to help give autonomous systems more reliable memory, hazard detection and depth perception.

1 min read
Photo via Connor Lin / The Daily Upside

Finance

Magnificent Seven Burns Short-Sellers as Goldman Banks on a Comeback

The Mag 7 companies have been weighed down by an unholy economic trinity: tariffs, AI disruption, and antitrust.

2 min read

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