NVIDIA

Semiconductors

Arm Shoulders More of the Supply Chain by Making a Chip

Photo via Mohd Daud/ZUMAPRESS/Newscom

The 35-year-old company previously made money mostly by licensing its designs to other players in the chip ecosystem.

2 min read

Photo via EyePress/Newscom

Semiconductors

Samsung Flexes Memory Muscle in Brawl with Heavyweight TSMC for Foundry Business

Samsung’s foundry revenue recently fell 3.9% to $12.6 billion, and its market share dipped 2.2 percentage points to 7.2%.

2 min read
Photo via Nvidia

Artificial Intelligence

Nvidia Embraces Red-Hot Agentic AI Tool OpenClaw

The agentic AI platform has gone viral since its initial launch as users scooped up Mac Minis en masse to run the open-source tech 24/7.

1 min read
Photo via Nvidia

Artificial Intelligence

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

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

2 min read

Semiconductors

AI Super Bowl Brings Moment of Truth for Nvidia’s ‘Chip That Will Surprise the World’

Photo via Kyodo/Newscom

Can Nvidia respond to the rapid rise of agentic AI, which has its own hardware needs, relying heavily on the general computing power of CPUs.

2 min read

Semiconductors

Who Will End Up Paying for Nvidia’s Boom?

Photo via Lance Jording/ZUMAPRESS/Newscom

Nvidia’s performance underlines the key questions facing seemingly the entire stock market right now, both inside and outside the AI trade.

2 min read

Semiconductors

AI Market Looks More Like Boom than Bubble After TSMC Earnings

Photo via Cheng-Chia Huang/ZUMAPRESS/Newscom

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
Photo via Kyodo/Newscom

Semiconductors

Does Anyone Care About Nvidia’s CES Breakthroughs?

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

2 min read

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