NVIDIA

Semiconductors

Cerebras Challenges Nvidia’s Chip Dominance with Highly Hyped IPO

Photo via WLADIMIR BULGAR/SCIENCE PHOTO LIBRARY/Newscom

Cerebras says its chips can perform inference work faster than Nvidia’s GPUs, which are less specialized for inference work.

2 min read

Photo via Fan Peishen / Xinhua News Agency/Newscom

Enterprise AI

Corning Hits Record High After Signing Up AI Clients

Corning, the company that invented Pyrex, is commanding Wall Street’s attention as a supplier of fiber optics for AI.

1 min read
Photo via IMAGO/CFOTO/Newscom

Big Tech

Apple Flirts With Adding Intel, Samsung into Main Chip Supply Chain

Apple’s supply chain and manufacturing dependencies have turned problematic in the age of tariffs and friend-shoring.

2 min read
Photo via IMAGO/Gonzales Photo/Thomas Rasmussen/IMAGO/Gonzales Photo/Newscom

Private Equity

Blackstone Sets Up New Division to Capitalize on AI Boom

The firm is investing in the plumbing that makes AI innovations possible, such as data centers and energy and digital infrastructure.

1 min read

Big Tech

Goldman Sachs Spots Buying Opportunity in Bruised Big Tech

Photo via JOHN ANGELILLO/UPI/Newscom

The Roundhill Magnificent Seven ETF, which tracks Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla, has slid roughly 11% this year.

2 min read

Artificial Intelligence

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

Photo via Nvidia

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

2 min read

Artificial Intelligence

OpenAI Wins Pentagon Work as Altman Tries to Square Circular Deals after Raising $110B

Photo via Florian Gaertner/IMAGO/BMF/Newscom

Backing from Nvidia and Amazon made it the latest circular deal, in which money-losing AI startups are being financed by their own customers.

2 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.