NVIDIA

Consumer

Retail Earnings Likely to Spotlight Inflation’s Bruising Grip on Low-Income Consumers

Photo via Michele Eve Sandberg/Sipa USA/Newscom

The reading on the University of Michigan’s consumer sentiment survey has recently plummeted to near all-time lows.

2 min read

Photo via Jeanne Accorsini/SIPA/Newscom

Semiconductors

AI Market Braces for Bellwether Nvidia Earnings Report

The US did approve 10 Chinese firms as buyers for the H200, Nvidia’s second-most powerful AI chip, though no purchases have yet been made.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Hapabapa via iStock and Vincent Isore, Florian Gaertner, imageBROKER/Mojahid Mottakin, Andrej Sokolow, Wladimir Bulgar/Science Photo Library, and Kyodo via Newscom

Artificial Intelligence

In AI Chip Race, Nvidia’s Biggest Customers Become Competitors

The types of chips that will keep AI’s momentum up are different from those that trained it, creating an opening for rivals to Nvidia.

4 min read
Photo via WLADIMIR BULGAR/SCIENCE PHOTO LIBRARY/Newscom

Semiconductors

Cerebras Challenges Nvidia’s Chip Dominance with Highly Hyped IPO

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

2 min read

Enterprise AI

Corning Hits Record High After Signing Up AI Clients

Photo via Fan Peishen / Xinhua News Agency/Newscom

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

1 min read

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

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

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