Technology

Semiconductors

Huawei’s Chip Plans: Ambitious or Unrealistic?

Photo via LONG WEI/FEATURECHINA/Newscom

The Chinese company was blacklisted from receiving advanced semiconductor technology in 2019 over national-security concerns.

1 min read

Photo via umiyasu Nakatsuji/Jiji Press/Newscom

Artificial Intelligence

SoftBank’s ‘Go Big or Go Home’ AI Bets Fire Up Markets as IPOs Near

SoftBank is one of OpenAI’s top shareholders, having built up a $64.6 billion, 13% stake in the ChatGPT maker.

2 min read
Photo via Marijan Murat/dpa/picture-alliance/Newscom

Technology

Quantum Stocks Surge as US Government Arranges Cash Upload

IBM leads a slate of companies poised to benefit from $2 billion in US government grants to support quantum computing development.

1 min read
Photo via Andrej Sokolow/dpa/picture-alliance/Newscom

Artificial Intelligence

Pre-IPO, Anthropic Shows Up OpenAI with Surprise Profit Projection

Anthropic recently told investors it solved the seemingly equally-intractable arithmetic problem of running an AI company that makes money.

2 min read

Semiconductors

China Market Fallout Overshadows Nvidia’s Blockbuster Sales Growth

Photo via Tian Yuhao/China News Service/VCG/Newscom

In a call with analysts Wednesday, CFO Colette Kress confirmed that the company generated zero revenue from H200 sales to China.

1 min read

Blockchain

Zcash Surges on Nostalgia for Crypto’s Early Days

Photo via BeneathBlue

Ten-year-old Zcash is a near carbon-copy of bitcoin, with a supply that’ll never exceed 21 million tokens and a four-year halving cycle.

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 Mark Hertzberg/ZUMAPRESS/Newscom

Consumer

Amazon, Walmart Wage Ultra-Fast Delivery War

Both companies moved to expand their 30-minute-or-less ultra-fast delivery services across various US cities this past week.

1 min read

Big Tech

Amazon Retires Shopping Chatbot Rufus, Handing Role to Alexa Instead

Photo via Gado Images/Smith Collection/Gado/Sipa USA/Newscom

Amazon put Rufus to work in 2024 and said more than 300 million shoppers were consulting the AI bot on their buys in 2025.

1 min read

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