Semiconductors

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

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Semiconductors

Who Will End Up Paying for Nvidia’s Boom?

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
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Artificial Intelligence

AMD Pops on Meta Deal that Squares with AI Sector’s Transaction Loop

Transactions like these, where the interests of suppliers, customers and investors all seem to become one big loop, raise plenty of eyebrows.

2 min read
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Semiconductors

Supply Shortages Send Intel Stock Sputtering

The good news is that CFO David Zinsner said that the company expects its supply to rebound through the rest of the year.

1 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

Big Tech

Can Google Conquer Its Nvidia Dependency?

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Gemini was trained on Google’s in-house chips, which look like a cheaper and more efficient alternative to Nvidia’s cutting-edge products.

2 min read

Semiconductors

Qualcomm Makes a Play for AI Chip Market Dominated by Nvidia, AMD

Photo via Pradeep Gaur/ZUMAPRESS/Newscom

Qualcomm, known for smartphone semiconductors, announced a pair of AI accelerator chips set to hit the market in 2026 and 2027.

2 min read

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