Semiconductors

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

Photo via Kyodo/Newscom

Semiconductors

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

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
Photo via Florian Gaertner/IMAGO/BMF/Newscom

Artificial Intelligence

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

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
Photo via Lance Jording/ZUMAPRESS/Newscom

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

Artificial Intelligence

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

Photo via WANG GANG/FEATURECHINA/Newscom

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

Semiconductors

Does Anyone Care About Nvidia’s CES Breakthroughs?

Photo via Kyodo/Newscom

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

2 min read

Artificial Intelligence

SoftBank Dumps $5.8B Nvidia Stake to Subsidize Other AI Bets

Photo via Koichi Mitsui/AFLO/Newscom

CFO Yoshimitsu Goto said on an earnings call that SoftBank’s divestment had “nothing to do with Nvidia itself.”

2 min read

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