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from24/7 Wall St.
1 week ago

3 Tech Stocks Beating Nvidia This Year That Still Look Cheap

The great Nvidia ( NASDAQ:NVDA) has had a rather lukewarm year, rising just north of 31% while comfortably topping the Nasdaq 100, which is up close to 20%. I'm sure NVDA shareholders aren't complaining about the market-beating gains on a year-to-date basis. Still, the big question is whether a new wave of AI demand could help propel next-generation GPU sales through the roof again.
Artificial intelligence
Artificial intelligence
fromBusiness Insider
2 weeks ago

Greg Brockman says OpenAI's tech found chip optimizations that would've taken humans weeks

OpenAI used its models to co-design custom Broadcom chips, finding optimizations that reduced chip area and accelerated design timelines.
#openai
Apple
fromComputerworld
4 weeks ago

Switching places: Intel fades as Apple rises

Apple and others shifted to custom Arm-based mobile processors while Intel missed the mobile chip revolution, remaining focused on traditional computer processors.
fromTalkMarkets
1 month ago

Meta Just Committed $600 Billion - And Wall Street Isn't Paying Attention (Yet)

Meta (Nasdaq: META) just unveiled one of the most ambitious investment plans in tech history - yet Wall Street seems more focused on TikTok trends than trillion dollar infrastructure. At a recent White House round table, Mark Zuckerberg revealed Meta is planning to spend at least $600 billion through 2028 on U.S. data centers, AI infrastructure, and next-gen platforms. That's not a typo - six hundred billion.
Artificial intelligence
#intel
fromTechCrunch
1 month ago
Tech industry

Intel's chief executive of products departs among other leadership changes | TechCrunch

fromTechCrunch
1 month ago
Tech industry

Intel's chief executive of products departs among other leadership changes | TechCrunch

#marvell
Tech industry
fromInfoWorld
6 months ago

Public cloud providers get into the chip market

Cloud providers are innovating by developing custom silicon to address GPU shortages and increasing demand.
This shift will reshape the CPU and GPU markets significantly.
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