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UNBELIEVABLE: 3 - Caught on Camera

NVIDIA claims its new AI data centers use almost no water — here's what that actually means

NVIDIA says its new AI data centers can use almost no water thanks to advanced liquid cooling. Here's how the technology works and whether it really solves AI's growing environmental problem.

SpaceX Stock Turnover Was More Than 3.5x That of Nvidia. That’s a Wakeup Call for Investors and a Sign to Trade SPCX with Inverse and Leveraged ETFs.

SpaceX Stock Turnover Was More Than 3.5x That of Nvidia. That’s a Wakeup Call for Investors and a Sign to Trade SPCX with Inverse and Leveraged ETFs.

At one point, daily turnover in the rocket company’s equity was more than 3.5 times that of Nvidia, which routinely leads the global market in liquidity allocation. For a brief window, SpaceX single-handedly monopolized the market’s attention span.

Amazon’s AI Chief Predicts a Commercial Quantum Computer Will Be Usable Within 7 Years. Why This Matters.

Amazon’s AI Chief Predicts a Commercial Quantum Computer Will Be Usable Within 7 Years. Why This Matters.

Amazon's AI chief says the first commercially useful quantum computer is just five to seven years away. Here is what that means for investors and the tech industry.

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Broadcom and OpenAI debut Jalapeño Intelligence Processor, plot an Apple-like move to 'build the full stack'

The AI arms race just got a little bit spicier as Broadcom and OpenAI target Nvidia.

NVIDIA claims its 'next‑gen AI infrastructure' offers a fix for data centers’ insatiable thirst — "The water consumption challenge for data centers is largely solved."

NVIDIA unveils a cooling breakthrough that could reduce water and energy use in data centers.

Windows Central

Here’s Why I’m Selling Micron Before Earnings. It’s a Matter of Risk Control, Not Lack of Conviction.

Micron options pricing suggests an extreme move post earnings. Irrespective of how strong the memory demand is, it may not be worth risking money on a binary event.

Apple-Intel chip deal makes strategic sense but production is years away

Apple is reportedly turning to Intel for chip manufacturing, a move driven by TSMC's inability to meet surging AI demand and Apple's need for more capacity. This partnership, however, faces significant hurdles, with analysts predicting it could take two to three years for advanced chips to be ready. Intel's past…

The Economic Times

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Wall Street Says AI Is Slowing. Taiwan Semiconductor’s Latest Move Says Otherwise.

Despite a sharp AI stock selloff, TSM's reported 5% to 10% price hike on advanced chip production suggests demand remains strong. Companies don't pay more for scarce capacity if growth is fading.

Fervo Energy Just Partnered With Nvidia and PNNL on a Geothermal Digital Twin. What This Means for FRVO Stock.

Fervo Energy Just Partnered With Nvidia and PNNL on a Geothermal Digital Twin. What This Means for FRVO Stock.

Fervo Energy partnered with Nvidia and the Pacific Northwest National Laboratory to develop EGS-Twin, a digital twin platform that uses real-time data and AI simulations to improve the performance and understanding of enhanced geothermal systems.

Frozen Assets: How Super Micro Puts AI Heat on Ice

Frozen Assets: How Super Micro Puts AI Heat on Ice

Super Micro is capitalizing on advanced liquid-cooling blueprints alongside NVIDIA to revolutionize accelerated data center efficiency for global hyperscalers.

OpenAI unveils custom chip it designed with Broadcom to boost its AI infrastructure

OpenAI unveils custom chip it designed with Broadcom to boost its AI infrastructure

OpenAI has unveiled its first custom AI chip, Jalapeno, developed with Broadcom to boost its infrastructure. This move aims to overcome computing power shortages and reduce reliance on Nvidia's GPUs. Designed for AI inference, the chip is comparable to Nvidia's and Google's offerings. OpenAI plans to deploy Jalapeno by year-end,…

The Economic Times

TSMC is reportedly hiking prices for 'all advanced nodes,' accounting for 74% of the company’s wafer business — Nvidia, AMD, Apple, Qualcomm, and others will face higher wafer costs

TSMC is reportedly hiking prices for 'all advanced nodes,' accounting for 74% of the company’s wafer business — Nvidia, AMD, Apple, Qualcomm, and others will face higher wafer costs

TSMC has reportedly told customers to prepare for 5% to 10% price hikes across advanced chip nodes, extending beyond 3nm to include 7nm and some legacy processes.

Tom’s Hardware

Qualcomm to buy AI startup Modular for $4 billion in AI software push

Qualcomm to buy AI startup Modular for $4 billion in AI software push

Qualcomm is acquiring AI startup Modular for nearly $4 billion in an all-stock deal. This move aims to enhance Qualcomm's software capabilities for running AI models across various chips without custom coding, directly challenging Nvidia's dominant CUDA platform. The acquisition is part of Qualcomm's strategy to expand its presence in…

The Economic Times

3 Reasons SK Hynix Could Outperform Micron Over the Next Decade

3 Reasons SK Hynix Could Outperform Micron Over the Next Decade

The next decade in memory may belong to the company with the strongest HBM grip, and right now that looks like SK Hynix.

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The Nvidia Trap: Why the Tech Giant’s Runway Is Running Out

Nvidia’s exponential growth is hitting a physical and economic wall as it faces a two-front war against custom AI chips and shrinking margins. While the company expands into lower-profit infrastructure to defend its dominance, this defensive strategy will inevitably dilute its massive profits and halt NVDA stock's seemingly limitless surge.

Tom’s Hardware

China black market Nvidia prices rocket in wake of smuggling crackdown and customs freeze — five-year-old A100 servers triple in price, now fetching up to $82,000

Chinese companies are paying as much as $82,000 for servers built around Nvidia's five-year-old A100 accelerator

The Economic Times

How SK Hynix's bet on a niche memory chip made it more valuable than Samsung

SK Hynix has risen to claim the title of South Korea's most valuable company, a testament to its visionary 14-year investment in high-bandwidth memory (HBM) chips. Initially viewed with doubt, this strategic pivot to a niche segment, particularly serving Nvidia's AI accelerators, has firmly established SK Hynix as a leader…

The Economic Times

South Korea's SK Hynix says to raise $29 billion in ADR listing

South Korea's SK Hynix is planning a record-breaking secondary listing on the U.S. stock market, aiming to raise up to $29.4 billion. This move capitalizes on strong investor demand for AI stocks, with the memory chip giant seeking to expand its capacity and gain access to U.S. investors. The company,…

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International Business Times UK

Why Are Nvidia, AMD, and Micron Stocks Falling? AI Valuation Fears and Fed Jitters Explained

Nvidia, AMD, and Micron led a tech sector sell-off as investors reacted to Federal Reserve signals on inflation, raising concerns about prolonged high interest rates and AI stock valuations.

The Economic Times

Oil, AI and chips: The new resource race redrawing markets and nations

The leap to a $5 trillion valuation for Nvidia underscores a dramatic paradigm shift: semiconductors have become the driving force of global economic prowess, akin to oil in previous centuries. With nations such as Taiwan and South Korea emerging through powerhouses like TSMC and Samsung, the future prosperity relies heavily…

The Economic Times

Global Market: How SK Hynix's AI bet helped it eclipse Samsung in market value

SK Hynix’s rise to South Korea’s most valuable listed company reflects a long-term bet on HBM chips that became central to the AI boom. Backed by early investment and Nvidia demand, the company transformed from a struggling memory maker into a global semiconductor leader.

International Business Times

Nvidia's Long Term Outlook In China Will Depend On Its Ability To Compete With Local Alternatives

The short and medium-term outlook for NVIDIA in China depends heavily on U.S. export policy. In the long run, it will depend on its ability to compete with local alternatives.

Nvidia Is No Longer the Ultimate AI Play, But NVDA Stock Is a Buy Anyways

While Nvidia might have lost its position as the pre-eminent AI play, the stock looks like a buy on tepid valuations.

Windows Central

Xbox announced Halo: Campaign Evolved's PC system requirements and recommended specs, and woof — I have bad news if you were hoping for a small file size

Xbox and Halo have revealed Halo: Campaign Evolved's PC system requirements and recommended specs, and for the most part, they're not too bad.

Why Micron May Be the Most Undervalued Winner of the AI Boom

Micron's AI-driven surge has pushed its valuation to $1.36 trillion, with Meta and Tesla now within reach. With memory emerging as AI's biggest bottleneck, a $2 trillion valuation is becoming increasingly plausible.

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