NVIDIA is a semiconductor company best known for its GPUs, which are the primary compute hardware for training and running AI models. Its H100 and A100 chips power the majority of AI data centers worldwide.
Morgan Stanley upgraded Qualcomm to Equalweight and raised its price target to $231, citing strong data center growth prospects. The upgrade marks a reversal from the bank's previous bearish stance, a…
Nvidia CEO Jensen Huang told tvN's 'You Quiz on the Block' that he would choose resilience over perfect foresight, and speaking with his future self over his past self. His decisions, such as investin…
Micron Technology and Qualcomm reported earnings on June 24 that exceeded expectations, adding over $400 billion in market value to chipmaker stocks. Micron disclosed $22 billion in customer commitmen…
Two open-source agent runtimes, OpenClaw and Hermes Agent, are competing for control of the agent layer. OpenClaw, backed by OpenAI, Nvidia, and Microsoft, focuses on broad channel connectivity and en…
Nvidia and Genentech executives made the case for AI-driven drug discovery at BIO2026, highlighting their partnership that combines Genentech's biological data with Nvidia's computing infrastructure. …
Qualcomm is acquiring Modular, the AI infrastructure startup founded by Chris Lattner and Tim Davis, for approximately $3.92 billion in stock. The deal, announced June 24, 2026, gives Qualcomm Modular…
DeepSeek V4's pricing is nearly 50x cheaper than Anthropic and OpenAI's frontier models, raising concerns that the US companies may rely on fearmongering and government bans on open-weight models to m…
A new survey from Milltown Partners reveals that only 8% of Americans who oppose data centers live near one, indicating nationwide AI backlash is driving opposition. In Q1 2026, public protests delaye…
Nvidia's market capitalization reached $5 trillion following the unveiling of its Vera Rubin chip architecture at the GTC developer conference. The new platform offers 3.5 times faster training and 5 …
Hong Kong can position itself as a regulatory bridge between US and Chinese AI ecosystems amid escalating decoupling, as US export controls on AI models backfire by accelerating Chinese innovation and…
A CyberPowerPC Gamer Xtreme gaming desktop featuring an Nvidia RTX 5060 and Intel Core i5-14400F is available for just over $1,000 during Amazon Prime Day, a 19% discount. The deal targets budget-cons…
Senator Elizabeth Warren called on Congress to revamp merger law and sharpen antitrust enforcement around AI companies, arguing that Big Tech's use of licensing deals and talent acquisitions to avoid …
Quantum computing advances by Amazon, IBM, Google, and Nvidia pose national security risks as they can break current encryption. President Trump signed executive orders to fast-track a US government q…
A new SignalFire report analyzing hiring data across 80 million companies finds that engineering roles have declined only 11% from pre-pandemic levels, compared to a 25% drop in total tech hiring. The…
Micron forecast quarterly profit and revenue well above expectations on Wednesday, with customers committing $22 billion to secure future memory chip supply, sending shares up 12% in after-hours tradi…
Micron Technology's HBM4 memory chip is ramping production at twice the speed of its predecessor HBM3E, with full allocation for 2026. The company's fiscal Q3 2026 results crushed Wall Street estimate…
Investors are pouring billions into world models, a new AI category focused on spatial intelligence, as Stanford professor Fei-Fei Li's World Labs raised $230 million in 2024 and a larger 2026 round f…
Cerebras Systems shares fell below their $185 IPO price to around $182 on June 24 after the AI chip designer issued disappointing earnings guidance, including a forecast for Q2 core gross margins of 3…
Micron Technology CEO Sanjay Mehrotra announced that the company expects meaningful product shipments from its newly acquired Taiwan fabrication site by mid-2027, ahead of previous projections. The $1…
Qualcomm stock surged over 13% after the chipmaker raised its fiscal 2029 non-handset revenue target to $40 billion, doubling its previous goal, with over $15 billion expected from its new AI data cen…