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AMD takes on Nvidia with aggressive $8.2 billion bet on AI’s next era

AMD takes on Nvidia with aggressive $8.2 billion bet on AI’s next era

The AI systems that matter most a decade from now may not be the ones that can just read text and generate language.
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Nvidia's bet that its chips can finance the AI boom gets a Wall Street reality check

Nvidia's bet that its chips can finance the AI boom gets a Wall Street reality check

By Saeed Azhar, Max A. Cherney, Isla Binnie and Stephen Nellis NEW YORK, Oct 1 (Reuters) - Nvidia's mammoth financing plan has opened a debate on Wall Street about how much its advanced chips and the infrastructure around them are worth.
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Exclusive-Broadcom to lend Anthropic up to $42 billion to lease its chips, filing says

Exclusive-Broadcom to lend Anthropic up to $42 billion to lease its chips, filing says

By Echo Wang, Milana Vinn and Max A. Cherney NEW YORK/SAN FRANCISCO, Oct 1 (Reuters) - Anthropic’s IPO prospectus documents extensive partnerships with a handful of big tech firms. One stands out: chip maker Broadcom.
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TSMC Accelerates 2-Nanometer Production, Cornering Advanced Computing Supply Chain

TSMC Accelerates 2-Nanometer Production, Cornering Advanced Computing Supply Chain

TSMC Accelerates 2-Nanometer Production, Cornering Advanced Computing Supply Chain
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Anthropic Plans $518 Billion AI Infrastructure Buildout with Non-Cancelable Deals

Anthropic Plans $518 Billion AI Infrastructure Buildout with Non-Cancelable Deals

Anthropic Plans $518 Billion AI Infrastructure Buildout with Non-Cancelable Deals
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Don’t get left behind — CIO reveals the 6 stocks to buy now

Don’t get left behind — CIO reveals the 6 stocks to buy now

Prime Capital CIO Will McGough says investors should keep buying stocks and reveals the six stocks he believes can outperform as earnings stay strong and AI spending accelerates.
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Synopsys, Amazon Web Services sign chip design licensing deal worth more than $1 billion

Synopsys, Amazon Web Services sign chip design licensing deal worth more than $1 billion

By Stephen Nellis SAN FRANCISCO, Sept 30 (Reuters) - Synopsys and Amazon Web Services on Wednesday said that Amazon.com's cloud computing unit has entered a multi-year deal worth more than $1 billion to license chip design intellectual property from Synopsys.
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Andreessen Horowitz Backs New Tuition-Free Tech Academy in San Francisco

Andreessen Horowitz Backs New Tuition-Free Tech Academy in San Francisco

Andreessen Horowitz Backs New Tuition-Free Tech Academy in San Francisco
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Nvidia sets biggest-ever buyback plan as AI chip competition weighs on stock performance

Nvidia sets biggest-ever buyback plan as AI chip competition weighs on stock performance

By Anhata Rooprai Sept 28 (Reuters) - Nvidia boosted its share buyback authorization by a record $150 billion, eclipsing Apple's $110 billion approval in 2024, making a big bet on its own stock as intensifying AI-chip competition weighs on its performance relative to peers.
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Anthropic's $518 billion AI buildout hinges largely on deals that cannot be canceled, filing shows

Anthropic's $518 billion AI buildout hinges largely on deals that cannot be canceled, filing shows

NEW YORK, Sept 29 (Reuters) - Anthropic said it expects to spend at least $518 billion over a decade building AI infrastructure with six partners, according to a confidential IPO prospectus seen by Reuters — a plan that ranks among the largest AI buildout commitments on record.
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Nvidia releases AI safety software it says could have stopped Hugging Face hack

Nvidia releases AI safety software it says could have stopped Hugging Face hack

By Stephen Nellis SAN FRANCISCO, Sept 28 (Reuters) - Nvidia on Monday made available a set of software safety tools for AI agents that it says would have stopped the hack of Hugging Face, the AI coding hub that Nvidia paid $13 billion for months after it was swarmed by rogue agents from OpenAI.
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Elon Musk just handed Nvidia investors another big win

Elon Musk just handed Nvidia investors another big win

One X post on Sept. 25 gave Nvidia bulls a number they had not seen before.