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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.
ReutersReuters
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 is set to challenge Anthropic and OpenAI with a new product

Nvidia is set to challenge Anthropic and OpenAI with a new product

Nvidia just took matters into its own hands.
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The Hidden Bet That Built Jerry Sanders's Legacy

The Hidden Bet That Built Jerry Sanders's Legacy

Jerry Sanders, the flamboyant founder of AMD, made a single, company-defining wager that pulled his firm from the brink and secured his legacy.
TheStreetTheStreet
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.
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Nvidia Board Authorizes $150 Billion Increase to Share Buyback Program

Nvidia Board Authorizes $150 Billion Increase to Share Buyback Program

Nvidia Board Authorizes $150 Billion Increase to Share Buyback Program
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Why Senior Engineers Disagree About RISC vs. CISC

Why Senior Engineers Disagree About RISC vs. CISC

Explore the decades-long debate between RISC and CISC chip architectures and why the disagreement is more relevant than ever in modern computing.
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AI Chip Demand Drives Significant Price Hikes for 12-inch Silicon Wafers by 2027

AI Chip Demand Drives Significant Price Hikes for 12-inch Silicon Wafers by 2027

AI Chip Demand Drives Significant Price Hikes for 12-inch Silicon Wafers by 2027
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Nvidia Introduces Open Agent Safety Platform Following AI Breaches

Nvidia Introduces Open Agent Safety Platform Following AI Breaches

Nvidia Introduces Open Agent Safety Platform Following AI Breaches
TheStreetTheStreet
Michael Burry sends a stark warning to Big Tech stock investors

Michael Burry sends a stark warning to Big Tech stock investors

Michael Burry just went through five balance sheets and came back with a warning nobody on Wall Street wants to hear.
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Global Data Center Investment Projected to Reach $6.7 Trillion by 2030 Amidst AI Demand Surge

Global Data Center Investment Projected to Reach $6.7 Trillion by 2030 Amidst AI Demand Surge

Global Data Center Investment Projected to Reach $6.7 Trillion by 2030 Amidst AI Demand Surge
ReutersReuters
Analysis-Data center IPO hopefuls brave tougher market as investor scrutiny grows

Analysis-Data center IPO hopefuls brave tougher market as investor scrutiny grows

By Echo Wang and Yantoultra Ngui Sept 25 (Reuters) - Data center operator DayOne is pushing ahead with its plans to go public as soon as November, according to three people familiar with the matter, even as higher interest rates and setbacks elsewhere in the data center ecosystem threaten to narrow