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Why Anthropic's Compute Demands Matter to the Broader Semiconductor Industry

Why Anthropic's Compute Demands Matter to the Broader Semiconductor Industry

A look at how the massive computational needs of AI companies like Anthropic are forcing fundamental changes in the semiconductor industry's design and strategy.
ReutersReuters
Analysis-Investors worry the AI trade might lose Nvidia's largesse after Huang

Analysis-Investors worry the AI trade might lose Nvidia's largesse after Huang

By Ankur Banerjee SINGAPORE, Nov 12 (Reuters) - As chip giant Nvidia's chief Jensen Huang stepped down on Thursday, investors' biggest fears were as much about the future of the multitrillion-dollar company as its ability and willingness to continue bankrolling the AI boom.
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Spectro Cloud and AMD Launch AMD Instinct Coder 355 for Local-First AI Coding

Spectro Cloud and AMD Launch AMD Instinct Coder 355 for Local-First AI Coding

Spectro Cloud and AMD Launch AMD Instinct Coder 355 for Local-First AI Coding
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Larry Ellison Surpasses Warren Buffett and Steve Ballmer in Wealth Amid AI Infrastructure Rally

Larry Ellison Surpasses Warren Buffett and Steve Ballmer in Wealth Amid AI Infrastructure Rally

Larry Ellison Surpasses Warren Buffett and Steve Ballmer in Wealth Amid AI Infrastructure Rally
ReutersReuters
Global AI stocks sink as Nvidia CEO's exit deepens sector selloff

Global AI stocks sink as Nvidia CEO's exit deepens sector selloff

By Shashwat Chauhan Nov 12 (Reuters) - Global AI-linked stocks fell on Thursday after Nvidia CEO Jensen Huang resigned following a deepening scandal around his affairs, upending the chipmaker's leadership and posing fresh risks to a sector already reeling with funding and regulatory concerns.
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IREN Stock Declines Despite JPMorgan's Bullish Stance on AI Cloud Growth

IREN Stock Declines Despite JPMorgan's Bullish Stance on AI Cloud Growth

IREN Stock Declines Despite JPMorgan's Bullish Stance on AI Cloud Growth
ReutersReuters
Factbox-Amazon, Google set for big windfall from Anthropic IPO

Factbox-Amazon, Google set for big windfall from Anthropic IPO

Nov 10 (Reuters) - Amazon and Google's stakes in Anthropic could be worth a combined $411 billion if the AI company prices its initial public offering at the top of its proposed range, according to Reuters calculations based on a filing.
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Broadcom Emerges as Key Competitor to Nvidia in AI Chip Market by Partnering with Major Tech Firms

Broadcom Emerges as Key Competitor to Nvidia in AI Chip Market by Partnering with Major Tech Firms

Broadcom Emerges as Key Competitor to Nvidia in AI Chip Market by Partnering with Major Tech Firms
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AMD Releases 6th Gen EPYC Processors to Address AI Data Center Demands

AMD Releases 6th Gen EPYC Processors to Address AI Data Center Demands

AMD Releases 6th Gen EPYC Processors to Address AI Data Center Demands
ReutersReuters
CoreWeave beats quarterly revenue estimates as AI demand defies growing doubts

CoreWeave beats quarterly revenue estimates as AI demand defies growing doubts

Nov 10 (Reuters) - CoreWeave beat Wall Street estimates for quarterly revenue on Tuesday, driven by strong demand for its cloud services, easing recent concerns around the durability of AI infrastructure demand amid its mounting debt load.
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E.ON Explores Repurposing Former German Nuclear Power Sites for Data Centers with Nvidia

E.ON Explores Repurposing Former German Nuclear Power Sites for Data Centers with Nvidia

E.ON Explores Repurposing Former German Nuclear Power Sites for Data Centers with Nvidia
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Dow Jones Industrial Average Surges Over 1,100 Points Amidst Declining Oil Prices and Tech Rebound

Dow Jones Industrial Average Surges Over 1,100 Points Amidst Declining Oil Prices and Tech Rebound

Dow Jones Industrial Average Surges Over 1,100 Points Amidst Declining Oil Prices and Tech Rebound