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GPU
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48 days ago
The bank thinks Advanced Micro Devices is set to see an improving AI outlook, with both a stronger GPU business and increasing demand for CPUs.
51 days ago
Upstart chipmakers keep challenging Nvidia. This time it's Microsoft-backed D-Matrix ○
Nvidia challenger D-Matrix is entering full production of an AI chip it says is 10 times faster than a GPU and bypasses the memory shortage.
79 days ago
Traders will soon be able to bet on computer chip prices as AI drives costs skyward ○
Contracts can be used to hedge against rising GPU rental rates and other operational costs
3 months ago
Wall Street is getting bullish on neoclouds. These stocks hold more risk than other AI plays ⊖
Neoclouds emerged as stopgaps to address the GPU shortage, but their economics are fragile, McKinsey has warned.
MacBook Air M5 review: Apple’s best consumer laptop speeds up ⊕⊕
Chip upgrade brings pro-level power, long battery life and plenty of storage, but the Air now faces real competition
Apple’s latest MacBook Air is its most powerful yet, comes with double the starting…
5 months ago
An Indian company is set to build a $2 billion AI hub with Nvidia’s GPUs and go public. Here's what we know so far ○
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Yotta Data Services, which controls up to 70% of India’s GPU capacity, said surging demand from local AI startups and global tech firms is tightening supply.
7 months ago
Buy the dip in this AI 'neocloud' and don't believe bubble 'conspiracy theories,' says Freedom Capital's Meeks ⊕
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Veteran tech analyst Paul Meeks said that CoreWeave's backstop from Nvidia could absorb "any extra capacity for seven years" given their GPU partnership.
8 months ago
The question everyone in AI is asking: How long before a GPU depreciates? ⊕
With over $1 trillion in AI spending planned over the next five years, the useful lifespan of the infrastructure is a key issue for investors.
Nvidia will soar nearly 75% as GPU shipments double in the next year, says Loop Capital ○
Loop Capital pointed to a ramp in the supply of graphics processing units as a catalyst.
9 months ago
They will be 'wonderfully profitable' — Nvidia CEO on Oracle's reported GPU profit squeeze ⊕
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Oracle is "going to do incredibly well," Jensen Huang said in an interview with Jim Cramer at the CNBC Investing Club's Monthly Meeting.