#doe-amd-partnership
#doe-amd-partnership

fromTNW | Corporates-Innovation

Venture

NVIDIA Just Made Another Big Bet-Are You Still Paying Attention?

19 hours ago

Tech industry

Nvidia's $2 billion Marvell bet is not an investment. It is a toll booth.

Venture

NVIDIA Up on Marvell Deal: 3 Reasons the $2 Billion Investment Has the AI World Talking

Venture

Nvidia commits billions to Lumentum, Synopsys, Nokia, XAI, OpenAI, Intel in March alone

Venture

5 Stocks That Win Big From NVIDIA's NVLink Fusion AI Ecosystem Expansion

54 minutes ago

Nvidia embraces optical scale-up as copper reaches limits

Nvidia plans to integrate over a thousand GPUs into a single system using photonic interconnects by 2028, investing heavily in optics and interconnect technology.

NVIDIA Just Made Another Big Bet-Are You Still Paying Attention?

Nvidia invested $2 billion in Marvell Technology, continuing its trend of significant investments in the AI sector.

fromTNW | Corporates-Innovation

19 hours ago

Nvidia's $2 billion Marvell bet is not an investment. It is a toll booth.

Nvidia's $2 billion investment in Marvell Technology integrates them into NVLink Fusion, ensuring revenue from custom AI accelerators for hyperscalers.

NVIDIA Up on Marvell Deal: 3 Reasons the $2 Billion Investment Has the AI World Talking

NVIDIA's $2 billion investment in Marvell Technology signals a strategic partnership aimed at enhancing AI infrastructure and data-center capabilities.

Nvidia commits billions to Lumentum, Synopsys, Nokia, XAI, OpenAI, Intel in March alone

Nvidia is investing heavily to build the operating system for the AI economy, not just a chip company.

5 Stocks That Win Big From NVIDIA's NVLink Fusion AI Ecosystem Expansion

NVIDIA's $2 billion investment in Marvell Technology enhances AI infrastructure and validates its NVLink ecosystem strategy.

Why Marvell's Breakout Deserves Investors' Attention

Marvell stock shows potential for long-term growth following Nvidia's $2 billion investment, despite short-term market fluctuations.

3 hours ago

Alibaba Has a New Agentic AI Chip, Too-But Investors Don't Seem to Care

Alibaba is investing in AI technology despite stock declines, presenting potential opportunities for investors looking beyond U.S. markets.

OMG science

fromFuturism

$60 Million Startup Says It's Invented a New Particle to Dim the Sun

Stardust Solutions raised $60 million for solar geoengineering to combat global warming by dimming the Sun, but faces significant controversy and unknown consequences.

Science

fromNature

Breakthrough computer chip tech could help meet 'monumental demand' driven by AI

A new light source enables the creation of 8 nm wide structures on silicon wafers, increasing transistor density for advanced computer chips.

Marketing

fromInc

Is Your Company Focusing on Generative Engine Optimization?

Generative engine optimization (GEO) requires marketers to adapt strategies for AI-driven search, focusing on relevance and collaboration across PR, content, and SEO.

#intel

Business

Intel Climbs 4% as AI Hardware Momentum and Fab Buyback Make the Bull Case Hard to Dismiss

European startups

Intel regains ownership of Irish factory in multi-billion-dollar deal

18 hours ago

Tech industry

Intel's Panther Lake Chip is Seriously Impressive. It's Time to Buy the Stock

fromIndependent

European startups

Intel to buy back 49pc share of Irish Fab 34 chip factory for $14.2bn

Intel Slides 5%, AMD Drops 3%: The Semiconductor Sector Is at a Crossroads

Intel and AMD stocks are experiencing a pullback despite previous gains from anticipated CPU price increases due to AI demand.

Tech industry

Intel Jumps 8%, AMD Rises 3%: A $14.2 Billion Fab Deal and AI Momentum Lift the Chip Sector

Intel Climbs 4% as AI Hardware Momentum and Fab Buyback Make the Bull Case Hard to Dismiss

Intel's stock rises due to a significant buyback and growth in AI hardware, reflecting strong financial health and operational autonomy.

European startups

Intel regains ownership of Irish factory in multi-billion-dollar deal

Intel is repurchasing its 49% stake in Fab 34 for $14.2 billion, ending the joint venture with Apollo Global Management.

18 hours ago

Intel's Panther Lake Chip is Seriously Impressive. It's Time to Buy the Stock

Intel's stock has surged nearly 130% under CEO Lip-Bu Tan, signaling a potential comeback in the chip industry.

fromIndependent

European startups

Intel to buy back 49pc share of Irish Fab 34 chip factory for $14.2bn

Intel Slides 5%, AMD Drops 3%: The Semiconductor Sector Is at a Crossroads

Intel and AMD stocks are experiencing a pullback despite previous gains from anticipated CPU price increases due to AI demand.

Intel Jumps 8%, AMD Rises 3%: A $14.2 Billion Fab Deal and AI Momentum Lift the Chip Sector

Intel and AMD stocks rise due to company-specific optimism, driven by Intel's $14.2 billion fab deal and AI-related CPU price hikes.

more#intel

Meta's CTO has some advice for college students wanting to work in tech: 'Constantly be building.'

You just have to immerse yourself in it. You should just constantly be building. That's what's going to give you the best chance of having the relevant skill set that is needed to make a difference in technology.

Education

Non-profit organizations

fromSan Jose Spotlight

San Jose wants to spin off AI policy initiative - San Jose Spotlight

Artificial intelligence can enhance government operations, but raises concerns about data security, privacy, and workforce displacement.

DevOps

fromComputerWeekly.com

Arm works with IBM to deliver flexibility on mainframe | Computer Weekly

IBM and Arm are collaborating to create dual-architecture hardware for enterprise AI and data-intensive workloads.

I helped build Uber and Discord and now my tools help fuel billion-dollar unicorns. But Silicon Valley is losing the AI race to itself | Fortune

Silicon Valley is falling behind in innovation due to slow adaptation to social demands and a focus on preserving existing business models.

Cryptocurrency

fromnews.bitcoin.com

Linux Foundation and Coinbase Launch x402 Foundation for AI Agents

The Linux Foundation launched the x402 Foundation to establish an open protocol for seamless internet-native payments.

California

fromAxios

California cements its role as the national testing ground for AI rules

California is advancing AI regulations while the Trump administration seeks a national standard to limit state-level laws.

Environment

California just hit an inflection point for batteries

California's battery storage reached 12.3 gigawatts, providing 43% of grid demand, significantly reducing reliance on fossil fuels and lowering energy costs.

Marketing tech

Why are designers, engineers, and product managers in a 'three-way standoff'?

The design job market is experiencing uncertainty as demand for product managers rises, raising concerns about the impact of AI on designer roles.

Higher education

fromCornell Chronicle

Duffield Engineering investment in CNF to expand research and training | Cornell Chronicle

A $9.5 million investment will enhance CNF's capabilities in semiconductor research, education, and workforce training as it approaches its 50th anniversary.

#ai

Data science

TurboQuant is a big deal, but it won't end the memory crunch

fromMedium

Software development

The AI Revolution in Development: Why Outer Loop Agents Are the Next Big Thing

Leaders push for a 'Manhattan Project' and public-private solutions around AI and labor | Fortune

AI could create a talent and job crisis, necessitating collaboration between public and private sectors to manage the transition effectively.

Environment

Critical minerals are required to power AI data center demand

Cognichip wants AI to design the chips that power AI, and just raised $60M to try | TechCrunch

Cognichip aims to revolutionize chip design using AI, significantly reducing costs and timelines in the semiconductor industry.

Microsoft's research assistant can now use multiple AI models simultaneously

The upgraded Researcher tool combines ChatGPT and Claude models for improved research quality in Microsoft 365 Copilot.

Data science

TurboQuant is a big deal, but it won't end the memory crunch

TurboQuant is an AI data compression technology that reduces memory usage for KV caches but may not significantly alleviate memory shortages.

Software development

fromMedium

The AI Revolution in Development: Why Outer Loop Agents Are the Next Big Thing

AI is set to revolutionize post-code push processes, automating tasks like security fixes, error logging, and code reviews.

Leaders push for a 'Manhattan Project' and public-private solutions around AI and labor | Fortune

AI could create a talent and job crisis, necessitating collaboration between public and private sectors to manage the transition effectively.

Environment

Critical minerals are required to power AI data center demand

AI is driving unprecedented demand for energy storage solutions, particularly batteries, to support data centers and ensure grid stability.

Cognichip wants AI to design the chips that power AI, and just raised $60M to try | TechCrunch

Cognichip aims to revolutionize chip design using AI, significantly reducing costs and timelines in the semiconductor industry.

Microsoft's research assistant can now use multiple AI models simultaneously

The upgraded Researcher tool combines ChatGPT and Claude models for improved research quality in Microsoft 365 Copilot.

more#ai

Growth hacking

Intellectual property law

Tech creators are getting the star treatment at a new talent management firm

Tech creators are being prioritized by brands, with new management firms like Kernel Management emerging to support their growth and partnerships.

fromNextgov.com

Vendors struggle to navigate the Anthropic ban's fallout

The AI vendor landscape in D.C. is uncertain due to the Anthropic ban and evolving government procurement strategies.

Wearables

fromGadgets 360

Nothing Could Launch AI Smart Glasses, New Earbuds in Expansion Push

Nothing is developing AI-powered smart glasses and earbuds, focusing on personalized experiences rather than full augmented reality capabilities.

Information security

Popular AI gateway startup LiteLLM ditches controversial startup Delve | TechCrunch

LiteLLM is terminating its relationship with Delve for security certifications after a malware incident and will seek a new compliance auditor.

#arm-holdings

16 hours ago

Tech industry

Arm Holdings: The Chip Designer Drawing NVIDIA Comparisons-Is It Justified?

Silicon Valley

Arm's CEO Insists the Market Needs His New CPU. It Could Piss Everyone Off

Artificial intelligence

Should Arm's AGI Chip Have NVIDIA Investors in a Panic?

Arm Holdings is set to generate $15 billion in annual revenue from its new chip by 2031, marking a significant shift in the chip industry.

Arm's First Chip Just Dropped-and It Could Reshape the Entire Market

Arm Holdings launched its first AGI CPU, leading to a 16% stock price increase, signaling strong investor interest in agentic AI.

16 hours ago

Arm Holdings: The Chip Designer Drawing NVIDIA Comparisons-Is It Justified?

Arm Holdings' AGI CPU release has sparked significant market interest, raising questions about its competitive position in the tech industry.

Arm's CEO Insists the Market Needs His New CPU. It Could Piss Everyone Off

Arm is launching its own silicon, marking a significant shift from its licensing model and a return to its foundational roots.

Should Arm's AGI Chip Have NVIDIA Investors in a Panic?

Arm Holdings is set to generate $15 billion in annual revenue from its new chip by 2031, marking a significant shift in the chip industry.

Arm's First Chip Just Dropped-and It Could Reshape the Entire Market

Arm Holdings launched its first AGI CPU, leading to a 16% stock price increase, signaling strong investor interest in agentic AI.

more#arm-holdings

fromFuturism

Say a Prayer for This Startup That's Replacing Its Developers With OpenClaw

OpenClaw is being used to create autonomous AI teams, raising concerns about job security for human developers.

#amd

Gadgets

AMD doubles up on V-Cache with 9950X3D2 Dual Edition

Business

Wall Street Flags Advanced Micro Devices as a Buy Before Earnings

Business

AMD vs Intel: Which Stock Will Lead in 2026?

from247wallst.com

Silicon Valley

Wall Street Expects Big Things From Advanced Micro Devices' Earnings Today

Artificial intelligence

AMD Lands OpenAI Chip Deal, Highlighting Growing AI Revenue Story

Gadgets

AMD doubles up on V-Cache with 9950X3D2 Dual Edition

AMD's Ryzen 9 9950X3D2 Dual Edition CPU enhances gaming and production performance with 16 cores and 192 MB L3 cache.

Wall Street Flags Advanced Micro Devices as a Buy Before Earnings

AMD is gaining institutional interest with a positive outlook driven by strong demand for EPYC server CPUs and upcoming AI GPU announcements.

AMD vs Intel: Which Stock Will Lead in 2026?

AMD outperformed Intel in Q4 2025 with record revenue and strong AI momentum, while Intel faced losses and declining revenue.

from247wallst.com

Silicon Valley

Wall Street Expects Big Things From Advanced Micro Devices' Earnings Today

Artificial intelligence

AMD Lands OpenAI Chip Deal, Highlighting Growing AI Revenue Story

Frugal AI wants to break the global compute hierarchy before it becomes permanent - Silicon Canals

The Soliga tribe's speech AI system exemplifies a new, decentralized approach to AI that challenges existing global tech hierarchies.

European startups

Asia's AI playbook gets a reality check as the Iran war sends energy prices higher and snarls supply chains | Fortune

The AI boom in Asia is driving economic growth, but rising energy prices due to conflict may challenge its sustainability.

China is moving faster on next-gen tech. The U.S. is trying to keep up

In recent weeks, China approved the world's first commercial brain-computer interface medical device and unveiled a five-ton class electric vertical takeoff and landing aircraft that has already completed a public flight.

Science

fromComputerworld

Microsoft builds its own AI stack to help wean it from its reliance on OpenAI

Microsoft has launched proprietary AI models to reduce dependence on OpenAI while maintaining a strategic partnership.

Marvell Technology Rises 7%: The NVIDIA NVLink Deal Is Turning This Chip Stock Into an AI Powerhouse

NVIDIA's $2 billion investment in Marvell positions the company as a key player in AI infrastructure development.

fromComputerWeekly.com

Marvell scales up networking to extend Nvidia AI ecosystem | Computer Weekly

Marvell Technology joins Nvidia AI ecosystem to enhance infrastructure development with a $2bn investment.

Marvell Technology Rises 7%: The NVIDIA NVLink Deal Is Turning This Chip Stock Into an AI Powerhouse

NVIDIA's $2 billion investment in Marvell positions the company as a key player in AI infrastructure development.

fromComputerWeekly.com

Marvell scales up networking to extend Nvidia AI ecosystem | Computer Weekly

Marvell Technology joins Nvidia AI ecosystem to enhance infrastructure development with a $2bn investment.

more#marvell-technology

3Fourteen's Pies: AI and semis are 'where the underlying strength is'

The semiconductor sector is experiencing unprecedented demand driven by AI and data center growth.

XSD Investors: Intel's Foundry Losses and AI Spending Are the Signals to Watch

XSD faces an AI demand boom against supply friction and macro uncertainty, impacting semiconductor investments significantly.

3Fourteen's Pies: AI and semis are 'where the underlying strength is'

The semiconductor sector is experiencing unprecedented demand driven by AI and data center growth.

XSD Investors: Intel's Foundry Losses and AI Spending Are the Signals to Watch

XSD faces an AI demand boom against supply friction and macro uncertainty, impacting semiconductor investments significantly.

more#semiconductors

Arm says AI agents need a new CPU. Intel doesn't buy it

New CPUs designed for AI agents may not meet the actual needs of hyperscalers and enterprises.

European startups

Emerald AI and Nvidia aim to offer the fast pass for data center grid connects, partnering with power producers and raising new funds | Fortune

Emerald AI aims to enhance grid flexibility for data centers, reducing peak power consumption while maintaining high reliability.

Meta Superintelligence Labs is quietly building a hardware team

Meta is expanding its AI efforts by building a dedicated hardware team and hiring Rui Xu to lead it for AI-powered devices.

fromSilicon Canals

AI was supposed to be the great equaliser - instead it produced the most concentrated investment cycle in VC history - Silicon Canals

The AI boom has concentrated global venture funding in the U.S., reversing years of diversification in tech investment.

Gadgets

3 weeks ago

Intel finds its Zen undercutting AMD with Arrow Lake refresh

Intel's Core Ultra 200S Plus lineup offers up to 24 cores for under $300, directly competing with AMD's pricing by delivering more cores per dollar to regain market share.

Broadcom appoints Alphabet executive as new CFO

Amie Thuener will become Broadcom's CFO on June 12, succeeding Kirsten M. Spears, who will assist during the transition.

Is Amazon CEO Jassy wrong about his custom chips bet?

Amazon's custom silicon strategy is proving successful, with significant revenue growth and cost advantages over Nvidia's GPUs.

An exclusive tour of Amazon's Trainium lab, the chip that's won over Anthropic, OpenAI, even Apple | TechCrunch

Amazon's $50 billion investment in OpenAI and its Trainium chip aims to disrupt Nvidia's AI chip monopoly.

Is Amazon CEO Jassy wrong about his custom chips bet?

Amazon's custom silicon strategy is proving successful, with significant revenue growth and cost advantages over Nvidia's GPUs.

An exclusive tour of Amazon's Trainium lab, the chip that's won over Anthropic, OpenAI, even Apple | TechCrunch

Amazon's $50 billion investment in OpenAI and its Trainium chip aims to disrupt Nvidia's AI chip monopoly.

Micron Slides 5% as Google's AI Memory Algorithm Sparks Fresh Fears Across the Semiconductor Sector

Micron Technology's stock is falling due to fears over reduced demand for memory products following Google's AI memory-compression algorithm announcement.

Micron Soars 9%: 3 Reasons the Memory Supercycle Is Reasserting Itself After a Rough Week

Micron Technology shares rebounded 9% after a significant decline, indicating investor reassessment amid ongoing strong demand for memory products.

Had You Invested $1,000 in Micron or Western Digital 10 Years Ago, Here's How Much You'd Have Today

Micron Technology and Western Digital have adapted to AI-driven demand, with Micron focusing on high-bandwidth memory and Western Digital on HDDs.

Micron Slides 5% as Google's AI Memory Algorithm Sparks Fresh Fears Across the Semiconductor Sector

Micron Technology's stock is falling due to fears over reduced demand for memory products following Google's AI memory-compression algorithm announcement.

Micron Soars 9%: 3 Reasons the Memory Supercycle Is Reasserting Itself After a Rough Week

Micron Technology shares rebounded 9% after a significant decline, indicating investor reassessment amid ongoing strong demand for memory products.

Had You Invested $1,000 in Micron or Western Digital 10 Years Ago, Here's How Much You'd Have Today

Micron Technology and Western Digital have adapted to AI-driven demand, with Micron focusing on high-bandwidth memory and Western Digital on HDDs.

more#micron-technology

Meta and OpenAI's compute crunch gives Arm a big opportunity

Arm is launching its own AI chip, the Arm AGI CPU, in response to demands from major partners like OpenAI and Meta.

The RAM crisis is Apple's best chance in decades to capture the PC market

Apple is well-positioned to leverage the current RAM shortage to enhance its market presence with products like the MacBook Neo.

fromGSMArena.com

Mobile UX

Apple once again rumored to partner with Intel for chip manufacturing

The RAM crisis is Apple's best chance in decades to capture the PC market

Apple is well-positioned to leverage the current RAM shortage to enhance its market presence with products like the MacBook Neo.

fromGSMArena.com

Mobile UX

Apple once again rumored to partner with Intel for chip manufacturing

Nvidia CEO Jensen Huang Never Has One-on-One Meetings With His 60 Direct Reports - Here's Why

Nvidia CEO Jensen Huang avoids one-on-ones with direct reports to ensure equal information access and collaborative problem-solving.

Intel's New CEO Has Completed His First Year. Here's Where Things Stand.

Intel's stock surge reflects partial progress under CEO Lip-Bu Tan, who implemented cost cuts and improved cash flow, but foundry losses and competitive pressures remain unresolved challenges.

fromTechRepublic

3 weeks ago

Meta's New AI Chips Reveal a Faster, More Self-Reliant Hardware Strategy

Meta is building these chips because buying AI hardware at scale is expensive, and relying too heavily on external suppliers leaves less room to shape that hardware to its own needs. Building more in-house could help the company keep AI costs in check.

Artificial intelligence

This AI Semi Equipment Maker Has Been Quietly Chewing Up the Competition

Lam Research has outperformed competitors in AI semiconductor equipment with a 321% total return over three years, despite recent stock fluctuations.

Advanced Micro Devices Retreats After a 7% Rally: Can the Linux CIQ Partnership Keep AMD Competitive?

Advanced Micro Devices stock experiences a 2% pullback after a strong rally, influenced by market conditions and a new partnership to enhance AI offerings.

RAMageddon Arrives: AI's Endless Appetite Just Killed the PC Comeback

The global PC market is recovering, but rising CPU prices and AI demand are creating a supply squeeze, impacting consumer and commercial PC orders.

fromThe Verge

Arm's first CPU ever will plug into Meta's AI datacenters later this year

Arm AGI CPU features up to 136 cores and claims double the performance per watt compared to x86 chips.

AI-pilled Arm CEO teases mystery products for $1T TAM

Arm aims to expand its total addressable market to $1 trillion by introducing new AGI CPU products and targeting the datacenter sector.

Arm Is Now Making Its Own Chips

Arm is producing its own semiconductors, marking a shift from licensing to manufacturing in response to AI demand.

AI-pilled Arm CEO teases mystery products for $1T TAM

Arm aims to expand its total addressable market to $1 trillion by introducing new AGI CPU products and targeting the datacenter sector.

Arm Is Now Making Its Own Chips

Arm is producing its own semiconductors, marking a shift from licensing to manufacturing in response to AI demand.

more#arm

fromGSMArena.com

AMD buys HBM4 from Samsung for AI data centers

Samsung and AMD share a commitment to advancing AI computing, and this agreement reflects the growing scope of our collaboration. From industry-leading HBM4 and next-generation memory architectures to cutting-edge foundry and advanced packaging, Samsung is uniquely positioned to deliver unrivaled turnkey capabilities that support AMD's evolving AI roadmap.

Tech industry

Samsung and AMD strengthen collaboration on HBM4 for AI chips

Samsung and AMD expand collaboration to supply HBM4 memory for MI455X accelerators, DDR5 for EPYC processors, and explore foundry partnership for next-generation products.

fromABC7 San Francisco

Facebook owner Meta to buy AI chips from AMD in deal worth up to $100 billion

Meta purchases AMD AI chips with option to acquire up to 10% stake, following similar Nvidia partnership, as competition intensifies in AI infrastructure development.

fromAxios

Nvidia's race to outpace physics

Nvidia CEO projects at least $1 trillion in revenue from newest chips through 2027, though market dominance has declined from 100% to 65% as energy efficiency becomes critical to AI scaling.

fromBusiness Insider

Nvidia tightens its hold on Meta with a 'multigenerational' deal

Meta will build data centers powered by millions of Nvidia's current and next-generation GPUs and CPUs, increasing reliance on Nvidia and reducing dependence on rivals.

AMD Looks to Displace Intel With World's First Copilot+ Desktop Chips

The AI PC market will grow at 30% annually from 2025 to 2034, reaching $967 billion, driven by on-device AI demand, with AMD's Ryzen AI 400 Series challenging Intel's x86 dominance through superior AI performance capabilities.

AMD's Ryzen AI 400 chips are a big boost for laptops and desktops alike

AMD's Ryzen AI 400 desktop processors deliver modest CPU and NPU performance gains and introduce Copilot+ for desktops, but AI PC features remain underwhelming.