Tech & Software
Navitas Semiconductor Loses Half Its Value as Dilution Fears Overwhelm GaN Growth Story
The world’s largest cloud providers are expected to spend nearly $800 billion on AI infrastructure this year, yet one key...
AMD Wields Capital and Pricing Power as Stock Climbs Within Striking Distance of Record
AMD has deployed a two-pronged strategy that sets it apart in the cutthroat AI chip market: the company is simultaneously...
IBM’s $10 Billion Quantum Bet and the Software Reality Check
A historic quantum computing milestone has lifted IBM shares, yet the market remains oddly restrained on the broader transformation story....
Amazon Writes the Final Chapter for Mechanical Turk as It Pours Resources into Homegrown Chips
Amazon is drawing a line under one of the earliest pillars of its artificial intelligence strategy. The company will stop...
Physics Deals Nvidia a Rare Handicap as 78-Layer Circuit Board Stalls Its AI Supercomputer Ambitions
The artificial intelligence revolution has long been a story of silicon and software, but Nvidia’s latest roadblock shows that the...
Xiaomi Pushes Global Ambitions with Adyen and Recycled Aluminium, But Stock Charts Still Bleed Red
The Chinese technology giant is pressing ahead on two fronts — payments infrastructure and materials innovation — even as its...
Nvidia Hires Microsoft’s Parker to Steer Global Operations as AI Infrastructure Pivots to Power and Finance
Nvidia has poached Nicholas Parker from Microsoft to run its worldwide operations, handing him a guaranteed compensation package north of...
With a Memory Advantage and Revenue Milestones, AMD Heads into July’s AI Event Under the Microscope
The chip maker's stock has staged a remarkable rally, gaining more than 140% over the past twelve months, yet it...
For Xiaomi, the Memory-Chip Hangover Outweighs the EV Buzz
Xiaomi shares clawed back 7.77% last week, closing Friday at €2.65 for a daily gain of 3.31%. Yet the bounce...
Nvidia Tightens Its Grip on AI Infrastructure With a $500 Billion Backlog and a New Financing Model
Nvidia is no longer content with simply selling chips. The company is rewriting its revenue playbook, moving from upfront hardware...
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