AI, Micron and NVIDIA
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Nvidia stock was gaining Thursday as earnings from Micron Technology reassured the market about artificial-intelligence investment.
Nvidia stock price takes another hit as Wall Street debates an AI bubble. Here’s why it’s down today
Some prominent investors who have successful track records of calling other market declines have become vocal critics of the AI boom. Michael Burry and Jim Chanos are both shorting Nvidia stock, meaning they will make money if the price goes down further.
Aible exhibited in NVIDIA’s booths at HPE Discover Barcelona and AWS Re:Invent Demonstrating Aible running air-gapped on NVIDIA DGX Spark, creating agents that can then be published to AWS to run serverless at scale or to HPE ProLiant Compute servers and HPE Private Cloud AI to run on private cloud Key use cases include automated
Elon Musk warns of an AI hardware “all-out war” as Nvidia’s Blackwell rollout accelerates, pushing rivals to race on speed, cost, and scale.
Nvidia acquired SchedMD, the lead developer of Slurm, and launched the Nemotron 3 family of open source AI models.
Chip startup Mythic Inc. has raised $125 million in a new funding round, money that will help support its attempt to challenge Nvidia Corp. in the lucrative market for artificial intelligence
Big Tech companies are stepping up efforts to challenge Nvidia’s dominance in AI chips with Google and Meta backing alternative hardware and OpenAI exploring new funding and chip partnerships. Analysts warn that tightly linked investments across the AI ecosystem could heighten financial risks as competition intensifies.
Discover Supermicro's Blackwell AI factory catalyst, the margin and insider-selling risks, and what has to happen next for SMCI to deliver a real comeback.
The artificial intelligence trade is one that’s become integral to the U.S. economy, and in some ways, to the global economy. That’s because the sheer size of these AI behemoths means that more and more capital is becoming concentrated around one trend,
Nvidia is leaning on the hybrid Mamba-Transformer mixture-of-experts architecture its been tapping for models for its new Nemotron 3 models.
Alphabet Inc.’s CapitalG fund and Menlo Ventures jointly led the Series B round. They were joined by the venture capital arms of Nvidia Corp., Salesforce Inc., HubSpot Inc., Atlassian Corp. and T-Mobile parent Deutsche Telekom AG. More than half dozen venture capital firms chipped in as well.
Nvidia releases new open-source AI models and acquires a software company. In today's video, I discuss recent updates affecting Nvidia ( NVDA 3.81%) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.