"Customers do not buy GPUs; they build AI factories"
What just happened? If the AI boom really is a bubble that will one day pop, it hasn't happened yet. Nvidia, the driving force behind the hardware powering most of the AI industry, once again surpassed Wall Street expectations in its quarterly results, hitting a record $81.6 billion in revenue.
Musk says the ruling was a "calendar technicality" and plans to appeal
What just happened? Elon Musk isn't accustomed to losing, but the world's richest man just felt the sting of defeat in his trial against OpenAI, CEO Sam Altman, and President Greg Brockman. A federal jury said that Musk had waited too long to file his suit, which accused the defendants of violating an agreement to keep OpenAI as a charitable non-profit organization.
What just happened? AMD has hit another x86 CPU milestone, with Mercury Research figures showing the company now holds 38.1% of overall market revenue. That sounds like another win for Team Red, especially given its huge gains in servers, but there is a surprising caveat: AMD actually lost ground in desktop PCs during the first quarter.