Nvidia, AMD, and Intel invest in Ayar Labs to enable futuristic light-based chips
Ultra-low latency and crazy efficiency
Investment articles
Nvidia challenger Tenstorrent completes $700 million funding round backed by Jeff Bezos, other high-profile investors
CEO Jim Keller is a strong advocate of open source
MicroStrategy doubles down on crypto, now sits on nearly 280K Bitcoins
As new record is reached, is a $100,000 Bitcoin valuation possible?
Big Tech doubles down on AI, $200 billion gamble raises concerns on Wall Street
ROI? Who said anything about ROI?
Microsoft faces scrutiny over AI spending as Copilot adoption lags
There's a "wall of worry" around Microsoft's earnings
OpenAI's Sam Altman dismissed as "podcasting bro" by TSMC over $7 trillion proposal
Altman has been on an AI world tour over the past year
Intel explores $5 billion investment offer from Apollo amid market decline
Just after Qualcomm's takeover offer
Biden's IRA and CHIPS Act: 40% of investments now delayed or in limbo
At least $84 billion worth of projects are currently on hold
Intel made a billion dollar blunder when it declined to invest in OpenAI
The decision was made several years ago
Big Tech needs to generate $600 billion in annual revenue to justify AI hardware expenditure
The big picture: The tech industry is riding a new high amid a frenzy fueled by AI. Big Tech companies have been plowing huge sums to build out the necessary infrastructure to meet what they perceive demand will be for these products in the coming years. One analyst warns however that the industry needs to stop and consider whether the actual revenue generated by AI will be enough to support these investments.
Is there a sustainable model for AI factories?
Navigating the heavy freight of AI data processing
Editor's take: Investors usually hate airlines – they're capital-intensive, have high operating expenses, limited suppliers, and no way to differentiate with customers. How are AI factories any different?
FTX customers could get back all the money they lost in the scam
The actual investors, however, may not be the real beneficiaries
Tech giants are spending more on AI amid slow returns, and that's spooking investors
Zuckerberg is once again asking investors to be patient
Micron set to receive grants totaling over $6 billion for US chip production
An official announcement is expected next week
How Sam Altman became a billionaire without equity in OpenAI
It turns out that when he's not working his day job, Sam Altman is a pretty savvy investor
AI startup 'Figure AI' scores $675M from Bezos, Nvidia, and others to advance humanoid robots
Investors see serious potential in these bots to ease labor woes
Disney invests $1.5 billion in Epic Games to forge expansive universe within Fortnite
What just happened? Disney is making its largest-ever investment in the gaming space by taking a $1.5 billion equity stake in Epic Games. The deal will also see the creation of an "expansive and open games and entertainment universe" that will interoperate with Fortnite. Disney explained that consumers will be able to play, watch, shop and engage with content, characters, and stories from Disney, Pixar, Marvel, Star Wars, Avatar, and more.
Big Tech is winning over AI startups with more than just money
Big Tech is outspending traditional VC firms on AI startups
Elon Musk aims to raise $1 billion for AI startup xAI amid competitive market
He might have already succeeded
Arm acquires minority stake in single-board computer maker Raspberry Pi
Arm gets a slice of the Pi
Apple signs licensing deal with Arm for iPhone and Mac processors "beyond 2040"
All of Apple's popular hardware products are powered by Arm-based processors
US bans American investment in China's semiconductor, AI, and quantum computing industries
China says it will retaliate
Biden administration set to limit US tech investment in China next month
The order focuses on semiconductors, artificial intelligence and quantum computing
German giant Bosch to invest $1.5 billion in US chip manufacturing facilities
Planned investment will vary according to US federal subsidies
Samsung is investing $3.1B in OLED production, perhaps at Apple's behest
Apple could use the OLED production capacity for iPads and MacBooks