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Nvidia and AMD Target Intel's PC Dominance with Arm-Based Chips
Nvidia and AMD are reportedly working on Arm-based central processing units (CPUs) that could challenge Intel's longstanding dominance in the personal computer market. These developments come amid the rising prominence of Arm-based chips, which are known for their energy efficiency and are commonly used in smartphones. 
Nvidia and AMD are reportedly working on Arm-based central processing units (CPUs) that could challenge Intel's longstanding dominance in the personal computer market. These developments come amid the rising prominence of Arm-based chips, which are known for their energy efficiency and are commonly used in smartphones. -
NVIDIA's French Offices Raided by Competition Authority, Stock Gains Narrow
On Thursday, September 28, reports emerged that NVIDIA's offices in France were raided by the country's competition authority. The tech giant is under suspicion of engaging in anti-competitive practices. This marks the first significant regulatory scrutiny NVIDIA has faced since becoming a leading supplier of artificial intelligence chips. 
On Thursday, September 28, reports emerged that NVIDIA's offices in France were raided by the country's competition authority. The tech giant is under suspicion of engaging in anti-competitive practices. This marks the first significant regulatory scrutiny NVIDIA has faced since becoming a leading supplier of artificial intelligence chips. -
NVIDIA's $50 Billion GPU Ambition: Can the AI Industry Reap $200 Billion in Returns?
From a profit perspective, the generative AI trend that has been hot since the beginning of the year has one clear winner: NVIDIA. From a profit perspective, the generative AI trend that has been hot since the beginning of the year has one clear winner: NVIDIA. -
NVIDIA's $300 Billion Cloud Ambition: Beyond Just Chips
Amid a slowdown in Oracle's quarterly performance that exceeded expectations, only its AI-related business saw an unexpected surge. The cloud services and technology licensing business reported a 13% year-over-year increase in revenue for the quarter. To date, Oracle has secured over $4 billion worth of capacity orders for its second-generation cloud from AI development companies, doubling the previous quarter's figures. 
Amid a slowdown in Oracle's quarterly performance that exceeded expectations, only its AI-related business saw an unexpected surge. The cloud services and technology licensing business reported a 13% year-over-year increase in revenue for the quarter. To date, Oracle has secured over $4 billion worth of capacity orders for its second-generation cloud from AI development companies, doubling the previous quarter's figures. -
NVIDIA Boosts AI Ambitions: Partners with Two Indian Titans for Supercomputing, Large Models, and Applications
NVIDIA, beyond solidifying its position as a "supplier" in the tech world, is also bolstering its support for the "miners" of the digital age. Recent news reveals that NVIDIA is intensifying its focus on artificial intelligence (AI) by partnering with two major Indian corporations. NVIDIA, beyond solidifying its position as a "supplier" in the tech world, is also bolstering its support for the "miners" of the digital age. Recent news reveals that NVIDIA is intensifying its focus on artificial intelligence (AI) by partnering with two major Indian corporations. -
Is Arm Worth Its $52 Billion Valuation, Surpassing NVIDIA?
On Tuesday, September 5th, Arm's IPO application to regulators revealed a per-share ADS pricing between $47 and $51. With a total issuance of 95.5 million ADS, this places Arm's valuation at an estimated $52 billion. 
On Tuesday, September 5th, Arm's IPO application to regulators revealed a per-share ADS pricing between $47 and $51. With a total issuance of 95.5 million ADS, this places Arm's valuation at an estimated $52 billion. -
Nvidia's H100 Chip: The New Gold for US 'Scam' Companies?
AI's Continued Surge AI remains a hot topic, with the H100 chip not only being coveted by major companies but also potentially becoming a speculative tool for some businesses. 
AI's Continued Surge AI remains a hot topic, with the H100 chip not only being coveted by major companies but also potentially becoming a speculative tool for some businesses. -
NVIDIA's CEO Jensen Huang Meets India's Prime Minister: Bullish on India's AI Potential
According to a tweet posted by Modi on the social platform "X," he had a "very pleasant meeting" with Huang. The two discussed the vast potential India offers in the field of artificial intelligence (AI). Modi emphasized India's immense potential in this domain, and Huang expressed his admiration for India's achievements in AI, particularly highlighting the talent of the country's younger generation. According to a tweet posted by Modi on the social platform "X," he had a "very pleasant meeting" with Huang. The two discussed the vast potential India offers in the field of artificial intelligence (AI). Modi emphasized India's immense potential in this domain, and Huang expressed his admiration for India's achievements in AI, particularly highlighting the talent of the country's younger generation. -
NVIDIA's Underestimated Risk: A Threat Lurking in the Shadows
NVIDIA has been exceptionally aggressive this year. The consensus among tech giants seems to be a relentless pursuit of computational power. Part of the reason is that many large models are built on the Transformer architecture, which demands high computational power. But if, in the iterative process, the Transformer is gradually replaced by architectures with lower computational requirements, could this become NVIDIA's "latent risk"? NVIDIA has been exceptionally aggressive this year. The consensus among tech giants seems to be a relentless pursuit of computational power. Part of the reason is that many large models are built on the Transformer architecture, which demands high computational power. But if, in the iterative process, the Transformer is gradually replaced by architectures with lower computational requirements, could this become NVIDIA's "latent risk"? -
Nvidia Sounds Alarm on US Chip Export Restrictions to China
In a recent development, Nvidia, the renowned American multinational technology company, has voiced its concerns over the potential repercussions of the US government's decision to impose further semiconductor export restrictions to China. The company warns that these curbs could lead to a "permanent loss" for the US semiconductor industry in one of the world's most significant and fiercely competitive markets. In a recent development, Nvidia, the renowned American multinational technology company, has voiced its concerns over the potential repercussions of the US government's decision to impose further semiconductor export restrictions to China. The company warns that these curbs could lead to a "permanent loss" for the US semiconductor industry in one of the world's most significant and fiercely competitive markets.
