EVGA to Exit Graphics Card Market Over Reported Disrespect From Nvidia:

pcgameshardware.de/Geforce-RTX-4000-Grafikkarte-278189/News/EVGA-trennt-sich-von-Nvidia-1403572/

Sep 16 22

Geforce RTX 4000: EVGA parts ways with Nvidia: There is another surprise at the weekend: EVGA and Nvidia will go their separate ways in the future - with the ...

2

109

TechSpot

techspot.com/news/96005-evga-stop-making-nvidia-graphics-cards-citing-abusive.html

Sep 17 22

EVGA will stop making Nvidia graphics cards, citing abusive relationship: In an exclusive report, EVGA told Gamers Nexus that it won't sell Nvidia graphics cards ...

0

3

Golem.de

golem.de/news/trennung-von-nvidia-evga-steigt-aus-dem-grafikkartengeschaeft-aus-2209-168345.html

Sep 17 22

Separation from Nvidia: EVGA exits the graphics card business - Golem.de: The manufacturer is particularly known for overclocking models and excellent customer ...

0

16

ExtremeTech

extremetech.com/gaming/339629-bombshell-evga-terminates-relationship-with-nvidia

Sep 16 22

Bombshell: EVGA Terminates Relationship with Nvidia - ExtremeTech: EVGA is fed up with its treatment by Nvidia, according to its CEO. ...

0

7

pcgameshardware.de

pcgameshardware.de/Geforce-RTX-4000-Grafikkarte-278189/News/Nvidia-EVGA-Trennung-Stellungnahmen-Margen-1403582/

Sep 17 22

Graphics card drumbeat: EVGA versus Nvidia - official statements, catastrophic margin development.

0

60

The Verge

B

Sep 16 22

EVGA stops making video cards and blames Nvidia’s bad behavior: PC hardware maker EVGA will reportedly stop making GPUs in the future, citing a bad relationship ...

theverge.com/2022/9/16/23357031/evga-nvidia-graphics-cards-stops-making

0

29

TechCrunch Apr 24

Nvidia acquires AI workload management startup Run:ai for $700M, sources say: Nvidia is acquiring Run:ai, a Tel Aviv-based company that makes it easier for ...

techcrunch.com/2024/04/24/nvidia-acquires-ai-workload-management-startup-runai/

99

Apr 24

Nvidia Agrees to Buy Software Provider Run:AI: Nvidia on Wednesday said it has agreed to acquire Run:ai, a Tel Aviv-based provider of artificial intelligence ...

barrons.com/articles/nvidia-stock-nvda-run-ai-d4ccd67c

14

3h

Nvidia Stock Rises. What Microsoft and Google CEOs Said About Its Chips.: Microsoft and Alphabet's CEOs both called out their use of Nvidia chips in ...

barrons.com/articles/nvidia-stock-price-buy-sell-microsoft-google-a5d0e558

4

seekingalpha.com/article/4686602-advanced-micro-devices-stock-expectations-running-hot-ahead-of-q1

SeekingAlpha 3h

Advanced Micro Devices: Expectations Running Hot Ahead Of Q1: At the current price, Advanced Micro Devices’ expectations are far higher than what it can ...

1

Apr 19

Stock Market Today: Dow, S&P Live Updates for April 19: A selloff in the world’s largest technology companies hit stocks, with the industry that has powered the ...

bloomberg.com/news/articles/2024-04-18/stock-market-today-dow-s-p-live-updates

26

Apr 23

Nvidia is also there: Will these 2 AI stocks actually crash by up to 65% soon?: On Friday, AI stocks like Nvidia suffered a severe setback on the stock exchanges ...

boerse-online.de/nachrichten/aktien/auch-nvidia-ist-dabei-stuerzen-diese-2-ki-aktien-tatsaechlich-bald-um-bis-zu-65-ab-20355935.html

tomshardware.com/pc-components/gpus/chinese-may-be-evading-nvidia-gpu-sanctions-with-dell-gigabyte-and-supermicro-servers-report

30

13

tomshardware Apr 23

Chinese may be evading Nvidia GPU sanctions with Dell, Gigabyte, and Supermicro servers: Report

seekingalpha.com/article/4685003-nvidia-down-10-percent-time-to-buy-tech

27

2 0

SeekingAlpha Apr 22

Nvidia Down 10%, Time To Buy Tech: The stock market has been experiencing unusual volatility in the past few weeks. Click here to read why high-flying stocks ...

3

2

investors.com/news/technology/ai-stocks-artificial-intelligence-nvidia-stock-analyst/

Apr 22

AI Bubble? Why This Veteran Nvidia Analyst Isn't Worried.: A veteran Nvidia stock analyst with Bernstein Research explains why he’s not that worried about ...

Quick Glance: AI Revolutionizing Call Centers: TCS Insights

The head of Tata Consultancy Services predicts chatbots will reduce the need for human call center agents significantly, revolutionizing the industry.

TCS's generative AI projects have doubled in value to $900 million by March, highlighting the increasing demand for tech talent and the need for workforce training.

Reports suggest that overall IT services growth is affected by global uncertainties like inflation, war, and elections, leading to a decline in spending and slower revenue growth for companies like TCS and Infosys.

Infosys anticipates a modest 1-3% sales growth in the upcoming financial year due to customers delaying discretionary spending on new tech projects amidst the current economic climate.

62

Apr 23

China acquired recently banned Nvidia chips in Super Micro, Dell servers, tenders show

reuters.com/world/china/china-acquired-recently-banned-nvidia-chips-super-micro-dell-servers-tenders-2024-04-23/

Quick Glance: China Acquires Banned Nvidia Chips in Super Micro, Dell Servers

Chinese universities obtained Nvidia chips through third parties despite ban

Tenders reveal acquisition of advanced chips in server products

Sales by unknown Chinese retailers bypass U.S. regulations

Tenders demonstrate China's access to advanced technology, potential export control violations

7 similar articles

35

14

tomshardware Apr 20

Nvidia Blackwell and GeForce RTX 50-Series GPUs: Rumors, specifications, release dates, pricing, and everything we know

tomshardware.com/pc-components/gpus/nvidia-blackwell-rtx-50-series-gpus-everything-we-know

56

0 0

Barron's

barrons.com/articles/nvidia-stock-price-buy-sell-meta-earnings-5299b966

Apr 25

Nvidia Stock Gains. What Meta’s Earnings Mean for the AI Chip Maker.: One of Nvidia's biggest customers, Meta Platforms, raises its projected investment in ...

1

Apr 16

AMD Has a New Bull, and Is Coming for Nvidia’s AI Lunch

barrons.com/articles/amd-stock-nvidia-ai-upgrade-5760ee3c

11

Apr 22

The Dow jumps 250 points as Big Tech recovers but Tesla sinks: AI chipmaker Nvidia bounced back from last week’s steep decline and was among the top performers

qz.com/dow-jones-stocks-tesla-nvidia-microstrategy-coinbase-1851427256

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1

0 3

SeekingAlpha 2h

SMH: More AI-Related Catalysts Ahead, Buy The Dip: VanEck Semiconductor ETF is a risky but potentially lucrative investment in semiconductor companies essential ...

seekingalpha.com/article/4686613-smh-more-ai-related-catalysts-ahead-buy-the-dip

0

Apr 22

Top AI expert sees double-digit price opportunity: That's why joining Nvidia is still worth it

boerse-online.de/nachrichten/aktien/top-ki-experte-sieht-zweistellige-kurschance-darum-lohnt-sich-der-einstieg-bei-nvidia-noch-immer-20355771.html

11

Apr 23

China acquired recently banned Nvidia chips in Super Micro, Dell servers, tenders show

39

Apr 19

Nvidia Won AI’s First Round. Now the Competition Is Heating Up.: Amazon.com, Google, Meta Platforms, AMD, and Intel have big ambitions in AI chips.

barrons.com/articles/ai-nvidia-chips-40bc6704

5

7h

News from Computex 2024: Nvidia as a spoilsport for AMD: AMD is actually opening Computex this year, but Nvidia is now pushing ahead with a parallel event ...

pcgameshardware.de/Computex-Event-63360/News/Computex-2024-Nvidia-Keynote-Spielverderber-AMD-1446143/

tomshardware.com/pc-components/gpus/ampere-rides-again-as-nvidia-unveils-single-slot-rtx-a1000-and-a400-for-professionals-the-latter-featuring-a-massively-cut-down-ga107-chip

14

4

tomshardware Apr 16

Ampere rides again as Nvidia unveils single-slot RTX A1000 and A400 for professionals — the latter featuring a massively cut-down GA107 chip

44

Apr 23

Nvidia Stock Rises. Why Analysts See an Opportunity in the Chip Maker’s Fall.

barrons.com/articles/nvidia-stock-price-buy-sell-9ab2eafc

2

Apr 18

Nvidia Stock Rises. What Taiwan Semi’s Earnings Mean for the Chip Maker.: Nvidia stock was gaining early on Thursday, following positive message about demand for ...

barrons.com/articles/nvidia-stock-price-buy-sell-c70d527a

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3

investors.com/news/technology/nvidia-stock-sell-off-nvda/

Apr 20

Nvidia Stock Plummets In Broad Market Sell-Off: Nvidia stock plunged Friday, falling sharply below its 50-day average as the broader market retreated in a major ...

148

Apr 19

Bloomberg Evening Briefing: Wall Street Ends the Week in a ‘Tech Wreck’: Get caught up.

bloomberg.com/news/newsletters/2024-04-19/bloomberg-evening-briefing-wall-street-ends-the-week-in-a-tech-wreck

5

Apr 24

Nvidia is buying an Israeli AI software startup that makes AI chips more efficient

qz.com/nvidia-buying-ai-software-startup-run-ai-1851432821

10

Apr 23

Vietnam's FPT to invest $200 mln in AI factory using Nvidia chips: Vietnam's top tech firm FPT plans to build a $200 million artificial intelligence (AI) factory ...

reuters.com/technology/vietnams-fpt-invest-200-mln-ai-factory-using-nvidia-chips-2024-04-23/

16

Apr 23

Nvidia (NVDA) Traders Eye Call Option Play as Stocks Retreat From Highs: Hedging against big swings in Nvidia Corp.’s share price with options is expensive ...

bloomberg.com/news/articles/2024-04-23/wary-nvidia-nvda-traders-eye-call-option-play-ahead-of-earnings

4

Apr 23

Banned Nvidia GPUs sneak into sanction-busting Chinese servers: Graphics giant and partners say they're clean - it's all technically legit

theregister.com/2024/04/23/china_banned_nvidia_gpus/

2

Apr 12

Nvidia blames Intel for GPU VRAM errors, tells GeForce gamers experiencing 13th or 14th Gen CPU instability to contact Intel support

tomshardware.com/pc-components/cpus/nvidia-blames-intel-for-gpu-vram-errors-tells-geforce-gamers-experiencing-13th-or-14th-gen-cpu-instability-to-contact-intel-support

554

Apr 22

Five Things You Need to Know to Start Your Day: Americas: Good morning. US stocks are set to recover after a tech-led selloff which slashed Nvidia’s market value ...

5

Apr 15

Nvidia Stock Rises. Why Analysts See a Short-Term Opportunity for More Gains.: Nvidia was rising early on Monday. The chip maker's rally has levelled off over ...

on.barrons.com/4aX53Jh

10

Apr 18

Chips Stocks Fall Into Correction on Rates, China Demand Worries: A gauge of global chip stocks and AI bellwether Nvidia Corp. have fallen together into a ...

trib.al/oqmfyp9

7

5

investors.com/news/vertiv-spikes-on-earnings-ai-stocks-nvidia-super-micro/

Apr 24

Vertiv Surges On Earnings. It's A Good Sign For AI Stocks.: Data-center coolant systems specialist Vertiv soared Wednesday on strong earnings ...

38

Apr 19

If Nvidia Stock Slips, These 15 Tech Stocks May Be Good Hedges

barrons.com/articles/nvidia-stock-hedges-tech-growth-8d4d5895

4

Apr 22

Morning Bid: Big Tech swoons as Q1s lurk, Nvidia decimated: A look at the day ahead in U.S. and global markets from Mike Dolan

reuters.com/markets/us/global-markets-view-usa-2024-04-22/

Quick Glance: Overview: Tesla Stocks Plummet, Europe Business Surpasses Expectations

World markets have brightened slightly this week, but Tesla is facing a critical earnings test, while Europe's business pulse has surprisingly been lively this month.

Following the worst week on Wall Street since 2022, relief from easing Middle East tensions helped stabilize the situation on Monday. The chip giant Nvidia made a modest recovery from losses as Big Tech megacaps gear up for quarterly earnings releases.

As the first of the 'Magnificent 7' Vanguard stocks, electric vehicle giant Tesla will report on Tuesday, having plummeted by a substantial 43% year-to-date and nearly 60% over the past two years amidst fierce price competition, declining EV demand, and governance/product concerns.

While Big Tech jitters define this month's market fluctuations, investors will closely watch the upcoming results for a clearer perspective.

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8

5 3

Frankfurter Allgemeine Zeitung

faz.net/aktuell/wirtschaft/kuenstliche-intelligenz/china-sichert-sich-hochmoderne-ki-chips-durch-die-hintertuer-19672828.html

Apr 23

China secures state-of-the-art AI chips through the back door: The US government is trying to prevent the export of special processors optimized for artificial ...

0

investors.com/news/technology/ai-stocks-artificial-intelligence-mongodb-confluent-elastic-nvidia/

Apr 19

AI Stocks: Data Stocks Target Next Wave Of AI Spending: AI stocks extend well beyond Nvidia. Data software players like MongoDB, Elastic and Confluent are poised ...

36

Apr 19

Super Micro Computer plunges 23%, dragging Nvidia and other AI stocks down with it

qz.com/super-micro-computer-stock-nvidia-micron-technology-amd-1851423394

2

Apr 19

Nvidia drops 10% as investors see risk in Big Tech shares: US stock markets suffer their worst run since October 2022 as investors pull back from AI bets

ft.com/content/e7d5852e-a310-470f-a26e-d31fa205e9a0

39

Apr 23

Will Earnings From These 10 AI Stocks Live Up to the Hype?: What to watch for in Q1 reports from Nvidia, Microsoft, Amazon, Broadcom, and more.

morningstar.com/markets/ai-stocks-what-watch-q1-earnings-reports

1

The Register

theregister.com/2024/04/17/intel_hala_point_neuromorphic_owl/

Apr 18

Intel's neuromorphic 'owl brain' swoops into Sandia labs: Hala Point system crams more than a thousand neurochips into a 6U chassis to tackle real-time AI

4 similar articles

2

tomshardware.com/tech-industry/artificial-intelligence/jim-keller-suggests-nvidia-should-have-used-ethernet-to-stitch-together-blackwell-gpus

tomshardware Apr 13

Jim Keller suggests Nvidia should have used Ethernet to stitch together Blackwell GPUs — Nvidia could have saved billions

64

14 153

investors.com/how-to-invest/when-to-sell-stocks-nvidia-nvda-stock/

Apr 20

Nvidia Sinks, Exposing 8 'Secrets' For When To Sell Stocks: As top growth stocks like Nvidia fall below key moving averages, keep in mind these proven ...

55

4h

Alphabet Stock Gets AI Boost. How a New $2 Trillion Market Value Could Overtake Nvidia.

barrons.com/articles/alphabet-stock-nvidia-ai-market-value-b1316cfe

0

investors.com/research/ibd-stock-analysis/hubspot-stock-nvidia-meta-google/

Apr 25

Even Nvidia Can't Pull Off This Feat. Only One AI Stock Has.: Outshining AI giants Nvidia, Meta and Google, HubSpot has secured placement on three premier ...

25

Apr 22

The Dow jumps 250 points as Big Tech recovers but Tesla sinks: AI chipmaker Nvidia bounced back from last week’s steep decline and was among the top performers

qz.com/dow-jones-stocks-tesla-nvidia-microstrategy-coinbase-1851427256

Quick Glance: Tesla: Prices Reduced in Germany - Musk's Strategies

Tesla lowers prices in Germany to increase inventory and sales.

Elon Musk addresses price complaints and emphasizes the need for flexible pricing.

Buyers of Tesla vehicles during expensive phases may face depreciation.

Tesla implements additional measures to boost sales, such as price cuts in the USA and adjustments in the Supercharger network.

7

Apr 24

Nvidia Got Some Good News From Elon Musk. Here’s What’s Driving the Stock.: Tesla CEO Elon Musk talked about demand for Nvidia chips. It should quell fears that ...

barrons.com/articles/nvidia-stock-price-buy-sell-elon-musk-tesla-925f6055

8

3h

Nvidia brings the Giga Texel shader, Geforce 2 GTS and a killer game wins the German computer game award (PCGH…

pcgameshardware.de/Retrospektive-Thema-214694/News/Nvidia-bringt-den-Giga-Texel-Shader-Geforce-2-GTS-PCGH-Retro-26-April-745801/

4

Apr 22

Stock Market Today: Dow, S&P Live Updates for April 23: Asian stocks rose after US shares rebounded from a $2 trillion selloff on optimism big tech leaders will ...

bloomberg.com/news/articles/2024-04-22/stock-market-today-dow-s-p-live-updates

1

Apr 21

Apple, Nvidia & Co: Billionaire Ken Fisher is super bullish on these tech stocks: Ken Fisher is bullish on tech stocks in 2023, with top positions in Apple ...

boerse-online.de/nachrichten/zertifikate/apple-nvidia-co-milliardaer-ken-fisher-ist-super-bullisch-fuer-diese-tech-aktien-20355619.html

6

0

Business Standard

B

Apr 17

India 'considering deal' with Nvidia to get GPUs for national AI mission: Powerful chips will be provided to local startups, researchers, academic institutions ...

business-standard.com/companies/news/india-considering-deal-with-nvidia-to-get-gpus-for-national-ai-mission-124041700194_1.html

3

Apr 15

Nvidia CEO Jensen Huang Sees AI as the Great Equalizer: Nvidia CEO Jensen Huang described AI as tech’s “single greatest contribution to social elevation.”

on.barrons.com/4azFX3A

tomshardware.com/tech-industry/semiconductors/us-blacklists-intels-and-nvidias-key-partner-in-china

43

7

tomshardware Apr 13

U.S. blacklists Intel's and Nvidia's key partner in China — three other Chinese firms also included in the blacklist for helping the military

35

Apr 09

Nvidia GPU Partners Expect RTX 5090, 5080 to Launch Later This Year: The company is rumored to launch 50-Series RTX GPUs earlier than expected.

extremetech.com/gaming/nvidia-gpu-partners-expect-rtx-5090-5080-to-launch-later-this-year

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505

120

tomshardware Apr 16

'Enhanced' Nvidia A100 GPUs appear in China's second-hand market — new cards surpass sanctioned counterparts with 7,936 CUDA cores and 96GB HBM2 memory

tomshardware.com/pc-components/gpus/enhanced-nvidia-a100-gpus-appear-in-chinas-second-hand-market-new-cards-surpass-sanctioned-counterparts-with-7936-cuda-cores-and-96gb-hbm2-memory

tomshardware.com/pc-components/cpus/intel-details-guadi-3-at-vision-2024-new-ai-accelerator-sampling-to-partners-now-volume-production-in-q3

14

0 3

tomshardware Apr 09

Intel details Gaudi 3 at Vision 2024 — new AI accelerator sampling to partners now, volume production in Q3

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38

1 0

TechCrunch Apr 18

Uber, Nvidia-backed Serve Robotics hits public markets with $40M splash: Serve Robotics, the Uber and Nvidia-backed sidewalk robot delivery company ...

techcrunch.com/2024/04/18/uber-nvidia-backed-serve-robotics-hits-public-markets-with-40m-splash/

13

Apr 23

Nvidia will soar 21% to $1,000 as its new AI chip slams would-be rivals, Morgan Stanley says. It’s among 10 stocks set to surge

fortune.com/2024/04/23/nvidia-amazon-morgan-stanley-10-stocks-to-buy/

209

Apr 11

Tesla and Nvidia Could Be a Match Made in AI Heaven: Morgan Stanley believes the EV maker could become the semiconductor manufacturer’s largest customer.

barrons.com/articles/tesla-nvidia-stocks-ai-636bbf5f

8

Apr 10

Nvidia Stock Enters Correction Territory. Blame Google’s Chips News for a Small Part in That.

barrons.com/articles/nvidia-stock-price-buy-sell-167b44af

theguardian.com/commentisfree/2024/apr/13/from-boom-to-burst-the-ai-bubble-is-only-heading-in-one-direction

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7

0

guardiantech Apr 13

From boom to burst, the AI bubble is only heading in one direction : No one should be surprised that artificial intelligence is following a well-worn and ...

5

18h

A Nvidia-backed startup just unveiled AI avatars that can express human emotions: Synthesia introduced its fourth-generation "Expressive Avatars ...

qz.com/synthesia-introduces-ai-avatars-human-expression-nvidia-1851434555

3

Apr 11

Google and Intel are challenging Nvidia's AI chip dominance. It won't be easy.: The AI chip maker faces growing competition, even from its biggest customers ...

qz.com/nvidia-ai-chips-google-intel-meta-microsoft-amazon-1851401701

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0 0

markets.businessinsider.com/news/stocks/stock-market-today-sp500-tech-fed-rate-cuts-outlook-inflation-powell-2024-4

Apr 17

Stock market today: S&P 500 hits 4-day losing streak as tech drops: The S&P 500 notched its fourth-straight day of losses as Nvidia, Meta, and other tech names ...

Quick Glance: Powell Warns of Lack of Progress on Inflation

Federal Reserve Chair Jerome Powell emphasized that the U.S. economy, while otherwise strong, has not seen a return of inflation to the central bank's target.

Powell mentioned that the current policy should remain in place as inflation has not declined quickly enough and there has been no further progress towards the 2% goal.

Since July 2023, the Fed has maintained its benchmark interest rate in a target range between 5.25% and 5.5%, the result of 11 consecutive rate hikes.

Financial markets have had to adjust their expectations for rate cuts this year as inflation has been higher than expected, and the Fed's policy continues to be dependent on data.

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7

investors.com/etfs-and-funds/sectors/sp500-stocks-profit-growth-will-outshine-nvidias-analysts-say/

Apr 15

These 2 Stocks' Profit Growth Will Outshine Nvidia's, Analysts Say: Nvidia's first-quarter profit growth is expected to be very good ...

81

10

investors.com/etfs-and-funds/sectors/sp500-your-second-chance-to-own-7-leading-stocks-like-nvidia/

Apr 17

Here's Your 'Second Chance' To Own 7 Leading Stocks Like Nvidia: Tired of listening to your neighbors bragging about all their winning S&P 500 ...

50

Apr 13

AI in Focus: All that and a bunch of chips: Plus: Nvidia needs to watch its back.

qz.com/emails/daily-brief/1851407725/ai-in-focus-all-that-and-a-bunch-of-chips

2

Apr 22

Jim Keller on AI: "In 10 years all software will be gone": The well-known chip designer Jim Keller broadly outlined his visions for AI in an interview ...

heise.de/news/Jim-Keller-ueber-KI-In-10-Jahren-ist-alle-Software-weg-9692706.html

17

53

businessinsider.com/nvidia-stock-surge-not-all-employees-rich-engineer-jensen-huang-2024-4

Apr 21

Don't think all Nvidians are now rich, says one engineer : Nvidia's share price has surged in recent months on the AI boom, but that doesn't mean all employees ...

52

Apr 12

Nvidia Stock Shakes Off Dip. Its AI Competition Is Ramping Up.: Nvidia stock has shrugged off AI announcements from Intel, Google, Meta, and Marvell Technology.

barrons.com/articles/nvidia-stock-price-buy-sell-2c6124fa

5

0

markets.businessinsider.com/news/stocks/nvidia-stock-price-prediction-ai-ecosystem-potential-fully-realized-2024-4

Apr 17

Nvidia stock price outlook: 81% upside as AI ecosystem potential realized: "We think investors underestimate the importance of the chip+hardware+software ...

92

Apr 25

Nvidia supplier SK Hynix reverses losses in first quarter on explosive AI demand: This comes after SK Hynix posted net losses for five consecutive quarters from ...

cnbc.com/2024/04/25/nvidia-supplier-sk-hynix-reverses-losses-in-first-quarter-on-ai-demand.html

Quick Glance: SK Hynix Anticipates Full Chip Recovery Post Q1 Profit Surprising AI Boom

SK Hynix anticipates a complete recovery in memory chips due to AI demand, achieving its highest profit in nearly two years by selling advanced DRAM chips with High Bandwidth Memory (HBM) for generative AI chipsets.

The company surpassed expectations for an operating profit of 1.88 trillion won by LSEG SmartEstimate, stating that the memory market is entering a full recovery cycle.

SK Hynix is the biggest beneficiary of the explosive increase in AI adoption, serving as the main supplier of HBM chips for Nvidia's graphic processing units training AI systems.

To outpace competition, SK Hynix announced a $3.87 billion investment to construct an advanced chip packaging plant in Indiana with an HBM chip line and research and development for AI products.

7

Apr 11

Nvidia Stock Gains. Why It's Safe From a Raft of New AI Chips for Now.: Nvidia was edging up early on Thursday despite a flurry of announcements from rivals ...

on.barrons.com/3TR2nGp

5

Apr 23

AMD claims it's helping save the Earth by ditching monolithic datacenter chips: Smaller dies, less wafer loss equals lower emissions, exec claims

theregister.com/2024/04/23/amd_chiplets_ghg/

0

investors.com/etfs-and-funds/sectors/sp500-magnificent-7-stocks-dominate-even-more-now/

Apr 20

Magnificent 7 Stocks Dominate The S&P 500 Even More Now: Big drops in two Magnificent Seven stocks haven't dented the group's influence on the S&P 500. In fact ...

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13

investors.com/research/breakout-stocks-technical-analysis/nvidia-nvda-stock-google-ai-deal/

Apr 17

Nvidia Unveils Buy Point, Google AI Deal. But Worries Linger.: With strong demand and AI partnerships with Google in hand, Nvidia stock shows resilience and ...

38

Apr 18

TSMC Outlook Beats Estimates as AI Demand Helps Propel Business: Taiwan Semiconductor Manufacturing Co. expects revenue to rise as much as about 30% this quarter ...

bloomberg.com/news/articles/2024-04-18/tsmc-posts-first-profit-growth-in-a-year-after-global-ai-boom

Quick Glance: TSMC Forecasts Q2 Growth Due to 'Insatiable' AI Demand

TSMC, the world's largest chipmaker, forecasts a potential up to 30% increase in sales in the second quarter, driven by strong demand for semiconductors used in artificial intelligence (AI).

The CEO of TSMC emphasized the insatiable demand for energy-efficient computing power for AI applications, stating that almost all AI innovators are collaborating with the company.

Benefiting from the AI wave, TSMC expects revenue from AI servers to surpass 20% by 2028. The company anticipates that strong demand for its 3nm and 5nm technologies will support business in the second quarter of 2024.

Forecasts for 2024 indicate TSMC's positive outlook, with expectations of revenue rising in the low- to mid-20% range. Despite sluggish smartphone demand, the company remains optimistic about the future due to the ongoing demand for advanced chip technologies.

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1

8 3

businessinsider.com/mark-zuckerberg-meta-nvidia-jensen-huang-bromance-cooking-2024-4

Apr 19

Zuck just revealed the secret ingredient in his Jensen Huang bromance: Mark Zuckerberg said Jensen Huang of Nvidia likes cooking and once invited him over to ...

63

4