Chip stocks AMD and Nvidia are among the most overbought stocks on Wall Street amid A.I. craze
Synopsis by CNBC May 27 23
Investors piled into the artificial intelligence play this week ...Read full article 
CNBC: Chip stocks AMD and Nvidia are among the most overbought stocks on Wall Street amid A.I. craze
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| Last Updated | May 27 23 |
| Total Articles | 1 |
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field of computer science and engineering practices for intelligence demonstrated by machines and intelligent agents
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Nvidia CEO Huang Sees AI as Making Society More Equitable: Nvidia CEO Jensen Huang described AI as tech’s “single greatest contribution to social elevation.”
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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.”
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AI is powering Google to a $2 trillion market cap: Google parent Alphabet's stock is up more than 15% so far this year, and more than 51% over the last 12 months
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Google will spend more than $100 billion on AI, exec says: Just last month, Google DeepMind CEO Demis Hassabis said the billions of dollars being poured into AI ...
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Quick Glance: Google to Surpass Microsoft in AI Investment, DeepMind CEO Affirms
- Many of us have fallen under the spell of the foundation model in the past year and a half, triggered by OpenAI's unveiling of ChatGPT.
- DeepMind, acquired by Google in 2014 for a reported £400-650 million, has achieved more impressive milestones than most.
- Deep Mind's CEO Demis Hassabis confirmed at the TED 40th anniversary conference in Vancouver, Canada, that Google has no intention of slowing down investment in the technology, but rather the opposite.
- Hassabis emphasized the need to avoid an artificial intelligence arms race that could lead to risky decisions and highlighted the importance of society starting to think about the types of architectures being built as we approach achieving artificial general intelligence.
Big tech in danger? Why the Magnificent 7 could soon be just 5 stocks, according to top experts
boerse-online.de/nachrichten/aktien/big-tech-in-gefahr-darum-koennten-laut-top-experten-die-magnificent-7-bald-nur-noch-5-aktien-sein-20355218.html
Alphabet X’s Bellwether harnesses AI to help predict natural disasters: The world is on fire. Quite literally, much of the time quite literally ...
techcrunch.com/2024/04/17/alphabet-xs-bellwether-harnesses-ai-to-help-predict-natural-disasters/
Elon Musk says the next-generation Grok 3 model will require 100,000 Nvidia H100 GPUs to train
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Wall Street Is Searching for AI Winners Across Emerging Markets: Some of the world’s biggest money managers are searching for the next wave of artificial ...
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AI-Enhanced Google Search Could Soon Be Paid: Users of internet searches, which have always been free, will soon have to pay for it due to the use of artificial ...
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Upscaling technologies: DLSS 3.7 vs. FSR 2.2 vs. XeSS 1.3 in direct comparison [Report]
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Here's Why We Should Listen to Elon Musk on AI Bypassing Human Smarts: Musk has long predicted AI is capable of beating human brainpower. He's moved up his ...
inc.com/kit-eaton/heres-why-we-should-listen-to-elon-musk-on-ai-bypassing-human-smarts.html
Google might charge for AI-powered search: The search giant is reportedly looking into adding AI-powered search to its premium subscription services
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Intel reveals details of new AI chip to fight Nvidia dominance: Intel detailed a new version of its artificial intelligence chip at its Vision event on Tuesday ...
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Nvidia, Indosat plan $200 mln AI centre investment in Indonesia, government says: Nvidia and Indonesia's telco firm PT Indosat Ooredoo Hutchison plan to build an ...
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OpenAI and Microsoft reportedly planning $100 billion datacenter project for an AI supercomputer
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Nvidia could be primed to be the next AWS: The question is whether Nvidia can sustain that growth to become a long-term revenue powerhouse like AWS has become ...
techcrunch.com/2024/03/24/nvidia-could-be-primed-to-be-the-next-aws/
Nvidia versus Amazon and co: the race for the superchips: Artificial intelligence needs special semiconductor components. These come from stock market star ...
faz.net/aktuell/wirtschaft/unternehmen/nvidia-gegen-amazon-und-co-das-rennen-um-die-superchips-19615594.html
Lenovo says demand for AMD's Instinct MI300 is record high — plans to offer AI solutions from all important hardware vendors
tomshardware.com/tech-industry/artificial-intelligence/lenovo-says-demand-for-amds-instinct-mi300-is-record-high-plans-to-offer-ai-solutions-from-all-important-hardware-vendors
Google In Buy Zone As It Joins AI Chip Bandwagon: Google stock reached a record high and sits in a buy zone. Shares got a lift on news of its new artificial ...
investors.com/research/google-stock-googl-artificial-intelligence-ai/
Quick Glance: Google Introduces New Data Center and AI Chips
- Google recently unveiled details of an update to its data center AI chips and announced an Arm-based processor.
- Google's Tensor Processing Units (TPUs) are a significant alternative to Nvidia's advanced AI chips, accessible through Google Cloud Platform.
- The newly introduced Arm-based processor named Axion offers higher performance compared to x86 chips and general Arm chips in the cloud.
- Google plans to utilize Axion for services like YouTube Ads in Google Cloud in the future, while the TPU v5p chips are now available through Google Cloud.
Exclusive: Behind the plot to break Nvidia’s grip on AI by targeting software: Nvidia earned its $2.2 trillion market cap by producing artificial-intelligence ...
reut.rs/3TBi2cP
The Intelligence: Bombs squad: The game theory was simpler during a cold war between two states armed to the teeth; the nuclear world order has since become far ...
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Palantir, Nvidia & Co: 6 tech stocks with up to 50% chance of winning in the next earnings season according to analysts
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TSMC posts fastest monthly revenue growth since 2022 on AI chip boom: TSMC posted a surge in revenue in March as it cashes in on a continuing artificial ...
cnbc.com/2024/04/10/tsmc-posts-fastest-monthly-revenue-growth-since-2022-on-ai-chip-boom.html
AI Is Giving Nuclear Power a Big Lift. 4 Stocks Riding the Trend.: Data centers being built to run AI systems require lots of power. Nuclear power is ...
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The Billionaires Getting Rich From AI 2024: From Jensen Huang to Lisa Su, these new members of the Forbes list are already getting rich off artificial ...
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Quick Glance: Billionaires Profiting from AI 2024
- The AI gold rush has led to a plethora of new billionaires in the sector, as surging values for both public and private companies with ties to AI have skyrocketed.
- Over the past year, tech companies, both new and old, have seen massive share price increases, making the world's tech tycoons even richer and introducing over a dozen new AI billionaires into the Forbes World's Billionaires list.
- Nvidia cofounder and CEO Jensen Huang serves as the poster child for this boom. However, other companies like Super Micro Computer, Advanced Micro Devices, and Cloudflare also benefited from the trend. Privately owned AI companies have also gained momentum, with AI-centric startups alone raising nearly $50 billion in funding last year.
- Major tech giants like Microsoft, Amazon, and Alphabet have significantly contributed to financing private AI companies to compete in the AI race. However, it remains to be seen if and when the AI bubble will burst and funding could dry up.
Micron Sold All of Its High Bandwidth Memory Supply for 2024 and Most of 2025: The high-bandwidth memory market is exploding due to its usage in AI accelerators.
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Billion-dollar opportunity for Nvidia shares: Almost no investor has it on their radar
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Nvidia Blackwell: AI revolution of the next generation: The chip company Nvidia wants to expand its leading role in artificial intelligence technology ...
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Half-Life 2 RTX Remix: “Every single pixel” is checked: 20 years after its release, the Orbifold studio wants to significantly improve Half-Life 2's graphics ...
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Nvidia, Alphabet lead market cap surge in March
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Tiny Corp decides to make both AMD and Nvidia versions of its TinyBox AI server - GeForce version is 67% more expensive
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Nvidia faces competition: Intel and Google attack AI top dog: So far, Nvidia has dominated the AI market. But that is about to change: Intel is presenting a ...
n-tv.de/wirtschaft/Intel-und-Google-greifen-KI-Platzhirsch-an-article24861765.html
Meta (META) Trades at a Discount to Magnificent Seven After $1 Trillion AI Rally: Meta Platforms Inc.’s record-breaking, artificial intelligence-fueled rally has ...
bloomberg.com/news/articles/2024-04-10/meta-trades-at-a-discount-to-magnificent-seven-after-1-trillion-ai-rally
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Gaudi 3: Intel crawls its way in: Nvidia has competition: Intel has announced a new AI chip. Meta and Google also want to follow suit ...
zeit.de/digital/2024-04/ki-chips-nvidia-intel-google-konkurrenz
Samsung to Battle Nvidia in 2025 With Its New Mach-1 AI Chip: The company is pouring billions into R&D with plans to disrupt the AI market in the near future.
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Warren Buffett's biggest mistake? This AI and chip shares go through the roof after Buffett sale
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Google's AI chief says the billions going into AI means a 'bunch of hype and maybe some grifting'
qz.com/google-ai-chief-deepmind-hassabis-hype-bubble-1851378348
Paid articlePaid New Competition Isn’t Hurting Nvidia—Yet: Nvidia was edging up early on Thursday despite a flurry of announcements from rivals developing processors powering ...
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Generative AI 'FOMO' is driving tech heavyweights to invest billions of dollars in startups
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Nvidia boss believes: AI-generated gaming future in five to eight years: Are we facing an AI-generated gaming future? At least according to Nvidia CEO Jensen ...
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Apple sued, Microsoft’s AI ambitions and Nvidia’s surprises: In this edition of Week in Review, we have big news on the latest Apple antitrust lawsuit ...
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Quick Glance: Stability AI CEO Resigns - Decentralized AI in Focus
- Emad Mostaque, founder and CEO of Stability AI, has stepped down to focus on decentralized AI, while the company has appointed interim co-CEOs.
- Mostaque emphasized that centralized AI cannot be beaten with more centralized AI, advocating for more transparent and distributed governance in the AI industry.
- His departure comes amid challenges at Stability AI, with high expenditures reported and struggles to secure new funding rounds.
- Mostaque's shift in focus towards revenue growth over time, aiming for cash flow positivity and emphasizing open models and enterprise adoption.
Nvidia's new ChatGPT-like AI chatbot falls victim to high-severity security vulnerabilities - urgent ChatRTX patch issued
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The AI craze is no dot-com bubble. Here’s why: Skeptics are warning of a tech stock bubble that will inevitably burst. The sense of alarm is short-sighted ...
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FTX estate selling majority stake in AI startup Anthropic for $884 million, with bulk going to UAE
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Earth‑2: Nvidia simulates complete copy of Earth: Extreme weather events are becoming more and more frequent and cause a lot of suffering - also from an economic ...
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Jerry Jones Bet Big On Natural Gas Last Week — The Rise Of Energy Hungry A.I. Means You Should Too
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Zuckerberg on Nvidia CEO: The Taylor Swift of the tech industry: Mark Zuckerberg recently praised Nvidia CEO Jensen Huang on social media. It also reveals how ...
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AI briefing: Chips as heavy as a Ferrari - is Nvidia igniting the AI turbo?: CEO Jensen Huang draws absurd comparisons, the first analysts smell a bubble and we ...
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Nvidia all the time, Elon Musk wants a piece, and Apple looks to Google: AI news roundup
qz.com/nvidia-ai-chips-elon-musk-apple-google-gemini-meta-1851356713
Paid articlePaid Nvidia all the time, Elon Musk wants a piece, and Apple looks to Google: AI news roundup
qz.com/nvidia-ai-chips-elon-musk-apple-google-gemini-meta-1851356713
Paid articlePaid Wooden KI like wood with AI: Don't fool the robot - he could imitate you: At the Nvidia GTC conference, CEO Jensen Huang presented an AI that allows robots to ...
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Los Alamos' Nvidia-powered Venado supercomputer trades accuracy for efficiency with AI workloads
techspot.com/news/102647-los-alamos-nvidia-powered-venado-supercomputer-trades-accuracy.html
Nvidia: Intel and Google compete in the AI chip race: Nvidia shares fell due to new competition in the AI chip market. But the company has a decisive ...
businessinsider.de/wirtschaft/international-business/nvidia-intel-und-google-machen-konkurrenz-im-ki-chip-rennen/
Playstation 5 Pro: Almost all details known: Several sources agree on the specifications of the PS5 Pro. According to them, the GPU is getting the biggest ...
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Microsoft and OpenAI Will Spend $100 Billion to Wean Themselves Off Nvidia GPUs: The companies are working on an audacious data center for AI that's expected to ...
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50% price chance: AI discovers a stock that is supposed to be better than Nvidia: AI identifies Enphase Energy as a potentially better investment than Nvidia ...
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Enthusiast arms 12-slot NVMe NAS with an Nvidia RTX GPU to run local ChatGPT: StorageReview put an RTX A4000 into a QNAP NAS, enabling a local flavor of ChatGPT ...
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Prototype or special version?: Improved Nvidia A100 discovered in China - Golem.de
golem.de/news/prototyp-oder-spezialversion-verbesserte-nvidia-a100-in-china-entdeckt-2404-184265.html
AI cloud startup TensorWave bets AMD can beat Nvidia: Starts racking MI300X systems - because you can actually buy them and they beat the H100 on many specs
theregister.com/2024/04/16/amd_tensorwave_mi300x/
Sell AI stocks and invest in these stocks instead, says Goldman Sachs: Goldman Sachs advises locking in profits in AI tech stocks and investing in undervalued ...
boerse-online.de/nachrichten/aktien/ki-aktien-verkaufen-und-stattdessen-in-diese-aktien-investieren-sagt-jetzt-goldman-sachs-20354930.html
Intel's AI accelerator Gaudi 3 is said to dismantle Nvidia's H100: Intel presents its new generation of AI accelerators from Habana Labs: The Gaudi 3 ...
heise.de/news/Intels-KI-Beschleuniger-Gaudi-3-soll-Nvidias-H100-zerlegen-9679278.html
Artificial intelligence and the future of games: a visit to Nvidia: Nvidia invited people to Munich to present, among other things, Half-Life 2 ...
pcgameshardware.de/Kuenstliche-Intelligenz-Hardware-279517/Specials/Die-Kuenstliche-Intelligenz-und-die-Zukunft-der-Spiele-1445178/
Nanotronics promises modular, shippable chip fab facilities powered by Nvidia GPUs and AI
tomshardware.com/tech-industry/manufacturing/nanotronics-promises-modular-shippable-chip-fab-facilities-powered-by-nvidia-gpus-and-ai
US, Japan announce joint AI research projects funded by Nvidia, Microsoft, and others
theregister.com/2024/04/11/us_japan_announce_joint_ai/
AI creates photos: This is what tech giants like Nvidia, Amazon & Co. would look like as humans
boerse-online.de/nachrichten/aktien/ki-erstellt-fotos-so-wuerden-tech-giganten-wie-nvidia-amazon-co-als-mensch-aussehen-20354853.html
Intel's Gaudi 3 is coming to China: But what about AMD's MI300 and Nvidia's B100/B200?
tomshardware.com/tech-industry/artificial-intelligence/intels-gaudi-3-is-coming-to-china-but-what-about-amds-mi300-and-nvidias-b100b200
Are investors at risk of the next dotcom bubble? AI expert predicts: the rally can still go this high
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Nvidia's H100 AI GPU shortages ease as lead times drop from up to four months to 8-12 weeks
tomshardware.com/pc-components/gpus/nvidias-h100-ai-gpu-shortages-ease-as-lead-times-drop-from-up-to-four-months-to-8-12-weeks
Intel smeared: Save yourself, who can?: Intel shares slump after loss warning; Breakeven point in contract manufacturing not expected until 2027.
deraktionaer.de/artikel/medien-ittk-technologie/intel-schmiert-ab-rette-sich-wer-kann-20354265.html
Quick Glance: Intel's Billion Dollar Plan to Combat Taiwan's TSMC
- Intel shares details of its Intel Foundry division to cut costs and boost margins
- New model links investments with product groups to reflect fair market prices
- Battle between Intel and TSMC for the latest manufacturing technologies
- Intel aims to become world's second largest foundry by 2030, driven by EUV technologies
Could China’s Taichi light-based chip show the way on AI?: Scientists with Tsinghua University have developed Taichi, a light-based
scmp.com/news/china/science/article/3258854/could-chinas-taichi-light-based-chip-show-way-ai
AI Chip Trims Energy Budget Back by 99+ Percent: Photonic tech uses both diffraction and interference to boost performance
spectrum.ieee.org/optical-neural-network
Nvidia: Correction already finished? Short-term potential!: Nvidia shares recover thanks to strong numbers from supplier TSMC, despite new competition from Intel ...
deraktionaer.de/artikel/medien-ittk-technologie/nvidia-korrektur-schon-beendet-kurzfrist-potenzial--20354891.html
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Nvidia gives AI supercomputer to students so they have the same power as big tech engineers
zdnet.com/article/nvidia-drops-ai-supercomputer-at-georgia-tech/
Meta: New Chip Reveal - so the rally can continue: Meta introduces Artemis, an AI chip that reduces dependence on Nvidia and increases efficiency.
deraktionaer.de/artikel/aktien/meta-neue-chip-enthuellung-so-kann-die-rally-weitergehen-20354871.html
PCIe 7.0 first official draft lands, doubling bandwidth yet again: The downside? You probably won't see kit to use it until 2027
theregister.com/2024/04/03/pcie_70_draft/
Vendor crams 128 CPU cores and 28,416 GPU cores into AIO workstation: Alafia AI quietly releases a 128-core Ampere Altra-based Precision Medicine AI Platform for ...
tomshardware.com/pc-components/cpus/vendor-crams-128-cpu-cores-and-28416-gpu-cores-into-aio-workstation
Oceans: Kiel company North.io works with US company Nvidia: Tech innovations usually come to Germany from Silicon Valley. But it also works the other way around: ...
kn-online.de/wirtschaft/regional/ozeane-kieler-firma-north-io-arbeitet-mit-us-konzern-nvidia-zusammen-ZXOQH6CDTRGSVI277SZWBWZRQM.html
Paid articlePaid Samsung and AI: Back in the race: The unlimited possibilities of AI promise unlimited business prospects. But who has the right technology to play in the ...
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TSMC “still assessing” chipmaking facilities after 7.4-magnitude quake hits Taiwan
arstechnica.com/information-technology/2024/04/tsmc-still-assessing-chipmaking-facilities-after-7-4-magnitude-quake-hits-taiwan/
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