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High bandwidth memory is in rapidly rising demand to facilitate lightning-fast data transfers
Plus, Silicon Valley’s unexpected AI super-investor and the Australian oil groups banding together for survival
US chipmaker takes stakes in groups that are also its customers to strengthen position in emerging sector
Chip designer touts its MI300X as ‘the most advanced AI accelerator’ in a market it predicts will reach $400bn by 2027
Games were at the cutting edge of computing long before machine learning
Barriers to entry in an industry dominated by TSMC and Nvidia are very high
New specialist AI chip is set to extend the company’s lead over rivals
US chipmaker forecasts higher than expected revenues on strong demand for its AI processors
Market will look to forward guidance for indication of how bad disruption may be from AI processor export controls
Our stock-picking contest is midway through. How are the contestants doing?
Technology’s performance has been moderated compared with what was previously sold in key market
Leveraged wagers on individual companies draw the attention of US regulators
Chinese tech groups restricted to using outdated processors as Washington aims to curtail Beijing’s AI ambitions
Ravenous demand for AI services and the desire not to rely on one company spur Nvidia’s rivals
Collaboration announcement comes a day after US tightens rules on chip sales to China
Biden administration’s move aims to limit country’s access to advanced processors
Rise in bond yields means there are more alternatives to betting on the fortunes of the Magnificent Seven tech giants
Traditional valuations may not offer quite as precise a picture of how much companies are worth
Inceptive’s Jakob Uszkoreit, a pioneer of the technology behind ChatGPT, attracts Nvidia funding to design ‘biological software’
Building more fabrication plants in other countries is not the solution for companies that require the highest tech chips
Plus, updates on FTX and an infamous crypto mixing service
A monster earnings report changes the valuation debate
Revenue more than doubles amid soaring demand for chips needed to train latest artificial intelligence models
The future is bright for the US chipmaker as it ramps up production to satisfy a growing list of customers
Low leverage = low losses?
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