Tech stocks have rebounded before pivotal earnings reports from artificial intelligence hyperscalers like Google and Microsoft.
Category: Computer Chips
-
What’s Riding on Anthropic Going Public? Nearly Everything.
The New York Times – Business:Anthropic sits atop a pyramid of business partners and suppliers, making it a barometer of the broader economy. Its initial public offering will have widespread implications.
-
U.S. Government Takes a Cut of Chip Business in Japan-Funded Deal
The New York Times – Business:President Trump’s novel deal-making is on display in upstate New York, where the administration is funneling Japanese funds into a government-owned chip factory.
-
U.S. Trade Deficit Widens in August
The New York Times – Business:New data from the Commerce Department showed that imports grew in the month, despite the Trump administration’s efforts to limit foreign products.
-
DeepSeek and Huawei Target a Key Source of Nvidia’s A.I. Dominance
The New York Times – Business:In China’s push for self-reliance in artificial intelligence, DeepSeek and Huawei have teamed up to develop software tools for advanced chips.
-
He Was a Tech Investor Before There Was a Silicon Valley
The New York Times – Business:Bill Draper began funding start-ups in the early 1960s, when the Santa Clara Valley was better known for apricot orchards than microchips. He has died at 98.
-
Tech Stocks Shudder in Response to Calls to Slow A.I. Progress
The New York Times – Business:Companies at the forefront of artificial intelligence in Asia, Europe and the United States posted declines after tech leaders expressed worries about the safety of “frontier” A.I. technology.
-
Justice Dept. Investigates Nvidia Deal With Groq
The New York Times – Business:The Justice Department is examining whether the tech giant sought to sidestep antitrust scrutiny.
-
How a Blacklisted Chinese Tech Giant Kept Buying America’s Best A.I. Chips
The New York Times – Business:Washington imposed sanctions on Inspur because of its work with the Chinese military. But the company’s subsidiary kept shipping Nvidia’s best chips to feed China’s leading A.I. firms.
-
Nvidia Extends A.I. Spending Spree With $12.9 Billion Deal for Hugging Face
The New York Times – Business:The acquisition of the start-up is an indication of Nvidia’s growing role as Silicon Valley’s central banker and its emphasis on open-source technology.
-
Wall St. Scrutinizes Nvidia’s Deal Machine
The New York Times – Business:Investors are awaiting the chipmaker’s latest quarterly earnings — and are anxious about its huge portfolio of artificial intelligence investments.
-
This A.I. Start-Up Aims to Reverse the Backlash Against Data Centers
The New York Times – Business:Emerald AI, now valued at $1.05 billion, uses software to keep power demand at the computing facilities from getting out of control.