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from24/7 Wall St.
17 hours ago

This Is Why AI Is Not a Bubble and Nvidia will Reach $10 Trillion

Valuations further differentiate the periods: dotcom tech stocks often traded at 150 to 180 times trailing earnings, while current AI frontrunners average around 40 times. Some AI hardware purchasers have reported improved return on ivested capital (ROIC), but results vary across the industry. This solid groundwork distinguishes AI from historical bubbles and primes leading companies like Nvidia for substantial expansion.
Tech industry
#nvidia
fromFast Company
5 days ago
Tech industry

As Nvidia's market cap hits $5 trillion, these other tech giants are nearing trillion-dollar milestones of their own

fromFast Company
5 days ago
Tech industry

As Nvidia's market cap hits $5 trillion, these other tech giants are nearing trillion-dollar milestones of their own

more#nvidia
Tech industry
fromTheregister
4 days ago

Alphabet capex to treble in two years amid datacenter boom

Alphabet plans $91–93 billion in 2025 capex to expand datacenters for cloud and AI; Microsoft also sharply increases capex for GPUs and cloud demand.
Tech industry
fromFortune
1 week ago

Intel CFO says CEO Lip-Bu Tan is big on balance sheet discipline as U.S. and Nvidia funding accelerate turnaround | Fortune

Intel is pursuing a turnaround leveraging government funding, major private investments, and a partnership with Nvidia to regain competitiveness in AI chips.
Artificial intelligence
fromTESLARATI
1 week ago

Tesla shares AI5 chip's ambitious production roadmap details

Tesla's AI5 chip promises up to 40× performance improvement over AI4, integrates GPU and ISP functions, and will be produced in U.S. fabs.
#intel
more#intel
Artificial intelligence
fromTechzine Global
1 week ago

How data centers are making the giant leap to 1 megawatt per rack

AI-driven server racks will approach 1 megawatt each, forcing data centers to raise internal voltages and reduce AC/DC conversions to manage higher power density efficiently.
Artificial intelligence
from24/7 Wall St.
2 weeks ago

OpenAI Downgrades Microsoft: Is the AI Power Couple Headed for Divorce?

Microsoft built AI into its products and cloud with investments, gaining market share, but recent moves and OpenAI's behavior raise doubts about AI's expansion pace.
#nvidia-dgx-spark
more#nvidia-dgx-spark
#openai
more#openai
Apple
fromMail Online
3 weeks ago

Apple is rumoured to be launching THREE new products this week

Apple will launch three new M5-powered devices this week, including an updated Vision Pro headset with improved strap and enhanced AI capabilities.
Artificial intelligence
fromWIRED
4 weeks ago

Jony Ive Says He Wants His OpenAI Devices to 'Make Us Happy'

OpenAI and Jony Ive are developing multiple new AI-powered hardware devices aiming to redefine human-device relationships, focusing on well-being rather than efficiency.
#amd
more#amd
Gadgets
fromThe Verge
4 weeks ago

Sam Altman and Jony Ive's secret device won't be 'your weird AI girlfriend'

OpenAI and Jony Ive are building a pocket-sized, screenless AI 'friend' device that is always-listening and faces technical, privacy, and compute challenges before a 2026–2027 release.
Venture
fromTechCrunch
1 month ago

Exclusive: Naveen Rao's new AI hardware startup targets $5B valuation with backing from a16z, sources say

Naveen Rao is raising $1 billion at a $5 billion valuation for Unconventional, Inc., to build a brain-efficient new computing substrate.
#microfluidic-cooling
fromThe Verge
1 month ago
Science

Microsoft says this new cooling method could enable more powerful chips and efficient data centers

fromThe Verge
1 month ago
Science

Microsoft says this new cooling method could enable more powerful chips and efficient data centers

more#microfluidic-cooling
Venture
fromTechCrunch
1 month ago

A year after filing to IPO, still-private Cerebras Systems raises $1.1B | TechCrunch

Cerebras raised $1.1B Series G at an $8.1B valuation to expand data centers and U.S. manufacturing to meet surging AI inference demand.
Artificial intelligence
fromBusiness Insider
1 month ago

Sam Altman predicts AI will surpass human intelligence by 2030

General artificial intelligence surpassing human capabilities is imminent and will enable AI-only breakthroughs while human empathy and value alignment remain essential.
Artificial intelligence
fromTechzine Global
1 month ago

OpenAI selects Apple partner Luxshare to build AI device

OpenAI is developing a pocket-sized, context-aware AI consumer device and partnering with Luxshare for manufacturing, targeting a smart speaker launch in late 2026–early 2027.
Artificial intelligence
fromIT Pro
1 month ago

Global AI spending is set to hit $2 trillion next year - here's where all the money is going

Global AI investment will exceed $2 trillion by 2026, driven primarily by AI infrastructure expansion, hyperscaler data-center spending, AI-optimized hardware, and AI-enabled devices.
#smart-glasses
more#smart-glasses
#robotics
more#robotics
Artificial intelligence
fromTheregister
1 month ago

d-Matrix aspires to rack scale AI with JetStream I/O cards

d-Matrix’s JetStream I/O cards enable rack-scale distribution of large AI models with custom FPGA NICs achieving ~2µs latency, Corsair AI accelerators, high SRAM and LPDDR5.
Artificial intelligence
fromComputerWeekly.com
1 month ago

Dell AI server revenues leap but storage waits on Project Lightning | Computer Weekly

AI-driven demand caused Dell's server and networking sales to surge, while storage revenue lagged due to performance and Project Lightning still in development.
Tech industry
fromMedium
2 months ago

SK Hynix Forecasts 30% Annual Growth in AI Memory Market Through 2030

SK Hynix forecasts the high-bandwidth memory market to grow about 30% annually through 2030, driven by robust AI demand and custom HBM development.
fromHackernoon
55 years ago

The AI Box Is Coming-Build Your Own or Be Owned by Big Tech | HackerNoon

The Box isn't some magical compression algorithm. It's edge AI hardware that can run the models that needed Google's data centers two years ago. And it's shipping right now.
Artificial intelligence
#jony-ive
fromFast Company
5 months ago
Artificial intelligence

Can Jony Ive and Sam Altman build the fourth great interface? That's the question behind io

fromwww.bbc.com
5 months ago
Artificial intelligence

Famous Apple designer Sir Jony Ive joins OpenAI

Jony Ive is collaborating with OpenAI to shape the future of AI-designed hardware.
fromFast Company
5 months ago
Silicon Valley

OpenAI acquires Jony Ive's hardware firm, io, to create AI devices

OpenAI has acquired Jony Ive's company io for $6.5 billion, merging it to enhance AI hardware development.
Artificial intelligence
fromFast Company
5 months ago

Can Jony Ive and Sam Altman build the fourth great interface? That's the question behind io

Jony Ive and Sam Altman are collaborating to create innovative AI-driven hardware, despite skepticism about the viability of AI hardware in the past.
Wearables
fromThe Verge
5 months ago

What in the world are Jony Ive and Sam Altman building?

OpenAI's acquisition of Jony Ive's startup signals a new direction in AI hardware, moving beyond traditional formats like glasses.
Silicon Valley
fromFast Company
5 months ago

OpenAI acquires Jony Ive's hardware firm, io, to create AI devices

OpenAI has acquired Jony Ive's company io for $6.5 billion, merging it to enhance AI hardware development.
more#jony-ive
fromRelay
5 months ago

Clockwise #607: Spaghetti Projecting - Relay

In a conversation that bridges the realms of technology and personal frustration, Jony Ive and Sam Altman discuss their collaboration on a new AI hardware project that spans gaming and usability.
Gadgets
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