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US Regulators To Open Antitrust Inquiries of Microsoft, OpenAI and Nvidia (news.slashdot.org)
2024-6-7 Microsoft Nvidia

Sources: ByteDance has been renting Nvidia's GPUs from Oracle to bypass US sanctions; China Telecom and other Chinese companies are using the same loophole (www.theinformation.com)
2024-6-7 China Oracle Nvidia

Q&A with AMD CEO Lisa Su on lessons from IBM, working with TSMC, the AMD turnaround, AI, competing with Nvidia, the gaming and PC markets, Zen chips, and more (stratechery.com)
2024-6-6 IBM AI Nvidia AMD

Intel CEO Pat Gelsinger finds no reason for customers to shift from x86 to ARM (indianexpress.com)
2024-6-6 Intel

TSMC's Taiwan-listed shares hit a new record high after its US-listed stock jumped 6.85% overnight, following a rally by shares of Nvidia, a major TSMC customer (www.wsj.com)
2024-6-6 Taiwan Nvidia

Sources: the US DOJ will take the lead in investigating whether Nvidia has violated antitrust laws; the FTC will lead the inquiries into OpenAI and Microsoft (www.nytimes.com)
2024-6-6 Microsoft Nvidia

Nvidia overtakes Apple as No. 2 most valuable company (indianexpress.com)
2024-6-6 Apple Nvidia

Nvidia Hits $3 Trillion Market Cap On Back of AI Boom (news.slashdot.org)
2024-6-6 AI Nvidia

Nvidia hits a $3T market cap and passes Apple as the second most valuable public US company, behind Microsoft (www.cnbc.com)
2024-6-6 Microsoft Apple Nvidia

ASML CFO Roger Dassen says TSMC, Intel, and Samsung will all get its €350M high-NA EUV machines by the end of 2024; the machines can print 8nm lines on chips (www.bloomberg.com)
2024-6-5 Intel Samsung

‘Gaudi 3 can run AI models at much better value than NVIDIA's H100': Intel's Anil Nanduri (indianexpress.com)
2024-6-5 Intel AI Nvidia

Twelve Labs, which provides foundational models to help users search and analyze troves of video, raised a $50M Series A co-led by NEA and Nvidia's NVentures (www.bloomberg.com)
2024-6-5 Nvidia

Apollo To Provide $11 Billion To Intel For Ireland Facility (slashdot.org)
2024-6-5 Intel Ireland

Cisco introduces new AI products and services, including its Nexus HyperFabric AI clusters in partnership with Nvidia, and announces a $1B AI investment fund (siliconangle.com)
2024-6-5 AI Nvidia Cisco

Apollo Global agrees to buy 49% equity interest in a joint venture related to Intel's Fab 34 under construction in Leixlip, Ireland (www.reuters.com)
2024-6-5 Intel Equity Ireland

HPE Q2: revenue up 3% YoY to $7.2B, vs. $6.82B est., Server revenue up 18% YoY to $3.87B, helped by availability of Nvidia AI chips; HPE jumps 10%+ after hours (www.bloomberg.com)
2024-6-5 AI Nvidia

Elon Musk says Tesla will likely spend $3B to $4B on Nvidia hardware in 2024 and that half of its formerly noted $10B AI-related capex will be on internal spend (www.reuters.com)
2024-6-5 AI Tesla Elon Musk Nvidia

Source: Canadian AI startup Cohere has raised $450M from Nvidia, Salesforce, Cisco, and others and is looking to raise more in the same round at a $5B valuation (www.reuters.com)
2024-6-5 Startup AI Canada Salesforce Nvidia Cisco

Intel CEO Takes Aim at Nvidia in Fight for AI Chip Dominance (slashdot.org)
2024-6-5 Intel AI Nvidia

Sources: Apple was in talks last year to debut Apple TV+ in China via a deal with China Mobile, which would make it the only US video streaming service in China (www.theinformation.com)
2024-6-5 China Mobile Apple

Nvidia staff emails: Elon Musk gave Tesla shareholders an exaggerated picture of Tesla's chip deals, and diverted “12k of shipped H100 GPUs” for Tesla to X (www.cnbc.com)
2024-6-4 Tesla Elon Musk Nvidia

Intel announces Xeon 6 data center chips for AI: series 6700 with 144 efficient and 86 performance cores, and 6900 with 288 efficient and 128 performance cores (venturebeat.com)
2024-6-4 Intel AI

Intel unveils its Lunar Lake laptop chips, with a new SoC design, up to 14% faster CPU, 50% faster integrated GPU, and NPU with up to 48 TOPS of AI performance (www.theverge.com)
2024-6-4 Intel AI

Intel says a standard AI kit featuring its Gaudi 2 chips, introduced in 2022, will cost $65K, and a Gaudi 3 kit, unveiled in April 2024, will cost $125K (www.reuters.com)
2024-6-4 Intel AI

MSI teases the Claw 8 AI+, its next-gen handheld powered by Intel's Lunar Lake, with an 8-inch screen, Thunderbolt 4, and a larger 80 Wh battery (www.theverge.com)
2024-6-4 Intel AI Battery

At Computex, Intel CEO Pat Gelsinger takes a direct shot at Nvidia CEO Jensen Huang's claim that traditional CPUs like Intel's are running out of steam in AI (www.bloomberg.com)
2024-6-4 Intel AI Nvidia

AMD launches new AI chips to take on leader Nvidia (indianexpress.com)
2024-6-4 AI Nvidia AMD

Computex 2024: Intel unveils Lunar Lake processor for AI PCs, Xeon 6 server processor, and Gaudi 3 AI accelerator (indianexpress.com)
2024-6-4 Intel AI

Lunar Lake's memory on package offers cost and power reduction benefits: Intel's Dan Rogers (indianexpress.com)
2024-6-4 Intel

AMD Blows Up Its Laptop CPU Numbering System (hardware.slashdot.org)
2024-6-4 AMD

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