Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A browser advocacy group is urging authorities to look at how Windows steers users toward Microsoft’s Edge browser, while Microsoft expands cloud capacity in New York.
THE APEX TIMES
THE APEX TIMES
A recent market column raised the idea that Nvidia could invest $2 billion in Marvell, a chip and networking supplier described as helping customers build alternatives to Nvidia’s NVLink. The move would announcement how competition, interoperability, and data-center network design are evolving around high-bandwidth links.
THE APEX TIMES
A new update from Yahoo Finance says Microsoft is reorganizing parts of its cybersecurity business to better align with enterprise needs shaped by AI adoption, underscoring how Big Tech is repositioning security to ride the next wave of spending.
THE APEX TIMES
The U.S. Small Business Administration says it is broadening adoption of Palantir Technologies software to support a nationwide fraud detection push tied to pandemic-era funding. The report also points to fresh alliances that could expand Palantir’s government footprint.
THE APEX TIMES
After a large gain over the past five years, Broadcom shares are again drawing attention as investors weigh whether the latest deal-driven optimism is already reflected in the valuation.
THE APEX TIMES
Roth Capital’s Craig Irwin urged investors to look at Electrovaya’s agreement with Amazon alongside a comparable energy storage push tied to Ford and EDF.
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A reported opening in Nvidia’s China supply chain for its H200 data-center AI chip is unlikely to change near-term quarterly numbers by itself, but it arrives at a sensitive moment as investors focus on whether recent guidance fully captures export constraints.
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The company introduced the Jetson T3000 and T2000, two new compact computers built on its Thor architecture, designed to run foundation-model workloads closer to where robots operate, with planned software tools to streamline memory use and deployment.
THE APEX TIMES
Apple (AAPL) rose sharply in afternoon trading after a report said regulators cleared the company to launch its “Apple Intelligence” features in China, tying the rollout to Alibaba’s Qwen artificial intelligence model.
