Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
NVIDIA’s CEO said demand for AI hardware is increasingly constrained by memory availability, underscoring how data-center bottlenecks are shifting beyond chips themselves.
THE APEX TIMES
THE APEX TIMES
A new report frames Netflix’s push to apply generative AI across its catalog as an “at scale” effort with a 25-year-old precedent from blockbuster filmmaking.
THE APEX TIMES
A recent market commentary portrays Nvidia and CEO Jensen Huang as maintaining momentum in artificial-intelligence hardware, even as investors look for evidence that leadership can persist beyond the current cycle.
THE APEX TIMES
A report drawing on comments attributed to Meta’s leadership suggests major AI players are asking to buy computing capacity from Meta, while Anthropic’s role in the AI ecosystem intensifies attention on who controls the hardware and power needed for training and running frontier models.
THE APEX TIMES
A market report says Apple has lifted prices on certain recurring services, underscoring the company’s growing reliance on monthly revenue that arrives after the hardware purchase.
THE APEX TIMES
A broad AI-driven sell-off has pushed chip benchmarks into bear-market territory, but Apple’s stock has remained comparatively resilient, according to a market report published July 18.
THE APEX TIMES
An opinion piece compares Intel, AMD and Arm through the lens of “agentic AI,” arguing one semiconductor stock stands out, while offering limited company-specific disclosures.
THE APEX TIMES
A new report says Meta could provide large-scale computing capacity to Anthropic under a deal valued at around $10 billion, underscoring how chip supply and cloud infrastructure are becoming central battlegrounds in the race to deploy frontier AI models.
THE APEX TIMES
Investors cheered outlines that Apple’s next-generation Siri artificial intelligence is beginning to take shape, with analysts Gene Munster and Ming-Chi Kuo describing the shift as feeling closer to a “new phone” than an incremental update.
