Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
Broadcom’s recent earnings reaction left some investors focused on forecasts and expectations rather than the scale of its reported growth, a theme Jim Cramer echoed on CNBC’s “Mad Money.”
THE APEX TIMES
THE APEX TIMES
A Wall Street Journal ranking compiled with Bendable Labs places Apple behind other megacap peers on AI preparedness and strategic disclosure, a score that arrives as Apple continues to rebuild Siri and has, according to reports, turned to Google’s Gemini model as a bridge.
THE APEX TIMES
Policy talk about government financial stakes in leading AI companies and fresh reporting about chip-manufacturing contingency planning underscore how tightly linked artificial intelligence, semiconductors, and regulation have become.
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A new Gray and Roberts Counties project pairs an air-cooled data center with wind, solar, storage, and firming power, as Alphabet continues to fund AI compute buildout.
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Marvell shares have surged on investor enthusiasm for the AI infrastructure layer, helped by a high-profile Nvidia partnership that aims to plug Marvell’s custom chips into Nvidia’s rack-scale ecosystem.
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An analyst at D.A. Davidson argues that Nvidia’s AI-chip margins may stay near the mid-70% range for years, citing hyperscalers’ limited near-term alternatives despite the rise of custom silicon.
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The CRM and AI vendor said its new “Environmental Impact” section, calculated using the AI Energy Score methodology, is intended to make sustainability metrics part of how customers evaluate AI models.
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A new Fire TV experience puts live matches, highlights, and replays in one place, while Alexa+ commands can pull up scores, matchups, and schedules. Some games can be streamed for free on Tubi.
THE APEX TIMES
Alphabet’s Google said NotebookLM now uses a newer Gemini-based reasoning engine, runs code in a secure cloud environment, and can generate charts, spreadsheets, and slide decks from a user’s sources.
