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Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.

Zacks highlights Microsoft’s software durability and Adobe’s valuation gap in latest “Investment Ideas” feature
The Apex Times

THE APEX TIMES

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Nvidia faces a new test as cloud giants push further into custom AI chips
The Apex Times

THE APEX TIMES

Business / The Apex Times

Nvidia faces a new test as cloud giants push further into custom AI chips

A market report says hyperscale cloud companies are designing more of their own AI hardware, shifting demand dynamics in data-center GPUs and boosting parts of the semiconductor supply chain. Nvidia still sits at the center of the AI buildout, but the spending mix may keep evolving.

Jun 17, 12:08 AM EDT