Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
Ahead of Nvidia’s Q2 results, market coverage is focusing less on raw growth and more on who is buying the chips that power AI data centers, and whether demand looks widespread or dependent on a small set of giants.
THE APEX TIMES
THE APEX TIMES
In Singapore at a major intellectual property conference, Google and Alphabet’s global affairs chief said AI is changing both how innovation happens and how patent and copyright systems should respond.
THE APEX TIMES
A recent market note argues that AMD could benefit if “agentic” AI workloads continue shifting compute toward general-purpose data center processors, supporting demand for the chipmaker’s CPU-centric platform.
THE APEX TIMES
A Yahoo Finance column says Nvidia’s shares may trade lower after earnings this week, reflecting how markets price the outlook rather than just the quarter’s numbers.
THE APEX TIMES
A Yahoo Finance report says Meta is discussing a possible resolution with U.S. states tied to a high-profile lawsuit alleging its Facebook and Instagram platforms were engineered to be addictive for children. Meta has not publicly detailed terms or timing in the report.
THE APEX TIMES
A report highlighted AMD’s next-generation AI accelerator design centered on 432 gigabytes of memory, described as about 50% more than its predecessor, as the industry wrestles with rising memory prices.
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A court fight over allegations that Facebook and Instagram were designed to be addictive to teens has reached the stage where Meta and multiple states have discussed settling partway through the trial, according to a report.
THE APEX TIMES
A newly disclosed equity warrant gives Google the right to buy tens of millions of Marvell shares, highlighting how chip suppliers and hyperscalers are tying long-term hardware ambitions to capital-markets incentives.
THE APEX TIMES
A recent market segment tied Nvidia’s momentum to the next wave of artificial intelligence, arguing that the stock has influence beyond headline demand for chips.
