Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A new wave of AI use cases built to carry out multi-step tasks is pushing buyers toward more compute. Intel says the timing could benefit the company as it continues efforts to regain momentum in data center chips, though near-term details were not specified.
THE APEX TIMES
THE APEX TIMES
Meta’s stock rose after market participants focused on a projected 28% revenue-growth figure, even as higher spending raised concerns about whether the company can sustain improving margins.
THE APEX TIMES
Investors weighed concerns that more tailored AI hardware, including deals around custom chips, could squeeze demand for general-purpose accelerator suppliers even as some manufacturing yield expectations improve.
THE APEX TIMES
A market report pointed to a large Azure backlog and contracted demand, a datapoint that some investors are using to judge whether Microsoft’s AI spending will translate into steady cloud revenue.
THE APEX TIMES
A Yahoo Finance report says a long-blocked revenue opportunity for Nvidia may be starting to return, reviving hopes that some China-linked pathways for AI chips could be improving. Nvidia has not disclosed specifics in the materials available for this story.
THE APEX TIMES
Alphabet’s Waymo said drivers and riders can now summon Gemini inside its purpose-built Ojai vehicles for hands-free commands and questions about what’s around them, while the Waymo Driver continues to handle driving.
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Advanced Micro Devices said it has raised close to $5 billion through a multi-tranche offering of debt, with the proceeds directed toward expanding its presence in AI and data center markets.
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A report tied to Alphabet’s Google unit sent Marvell Technology higher as investors weighed new demand outlines for custom silicon, while Broadcom’s stock fell amid shifting expectations in the AI and networking chip supply chain.
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Arturo Béjar, who worked for six years on child safety tools at Meta Platforms, testified that he did not fully grasp the risks to young users until his 14-year-old daughter joined Instagram, according to a Yahoo Finance report.
