Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
With Nvidia’s next earnings set for Aug. 26, Bank of America analyst Vivek Arya says the stock may not fully reflect the AI chip maker’s valuation relative to comparable companies.
THE APEX TIMES
THE APEX TIMES
Starting on compatible Fire TV devices, Amazon is bundling its upgraded Alexa+ voice assistant for free, positioning the TV remote as a hub for conversational search, smart home controls, and on-screen information.
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A new disclosure from Harvard Management Co. shows the school holds $2.2 billion in Space Exploration Technologies Corp., with the position described as an early bet on Elon Musk’s space company.
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A new market piece tied to Michael Burry’s investment style says Palantir Technologies could be worth just a fraction of its current level, reigniting debate over how investors should value the AI-software supplier.
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A market report says AWS posted its fastest growth in more than four years, a sign that Amazon’s cloud rebound may be extending beyond expectations.
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A new market argument ties the recent shift toward lower-priced AI offerings to a possible positive read-through for Nvidia’s data-center business, even if margins and spending timing remain uncertain.
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The financial-services AI startup PitCrew says it is reducing compliance “guesswork” by using AWS automated reasoning to mathematically verify how its agents act against regulations and internal policy.
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Nvidia is due to report results next week, and Bank of America says the market may be pricing the AI-chip leader too conservatively versus peers, according to an analyst cited in a Yahoo Finance report.
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A report tied to Nvidia’s latest data center GPU distribution in China suggests two of the country’s biggest AI platforms are each taking roughly 10,000 H200 accelerators.
