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Business headlines from the Apex backend, organized by sectors and major public companies for faster market scanning.

Tesla rally faces a near-term test as traders eye the next inflation data
The Apex Times

THE APEX TIMES

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Hyperscalers’ custom chips raise the stakes for the “AI stack,” and could create a new kind of premium beyond GPUs
The Apex Times

THE APEX TIMES

Business / The Apex Times

Hyperscalers’ custom chips raise the stakes for the “AI stack,” and could create a new kind of premium beyond GPUs

A growing share of compute used for artificial intelligence is being shaped by the world’s biggest cloud and AI operators, who are increasingly designing their own silicon. The shift could change where profitability concentrates across the data center technology stack, according to a fresh market discussion.

Aug 11, 9:20 AM EDT