Tag Archives: Chips

China is instituting controls on rare earths, which are essential for technology, that look like chip controls; we can fix the problem by building, but we might not be able to. Subscribe to Stratechery Plus for full access. $15 / month or $150 / year With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and …

OpenAI Inks Deal With Broadcom to Design Its Own Chips for A.I.  The New York Times Broadcom stock pops 9% on OpenAI custom chip deal, adding to Nvidia and AMD agreements  CNBC OpenAI and Broadcom announce strategic collaboration to deploy 10 gigawatts of OpenAI-designed AI accelerators  OpenAI Broadcom’s stock is soaring on a new OpenAI deal. Why Wall Street is so upbeat.  MarketWatch OpenAI, …

China’s lesson for the US: it takes more than chips to win the AI race  South China Morning Post Why is Nvidia, the world’s leading AI chipmaker, entangled in the US-China trade war?  CNN China Chip Stocks Test Trader Patience With Soaring Valuations  Bloomberg.com China launches customs crackdown on Nvidia AI chips  Financial Times A Mystery C.E.O. and Billions in Sales: Is China Buying …

Lay’s wants you to remember that it came from humble, homegrown beginnings. PepsiCo, which owns the chip giant, is giving the brand a makeover worthy of a movie montage: stripping its artificial dyes, updating the logo, and putting a potato right there on the packaging. Remember the potatoes. New bags—matte-ified and designed to look like wood planks (like a potato crate)—will hold the …

The big talk in the food world this year has been about the ingredients found in the U.S. foodways. This year started with the U.S. Food & Drug Administration (FDA) revoking the authorization for the synthetic food dye FD&C Red No. 3, with plans to eliminate the six remaining synthetic dyes by the end of 2026, including FD&C Green No. …

Intel says that systems with these chips in them should be shipping by the end of the year. In recent years, the company has launched a small handful of ultraportable-focused CPUs at the end of the year, and then followed that up with a more fully fleshed-out midrange and high-end lineup at CES in January—we’d expect Intel to stick to …

We’re just about due for the next-generation Apple silicon chip, which will kick off a new wave of Mac refreshes. The M5 chip is expected to make an appearance in some new products before the end of the year, but most Mac refreshes will happen in 2026. We’ve rounded up current rumors on when we might see updates for Apple’s …

Musk’s xAI Nears $20 Billion Capital Raise Tied to Nvidia Chips  Bloomberg.com Nvidia to Invest in Musk’s xAI as Part of $20 Billion Funding  Yahoo Finance Elon Musk’s xAI may be the next AI company to do a creative financing deal involving Nvidia  MarketWatch Elon Musk Gambles Billions in Memphis to Catch Up on AI  The Wall Street Journal Musk’s xAI nears $20 billion …

Internal Oracle Data Show Financial Challenge of Renting Out Nvidia Chips  The Information Oracle stock slips 5% on report company is seeing thin cloud margins from Nvidia chips  CNBC Oracle stock falls after report reveals thin margins in AI cloud business  Investing.com Oracle tumbles after report that it’s lost nearly $100 million from renting out access to Nvidia’s Blackwell chips  Sherwood News Oracle Sinks …

Brad Gerstner, Altimeter Founder and CEO, speaks at the Delivering Alpha conference in New York City on Sept. 28, 2023. Adam Jeffery | CNBC Investor Brad Gerstner cautioned Monday that OpenAI‘s deals with Nvidia and AMD are purely announcements, not deployments. “Now we will see what gets delivered,” the Altimeter Capital founder told CNBC. “Ultimately, the best chips will win.” …