Meta Begins Manufacturing In-House AI Chip Iris in September
The in-house silicon lands just as Meta races to control the per-token cost of its own generative-AI workloads and dent a multi-billion-dollar NVIDIA dependency.
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The in-house silicon lands just as Meta races to control the per-token cost of its own generative-AI workloads and dent a multi-billion-dollar NVIDIA dependency.
The Mad Money host's call lands as Nvidia trades near record highs, with the AI-chip cycle still the dominant narrative on Wall Street even as questions about forward guidance linger.
The model frames a 15-year DRAM supply crunch plus locked-in HBM4 demand as the floor under a target that still implies double-digit upside from current levels.
Nvidia alone tops crypto's total market cap by more than 2x, underscoring how concentrated equity value still sits in a handful of AI-era names.
SpaceX has shattered Nvidia's record for the largest single-day market cap increase in stock market history, adding…
Nvidia sits at the top of the global market-cap ranking at $4.9 trillion, ahead of Google at $4.3T, Apple at $4.2T, and…
German humanoid robotics startup Neura Robotics has closed a funding round of up to $1.4 billion backed by Nvidia…
Nvidia CEO Jensen Huang has declared AI stocks "very cheap" at current valuations, a remark that carries outsized…
Google and Nvidia are both considering Intel as a backup chip manufacturer, a development that signals growing concern…
Nvidia CEO Jensen Huang dismissed concerns about the global chip stock selloff with characteristic confidence, telling…
Google has signed a deal worth up to $920 million per month to lease AI compute capacity from xAI's data centers…
Apple is preparing to launch a significantly upgraded version of Siri in September, with the revamp reportedly drawing…
Apple will power its redesigned Siri with Google's Nvidia-backed cloud infrastructure when the assistant relaunches in…
Intel is set to launch a new AI chip before the end of 2025, marking a direct push into the accelerator market…
NVIDIA has crossed a landmark threshold, now spending more than $100 billion annually in Taiwan — a figure that…
Microsoft, Dell, and other major PC manufacturers are reportedly preparing to launch a new wave of Nvidia-powered…
Nvidia CEO Jensen Huang has declared Taiwan the "epicentre" of the AI revolution and the world's foremost technology…
President Trump has appointed former Attorney General Pam Bondi, Nvidia CEO Jensen Huang, and Meta CEO Mark Zuckerberg…
Roberts' vertically integrated pitch — 5GW of secured grid capacity, a $3.4B NVIDIA Blackwell cloud deal, and a pivot beyond Bitcoin mining — reframes the AI build-out as a power-and-real-estate race…
Nvidia's data-center business is now 90%+ of revenue and growing 12% quarter-on-quarter — for Bitcoin miners pivoting to AI compute, the demand signal just got louder.