Amazon takes aim at Nvidia with its own AI chips
The AI hardware map is being redrawn this week — cloud giants and custom-silicon players are circling Nvidia's throne, even as the broader rally keeps minting record highs.
Amazon Takes Aim at Nvidia With a Plan to Sell Its Own AI Chips
Amazon plans to sell its in-house AI chips to outside customers, putting it in direct competition with Nvidia. It's the clearest sign yet that the biggest cloud buyers want to become suppliers and break Nvidia's grip on AI hardware.
Trump Says Apple Will Make Chips With Intel in America
Trump said Apple has agreed to work with Intel to design and build chips in the US. If real, it would be a major win for domestic semiconductor manufacturing and a lifeline for a struggling Intel.
Broadcom Quietly Builds the Custom AI Chips Behind Google, Meta, Anthropic and OpenAI
Broadcom is quietly designing the custom AI chips behind Google, Meta, Anthropic and OpenAI. It's the under-the-radar beneficiary of every hyperscaler's push to build silicon that isn't Nvidia's.
AI Fever Pushes Tech Stocks and Chipmakers to Fresh Record Highs
AI enthusiasm is lifting tech stocks and chipmakers to fresh record highs worldwide, with Japan especially hot. The rally shows conviction in the AI trade remains intact despite stretched valuations.
AI Memory Stocks Catch Fire as the Rally Spreads Beyond Chips
The rally is spreading beyond chipmakers into AI memory stocks, as investors chase the next leg of the boom. Memory is the bottleneck for AI workloads, making it the logical place for momentum to flow next.
Norway Bars Generative AI From Elementary Classrooms
Norway is imposing a near-total ban on generative AI in elementary classrooms, effective late August. It's an early regulatory marker on how — and how young — societies will let kids use these tools.
Amazon Drops Sam Altman Movie After Inking OpenAI Deal
Amazon's studio walked away from its nearly finished Sam Altman biopic Artificial just after striking a deal with OpenAI. The optics raise pointed questions about creative independence when a backer's money meets a story about that backer's partner.
SpaceX Is Suddenly One of the World's Most Valuable Companies. Now Comes the Hard Part.
SpaceX has vaulted into the ranks of the world's most valuable companies on AI-and-space optimism. The harder question is whether that valuation can hold as expectations now run far ahead of the business.