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ARM CFO Says ‘Delivering Silicon Is Definitely More Complicated’ As Chip Designer Eyes Deals To Go From Licensing To Making Chips: Report
During an interview with The Information, CFO Jason Child said that Arm is likely to stick to acquisitions, such as the networking startup DreamBig, as it expands its focus.
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Nvidia Invests $1.5B In SB Energy For OpenAI Data Center, Pushes Back On 'Circular Financing' Concerns
Nvidia will guarantee land, power, and shell infrastructure covering about 4.25 gigawatts of initial capacity over 20 years.
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Michael Burry Calls Nvidia’s $500B Wall Street Tie-Up A ‘Sign Of Desperation’ — and Rising Default Expectations Aren't Helping
The price of Nvidia’s 5-year credit default swaps peaked last month and is currently trading around that level.
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Michael Burry Calls Nvidia’s $500B AI Financing Plan A ‘Wall Street Stunt’: ‘Meet The New Boss’
Michael Burry criticized Nvidia’s $500 billion AI infrastructure financing platform, comparing its structure with risks seen before the 2008 financial crisis.
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Nvidia’s Nemotron 3.5 Just Launched, But A Bigger 1 Trillion Parameter Model Is Reportedly Already In The Works
The Information reported that Nvidia is developing Nemotron 4, which could exceed 1 trillion parameters.
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NVDA Stock Valuation 'Significantly Depressed', BofA Says – Wells Fargo Adds Nvidia Is ‘Playing A Much Bigger Game’
Wells Fargo said Nvidia is expanding beyond its traditional role as an AI chip supplier and playing a “much bigger game.”
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TSMC Faces Revenue 'Uncertainty' In 2028-29 As AI Investments Need To Prove Their Returns, Morningstar Analyst Says
During an interview with CNBC, Morningstar analyst Phenix Lee highlighted geopolitical concerns as another area of concern for the world’s largest contract chipmaker.
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Why Chip ETFs May Be Poised for a Comeback
Chip stocks may be primed for a rebound as AI spending stays strong, technical signals improve and Wall Street sees the recent semiconductor selloff easing.
Zacks
Melius Research's Ben Reitzes Says Chip Stocks Selloff Was The 'Exclamation Point' — 'Semis Are Ripping, And I Think They Should Be'
During an interview with CNBC, Reitzes said investor concerns over AI returns on investment, open-source models and forced selling had clouded the outlook for chipmakers.
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SNDK, SKHY Stocks Gain After Launching New AI Memory Standard – Wall Street Hikes Price Targets
The HBF standard is designed to make it easier for AI systems using processors from different vendors to work together through a common memory architecture.
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