Chinese AI startup DeepSeek is creating its own semiconductor chip focused on AI inference workloads to reduce dependence on suppliers like Nvidia and Huawei. The chip aims to optimize running pre-trained AI models, offering cost and power efficiency advantages over traditional GPUs. This development aligns with China's push for domestic tech amid foreign semiconductor restrictions. DeepSeek has been working on the chip for about a year, engaging with design firms and hiring engineers to advance the project.
Meta announced the launch of a cloud compute business to utilize its excess internal capacity, indicating a potential slowdown or cap on its capital expenditure growth. This move is expected to negatively impact AI hardware suppliers like Nvidia and ...
Palantir Technologies has partnered with Nvidia in a landmark deal with the U.S. government, creating a strong competitive advantage. This collaboration leverages Palantir's government trust and Nvidia's computing power, positioning Palantir to benef...
Nvidia is evolving from being known primarily as a GPU maker to developing a diversified AI ecosystem that includes chips, platforms, and software/services. This expansion increases its total addressable market, raises switching costs for customers, ...
RoseNose Investing Group highlights Nvidia and PepsiCo as undervalued stocks with strong growth and reliable dividends, recommending them as buys. Shell is considered fairly valued with a 4% dividend yield, suggesting buying on dips but not aggressiv...
Marvell's stock price jumped 229% from $71.55 in July 2025 to $235.48 by July 2026, outperforming the S&P 500 but lagging behind Intel and AMD. The rally was fueled by a booming semiconductor market and AI sector optimism, peaking at an all-time high...
