Ed Zitron, a technology expert, argues that up to 75% of Nvidia's 3 million GPUs sold are not yet deployed in data centers, which are progressing slower than expected. His research suggests many announced AI data center projects, including those by Microsoft, are either incomplete or not generating revenue, challenging claims of rapid AI infrastructure growth. This slow deployment and unclear communication from big tech raise concerns about the sustainability of the AI investment boom. Investors should watch for clearer updates on data center completions and actual AI demand.
CoreWeave stock dropped nearly 12% amid a tech sell-off driven by inflation and interest rate worries, with insiders selling over $5 billion in shares in the past year. The company faces scrutiny over its debt-funded AI infrastructure expansion, with...
Recent market trends show investors moving away from AI and growth stocks, especially semiconductors like NVDA and AVGO, toward value and defensive sectors such as consumer staples. Despite a broad decline in major tech stocks, Apple has remained res...
TSMC, a leading semiconductor manufacturer, reports that demand for AI chips remains significantly higher than its current production capacity. This persistent supply shortage highlights the booming growth in AI technology and the critical role of ch...
Martin Shkreli highlighted three private startups—Neurofos, Opticore, and Lumi—that are developing photonic chips capable of performing AI calculations at the speed of light, potentially outperforming Nvidia's current technology. These chips use ligh...
Taiwan announced plans to criminalize the shipment of AI servers and advanced semiconductors to China by adding these items to its controlled goods list under the Foreign Trade Act. This move aligns Taiwan's regulations with U.S. trade policies and a...
