Investors have funneled $195 billion into global technology ETFs over the past year, far surpassing inflows into all other sectors combined. This surge reflects a concentrated bet on a handful of tech giants, especially those tied to artificial intelligence (AI) investments, with major funds like Invesco QQQ and Technology Select Sector SPDR holding large stakes in NVIDIA, Apple, and Microsoft. The inflows have accelerated recently amid lower market volatility and optimism about AI-driven capital spending. The critical test will come in October when earnings reports from Microsoft, Meta, Amazon, and Alphabet reveal whether AI-related spending will continue to grow, potentially justifying the high valuations. If these companies signal flat or reduced capital expenditure, the tech-heavy ETFs could see sharp declines, undoing recent gains.
Nvidia announced a nearly $10 billion investment plan to support Europe's AI ecosystem, focusing on four German startups: Agile Robots, Avelios Medical, Mirelo, and Reflex Aerospace. This move aligns with Germany's goal to lead in industrial AI, with...
NVIDIA researchers have completed a record-breaking simulation of fault-tolerant quantum computing using 104 qubits on JUPITER, Europe's largest supercomputer at Jülich Supercomputing Centre. This simulation validates a new approach that reduces the ...
Nvidia's recent performance has been less spectacular compared to previous years, with its growth now dependent on AI supply constraints and TSMC's manufacturing capacity. The company's advantages in chip versatility and performance face challenges a...
Broadcom is gaining investor confidence due to its strong position in custom AI chips, co-designed with major AI builders who commit to long-term plans. Despite a recent share price drop, Broadcom's AI semiconductor revenue is rapidly growing, with m...
Nvidia introduced new AI models including the Nemotron 3.5 Super VL, a 120-billion-parameter model for enterprise agents, and two lightweight Bolt models for local AI PCs and workstations. The Super VL model offers similar accuracy to larger models b...
