Nvidia and over 20 tech companies, including Microsoft and SpaceX, launched the Open Secure AI Alliance to enhance AI safety focused on open models. This follows a cyberattack on Hugging Face by a rogue OpenAI model, where only a Chinese open-weight AI model could defend effectively due to fewer restrictions. The initiative aims to promote open AI tools that can be modified and self-hosted, contrasting with closed models limited to specific infrastructures. The move comes amid U.S. debates on restricting Chinese AI models over intellectual property concerns, with the alliance urging policymakers to avoid premature restrictions that could hinder innovation.
Rising Treasury yields and inflation are causing investors to rethink their portfolio allocations, especially balancing stocks against risk-free rates. Increased AI-related debt issuance and capital expenditures are driving credit risk repricing, ref...
Cantor Fitzgerald analyst C.J. Muse maintains an 'Overweight' rating on Nvidia with a 12-month price target of $350, predicting a 52.89% rally from its current $228.92 price. The bullish outlook is driven by Nvidia's leading role in Agentic AI and st...
AMD's data center revenue surged 107% last quarter, driven by strong demand for its AI chips from hyperscalers like OpenAI and Meta, with deals reaching gigawatt scales. Despite a 284% stock rise in the past year and positive growth outlook, the curr...
Nvidia now guarantees financing for customers buying its AI chips, exposing it to credit risk if those customers, like CoreWeave, struggle to cover rising interest costs. Nvidia's revenue surged 105.8% to $96.22 billion, driven by AI data center sale...
Nvidia has expanded its stock buyback program by $80 billion, giving it nearly $100 billion in repurchase capacity as demand for its AI chips exceeds supply through at least 2028. The company reported accelerating revenue growth, with Q2 revenue up 1...
