NVIDIA and Noetra Corp. are partnering to build Japan's first national AI infrastructure, the NVIDIA Vera Rubin AI factory, featuring 13,750 Vera CPUs and 27,500 Rubin GPUs. Supported by Japan's Ministry of Economy, Trade and Industry, this 140-megawatt data center will power the FRONTia Project, aiming to develop multimodal AI models for manufacturing, logistics, healthcare, and robotics. The initiative is designed to accelerate AI innovation and position Japan as a leader in physical AI, targeting a significant share of the global AI robotics market by 2040. This infrastructure will provide advanced computing resources and open AI models to domestic developers and enterprises, fostering collaboration and industrial growth.
The iShares Core S&P U.S. Growth ETF (IUSG) is recommended as a buy due to an unjustified recent sell-off and strong momentum in the cloud sector. The ETF is heavily weighted in technology stocks, particularly those linked to AI and cloud services, w...
Semiconductor stocks are experiencing a 'crisis of confidence' as investors worry about sustained demand for chips. Despite this, major tech companies continue to invest heavily in chip technology. The PHLX Semiconductor Index has fallen 30% from its...
AMD's stock dropped 3% ahead of its Q3 2026 earnings report following Intel's warning about a prolonged PC market slowdown through mid-2027. Intel's caution has already caused an 11% drop in AMD shares and a 29% plunge in Intel stock. While Intel's d...
Polymarket traders incorrectly predicted Nvidia's stock price for October, which fell 10.4% instead of closing near $223.81 as expected. For November, traders are betting on moderate price moves with contracts showing probabilities for various price ...
Qualcomm is set to start generating significant revenue from AI data center deals with major hyperscalers, targeting $5 billion in fiscal 2027 and $15 billion by 2029. While handset sales face a decline, the company expects strong growth in non-hands...
