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News

OPINIONS

 altimeter-capital-ceo-brad-gerstner-breaks-down-amd-openai-gpu-bet-says-lisa-su-is-betting-the-farm-to-catch-up-to-rival-nvidia

Altimeter Capital CEO Brad Gerstner called AMD's multi-billion-dollar partnership with OpenAI a "bet-the-farm" gamb...

 iphone-foldable-version-just-got-cheaper-ming-chi-kuo-says-it-all-hinges-on-this-for-apple-in-2026

Apple's long-awaited foldable iPhone is reportedly on track for a 2026 launch at a lower cost than expected, with analyst M...

 samsung-returns-to-nvidia-supply-chain-after-19-months

Nvidia has approved Samsung's 5th generation HBM3E memory for its AI accelerator, marking Samsung's return to the suppl...

Core News & Articles

-Reuters

 openais-sam-altman-turns-to-asia-middle-east-for-funds-amid-multitrillion-dollar-push-to-build-next-gen-data-centers

OpenAI CEO Sam Altman launches campaign to secure chips, partners, and funding for company's trillion-dollar AI expansion.

 whats-really-inside-huaweis-domestic-ai-chips

China's Huawei faces supply chain risks as its latest AI chips rely on foreign components from Taiwan Semiconductor, Samsun...

Core News & Articles

To gain an edge, this is what you need to know today.

 openai-taps-samsung-and-sk-hynix-for-massive-ai-data-push-including-new-korea-data-center

Samsung and SK Hynix secure deals to supply chips and equipment for Microsoft-backed OpenAI's Stargate project, while Samsu...

Core News & Articles

-Reuters

 openai-ceo-sam-altman-will-meet-south-koreas-president-lee-jae-myung-while-country-emerges-as-key-market-for-chatgpt-parent

OpenAI CEO Sam Altman is set to meet South Korean President Lee Jae Myung in Seoul as the country advances its AI ambitions.

Core News & Articles

https://storage.courtlistener.com/recap/gov.uscourts.txed.225543/gov.uscourts.txed.225543.219.0.pdf

 why-this-investor-is-trimming-his-largest-holding-taiwan-semiconductor

U.S. wants half of America's chips made locally, urging Taiwan to relocate production. Taiwan Semi pledges $165B in U.S. fa...

 apple-appears-to-have-put-the-worst-behind-it-in-china-says-analyst--xiaomi-now-faces-fresh-pressure-from-2026-iphone-se-and-flagship-launches

Apple Inc. (NASDAQ: AAPL) may finally be regaining ground in China after months of slowing sales, and analysts warn that Xiaomi...

 xiaomis-new-17-series-may-resemble-iphone-17-yet-packs-bold-tricks-that-might-win-over-even-hardcore-apple-loyalists

On Thursday, Xiaomi (OTC: XIACY) (OTC: XIACF) unveiled its 17 Series in China,

 micron-technology-smashes-q4-estimates-pricing-drives-gm-outlook-analysts-raise-price-target

Micron delivered a beat on sales and margins, which resulted in "significantly" better-than-expected earnings.

 nvidia-greenlights-samsungs-ai-chip-technology-sets-stage-for-hbm4-battle-report

Samsung Electronics Co. (OTC: SSNLF) has finally received the green light from Nvidia Corp. (NASDAQ: NVDA) for its latest high-...

 white-house-ai-czar-david-sacks-warns-washington-must-let-us-chipmakers-like-nvidia-sell-abroad-or-risk-forfeiting-ai-race-to-huawei-and-china

David Sacks warned that restricting Nvidia, other US chipmakers from selling abroad could hand Huawei, China an edge in the glo...

 nvidia-rival-groq-raises-750-million-inference-is-defining-this-era-of-ai-says-ceo-jonathan-ross

Groq, a Silicon Valley AI chip startup and Nvidia rival, raised $750 million at a $6.9 billion valuation to expand its global i...

 whirlpool-flags-possible-tariff-evasion-by-foreign-competitors

Whirlpool warns that foreign competitors may be avoiding U.S. tariffs by underreporting import values, raising concerns about t...

Core News & Articles

https://x.com/elonmusk/status/1967483305084981542 

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