Nvidia’s $589B DeepSeek rout(finance.yahoo.com)

470 points by rcarmo 1 year ago | 970 comments

Bloomberg article on Yahoo Finance reporting Nvidia's record $589 billion market value loss after DeepSeek's AI model release.

Chegg stock sinks after CEO says ChatGPT hurt growth(finance.yahoo.com)

43 points by bookofjoe 3 years ago | 37 comments

Microsoft Cancels Leases for AI Data Centers, Analyst Says(finance.yahoo.com)

57 points by mgh2 1 year ago | 17 comments

Nvidia and Salesforce double down on AI startup Cohere in $450M round(finance.yahoo.com)

23 points by iam_a_user 2 years ago | 17 comments

Apple shuffles AI executive ranks in bid to turn around Siri(finance.yahoo.com)

291 points by bbzjk7 1 year ago | 492 comments

OpenAI asks White House for relief from state AI rules(finance.yahoo.com)

730 points by jonbaer 1 year ago | 659 comments

Bloomberg article syndicated on Yahoo Finance reporting that OpenAI asked the White House for relief from state-level AI regulations.

Intel to Receive $8.5B in Grants to Build Chip Plants(nytimes.com)

325 points by ece20 2 years ago | 578 comments

New York Times article reporting Intel will receive $8.5 billion in CHIPS Act grants to build semiconductor plants, announced by President Biden in Arizona.

Nvidia buys $5B in Intel(tomshardware.com)

935 points by stycznik 1 year ago | 569 comments

Tom's Hardware report on Nvidia buying $5 billion in Intel stock and the two jointly developing x86 RTX SoCs for PCs and custom data center x86 CPUs.

AMD outsells Intel in the datacenter space(tomshardware.com)

426 points by baal80spam 2 years ago | 140 comments

Tom's Hardware news article reporting that AMD's datacenter sales surpassed Intel's for the first time, though both trail Nvidia's AI GPU sales.

Intel's Humbling(stratechery.com)

501 points by jseliger 2 years ago | 354 comments

Stratechery essay by Ben Thompson analyzing Intel's struggles, its leadership history, and its foundry strategy.

US tech stocks see sharp falls over AI cost fears(bbc.co.uk)

190 points by mindracer 14 days ago | 182 comments

BBC News report on US tech stocks falling sharply, led by Intel, Amazon, Reddit and Roblox, amid investor fears over rising AI build-out costs.

AI stocks slide as Texas governor result raises data center risks(cnbc.com)

33 points by 1659447091 9 days ago | 26 comments

CNBC article reporting AI-linked stocks fell overnight after Democrat Gina Hinojosa won the Texas governor's race on a platform of limiting data center development.