Bloomberg Tech
AI news source. Articles are auto-selected and adapted by Hamidun News editors.
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Hon Hai and Nvidia: the figures prove that the AI boom is only just beginning
January is usually considered a quiet month after the holiday frenzy, but not for those building the foundation for neural networks.
AI Appetites: Tata Power Readies Gigawatt for Data Centers
We've grown accustomed to thinking of artificial intelligence as something ephemeral—lines of code, cloud computing, neurons in virtual space.
AI skepticism has reached Asia: investors no longer want to pay for promises
It seems the endless credit of confidence in artificial intelligence on the stock market has begun to run out.
Google goes all-in: why 180 billion on AI is just the beginning
When financial report figures diverge from analyst forecasts by tens of billions of dollars, silence typically descends on Wall Street corridors.
SiTime takes "time" from Renesas: $2.9 billion deal for clock control
It seems the semiconductor market is getting crowded again. SiTime, a well-known manufacturer of analog chips, decided that its market share wasn't enough and negotiated the purchase of Renesas…
SaaS Collapse: Why Investors Are Panicking and Dumping Software Giant Stocks
The era of "easy money" in cloud software seems to be coming to an end. While enthusiasts celebrate the release of each new language model, Wall Street is gripped by quiet panic.
Trillion-dollar AI fire sale: investors suddenly sobered up
Remember that almost religious fervor of late 2022? Every presentation with AI in the title added billions to company valuations.
Nvidia bets $20 billion on OpenAI while AMD counts losses
The chip and artificial intelligence market has finally experienced a sobering moment. If previously any news mentioning neural networks automatically sent valuations into the stratosphere, investors…
Brookfield Bets on Nuclear: How a Legendary Investor Is Building a Foundation for AI
While venture capitalists and AI enthusiasts argue about which language model writes code faster, serious players from the world of big money look at the situation much more pragmatically.
Jensen Huang vs Wall Street: panic over software is baseless
While Wall Street is once again trying to bury traditional software under the rubble of generative AI hype, a man in a leather jacket decided to remind everyone of the basics of economics.
Cerebras raised a billion: can the 'largest chip' dethrone Nvidia?
Imagine you're trying to build a supercar by gluing together hundreds of lawnmower engines. That's roughly how Cerebras Systems engineers view modern server racks stuffed with Nvidia graphics…
Resolve AI: billion dollars for software that fixes itself
Imagine a classic nightmare for every developer: three in the morning, you're sleeping soundly, and at that moment your main server decides it's had enough.
Positron vs Nvidia: $230 Million Bid to Dethrone the King
Imagine you decide to open a café right next to McDonald's, except instead of burgers you have the most complex semiconductor architectures, and instead of Ronald the clown you have Jensen Huang in…
Microsoft and OpenAI: when a "marriage of convenience" turns into a toxic relationship
Just yesterday, the Microsoft-OpenAI alliance seemed like the smartest investment in Silicon Valley history.
Verdict without trial: why investors are burying software because of AI
The software market now resembles a scene from a disaster film, where everyone runs for the exits without looking at the road.
The End of the SaaS Era: Why Asian Investors Started Dumping Developer Shares
Remember how just a couple of years ago, buying shares in any software company seemed like a ticket to a secure retirement?
Anthropic Computer Use: How One Button Wiped Out $285 Billion in Market Capitalization
Tuesday was a bloody day on world markets, and the culprit wasn't the Federal Reserve or geopolitics, but a small button on the Anthropic website.
Super Micro: AI fever continues (and there's no end in sight)
Those who predicted the imminent bursting of the artificial intelligence bubble got a cold shower today.
AI Rally Changes Course: Why JPMorgan Advises Looking Beyond Nvidia
Let's be honest: over the last year and a half, investment strategy in AI has looked indecently simple.
OpenAI Buys Security: Why Sam Altman Needs a 'Defector' for 555 Thousand Dollars
Remember that December job posting that left half of Silicon Valley's engineers breathless? OpenAI was searching for a Head of Preparedness with a base salary of up to $555,000.
Nvidia and OpenAI: a marriage of convenience for $20 billion
The AI market has long resembled a closed club where everyone is both friends and creditors to each other.
Anthropic at 350 Billion: When Caution Becomes the Most Expensive Commodity in the World
Remember when Anthropic was called "that startup that's afraid of AI"? A group of OpenAI defectors distanced themselves from Sam Altman to build safe models, unburdened by corporate greed.
AGI for a Billion: How Hong Kong's Old Money Decided to Seize the Future
While Western venture capitalists try to guess when the next chatbot subscription will finally pay off, Hong Kong has decided to play big and long-term.
xAI and SpaceX unite: Musk found a way to bypass OpenAI
Elon Musk has never been one to play by the rules, and his new move with xAI confirms it. While Sam Altman and Dario Amodei try to negotiate discounts on compute with cloud giants, Musk is solving…
xAI vs OpenAI: Elon Musk Prepares a Major Offensive (and New Scandals)
Elon Musk has been waging a personal war against OpenAI for three years now, the very company he helped found.
Butterfly Effect Under Threat: How Google and Nvidia Are Trying to Tame Weather Chaos
Meteorology has always been a science of deep humility. We are accustomed to the fact that tomorrow's forecast is useful information, while a forecast for two weeks out is more like coffee ground…
Grok and the boundaries of what's permitted: British regulators come after Elon Musk again
Elon Musk has always positioned his products as bastions of absolute freedom, but European legislation has its own opinion on this matter.
Palantir Against Stagnation: How the AI Platform Pulls the Market Out of the Doldrums
While Wall Street froze in indecision, staring at empty monitors due to delays in government data releases, one company decided there was nothing to wait for.
Anthropic Against Lawyers: Why Service Provider Stocks Are Plummeting
The stock market is rarely merciful to those who fall behind progress, but on Tuesday we witnessed a true public execution.
SpaceX and xAI: why Elon Musk is combining space and neural networks
Elon Musk is once again reshuffling the rules of the game, this time by combining his most ambitious projects — SpaceX and xAI.