NYTIMES (Kalley Huang) - Nvidia’s Profit Doubles to $59.69 Billion Thanks to A.I. Spending
Quarterly revenue also more than doubled, to $96.22 billion, the company said, topping expectations on Wall Street.
NYTIMES (Kalley Huang) - Apple Regains Spot Over Nvidia as Most Valuable Public Company
The company slipped by the chipmaker Nvidia, amid growing concern about costs associated with the artificial intelligence boom.
NYTIMES (Daisuke Wakabayashi and Jason Karaian) - Samsung Made More Profit Last Quarter Than the Last Two Years Combined
The A.I. boom has propelled the South Korean tech giant’s earnings, but its shares sank as investors had even loftier expectations.
NYTIMES (Meaghan Tobin and Tripp Mickle) - Trump Approved an Nvidia Chip for Sale in China. Beijing Doesn’t Want It.
The U.S. tech giant’s powerful H200 chip seemed poised to boost Beijing’s A.I. ambitions, but not a single one has been purchased in China.
NYTIMES (Natallie Rocha) - Cerebras, A.I. Chip Maker, Rises 89% in Market Debut
Cerebras, a Silicon Valley maker of artificial intelligence chips, began trading on the stock market on Thursday, as SpaceX, OpenAI and Anthropic also take steps to go public.
NYTIMES (Kalley Huang) - Apple Reports 17% Sales Jump, Powered by iPhones
The Silicon Valley company, which is undergoing a chief executive transition, also reported a 19 percent increase in profit.
NYTIMES (Tripp Mickle) - Lawmakers Question Intel’s Use of Tools From Blacklisted Chinese Firm
A bipartisan group of senators raised national security concerns about the chipmaker, which is now partly owned by taxpayers.
NYTIMES (Andrew Ross Sorkin, Bernhard Warner, Sarah Kessler, Michael J. de la Merced, Niko Gallogly and Brian O’Keefe) - Why Nvidia’s Big Profits Aren’t Lifting Markets
The chip giant at the center of the artificial intelligence boom again beat expectations. But it didn’t overcome investor jitters.
NYTIMES (Don Clark) - Intel Strikes Deal With a Chip Start-Up Its C.E.O. Invested In
A technical partnership embraces SambaNova Systems, which Intel’s chief, Lip-Bu Tan, helps lead as an investor and chairman.
NYTIMES (Adam Satariano and Tripp Mickle) - Meta Announces Major Chips-for-Stock Deal With AMD
The multibillion-dollar deal is AMD’s latest move to catch up to Nvidia in the lucrative world of selling artificial intelligence chips.