Tesla investors who were elated over the many positive statements by Chief Executive Elon Musk & Co. on Wednesday should rein in some of their expectations and remember the past. Source link Therese Poletti
Tesla investors should be wary of Elon Musk’s continued irrational exuberance Read More »
Andrew Feldman leads Cerebras Systems, a company whose eventual IPO could pave the way for more AI chip companies to go public Source link Therese Poletti
Advanced Micro Devices Inc.’s AI event Thursday lacked a major wow factor, as hopes for more new-customer news did not materialize. But there was some news that should excite investors. Source link Therese Poletti
AMD’s AI event lacked a wow factor, but here’s one reason investors should be excited Read More »
Cisco Systems Inc. is reportedly looking at making a big investment in CoreWeave, one of the hotter artificial-intelligence startup companies, as the networking giant seeks to get a stronger foothold in the AI data center. Source link Therese Poletti
Why Cisco is looking at investing in CoreWeave, a hot AI startup Read More »
OpenAI just became one of the highest-valued privately held companies with its latest funding round, but it has a lot to live up to, amid ever- increasing competition. Source link Therese Poletti
OpenAI is now worth more than 87% of S&P 500 companies. It faces a tough test ahead. Read More »
The much-anticipated IPO by Cerebras Systems — the first chip maker of the AI era to go public — also included information on the concentration of its customers, an issue investors are seeing at other AI hardware companies. Source link
Cerebras IPO filing points to a recurring concern in AI: customer concentration Read More »
Super Micro Computer Inc.’s legal issues may have gotten more complicated, adding another cloud of uncertainty over the once-hot server-maker’s stock. Source link Therese Poletti
Why Super Micro’s legal woes could be deeper than they appear Read More »
Mira Murati’s departure from OpenAI could not have come at a worse time. Source link Therese Poletti
It’s a bad time for Mira Murati to exit, as OpenAI refocuses on profitability Read More »
The tech industry’s need for more power for data centers running artificial intelligence is now so desperate that companies are turning to nuclear disaster sites, despite the potential risks. Source link Therese Poletti
Intel Corp.’s plans to create an independent subsidiary for its foundry business was a much-needed move aimed at convincing potential customers that they can trust their chip designs with a competitor’s manufacturing arm. Source link Therese Poletti
Why Intel’s latest move for its foundry business is so significant Read More »
