China Blocks ByteDance from Using Nvidia Chips in New Data Centers
China stops ByteDance from using Nvidia chips, pushing firms to adopt homegrown AI processors as Beijing ramps up tech self-sufficiency.
/ 128 items
#GOOGL↓
Oracle's AI Debt Concerns Spread Across Tech Giants as Insurance Costs Surge
Amid concerns about AI data center spending, credit default swap prices for Oracle debt have spiked dramatically. Now, worries are spreading to Microsoft and Amazon as markets reassess hyperscaler risks.
Meta Eyes Google's AI Chips in Potential Blow to Nvidia's Dominance
Meta Platforms explores Google's TPU chips for 2027 data centers, challenging Nvidia's AI chip market leadership while Alphabet shares surge on alternative AI processor demand.
Broadcom Stock Soars on Custom AI Chip Momentum from Google's Gemini 3 Success
Broadcom gains as Google's acclaimed Gemini 3 AI model showcases custom chip potential, potentially challenging Nvidia's GPU dominance in AI infrastructure.
BofA Upgrades Booking Holdings to Buy: AI Fears Create Opportunity
BofA upgrades Booking Holdings to Buy with a $6,000 target, saying AI-related concerns are overblown and the recent selloff offers a buying opportunity.
Waymo Expands Fully Driverless Robotaxi Service Across More U.S. Cities
Waymo begins offering fully autonomous rides in Miami and plans expansion to more major U.S. cities as it accelerates its lead in self-driving robotaxi technology.