Loop Capital Goes Bullish on Astera Labs: The Next Big AI Pure Play After Nvidia
Loop Capital starts coverage on Astera Labs with a Buy rating and $250 price target, calling it a leading diversified AI silicon pure play after Nvidia.
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Perplexity Chooses CoreWeave to Scale AI Inference, Stock Rises
CoreWeave announces multi-year deal to power Perplexity's AI inference on NVIDIA GB200 clusters.
Trump Team Eyes Strict Limit: Only 75,000 H200 & MI325 Chips per Chinese Firm
The US is considering capping AI chip exports like Nvidia's H200 and AMD's MI325 to just 75,000 units per Chinese company. This news is pressuring stocks amid ongoing trade tensions and global market worries.
NVIDIA Goes All-In on Optics — $2B Each to Lumentum and Coherent
NVIDIA commits $4B ($2B each) to Lumentum & Coherent to advance silicon photonics and energy-efficient AI infrastructure. Stocks jump.
Meta's AI Chip Ambitions Stall: Drops Olympus, Bets Big on Google TPUs & More
Meta abandons its most advanced in-house AI training chip (Olympus) due to design struggles and shifts focus to simpler MTIA versions while securing multi-billion deals to rent Google TPUs and buy chips from AMD & Nvidia.
Nvidia Edges Back into China with H200 Chips – But Sales Remain Zero
Nvidia gets US license for limited H200 AI chip exports to China with 25% duty, but zero revenue so far amid Beijing import uncertainty and rising local rivals.