Nvidia CEO: No Plans to Sell Blackwell AI Chips to China
Nvidia CEO Jensen Huang confirmed there are no active talks to sell Blackwell AI chips to China, citing U.S. restrictions and China’s lack of interest in Nvidia products.
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Tesla's Huge Plan: Building a 'Gigantic' AI Chip Factory
Elon Musk says Tesla needs a "terafab"—a massive chip plant—to power its future in self-driving cars (Cybercab) and robots (Optimus). Musk says "worth having discussions" with Intel to make chips.
Datadog Forecasts Strong Q4 Growth on Surging AI and Cloud Demand
Datadog expects fourth-quarter revenue of up to $916 million—above Wall Street forecasts—driven by rising demand for AI-powered cloud security and monitoring tools. Shares jump over 20% in premarket trading.
Lyft Forecasts Strong Growth as Bookings Surge and Global Expansion Gains Momentum
Lyft projects up to $5.13 billion in Q4 bookings, signaling strong growth, expanding into Europe via Freenow, and boosting customer loyalty with new rewards and luxury ride options.
SoftBank Eyes Marvell in Potential $100B Chip Industry Mega-Deal
SoftBank explored acquiring US chipmaker Marvell Technology to combine with Arm Holdings, eyeing AI chip market dominance in what could be the semiconductor industry's largest-ever deal.
DigitalOcean Soars on Stellar Q3 Results and BofA Double Upgrade
On Wednesday, DigitalOcean (DOCN) stock jumped 18% to $45.81 after the company crushed earnings expectations and received a double upgrade from Bank of America.