Tag: NVIDIA Corp
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CNBC Daily Open: From need for speed to seatbelts — AI majors focus on risk aversion
For the longest time, artificial intelligence companies competed to make each new model faster and smarter. Ostensibly, there’s now a push to exercise restraint.
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Samsung to inject $1 billion into Nvidia- and KKR-backed AI infrastructure firm
Samsung Electronics and its five affiliates are investing $1 billion in KKR-launched Helix as the group expands its push into global AI infrastructure.
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CNBC’s The China Connection newsletter: Spectacle-heavy Trump-Xi summit was more about domestic messaging
Much of the pageantry was meant for the leaders’ constituencies at home, analysts said.
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AMD briefly joined the $1 trillion club. Cramer says its monster run isn’t over
CNBC’s Jim Cramer said AMD’s run isn’t over, arguing the rise of agentic AI will drive significant demand for the company’s high-end CPUs.
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AMD acquiring Fei-Fei Li’s World Labs AI firm in deal worth $8.2 billion
The chipmaker had previously invested in World Labs.
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Jim Cramer says Nvidia’s record buyback could ‘change the trajectory’ of the stock
Nvidia’s $150 billion worth of additional buyback firepower is a major step in the right direction.
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‘Take or pay’: AI companies are taking a risky page from the energy sector’s playbook
Borrowed from the energy sector, take-or-pay contracts have a firm start date and make customers pay for products regardless of whether they use them.
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Nvidia says it can keep AI models under control — plus, what to do about Boeing’s dip
The Investing Club holds its “Morning Meeting” every weekday at 10:20 a.m. ET.
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Muse AI agent led Meta Platforms into the Best Stocks in the Market list. What Josh Brown thinks
Meta made it into Josh Brown’s list after last week’s surge.
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Jensen Huang says AI distillation is ‘competition.’ Scott Bessent has called it ‘theft’
Nvidia CEO Jensen Huang argued that AI model distillation is “competition”. U.S. Treasury Secretary Scott Bessent has called it “theft.”
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