3+ hour ago   (330+ words) The Dow Jones Industrial Average's June decision to replace Verizon with Alphabet signaled a broader shift in how the blue-chip index reflects the modern economy. The 30-stock benchmark, long dominated by industrial and consumer stalwarts, now counts four of the…...

1+ day, 12+ hour ago   (837+ words) Jensen Huang has a blunt message for critics who argue Nvidia is propping up its own sales by financing the very companies that buy its chips: bring it on. "Is that circular? If that is, let's do more of that,…...

5+ hour, 50+ min ago   (466+ words) The question hanging over Alphabet's historic spending spree has been simple: when does the investment start paying for itself? Google Cloud CEO Thomas Kurian offered an unusually specific answer this week, telling investors that the company's AI servers generate a…...

11+ hour ago   (837+ words) Cloud gaming platforms are facing significant cutbacks as major technology companies redirect data center capacity and GPU resources toward artificial intelligence workloads. Microsoft will cap Xbox Game Pass cloud gaming hours starting in November, limiting Ultimate subscribers to 15 hours monthly....

2+ day, 14+ hour ago   (181+ words) Analysts further noted that Nvidia's investment in MediaTek carries an additional strategic consideration: MediaTek holds a firm position in TSMC's (2330.TW) 2-nanometer process schedule and may even secure capacity for the 1-nanometer node in the future. Investing in MediaTek, they…...

2+ day, 17+ hour ago   (300+ words) Amazon is betting that artificial intelligence can make foreign-language shows feel less foreign. The company's Prime Video streaming service has begun rolling out a feature that adjusts actors' lip movements to match English dubbed dialogue, starting with its most-watched international…...

2+ day, 6+ hour ago   (627+ words) Michael Burry, the investor made famous by betting against the U.S. housing market before the 2008 financial crisis, has slashed exposure across his entire portfolio and is sitting on a larger cash pile heading into a fall he expects to be turbulent....

2+ day, 14+ hour ago   (374+ words) John Stankey isn't losing sleep over Elon Musk's satellite ambitions. The AT&T chief executive acknowledged that SpaceX's Starlink will carve out a meaningful role in connectivity, but he pushed back on the notion that it will dismantle the incumbent…...

2+ day, 11+ hour ago   (452+ words) During the call, co-CEO Clay Magouyrk provided specific figures: Oracle delivered 850 megawatts of AI compute capacity to customers during the first quarter, including over 300,000 GPUs. He noted, "Q1 delivery volume was nearly triple the entire Q4 delivery volume, equivalent to 73% of the…...

2+ day, 17+ hour ago   (340+ words) Amazon.com Inc. (AMZN) is giving a select group of U.S. brands the ability to extend their advertising campaigns into ChatGPT, marking the e-commerce giant's most significant embrace of an external AI platform to date and a major vote of confidence…...