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Japan to buy Nvidia Rubin chips to power homegrown AI (NVDA:NASDAQ)
51+ min ago (14+ words) Seeking Alpha...
Finding Value In “Everything Else”
3+ hour, 37+ min ago (104+ words) Finding Value In "Everything Else" Seeking Alpha - McKinsey finds that only 6% of enterprises have seen a 5%+ EBIT impact from AI use, yet budgets continue to expand rapidly. - As we look at our portfolios over the medium term, we think 90%+ of…...
Hyundai buys out SoftBank’s 10% stake in Boston Dynamics (SFTBY:OTCMKTS)
4+ hour, 28+ min ago (24+ words) Hyundai Motor Group will buy SoftBank’s 10% stake to fully own Boston Dynamics, deploying Atlas humanoid robots in U.S. plants by 2028....
Nvidia CEO Huang visits Japan, unveils AI partnerships across key industries (NVDA:NASDAQ)
5+ hour, 9+ min ago (98+ words) Seeking Alpha Antonio Bordunovi/iStock Editorial via Getty Images Nvidia (NVDA) on Wednesday unveiled a broad slate of AI products, partnerships and customer deployments at its Japan AI event. CEO Jensen Huang outlined how the company's accelerated computing, AI software…...
Alibaba, Baidu shares rally on reported Apple AI partnership (BABA:NYSE)
5+ hour, 7+ min ago (13+ words) Seeking Alpha...
Trump rails against New York data center moratorium, calls it 'terrible decision' (NVDA:NASDAQ)
1+ day, 9+ hour ago (110+ words) Trump slams New York’s 1-year data center moratorium amid AI boom, citing jobs and tax losses as states weigh power and water impacts—read more. President Trump railed against New York's decision to place a one-year moratorium on data centers, calling…...
Mythos AI access is a ‘real issue,’ says JPMorgan Chase CEO Jamie Dimon (ANTHRO:Private)
13+ hour, 27+ min ago (58+ words) Seeking Alpha JPMorgan Chase (JPM) CEO Jamie Dimon warned that the risks posed by Anthropic (ANTHRO) PBC's Mythos artificial intelligence model are a “real issue” that the U.S. government is now addressing. Speaking at Senator Dave McCormick's Pennsylvania Defense…...
Amazon names Dave Treadwell to lead AWS unit after Dave Brown's exit (AMZN:NASDAQ)
14+ hour, 36+ min ago (57+ words) Seeking Alpha Amazon's (AMZN) cloud computing business is set for a leadership change as senior executive Dave Brown will leave the company at the end of July after nearly 19 years, according to internal memos released on Wednesday. Brown, a senior…...
Nvidia-backed Thinking Machines releases Inkling AI model (NVDA:NASDAQ)
15+ hour, 36+ min ago (52+ words) Seeking Alpha Thinking Machines, the artificial intelligence research lab run by former OpenAI (OPENAI) CTO Mira Murati, announced its first proprietary AI model on Wednesday, known as Inkling. Inkling is an open-weight model, the Nvidia (NVDA)-backed company said in…...
Taiwan Fund Inc.: Well-Managed Fund With Strong Exposure To AI Companies In Taiwan
16+ hour, 20+ min ago (16+ words) Seeking Alpha...
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