#nvidia

@TheBadPlace@mastodon.ozioso.online · 1d ago

US Top News and Analysis | Sundheim's D1 Capital bought several tech stocks last quarter — with one big exception AI generated summary, Read the full article for complete information. Daniel Sundheim’s D1 Capital added a range of well‑known technology stocks in the first quarter but completely exited its more than 376,000‑share position in Meta, a stake worth over $240 million, after the social‑media giant fell more than 13% and posted its worst quarterly loss since 2022. The fund also sold its Synopsys and Arista Networks holdings and trimmed Spotify by 14%, while boosting its Amazon stake by about 34% to roughly $376.5 million, making it the fund’s eighth‑largest position. Sundheim expanded into artificial‑intelligence names such as Broadcom, Nvidia, Alphabet, ASML and Taiwan Semiconductor, and opened new positions in several others. Instacart remained D1 Capital’s largest holding, valued at $845 million, with Sundheim serving on its board since 2020. Read more: https://www.cnbc.com/2026/05/15/sundheims-d1-capital-bought-several-tech-stocks-last-quarter-with-one-big-exception.html #Sundheim #D1Capital #MetaPlatforms #Amazon #Nvidia

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · 1d ago

Observer | OpenAI CFO Sarah Friar and Anthropic’s Krishna Rao Are Racing For Compute Power by Alexandra Tremayne-Pengelly AI generated summary, Read the full article for complete information. OpenAI CFO Sarah Friar and Anthropic CFO Krishna Rao, each about two years into their roles, are locked in a high‑stakes competition to secure the compute power needed for their companies’ rapid AI expansion. Both executives spend a large portion of their time negotiating chip deals—Anthropic relies on Nvidia GPUs, Google TPUs and Amazon’s Tranium, while OpenAI mixes Nvidia, AMD, Amazon, Broadcom‑built hardware and Cerebras systems—and balancing the risk of over‑investing in infrastructure against the danger of undersupplying customer demand. This capital‑intensive push has spurred massive fundraising: Anthropic closed a $750 million round at a $15 billion valuation and is eyeing a $30 billion raise that could value it near $900 billion, while OpenAI recently secured a twelve‑figure infusion and remains open to more capital. Revenues are soaring, with Anthropic’s run‑rate hitting $30 billion in April and OpenAI reporting $24 billion in annualized revenue, and both firms are planning high‑profile IPOs—Anthropic possibly by year‑end and OpenAI in the second half of 2026—underscoring compute as the key competitive advantage in the AI race. Read more: https://observer.com/2026/05/openai-anthropic-cfos-ai-compute/ #OpenAI #Anthropic #Nvidia #artificialintelligence #SarahFriar #KrishnaRao

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · 1d ago

US Top News and Analysis | What you need to know about Nvidia competitor Cerebras after wild IPO AI generated summary, Read the full article for complete information. Cerebras Systems’ blockbuster IPO, which closed with a market cap just under $100 billion, underscores the exploding demand for AI chips that can serve as alternatives to Nvidia’s GPUs. The Silicon Valley firm builds massive custom ASICs—its WSE‑3 chip is the size of a dinner plate, about 57 times larger than the biggest GPU and contains roughly 50 times more transistors—designed for faster inference rather than the training tasks that Nvidia’s general‑purpose GPUs excel at. After the IPO, Cerebras began operating its chips inside its own data‑center cloud, positioning itself against hyperscalers and other ASIC specialists such as Groq, SambaNova, D‑Matrix and Rebellions. The offering made two of its co‑founders billionaires and paves the way for further ASIC‑focused startups to go public as the AI hardware market rapidly expands. Read more: https://www.cnbc.com/2026/05/15/nvidia-cerebras-stock-price-ipo.html #Nvidia #Cerebras #Meta #Alibaba #Google #Microsoft #OpenAI #AndrewFeldman #SeanLie #TSMC #

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · 1d ago

The New Republic | Trump Has Made Bank Off Stocks From Companies With Federal Contracts by Edith Olmsted AI generated summary, Read the full article for complete information. Donald Trump has reportedly profited from millions of dollars in stock trades involving tech firms and government contractors that benefit from federal contracts, including Nvidia, AMD, Palantir, and others, according to a financial disclosure cited by NOTUS. The filing shows he bought sizable positions in Nvidia in early February and January 2026—coinciding with the company’s AI chip deals with Meta and subsequent approvals for sales to China—while also purchasing AMD stock that was later cleared for Chinese customers, and repeatedly buying and selling Palantir shares around large Department of Homeland Security contracts and his own public calls for investors to buy the stock. In the first quarter of 2026, Trump shifted from bonds to more than 3,600 individual trades, prompting the White House to claim his family was unaware of the transactions, a stance critics denounce as blatant corruption and market manipulation by the president who oversees the very agencies awarding these contracts. Read more: https://newrepublic.com/post/210518/donald-trump-stocks-federal-contracts #DonaldTrump #Nvidia #Meta #JensenHuang #AMD #Palantir #HomelandSecurity #WhiteHouse #AI #breakingnews #governmentcontracting #insidertrading #politics #republicanparty #stockmarket #stocks #technology

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · 1d ago

The Daily Beast Latest Articles | Billionaire Trump Blows Deadline to Disclose Stock Trades Worth Millions by Wiktoria Gucia AI generated summary, Read the full article for complete information. President Donald Trump was fined $200 twice in 2024 for failing to disclose stock trades on time, violating a federal rule that requires any transaction over $1,000 to be reported within 45 days; the fines came after the U.S. Office of Government Ethics revealed that he had not reported several large trades. The 79‑year‑old president, whose net worth is estimated at $6.5 billion, disclosed at least $220 million in financial transactions this year, including purchases of Nvidia stock shortly before a deal with Meta that boosted the share price, and buying and selling millions of dollars in Microsoft and Amazon shares around the time the Pentagon announced plans to use their technology. Critics note that 88 percent of the public opposes elected officials trading stocks while in office, arguing that such activity creates the appearance of profiting from insider knowledge; Trump’s investments are further scrutinized because they are managed by his sons rather than placed in blind trusts, raising concerns about potential influence over his holdings. Read more: https://www.thedailybeast.com/billionaire-trump-blows-deadline-to-disclose-stock-trades-worth-millions/ #DonaldTrump #ElonMusk #Nvidia #WhiteHouse #TrumpOrganization #KimberlyBenza

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · 3d ago

US Top News and Analysis | Stocks making the biggest moves midday: Akamai Technologies, Micron, Nebius, Alibaba & more AI generated summary, Read the full article for complete information. Midday trading saw a broad rally in chip stocks, with the VanEck Semiconductor ETF (SMH) gaining more than 1% and companies such as Micron Technology (+3%), On Semiconductor (+10%), Marvell Technology (+7%) and Nvidia (+2%) all advancing. Akamai Technologies jumped almost 7% after Bank of America upgraded the stock and highlighted its transition to an AI‑infrastructure platform. AI‑focused cloud firm Nebius surged 16% on a 684% revenue jump to $399 million and the announcement of a new AI factory in Pennsylvania. U.S.–listed Alibaba climbed 6% after reporting a 38% increase in first‑quarter cloud revenue and expanded AI investments. EchoStar rose 4% following FCC approval of a $40 billion spectrum sale to AT&T and SpaceX, while energy company Nextpower gained 12% after raising its full‑year revenue outlook to $3.8‑$4.1 billion. Conversely, Birkenstock fell over 10% and Resideo Technologies dropped 17% after missing earnings and revenue forecasts, respectively. Photonics names benefitted from the AI theme, with Coherent up 6%, Lumentum up more than 2% and Corning up nearly 2%. Wix.com tumbled 30% after reporting earnings of 68 cents per share, well below expectations. Read more: https://www.cnbc.com/2026/05/13/stocks-making-the-biggest-moves-midday-akam-mu-nbis-baba.html #AkamaiTechnologies #MicronTechnology #Alibaba #Nvidia #ATT #SpaceX #Birkenstock #Wixcom #ResideoTechnologies #Corning #

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · 4d ago

US Top News and Analysis | Here are Wednesday's biggest analyst calls: Nvidia, Apple, Micron, Amazon, AMD, Johnson & Johnson & more AI generated summary, Read the full article for complete information. On Wednesday, May 13, CNBC’s analyst‑call roundup highlighted a series of upgrades and price‑target changes across a range of stocks. Oppenheimer reiterated an Outperform rating on Nvidia, projecting a $265 target and a near‑2.5% dividend yield if half of its free cash flow is returned to shareholders. Daiwa upgraded Apple to Outperform with a $325 target, citing its strong ecosystem. UBS raised KE Holdings to Buy, citing upside in tier‑1 Chinese cities, while Argus upgraded Wendy’s to Buy ahead of a potential go‑private deal. Truist moved Sensata Technologies to Buy, pointing to a stabilized auto business and AI exposure. Bank of America reinforced its Buy stance on Micron and Nvidia, lifting Nvidia’s target to $320 and Micron’s to $950, driven by AI‑related memory demand. Additional upgrades included Concept Therapeutics (Buy, $72 target), Zebra Technologies (overweight, $305 target), CoinShares (outperform), Akamai (Buy, $175 target), NextDecade (Buy, $11 target), Vestis (outperform), Unusual Machines (Buy), Heico (Buy), Mosaic (outperform), Venture Global (Buy, $17 target), and several others with price‑target adjustments and rationale ranging from sector strength to turnaround potential. Read more: https://www.cnbc.com/2026/05/13/wednesdays-big-stock-calls-by-wall-street-analysts-include-nvidia-apple.html #Nvidia #Apple #MicronTechnology #AMD #Amazon

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · 4d ago

Times of India | After reports of Nvidia CEO Jensen Huang missing Trump’s China visit, US President says ‘Jensen is currently ...’ AI generated summary, Read the full article for complete information. US President Donald Trump reportedly called Nvidia CEO Jensen Huang on the morning of May 12, urging him to join the President’s China delegation, and Huang subsequently boarded Air Force One for the trip. Trump confirmed Huang’s participation in a Truth Social post, listing other tech leaders such as Elon Musk, Tim Cook, Larry Fink, and several CEOs who will travel to China to meet President Xi Jinping, with the President’s agenda focused on agriculture and commercial aviation rather than high‑end semiconductors. The article notes that while the administration has cleared Nvidia’s H200 AI chips for export to China, the deals have stalled due to Chinese regulatory hurdles, and Trump plans to ask Xi to “open up” China for these industry leaders. Read more: https://timesofindia.indiatimes.com/technology/tech-news/after-reports-of-nvidia-ceo-jensen-huang-missing-trumps-china-visit-us-president-says-jensen-is-currently-on-/articleshow/131057141.cms #JensenHuang #DonaldTrump #Nvidia #XiJinping #Qualcomm #ElonMusk #TimCook #LarryFink #StephenSchwarzman #KellyOrtberg #BrianSikes #JaneFraser #larryculp #DavidSolomon #SanjayMehrotra #CristianoAmon

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · 5d ago

US Top News and Analysis | AI super rally has retail investors acting the most aggressive since trading frenzy during Covid AI generated summary, Read the full article for complete information. Retail traders are showing their most aggressive bullish behavior since the Covid‑driven surge, snapping up call options on Cboe’s “Mag 10” stocks (the seven mega‑caps plus AMD, Palantir and Broadcom) at the strongest 10‑day pace since 2021, with 52% of new positions being call‑buys and only 17% call‑sells, indicating a shift away from hedging. Call premiums on out‑of‑the‑money Nasdaq‑100 contracts have risen to a 52‑week high, and the index has set a new record, up more than 16% year‑to‑date, propelled by a semiconductor rally that now comprises nearly 20% of the S&P 500. This concentration has driven options traders toward single‑stock bets, widening the Cboe S&P 500 Constituent Volatility Index relative to the VIX, while Robinhood data shows retail investors heavily buying tech giants such as Nvidia, Tesla, Micron, AMD and Microsoft and shorting laggards like Costco, UnitedHealth and Alibaba. Read more: https://www.cnbc.com/2026/05/12/ai-super-rally-has-retail-investors-acting-the-most-aggressive-since-trading-frenzy-during-covid.html #MandyXu #SteveQuirk #Cboe #Robinhood #Nvidia #Tesla #AMD #Microsoft #Alibaba #Nasdaq_100 #

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · 5d ago

US Top News and Analysis | SoftBank has injected $450 million into this British AI chip company AI generated summary, Read the full article for complete information. SoftBank has injected more than $450 million into British AI‑chip maker Graphcore, which it acquired in 2024, to fund the development of artificial general intelligence (AGI) and bolster SoftBank’s broader AI‑infrastructure strategy. According to a Companies House filing, Graphcore issued a single share valued at $457 million on April 10, confirming the financing came directly from SoftBank. The infusion is part of a “portion” of the capital Graphcore expects from SoftBank this year and follows SoftBank’s heavy AI spending, including stakes in OpenAI and involvement in the $500 billion Stargate project. SoftBank aims to expand its AI footprint further, planning a standalone AI and robotics company in the U.S. and exploring a large AI data‑center project in France, while Graphcore is also investing up to £1 billion to open a new AI campus in Bengaluru, India. Read more: https://www.cnbc.com/2026/05/12/softbank-graphcore-ai-chip-investment.html #SoftBank #Graphcore #CNBC #CompaniesHouse #OpenAI #Oracle #Nvidia #Stargate #Bengaluru #

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · 6d ago

Business Latest | CUDA Proves Nvidia Is a Software Company by Sheon Han AI generated summary, Read the full article for complete information. The article argues that Nvidia’s true competitive advantage—its “moat”—lies not in its hardware but in its CUDA software platform, which enables efficient parallelization of GPU tasks and has become the foundation for modern AI frameworks. Originating from a Stanford‑spun idea to repurpose graphics GPUs for general‑purpose computing, CUDA evolved into a layered suite of highly optimized libraries that squeeze massive performance gains from Nvidia chips, creating a strong lock‑in effect that makes rival hardware (AMD, Intel, etc.) underperform despite comparable specifications. Because writing low‑level CUDA kernels is extremely specialized and most AI researchers lack the expertise, competitors’ alternatives such as OpenCL, AMD’s ROCm, and Intel’s oneAPI have failed to gain traction. Consequently, Nvidia’s dominance in AI is driven by its software ecosystem, much like Apple’s success stems from its integrated iOS environment, allowing the company to command premium pricing while keeping others at bay. Read more: https://www.wired.com/story/cuda-proves-nvidia-is-a-software-company/ #Nvidia #CUDA #PyTorch #TensorFlow

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AskUbuntu

@askubuntu@ubuntu.social · May 08, 2026

Ubuntu 24.04 stuck on emergency boot #boot #drivers #apt #nvidia #2404 https://askubuntu.com/q/1566587/612

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · May 05, 2026

US Top News and Analysis | AI chipmaker Cerebras targets $3.5 billion raise in IPO AI generated summary, Read the full article for complete information. Cerebras, an artificial‑intelligence chipmaker, filed to raise up to $3.5 billion in an IPO on the Nasdaq, proposing to sell 28 million shares at $115‑$125 each, which would value the company at as much as $26.6 billion—up from a $23 billion valuation recorded in a February venture round that included AMD. The firm’s wafers are marketed as an alternative to Nvidia GPUs, and it is shifting from pure hardware sales to a cloud‑service model that will deliver up to 750 MW of AI computing power to OpenAI through 2028 in a deal worth over $20 billion. In its latest quarter, Cerebras posted $510 million in revenue (a 76% year‑over‑year increase) and $87.9 million in net income. CEO and co‑founder Andrew Feldman will retain 10.3 million shares, potentially worth up to $1.28 billion, and the company holds an option to sell an additional 4.2 million shares, which could bring another $525 million at the top of the price range. Read more: https://www.cnbc.com/2026/05/04/cerebras-ipo-ai-chipmaker.html #Cerebras #OpenAI #ChatGPT #Nvidia #AndrewFeldman #Nasdaq #

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · May 04, 2026

The Atlantic | The Venture-Capital Populist by George Packer AI generated summary, Read the full article for complete information. The article traces how venture capitalist David Sacks, a longtime libertarian‑conservative who built his fortune through PayPal, the “PayPal Mafia,” and later investments in Facebook, SpaceX, crypto and AI, moved from publicly condemning Donald Trump after the Jan. 6 insurrection to becoming a key architect of the new tech‑right’s alliance with the MAGA movement. In June 2024 Sacks hosted a $12 million fundraiser for Trump on “Billionaires’ Row,” which helped seal Senator J.D. Vance’s selection as the former president’s running mate and signaled a broader embrace of Trump among Silicon Valley elites. The piece details Sacks’s appointment as the White House’s special adviser on AI and crypto, the conflict‑of‑interest waivers that let him keep his venture‑capital firm while shaping policy, and his push for a pro‑crypto regulatory framework (the GENIUS Act) while advocating minimal regulation of AI and aggressive export of U.S. AI chips—even to China. The author argues that Sacks’s self‑interest‑driven populism has fused venture‑capital wealth with government power, reshaping American tech policy in ways that privilege the industry’s richest players at the expense of broader democratic and regulatory safeguards. Read more: https://www.theatlantic.com/magazine/2026/06/david-sacks-crypto-ai-venture-capital/686941/?utm_source=feed #DavidSacks #DonaldTrump #CraftVentures #Nvidia #GENIUSAct #ChamathPalihapitiya #JDVance #ElonMusk #JensenHuang

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Italian News by RSS

@ItalianNews@mastodon.ozioso.online · May 02, 2026

Agenzia Nova: Business news: Kazakhstan, Tokayev incontra rappresentanti di Nvidia e Firebird Ai per cooperazione nell'infrastruttura digitale 03 mag 00:00 - (Agenzia Nova) - Il presidente del Kazakhstan, Kassym-Jomart Tokayev, ha incontrato Nico Caprez, vicepresidente per la crescita... (Aka) Business news: Kazakhstan, Tokayev meets representatives of Nvidia and Firebird Ai for cooperation in digital infrastructure. 03 May 00:00 - (Agenzia Nova) - The President of Kazakhstan, Kassym-Jomart Tokayev, met with Nico Caprez, Vice President for Growth... (Aka) #Kazakhstan #Tokayev #Nvidia #FirebirdAi #AgenziaNova #Kassym #JomartTokayev #NicoCaprez https://www.agenzianova.com/a/69f67a26909671.03542639/7336554/2026-05-03/business-news-kazakhstan-tokayev-incontra-rappresentanti-di-nvidia-e-firebird-ai-per-cooperazione-nell-infrastruttura-digitale

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Jesus Michał "Le Sigh" 🏔 (he)

@mgorny@social.treehouse.systems · May 02, 2026

Greg Kroah-Hartman: "If you look there are thousands of unfixed CVEs in the older LTS kernels right now, and if distros or users that rely on those older branches wish to see those resolved, they need to provide working backports to us to apply, as our first attempt did not work (which is why they are unfixed in those branches.)" Really asking for a "Pray tell us", given that nobody actually bothered disclosing the problem to downstreams and that the commit message was hiding it. Either way, apparently the great LLM-backed patch backporting process that #NVidia is so proud of doesn't really work. Upstream doesn't really care about #LTS branches, and they should be considered insecure by default. https://lore.kernel.org/stable/2026050114-supernova-angler-2de1@gregkh/ #Gentoo #Linux #CopyFail #security

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · May 01, 2026

Business | Google, Nvidia and other tech titans sign AI deal with the Pentagon by Queenie Wong AI generated summary, Read the full article for complete information. Eight major technology firms—Google, Nvidia, SpaceX, OpenAI, Microsoft, Amazon Web Services, Oracle and AI startup Reflection—have signed agreements with the U.S. Department of Defense to deploy their artificial‑intelligence tools on classified military networks, aiming to give warfighters decision‑making superiority across all domains. The Pentagon says the deals will accelerate its transformation into an “AI‑first” force while ensuring the technology is used lawfully and respects civil liberties, but the partnerships have sparked internal pushback from employees worried about AI being applied to autonomous weapons or mass surveillance, especially after a dispute with Anthropic over “guardrails” and supply‑chain risk designations. While the specific payment terms remain undisclosed and some contracts are still being formalized, the department’s chief technology officer emphasized that guardrails will be negotiated with each company to align with government values and legal constraints. Read more: https://www.latimes.com/business/story/2026-05-01/google-nvidia-other-tech-titans-sign-ai-deal-with-pentagon #Google #Nvidia #SundarPichai #EmilMichael

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AskUbuntu

@askubuntu@ubuntu.social · May 01, 2026

I have installed Ubunutu 24.04.4 LTS on my microsoft surface pro laptop, and now it will not detect my external monitor. I use a USB to HDMI adapter #drivers #nvidia #externalmonitor https://askubuntu.com/q/1566315/612

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · May 01, 2026

US Top News and Analysis | Lutnick gets grilling on Nvidia chip sales to China in letter from Sen. Chris Coons AI generated summary, Read the full article for complete information. Sen. Chris Coons, D‑Del., has written to Commerce Secretary Howard Lutnick demanding details on the export of Nvidia’s H200 artificial‑intelligence chips to China after Lutnick testified to a Senate subcommittee that no such chips had been sold, a statement that contradicts Nvidia CEO Jensen Huang’s claim that both U.S. and Chinese governments had approved the sales. Coons said he is “deeply concerned” that licensing these chips could pose a serious risk to U.S. national‑security and economic leadership, and he asked the Commerce Department to disclose how many H200 chips have received export licences, how many have been shipped, and how many additional licences it plans to issue. Read more: https://www.cnbc.com/2026/05/01/nvidia-chips-jensen-huang-h200-lutnick-chris-coons.html #HowardLutnick #ChrisCoons #Nvidia #JensenHuang #Trumpadministration #DonaldTrump #XiJinping

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · May 01, 2026

English – The Conversation | AI data center boom is leaving consumer electronics short of chips − even though they don’t use the same kinds by Vidya Mani, Associate Professor of Business Administration, University of Virginia; Cornell University AI generated summary, Read the full article for complete information. The surge in AI‑driven data‑center construction is monopolising the supply of high‑tech components—especially GPUs, high‑bandwidth memory and the advanced process equipment needed to make them—leaving consumer‑electronics makers short of the chips they need, even though smartphones and PCs use different, power‑efficient system‑on‑chip designs. The semiconductor market is highly concentrated, with a few firms controlling the design of graphics processors (e.g., NVIDIA) and the fabrication of memory chips (Samsung, Micron, SK Hynix), and the long, costly cycle of building new fabs means capacity cannot be expanded quickly. As memory and accelerator chips are redirected toward hyperscale AI servers, consumer devices face rising costs, supply constraints, and the need to redesign hardware to run smaller on‑device AI models, which is expected to keep prices higher and product releases delayed in the coming years. Read more: https://theconversation.com/ai-data-center-boom-is-leaving-consumer-electronics-short-of-chips-even-though-they-dont-use-the-same-kinds-277069 #Nvidia #TSMC #Apple

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