Tech Stocks Tumble on Worries Over A.I. Spending and China’s Chips
A global technology stock sell-off intensified on Tuesday, underpinned by worries over hefty bills for the build-out of…
OpenAI Close to Landing $500 Billion Data Center With Backing From Nvidia
OpenAI is close to leasing a $500 billion data center in southern Ohio that could be among the…
Apple, Micron, OpenAI and A.I.’s Rough Summer
Andrew here. We’re following the ongoing wild ambitions in the A.I. race to go public. The latest: Sam…
How a Niche Technology Became a Choke Point for A.I.
Subramanian Iyer, an electrical engineer and educator, has long specialized in a sleepy niche of the semiconductor industry…
OpenAI and Broadcom Unveil Custom A.I. Chip Design
In October, the artificial intelligence start-up OpenAI said that it would work with the chip maker Broadcom to…
A.I. Boom Ignites Asian Chip Companies
At Taiwan’s biggest computing show this month, Jensen Huang, the chief executive of Nvidia, was mobbed as if…
Opinion | The Global Bull Market That A.I. Obscures
In the coverage of the genuinely broad-based global equity boom, an important detail is often overlooked: In the…
Nvidia Has a Plan to Put Its Chips in Personal Computers
Nvidia became the world’s most valuable company by selling the artificial intelligence chips that are used in enormous…
Why Memory Chips Are Dominating the A.I. Rally
Andrew here. Forget about A.I. processors. Memory chips are the new market winner, with Micron and the South…
White House Approves $9 Billion for Spy Agencies to Catch Up on A.I.
The White House has approved a secret $9 billion request to acquire the cutting-edge computer chips that America’s…
Anthropic’s C.E.O. Says It Could Grow by 80 Times This Year
Dario Amodei, the chief executive of Anthropic, said on Wednesday that his artificial intelligence company had planned for…
A.I. Spending Sets a Record, With No End in Sight
For the past two years, Amazon, Google, Microsoft and Meta have repeatedly set records for how much they…