Artificial Intelligence

• Google names Amin Vahdat as new chief of AI infrastructure buildout, Semafor reports - Dec 10 (Reuters) - Alphabet's Google has appointed longtime executive Amin Vahdat as chief technologist for AI infrastructure, Semafor reported on Wednesday, citing an internal memo, as tech giants
• CNBC's The China Connection newsletter: U.S.-China AI talent race heats up - The author of "Chip War" is worried about the U.S. losing its advantage over China in artificial intelligence talent.
• Trump’s Nvidia Chip Deal Reverses Decades of Technology Restrictions - President Trump’s decision to allow Nvidia to sell its chips to China has raised questions about whether he is prioritizing short-term economic gain over long-term American security interests.
• 'The Money Is Very, Very Clear:' BlackRock Says The Biggest Winners Of AI Revolution Are Hidden In Plain Sight — And Investors Are Missing Them - Ben Powell, the chief investment strategist for the Asia-Pacific region at BlackRock Inc., predicts that the current wave of capital investment in artificial intelligence (AI) infrastructure is far from its peak. AI Capex Boom Favors Chipma
• Trump Eases Limits on Nvidia Exports to China at ‘Critical Moment’ - President Trump said Nvidia can export some chips. But years of U.S. restrictions have propelled China to make everything it needs for advanced A.I.
• Wall Street Is Shaking Off Fears of an A.I. Bubble. For Now. - The valuations of some artificial intelligence companies are approaching those of the dot-com boom. But investors worry that pulling money from today’s market risks future gains.
• Trump approves sale of more advanced Nvidia computer chips used in AI to China - President Donald Trump said Monday that he would allow Nvidia to sell an advanced type of computer chip used in the development of artificial intelligence to “approved customers” in China. There have been concerns about allowing advanced c
• IBM buys data streaming platform Confluent in $11 billion deal - IBM said Monday it's buying data streaming platform Confluent in a deal worth $11 billion that will help bolster the technology company's artificial intelligence strategy. The two companies said they signed a “definitive agreement” for IBM
• Salesforce shares pop 5%, continuing post-earnings rally and pushing stock to best week since 2023 - Salesforce pops 5% after earnings beat, aiming for best week since 2023
• SoftBank's Arm plans to set up chip training facility in South Korea - SEOUL, Dec 5 () - South Korea's industry ministry and SoftBank's chip unit, Arm Holdings, have signed an agreement to strengthen the country's semiconductor and Artificial Intelligence ​sectors, a presidential policy adviser said on Friday.