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- Meta signs nuclear energy deals to power Prometheus AI supercluster - Meta said it secured agreements with energy companies Vistra, TerraPower and Oklo, which are all working on nuclear power technologies.
- Nvidia plans to test a robotaxi service in 2027 in self-driving push - Nvidia CEO Jensen Huang has said that robotics — including self-driving cars — is the company's second most important growth category after AI.
- How $160 million worth of export-controlled Nvidia chips were allegedly smuggled into China - The scheme involved falsifying shipping documents to misclassify the GPUs and hide their true destinations, including China and other prohibited locations.
- These 5 infrastructure stocks have more than tripled this year on the AI trade - While Nvidia has been the biggest infrastructure winner during the AI boom, other data center stocks have performed better this year.
- Broadcom tumbles 11% despite blockbuster earnings as 'AI angst' weighs on Oracle, Nvidia - Even with better-than-expected earnings and revenue, Broadcom slid on Friday as investors continued to grow concerned about the AI trade.
- Broadcom beats on earnings and revenue, says AI chip sales will double in current quarter - Broadcom stock is near an all-time high and has climbed 75% so far in 2025.
- From Llamas to Avocados: Meta's shifting AI strategy is causing internal confusion - Meta’s push to develop its next frontier model, codenamed Avocado, under new AI leadership is creating internal friction as it races rivals OpenAI and Google.
- Nvidia has a cash problem -- too much of it - Nvidia's recent slew of billion-dollar checks highlight the company's growing cash pile.
- Micron stops selling memory to consumers as demand spikes from AI chips - Demand driven by the AI infrastructure boom is creating shortages for certain products like memory.
- Marvell to acquire Celestial AI for as much as $5.5 billion - The deal is an aggressive move for Marvell to acquire complimentary technology to its semiconductor networking business.