kingfisher — news

China's Xi Jinping Wants AI to Be Open to the World -- and Out of America's Control

Fri Jul-17 21:34:41regulatory65

Chinese President Xi Jinping advocated for open-source AI and international cooperation at the World Artificial Intelligence Conference, highlighting geopolitical tensions and trade restrictions that negatively impact Nvidia's market access.

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Jensen Huang Denied Delay Reports for Nvidia's Vera Rubin AI Systems

Fri Jul-17 21:09:53product65

Nvidia CEO Jensen Huang denied reports of delays for the Vera Rubin AI systems, confirming they are already in production and on track for high-volume delivery.

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U.S. Opens Patent Probe Into Samsung AI Memory Chips, Pulling Nvidia, Google, and Broadcom Into Widening Netlist Dispute

Fri Jul-17 21:09:53regulatory65

The U.S. International Trade Commission has launched a patent infringement investigation into Samsung AI memory chips, naming Nvidia, Google, Broadcom, and Super Micro Computer as respondents in the dispute.

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2 Reasons to Feel Bullish on GOOGL Stock Ahead of Alphabet's Q2 Earnings

Fri Jul-17 21:09:53earnings65

Analysts present a bullish case for Alphabet ahead of its Q2 earnings report, citing accelerating AI-driven innovation and sustained strength in its digital advertising business.

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AMD AI Event Puts Spotlight on MI500

Fri Jul-17 21:09:53product65

AMD is preparing to showcase its next-generation MI500 AI hardware and potentially announce new major cloud customers like Anthropic at its upcoming Advancing AI conference.

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SpaceX stock closes at lows after first test flight since IPO scrubbed

Fri Jul-17 21:09:53other65

Tesla shares fell 5.4% to a new closing low following the scrubbed Starship test flight by SpaceX, which is linked to CEO Elon Musk.

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Palantir Just Did What No Software Enterprise Has Done Before - Memeburn

Fri Jul-17 20:50:08earnings85

Palantir reported a 104% year-over-year surge in U.S. revenue and raised full-year guidance, highlighting a new partnership with Nvidia and a core role in the U.S. Army's NGC2 modernization program.

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SpaceX in Talks to Sell Computing Power to Pentagon, WSJ Says

Fri Jul-17 20:40:23partnership65

SpaceX is in negotiations to sell computing power to the US Department of Defense in a deal potentially worth several billion dollars.

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Meta Plans Sturgeon County, Alberta, Canada, Data Center Operations - Area Development

Fri Jul-17 20:30:17product65

Meta announced a $9.24 billion investment to build its first Canadian AI data center in Sturgeon County, Alberta, featuring one gigawatt of capacity.

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Stocks Slip Before the Open as Chipmakers Extend Slide, U.S. Retail Sales Data and Earnings on Tap

Fri Jul-17 20:30:17earnings65

TSMC reported record earnings and raised full-year revenue guidance, but its shares fell nearly 4% in pre-market trading as broader semiconductor stocks extended their slide amid concerns over AI trade valuations.

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China's AI strength is growing as America stunts our own

Fri Jul-17 20:30:17regulatory65

China announced the formation of the World AI Cooperation Organization with 29 founding members and showcased Huawei's Atlas 950 SuperPoD to compete with Nvidia, signaling increased geopolitical and competitive pressure on US semiconductor dominance.

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ASML Posts Blockbuster Q2 Numbers and Raises Guidance. ASML Stock Still Has Room to Run.

Fri Jul-17 20:20:15earnings85

ASML reported Q2 2026 earnings that beat revenue and earnings estimates and raised future guidance driven by strong demand for memory chips.

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《TAIPEI TIMES》TAIEX tumbles 2,953.71 points amid tech selloff

Fri Jul-17 20:10:15other85

Taiwan's TAIEX index suffered a historic 6.47% decline driven by a massive selloff in TSMC and broader technology shares as investors unwound AI-related positions.

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Apple's plot to crush OpenAI

Fri Jul-17 18:50:06regulatory65

Apple has filed a lawsuit against OpenAI, alleging competitive harms while simultaneously launching its new Siri AI features.

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Global stock markets fall as AI chip stocks slide and oil rises

Fri Jul-17 18:50:06other65

Global stock markets and semiconductor shares declined due to concerns over the sustainability of AI demand and the release of a new Chinese AI model, while Netflix fell on missed revenue expectations.

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Nvidia Bets Big on Japan: Inside the New Robotics and Physical AI Partnerships | Knowledge Hub Media

Fri Jul-17 18:40:13partnership65

Nvidia announced partnerships with Japanese robotics leaders Fanuc and Yaskawa Electric to integrate its AI platforms into industrial robots, alongside a government-backed chip purchase commitment.

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EU Forces Google to Open Android to Rival AI Assistants

Fri Jul-17 18:40:13regulatory75

The European Commission has ordered Google to grant rival AI assistants deep access to Android features under the Digital Markets Act, with compliance required by 2027.

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Apple's M6 Chip Strategy: Base Model Only as AI Demands Force a Jump to M7

Fri Jul-17 18:40:13product65

Apple plans to release only a base M6 chip later this year while skipping Pro, Max, and Ultra variants to accelerate the launch of the more AI-capable M7 family.

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Meta's $50 Billion Bet on Louisiana: How a Rural Parish Became Ground Zero for AI Power

Fri Jul-17 18:40:13other65

Meta announced a $50 billion investment to build its largest AI data center in Louisiana, significantly increasing its previous commitment to meet AI infrastructure demand.

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AWS Custom Silicon Business Surpasses $1 Billion in Annual Revenue

Fri Jul-17 18:40:13product65

Amazon's AWS custom silicon business has surpassed $1 billion in annual revenue, signaling successful scaling of its in-house chip efforts for cloud workloads.

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Apple Boosts Ultra-Thin Glass Orders for First Foldable iPhone in 2026

Fri Jul-17 18:40:13product65

Apple has increased orders for ultra-thin glass substrates, signaling intensified preparation for the launch of its first foldable iPhone in late 2026 or early 2027.

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Amazon: CEO Andy Jassy's Historic $25 Billion Move Is a Massive Signal for Tech Investors (NASDAQ: AMZN)

Fri Jul-17 18:20:01other65

Amazon completed a $25 billion bond sale to finance its AI data center infrastructure expansion, signaling strong commitment to its cloud computing growth strategy.

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Chinese memory maker CXMT's output has grown from 40,000 to 720,000 wafers in a few years, and it's closing in on Micron

Fri Jul-17 18:20:01other65

Chinese memory manufacturer CXMT is rapidly expanding DRAM production capacity to levels comparable with Micron, posing a potential competitive threat to established US and South Korean memory chipmakers.

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Amazon's AWS Growth Banks on $200B AI Spending Plan: What Lies Ahead?

Fri Jul-17 18:10:02product65

Amazon reported strong AWS growth and announced significant AI infrastructure investments and product expansions, including partnerships with OpenAI and custom silicon advancements.

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Apple in Early Settlement Talks With DOJ Over Antitrust Case

Fri Jul-17 18:00:26regulatory75

Apple is in early settlement discussions with the US Department of Justice regarding a 2024 antitrust lawsuit alleging violations of competition laws.

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AMD: Jefferies eyes Anthropic deal as Advancing AI 2026 event nears

Fri Jul-17 18:00:26analyst65

Jefferies analysts anticipate AMD will announce new AI customer deals, potentially with Anthropic, and raise its AI market estimates at its upcoming Advancing AI event.

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Canine cooler

Fri Jul-17 17:49:40product65

TSMC announced plans to build three additional advanced packaging facilities in Phase II of the Chiayi Science Park to strengthen regional manufacturing resilience.

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Powertech to invest in venture with Broadcom

Fri Jul-17 17:49:40partnership65

Powertech Technology Inc. plans to invest $400 million in a joint venture with Broadcom in Singapore to produce advanced package substrates for AI chips, with AMD also identified as a key customer.

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Musk Buys Florida-Based Energy Company

Fri Jul-17 17:46:44m&a65

Elon Musk acquired Florida-based mobile gas-turbine provider New APR Energy for approximately $1 billion to secure power for AI data center operations.

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Tesla and Intel earnings this week could ripple across crypto markets

Fri Jul-17 17:42:16earnings60

Tesla is scheduled to report Q2 2026 earnings on July 22, with Intel reporting the following day, amid investor focus on AI infrastructure and crypto market implications.

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ASML Pushes for Higher Prices and TSMC Is Not Happy About It

Fri Jul-17 17:39:11other65

ASML is negotiating a potential 10% price increase for its lithography equipment with TSMC, which is resisting the hike amid ongoing supply constraints.

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Meta Hires AWS Executive Dave Brown to Boost AI Strategy

Fri Jul-17 17:31:25other65

Meta Platforms has hired former AWS senior vice president Dave Brown to lead its compute and machine learning infrastructure strategy.

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Mark Zuckerberg's Meta Launched a Cloud Business This Week. The Stock Had Its Best Week Since Early 2024, Surging 15%.

Fri Jul-17 17:30:13product75

Meta Platforms confirmed it is developing a cloud computing service called Meta Compute, causing its stock to surge 15% as it prepares to compete with Amazon, Microsoft, and Alphabet.

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Meta in talks for $10 billion Anthropic compute deal, NYT reports

Fri Jul-17 17:30:13partnership75

Meta Platforms is reportedly in negotiations for a $10 billion compute deal with AI firm Anthropic.

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Apple in The Market for AI Chip Companies

Fri Jul-17 17:20:14m&a65

Apple is reportedly seeking to acquire AI chip companies to reduce reliance on Nvidia and enhance on-device AI capabilities for the iPhone.

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The AI boom is increasingly built on debt, but investor demand is plunging just as hyperscalers ramp up their bond blitz | Fortune

Fri Jul-17 17:20:14other65

Investor demand for AI-related corporate debt is declining as hyperscalers like Amazon, Alphabet, Meta, and Nvidia increase bond issuances to fund infrastructure spending.

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AI stocks keep falling, while oil prices keep climbing

Fri Jul-17 17:20:14other65

AI and semiconductor stocks, including TSMC and Micron, declined amid concerns over unsustainable valuations and AI profitability, while broader tech indexes fell due to global market weakness.

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Apple overtakes Nvidia to become world's most valuable company

Fri Jul-17 17:20:14other85

Apple has surpassed Nvidia to become the world's most valuable company as investors shift focus from AI infrastructure spending to AI monetization and ecosystem durability.

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Zoox announces recall of autonomous vehicle fleet

Fri Jul-17 17:10:09regulatory65

Amazon-owned Zoox is recalling its entire autonomous vehicle fleet due to safety concerns regarding smoke detection and interference with emergency responders.

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TSMC Lifts Arizona to $265 Billion After Record Quarter: Four Fabs Target AI Packaging Bottleneck

Fri Jul-17 17:10:09earnings85

TSMC reported record quarterly profits and increased its US investment commitment to $265 billion, specifically expanding CoWoS advanced packaging capacity in Arizona to alleviate AI accelerator supply bottlenecks.

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Why we remain bullish on this chip stock despite a 30% pullback this month

Fri Jul-17 17:10:09analyst65

HSBC upgraded Apple to Buy with a $366 price target, citing AI-driven upgrade cycles and a partnership with Alphabet, while the broader semiconductor sector experienced a pullback due to AI spending concerns.

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Meta's Stock Surges After AI-Boosted Ad Sales Overshadow CapEx Surge

Fri Jul-17 17:10:09earnings95

Meta Platforms reported record Q2 revenue and earnings that beat estimates, raised Q3 guidance, and increased its annual capital expenditure forecast, driving an 11% surge in after-hours stock price.

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Why Microsoft Is Playing a Different AI Game Than Big Tech -- and Cash Flow Is the Test

Fri Jul-17 17:10:09earnings65

Microsoft is approaching its Q4 2026 earnings report on July 29 amid investor scrutiny of its AI capital expenditures and software model viability despite Azure's strong performance.

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Alphabet stock drops amid concerns over AI researcher departures

Fri Jul-17 17:10:09other75

Alphabet shares declined significantly following the departure of key AI researchers, including Nobel laureate John Jumper and Gemini architect Noam Shazeer, to rival firms Anthropic and OpenAI.

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Chip stocks tumble into bear market as AI rally unravels

Fri Jul-17 17:10:09other85

The Philadelphia Semiconductor Index has officially entered a bear market after falling more than 20% from its peak, driven by profit-taking and concerns over the sustainability of AI capital expenditure demand.

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Trump administration prepares new safety rules for robotaxis

Fri Jul-17 17:10:09regulatory65

The Trump administration is preparing new federal safety rules and performance tests for autonomous vehicles, specifically citing recent incidents involving Waymo and broader industry concerns.

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Japan's first national AI factory will use 27,500 GPUs across 382 Vera Rubin racks

Fri Jul-17 17:00:22product65

Nvidia announced a partnership with Japan's Noetra consortium to build a national AI factory utilizing 27,500 Rubin GPUs and Vera CPUs for the FRONTia program.

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Federal safety chief sounds alarm as robo taxi concerns grow after deadly Texas crash | Fox Business Video

Fri Jul-17 17:00:22regulatory65

The National Highway Traffic Safety Administrator discussed new federal safety efforts and regulations for autonomous vehicles following a deadly Tesla crash and growing concerns over robo-taxis.

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Chip Stocks Worst Month Since 2008: BofA Says Buy The Reset - Broadcom (NASDAQ:AVGO), NVIDIA (NASDAQ:NVDA

Fri Jul-17 17:00:22analyst65

Bank of America analyst Vivek Arya advises buying the current semiconductor sector correction, characterizing the recent drawdown as a typical reset following a historic rally.

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Supermicro Will Work on a new Gigawatt SpaceXAI AI Data Center in 2027

Fri Jul-17 17:00:22partnership65

Supermicro CEO announced a partnership to build a gigawatt-scale AI data center for SpaceX with a targeted completion in 2027.

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