kingfisher — news

Nvidia's AI Chips Are Making Liquid Cooling the New Standard as Cisco Expands Its AI Bet

Tue Aug-25 19:39:23partnership65

Cisco expanded its AI infrastructure partnership with Nvidia and Super Micro Computer to include liquid-cooled GPU systems supporting Nvidia's next-generation Vera Rubin platforms.

NVDA ▲ PRICEDSMCI ▲ PRICEDwww.benzinga.com ↗

Apple reports first decline in App Store sales in a decade

Tue Aug-25 19:30:27regulatory65

Apple's App Store net revenue declined for the first time in four years due to regulatory changes allowing external payments and weakening gaming demand.

AAPL ▼ FRESHGOOGL · FRESHMSFT · FRESHMETA · REPRICINGcryptobriefing.com ↗

Microsoft celebrates major progress with Windows 11 on Arm PCs, confirms Windows on Arm is now "a first-class platform for any workload" and that "customer demand is growing"

Tue Aug-25 19:30:11product65

Microsoft confirmed NVIDIA's RTX Spark SoC will power new Windows on Arm devices from major OEMs later this year, expanding the platform's silicon support beyond Qualcomm.

MSFT ▲ FRESHNVDA ▲ REPRICINGQCOM ▼ FRESHAMD · PRICEDAAPL · FRESHwww.windowscentral.com ↗

AP Business SummaryBrief at 1:59 p.m. EDT

Tue Aug-25 19:21:05regulatory65

Canada announced retaliatory tariffs on approximately $20 billion of U.S. goods, including steel and consumer electronics, escalating trade tensions with the United States.

AAPL ▼ FRESHTSLA ▼ FRESHwww.mankatofreepress.com ↗

Tech giant Nvidia to finance up to $105B for construction of new data center in southern Ohio

Tue Aug-25 19:20:46partnership85

Nvidia announced a commitment of up to $105 billion to finance the construction of the PORTS Technology Campus data center in Ohio, which will be leased to OpenAI and supplied with Nvidia chips.

NVDA ▲ REPRICINGAMD · PRICEDAVGO · FRESHQCOM · FRESHTSM ▲ REPRICINGMU ▲ REPRICINGSMCI ▲ PRICEDPLTR · REPRICINGwww.wlwt.com ↗

Warsh Keynote at Jackson Hole: AI Capex Is Breaking His Rate-Hold Case

Tue Aug-25 19:10:27other65

Federal Reserve Chair Kevin Warsh is set to address Jackson Hole amid concerns that massive AI-driven corporate bond issuance by hyperscalers is driving up long-term Treasury yields and complicating the disinflationary thesis.

GOOGL ▼ FRESHAMZN ▼ FRESHMETA ▼ REPRICINGMSFT ▼ FRESHNVDA ▼ REPRICINGAVGO ▼ FRESHAMD ▼ PRICEDQCOM ▼ FRESHMU ▼ REPRICINGTSM ▼ REPRICINGASML ▼ FRESHSMCI ▼ PRICEDPLTR ▼ REPRICINGAAPL ▼ FRESHTSLA ▼ REPRICINGwww.techtimes.com ↗

Treasury Bond Buybacks Cannot Solve A Fiscal Problem; Nvidia Earnings And Inflation Data Expected Tomorrow

Tue Aug-25 19:09:24earnings85

The article highlights the upcoming release of Nvidia's earnings and key inflation data as major market events driving trader behavior.

NVDA · REPRICINGwww.benzinga.com ↗

Nvidia Vera CPU Powers Grok Agents Now, Starmind Orbit in Q4 2027: One Architecture

Tue Aug-25 18:50:34product65

Nvidia announced that SpaceXAI will deploy its Vera CPU for Grok agentic AI infrastructure and confirmed a Q4 2027 orbital launch of space-optimized Vera Rubin NVL72 systems.

NVDA ▲ REPRICINGAMD ▼ PRICEDQCOM ▼ FRESHAVGO ▼ FRESHwww.techtimes.com ↗

SpaceX to build $100B new Starbase Louisiana

Tue Aug-25 18:40:53other65

SpaceX announced a $100 billion investment to build a new Starbase facility in Louisiana, aiming to begin construction next year and launch its first starship from the site by 2029.

TSLA ▲ REPRICINGwww.axios.com ↗

Amazon.com (AMZN) Says Its Chip Business Is A Multi Billion Dollar Operation

Tue Aug-25 18:40:33product65

Amazon CEO highlighted that its proprietary data center chip business is now a multi-billion dollar operation, reinforcing AWS's vertical integration strategy.

AMZN ▲ FRESHNVDA ▼ REPRICINGGOOGL · FRESHMSFT · FRESHMETA · REPRICINGfinance.yahoo.com ↗

Nvidia in talks to invest in Perplexity at over $30 billion valuation

Tue Aug-25 18:40:31m&a65

Nvidia is in advanced talks to invest in AI search startup Perplexity at a valuation exceeding $30 billion, marking a significant strategic expansion into the AI application layer.

NVDA ▲ REPRICINGGOOGL ▼ FRESHMSFT · FRESHMETA · REPRICINGAMZN · FRESHamericanbazaaronline.com ↗

3 Reasons AI Stocks are Primed for a Rebound

Tue Aug-25 18:20:44earnings85

NVIDIA is set to report earnings amid expectations of continued growth driven by hyperscaler capital expenditure, following a period of volatility attributed to the liquidation of the Situational Awareness hedge fund which held positions in AI stocks including Micron.

NVDA · REPRICINGMU ▲ REPRICINGAMD ▲ PRICEDAVGO ▲ FRESHTSM ▲ REPRICINGSMCI ▲ PRICEDPLTR ▲ REPRICINGwww.nasdaq.com ↗

A Credit Veteran Says the AI Debt Boom Is Starting to Look Like the Telecom Bust - Startup Fortune

Tue Aug-25 18:20:36analyst65

A credit investor warns that the AI infrastructure debt boom resembles the 1999 telecom bubble, citing rising credit default swap costs for Broadcom as a sign of stress.

AVGO ▼ FRESHNVDA ▼ REPRICINGMSFT ▼ FRESHGOOGL ▼ FRESHAMZN ▼ FRESHMETA ▼ REPRICINGstartupfortune.com ↗

Trump's Latest Threat For A Trade War In Canada: Renaming Lake Ontario To Lake America

Tue Aug-25 17:51:12regulatory65

President Trump threatened new 50% tariffs on Canadian auto parts and steel effective January 1, escalating trade tensions that could disrupt North American automotive supply chains.

TSLA ▼ REPRICINGnybreaking.com ↗

You Probably Forget How Cheap Memory Used To Be - And Is Not So Now

Tue Aug-25 17:50:36other65

Industry analysis at Hot Chips 2026 highlights stratospheric DRAM and flash pricing driven by a supply shortage and surging demand from hyperscalers for AI infrastructure.

MU ▲ REPRICINGMETA ▼ REPRICINGMSFT ▼ FRESHGOOGL ▼ FRESHAMZN ▼ FRESHNVDA · REPRICINGAMD · PRICEDQCOM · REPRICINGwww.nextplatform.com ↗

Tesla Unveils Cybercab Robotaxi Under $30K Aiming for 2027 Production

Tue Aug-25 17:40:55product75

Tesla announced the official October 10 debut of its purpose-built, steering-wheel-free Cybercab robotaxi with a target price under $30,000 and planned production for 2027.

TSLA ▲ REPRICINGwww.webpronews.com ↗

Apple prepares to raise iPhone prices following Samsung and Google | NEWS.am TECH - Innovations and science

Tue Aug-25 17:40:40product65

Apple is reportedly preparing to raise iPhone prices by approximately $100 due to memory and chip supply shortages, following similar moves by Samsung and Google.

AAPL ▼ FRESHGOOGL · FRESHMSFT · FRESHMETA · REPRICINGAMZN · FRESHtech.news.am ↗

The Retail Silence That Reshapes The Amazon Stock Bull Case

Tue Aug-25 17:30:39other65

Amazon is shifting its strategic narrative and capital allocation toward a $200 billion AI infrastructure investment in 2026, moving focus away from retail efficiency optimization.

AMZN ▲ FRESHMSFT · FRESHGOOGL · FRESHMETA · REPRICINGfinance.yahoo.com ↗

Behind CXMT's Breakthrough: How China Built a Domestic DRAM Industry - NewsVoice

Tue Aug-25 17:20:56other65

Chinese memory chip maker CXMT completed a major stock market debut, signaling increased competition in the DRAM sector traditionally dominated by US and South Korean firms.

MU ▼ PRICEDNVDA · REPRICINGAMD · PRICEDQCOM · REPRICINGAVGO · FRESHTSM · REPRICINGASML · FRESHnewsvoice.se ↗

The Price of Progress for Google Stock

Tue Aug-25 17:20:43earnings75

Alphabet reported strong Q2 2026 revenue growth driven by Google Cloud but posted negative free cash flow and raised CapEx guidance to $195-205 billion due to AI infrastructure spending.

GOOGL ▼ FRESHMSFT · FRESHMETA · REPRICINGAMZN · FRESHNVDA ▲ REPRICINGAMD · PRICEDfinance.yahoo.com ↗

SpaceX Is Building a $16.8 Billion Chip Fab in Texas. Is This a Genius Move or a Red Flag For Investors?

Tue Aug-25 17:20:41product85

SpaceX and Tesla are breaking ground on a $16.8 billion chip fabrication plant in Texas, supported by Intel's foundry technology, to supply computing needs for SpaceX orbital data centers and Tesla's autonomous vehicles and robots.

TSLA ▲ REPRICINGNVDA ▼ REPRICINGAMD ▼ PRICEDwww.fool.com ↗

Arm's race: Building the AGI CPU

Tue Aug-25 17:11:35product75

Arm has announced a partnership with Meta to develop the AGI CPU, marking Arm's first entry into silicon production for data centers.

META ▲ REPRICINGNVDA ▼ REPRICINGAMD ▼ PRICEDQCOM ▼ REPRICINGAVGO ▼ FRESHAAPL · FRESHMSFT · FRESHGOOGL · FRESHAMZN · FRESHwww.datacenterdynamics.com ↗

OpenAI's new AI chip outperforms Nvidia's GB300 in efficiency tests, company says

Tue Aug-25 17:11:13product75

OpenAI claims its custom Jalapeño inference chip, developed with Broadcom and manufactured by TSMC, outperforms Nvidia's GB300 in efficiency and latency tests.

NVDA ▼ REPRICINGAVGO ▲ FRESHTSM ▲ REPRICINGAMD · PRICEDQCOM · REPRICINGGOOGL · FRESHMSFT · FRESHMETA · REPRICINGAMZN · FRESHwww.proactiveinvestors.com ↗

NVIDIA's New Chip Delivers 30x More AI Work Per Watt

Tue Aug-25 17:10:57product65

NVIDIA released performance data for its new Vera Rubin NVL72 platform, claiming it delivers up to 30x higher throughput per megawatt for agentic AI workloads compared to its predecessor.

NVDA ▲ REPRICINGAMD ▼ PRICEDAVGO ▼ FRESHQCOM ▼ REPRICINGTSM ▲ REPRICINGMU ▲ PRICEDSMCI ▲ PRICEDtechnosports.co.in ↗

Apple unveils M6 and M5 Ultra chips with a big jump in AI performance

Tue Aug-25 17:10:52product65

Apple unveiled its first 2nm M6 chip and the quad-die M5 Ultra processor in new Mac Mini and Mac Studio models, emphasizing significant AI performance improvements.

AAPL ▲ FRESHNVDA · REPRICINGAMD · PRICEDQCOM · REPRICINGMSFT · FRESHGOOGL · FRESHthenextweb.com ↗

China Recalls Nearly Three Million Teslas Over Unsafe Door Handles

Tue Aug-25 17:10:39regulatory65

China has ordered a recall of nearly three million Tesla vehicles due to safety hazards associated with the design and visibility of interior emergency door handles.

TSLA ▼ REPRICINGfuturism.com ↗

Instagram head Adam Mosseri to testify at Meta child social media trial

Tue Aug-25 17:10:35regulatory65

Instagram head Adam Mosseri is set to testify in a multi-state lawsuit alleging Meta designed its platforms to addict children and violated federal data privacy laws.

META ▼ REPRICINGwww.channelnewsasia.com ↗

TSM Rides on AI, Advanced Nodes & Capacity Expansion: Worth a Buy?

Tue Aug-25 17:00:18earnings65

Taiwan Semiconductor reported a 33.7% year-over-year revenue increase to $40.2 billion in Q2 2026 and provided strong Q3 guidance driven by AI infrastructure demand.

TSM ▲ REPRICINGNVDA · REPRICINGAMD · PRICEDAVGO · FRESHQCOM · REPRICINGMU · REPRICINGca.finance.yahoo.com ↗

Apple's Cook Steps Down, Mentions Partner

Tue Aug-25 16:50:50other85

Apple CEO Tim Cook is stepping down on September 1 to become chairman of the board, with John Ternus succeeding him as CEO.

AAPL · FRESHwww.chosun.com ↗

RTX Spark PCs Gain EA & Ubisoft Support, Bringing Games Such As Apex Legends, Arc Raiders, The Finals & Many More To NVIDIA's First Client PC Platform

Tue Aug-25 16:40:49product65

Nvidia announced that its new RTX Spark PC platform, featuring an Arm-based SoC, has secured game support from major publishers EA and Ubisoft, marking a direct expansion into the client PC market against competitors like AMD, Qualcomm, and Apple.

NVDA ▲ REPRICINGAMD ▼ PRICEDQCOM ▼ REPRICINGAAPL · FRESHwccftech.com ↗

Nvidia's Earnings Trap Explained: Why Are Traders Worried?

Tue Aug-25 16:40:18earnings65

Institutional outflows and rising put options activity indicate trader caution and potential downside risk for Nvidia ahead of its upcoming earnings report, with negative sentiment spreading to the broader semiconductor sector.

NVDA ▼ REPRICINGAMD ▼ PRICEDTSM ▼ REPRICINGAVGO ▼ FRESHQCOM ▼ REPRICINGMU ▼ PRICEDASML ▼ FRESHSMCI ▼ PRICEDPLTR ▼ REPRICINGbeincrypto.com ↗

Taiwan Indicts Conspirators In Illegal Nvidia Shipments

Tue Aug-25 16:31:01regulatory65

Taiwanese authorities have indicted nine individuals, including an Nvidia employee, for allegedly smuggling export-restricted Nvidia chips to China.

NVDA ▼ REPRICINGAMD ▲ PRICEDQCOM · REPRICINGAVGO · FRESHwww.forbes.com ↗

Why Meta's stock could see a 50% rally, thanks to an overlooked AI wild card

Tue Aug-25 16:30:52analyst65

Evercore ISI analyst Mark Mahaney raised Meta's price target to $860, citing a potential $22 billion annual revenue opportunity from selling excess AI compute capacity starting in 2027.

META ▲ FRESHGOOGL · FRESHMSFT · FRESHAMZN · FRESHNVDA · REPRICINGwww.morningstar.com ↗

What Nvidia says on Wednesday to address concerns about its competitiveness could be key for the stock

Tue Aug-25 16:30:52earnings85

J.P. Morgan analyst Harlan Sur highlights that Nvidia's commentary on competitiveness during its upcoming earnings call may be more critical for stock performance than revenue guidance.

NVDA · REPRICINGAMD · PRICEDAVGO · FRESHQCOM · REPRICINGTSM · REPRICINGwww.morningstar.com ↗

Why Is SpaceX Buying All That Marshland in Louisiana?

Tue Aug-25 16:30:41partnership65

SpaceX announced an exclusive partnership with Nvidia to deploy space-optimized Vera Rubin NVL72 AI server racks in orbit starting next year.

NVDA ▲ REPRICINGTSLA · REPRICINGAMD ▼ PRICEDGOOGL ▼ FRESHMSFT ▼ FRESHMETA ▼ FRESHAMZN ▼ FRESHAVGO ▼ FRESHQCOM ▼ REPRICINGMU ▼ PRICEDTSM ▲ REPRICINGASML · FRESHSMCI · PRICEDPLTR · REPRICINGpjmedia.com ↗

Palantir's Maven Is Now an Official Pentagon Program of Record. Here's What Guaranteed Budget Dollars Are Worth.

Tue Aug-25 16:30:39partnership75

Palantir's Maven Smart System has been designated as an official Pentagon program of record, securing a path to $2.3 billion in funding over the next five years.

PLTR ▲ REPRICINGwww.fool.com ↗

Nvidia to address competitiveness concerns in upcoming earnings call

Tue Aug-25 16:30:26earnings90

Nvidia is set to report fiscal Q2 2027 earnings on August 26 amid intensifying competition from AMD and custom silicon developers as well as ongoing export control challenges.

NVDA · REPRICINGAMD ▲ PRICEDGOOGL ▲ FRESHAMZN ▲ FRESHMSFT ▲ FRESHcryptobriefing.com ↗

Tesla Stock vs SpaceX: Which Holds Up Better in 2026

Tue Aug-25 16:21:09earnings65

Tesla reported Q2 2026 earnings that missed analyst consensus on EPS and saw operating margins compress significantly, while guiding to negative free cash flow due to surging capital expenditures.

TSLA ▼ REPRICINGwww.abcmoney.co.uk ↗

NVIDIA's $6 Billion US AI Bet Has a 7,000-Mile Problem - Memeburn

Tue Aug-25 16:20:50other65

NVIDIA is advancing its US-based AI infrastructure strategy with a $6 billion investment, relying on TSMC's Arizona facility for chip production while highlighting ongoing supply chain dependencies.

NVDA ▲ REPRICINGTSM ▲ REPRICINGAMD · PRICEDAVGO · FRESHQCOM · FRESHmemeburn.com ↗

How China's AI robot revolution is beating the West

Tue Aug-25 16:20:25other65

The article discusses the competitive threat posed by China's AI advancements, specifically citing DeepSeek's impact on Nvidia's valuation and the rise of Chinese memory chip maker CXMT.

NVDA ▼ REPRICINGGOOGL · FRESHMSFT · FRESHMETA · FRESHAMD · PRICEDMU · PRICEDAVGO · FRESHQCOM · FRESHTSM · REPRICINGASML · FRESHSMCI · PRICEDPLTR · FRESHwww.independent.co.uk ↗

SpaceXAI Deploys NVIDIA Vera CPUs to Accelerate Agentic AI on Earth and in Orbit

Tue Aug-25 16:20:14product65

NVIDIA announced that SpaceXAI will deploy its new Vera CPU architecture to accelerate agentic AI workflows and orbital computing on the Starmind AI satellite.

NVDA ▲ REPRICINGAMD ▼ PRICEDQCOM ▼ FRESHAVGO ▼ FRESHtechiexpert.com ↗

Palantir Stock Has Surged Over 40% in a Month. What's Fueling the Rally -- and What Comes Next.

Tue Aug-25 16:11:01earnings85

Palantir Technologies reported strong second-quarter results with 93% year-over-year revenue growth and expanded operating margins, driving a significant stock rally.

PLTR ▲ REPRICINGMSFT · FRESHGOOGL · FRESHAMZN · FRESHMETA · FRESHwww.barchart.com ↗

S&P 500 and Nasdaq end lower on tech stock selloff

Tue Aug-25 16:10:50other65

The S&P 500 and Nasdaq declined due to a broad technology sector selloff driven by hawkish Federal Reserve signals, with significant losses in semiconductor stocks like Micron and Broadcom.

NVDA ▼ FRESHAVGO ▼ FRESHMU ▼ PRICEDAAPL ▼ FRESHMSFT ▼ FRESHAMZN ▼ FRESHGOOGL ▼ FRESHMETA ▼ FRESHTSLA ▼ FRESHAMD ▼ PRICEDQCOM ▼ FRESHTSM ▼ REPRICINGASML ▼ REPRICINGSMCI ▼ PRICEDPLTR ▼ REPRICINGtech.shepherdgazette.com ↗