kingfisher — news

Tim Cook signs off as Apple CEO, says 'excited for the next chapter'

Mon Aug-31 18:10:40other85

Apple CEO Tim Cook announced his departure from the chief executive role, marking a significant leadership transition for the company.

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Silicon photonics expected to dominate AI growth, TSMC vice president says

Mon Aug-31 18:10:31product65

TSMC announced that silicon photonics and co-packaged optics will play a dominant role in AI infrastructure next year, with production starting later this year.

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There Are 16 Billion Reasons to Pay Attention to Broadcom Earnings on Sept. 2

Mon Aug-31 18:10:27earnings65

Broadcom is set to report fiscal third-quarter earnings with guidance for $16 billion in AI semiconductor revenue, while facing competitive pressure from a new Marvell-Google deal.

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Open-Weight AI Platforms Draw Billion-Dollar Bids - Technology Org

Mon Aug-31 18:00:34m&a90

Nvidia is reportedly in advanced talks to acquire AI model platform Hugging Face for approximately $13 billion to secure its position in the open-weight model ecosystem.

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Marvell and Google: Misplaced Fear Should Drive Your Purchase Decision

Mon Aug-31 18:00:26analyst65

An analyst argues that Marvell Technology is mispriced following a post-earnings sell-off driven by misunderstanding of its custom silicon warrant agreement with Google.

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AMD MI430X and 256-Core 6th Gen EPYC CPUs Selected for Europe LUMI-AI Supercomputer

Mon Aug-31 17:51:00product65

AMD secured a contract to supply its next-generation Instinct MI430X GPUs and 256-core EPYC CPUs for Europe's LUMI-AI supercomputer, marking a significant win against Nvidia in the high-performance computing sector.

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Nvidia unveils alternative high bandwidth technology to bolster AI cards

Mon Aug-31 17:50:41product65

Nvidia announced a new custom High Bandwidth Memory architecture called NVHBM, designed to offer higher bandwidth and lower power consumption, with Amazon's Annapurna Labs as the first partner.

NVDA ▲ REPRICINGAMZN ▲ REPRICINGMU · REPRICINGwww.networkworld.com ↗

Why Now Could Be the Right Time to Buy Super Micro Computer Stock

Mon Aug-31 17:30:33earnings65

Super Micro Computer reported strong fiscal 2026 results with 78% revenue growth and a record backlog driven by AI demand, positioning the company for continued expansion in FY27.

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The AI Chip War's New Front: Control The Cloud, Not The Silicon

Mon Aug-31 17:30:14regulatory75

The U.S. Commerce Department is drafting new export controls to block Chinese AI firms from accessing Nvidia GPUs via cloud services in third countries like Thailand and Singapore.

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Oil Rises As US Strikes Iran; Warsh's Hawkishness Reverberates; Weak Stock Market Seasonality Ahead

Mon Aug-31 17:24:31other60

Oil prices rose following U.S. strikes on Iran and hawkish comments from Fed Chair Warsh, triggering broad market selling pressure.

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Nvidia Projects 70% Revenue Growth Next Year. What This Means for NVDA Stock Investors.

Mon Aug-31 17:20:35guidance85

Nvidia provided unprecedented full-year guidance projecting 70% revenue growth for fiscal 2028 despite ongoing supply chain and memory component constraints.

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Court Approves Meta Settlement With 29 States Over Alleged Harms to Children and Teens

Mon Aug-31 17:20:18regulatory85

A U.S. District Judge approved a settlement requiring Meta to pay up to $17.1 billion to 29 states over allegations of harming children and teens on Facebook and Instagram.

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At Hot Chips '26, all eyes were on AI costs, GPUs -- and the future

Mon Aug-31 17:11:06product65

New AI chip announcements from OpenAI, Intel, and Meta at Hot Chips '26 highlight a shift toward cheaper, lower-power alternatives to Nvidia GPUs, raising concerns about future GPU dominance.

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Tesla Has At Least 195 Unsupervised Robotaxi Before Cybercab Day

Mon Aug-31 17:10:53product65

Reports indicate Tesla has over 100 unsupervised robotaxis in operation ahead of its September 3 Cybercab event, suggesting significant progress in autonomous deployment.

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The TPU Mix Is Thinning Broadcom's Gross Margin, Not Its Profit

Mon Aug-31 17:10:23earnings65

Broadcom's fiscal Q2 2026 results show that while custom AI silicon is compressing gross margins, operating margins have reached record levels, supporting a bullish case for the stock.

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Nvidia invests billions to expand AI empire across chips, data centers, and infrastructure

Mon Aug-31 17:00:46other85

Nvidia has committed over $40 billion in equity investments across the AI ecosystem in 2026, including stakes in OpenAI, Corning, and IREN, to secure its dominance in the AI infrastructure stack.

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Intel and NVIDIA to Jointly Develop AI Infrastructure and Personal...

Mon Aug-31 17:00:15partnership95

NVIDIA and Intel announced a strategic partnership to co-develop custom data center CPUs and client SOCs, accompanied by a $5 billion equity investment from NVIDIA into Intel.

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Webcast Replay: NVIDIA and Intel CEOs detail new collaboration

Mon Aug-31 17:00:11partnership85

NVIDIA and Intel announced a strategic collaboration to jointly develop custom datacenter and PC products for hyperscale, enterprise, and consumer markets.

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Artificial intelligence could cause global economic downturn, Bank of England governor warns

Mon Aug-31 16:50:43regulatory65

Bank of England Governor Andrew Bailey warned G20 finance ministers that high valuations and cross-investments in AI companies could trigger a global market correction and economic downturn.

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AI could cause global economic downturn, Bank of England head warns

Mon Aug-31 16:50:39regulatory65

Bank of England Governor Andrew Bailey warned G20 finance ministers that a market correction in overvalued AI companies could trigger a global economic downturn due to high leverage and cross-investment risks.

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Nvidia's AI Boom Is Starting to Resemble 1980s Japan, Former NYT Tokyo Bureau Chief Warns

Mon Aug-31 16:50:27analyst65

A former NYT Tokyo bureau chief warns that Nvidia's financing structure and intertwined customer relationships resemble the corporate bubble of 1980s Japan.

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Tesla Stock Rises Nearly 5 Percent as Optimus Robot Enters Production at Fremont Factory This Week Today

Mon Aug-31 16:50:15product75

Tesla shares rose nearly 5% after the company confirmed that its Optimus humanoid robot has officially entered production at its Fremont factory.

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As Public Backlash Intensifies, Trump Warns American Towns Will Be "Backwards And Poor" If They Continue To Fight $1 Trillion Buildout

Mon Aug-31 16:50:08regulatory65

President Trump warned U.S. communities against blocking data center development to support the $1 trillion AI infrastructure buildout, citing Goldman Sachs research on global AI investment.

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Qualcomm, Humain Launch Horizon Ultra AI PC

Mon Aug-31 16:46:29product65

Qualcomm and Humain launched the Horizon Ultra AI PC.

QCOM ▲ PRICEDNVDA · REPRICINGAMD · FRESHMSFT · FRESHAAPL · REPRICINGwww.benzinga.com ↗

Is social media addiction the health crisis of this generation? - AOL

Mon Aug-31 16:41:17regulatory65

A U.S. appeals court allowed thousands of lawsuits regarding addictive social media design to proceed against Meta and Google's YouTube, while Meta reached a settlement with 51 state attorneys general over youth mental health harms.

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Amazon Just Put OpenAI, Anthropic and Meta Inside GovCloud

Mon Aug-31 16:40:34product65

Amazon expanded AWS GovCloud to include AI models from Meta, Nvidia, OpenAI, Anthropic, and xAI via Amazon Bedrock to capture broader government AI demand.

AMZN ▲ REPRICINGMETA ▲ REPRICINGNVDA ▲ FRESHMSFT ▼ FRESHGOOGL ▼ PRICEDfinance.yahoo.com ↗

AWS to Launch First Cloud Infrastructure Region in the Kingdom of Saudi Arabia by December 2026 - Middle East Business News and Information

Mon Aug-31 16:20:11partnership65

AWS announced its first cloud infrastructure region in Saudi Arabia launching in December 2026 and expanded its partnership with HUMAIN to provide AI capacity using AWS Trainium and NVIDIA infrastructure.

AMZN ▲ REPRICINGNVDA ▲ FRESHmid-east.info ↗

The Overlooked AI Bet That Could Outperform NVIDIA by 2027

Mon Aug-31 16:10:42earnings85

Micron Technology reported a blowout fiscal Q3 with revenue of $41.46 billion and EPS of $25.11, beating estimates significantly while guiding fiscal Q4 revenue to $50 billion.

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AMD, Cisco and HUMAIN expand Saudi AI infrastructure as AMD Instinct systems go live

Mon Aug-31 16:00:08partnership65

AMD and Cisco announced that their AI infrastructure joint venture with HUMAIN is now live in Saudi Arabia using AMD Instinct MI355X GPUs, with plans to expand capacity significantly by 2027.

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Explainer-Settlement requires Meta to check young users' ages. How will that work?

Mon Aug-31 16:00:08regulatory65

Meta has agreed to an $18 billion settlement with U.S. states requiring improved age verification for users on Facebook and Instagram.

META ▼ REPRICINGwww.channelnewsasia.com ↗

Cisco and Supermicro Are Joining Forces in the AI Data Center Boom. How to Play Their Stocks Now.

Mon Aug-31 15:50:42partnership65

Cisco is expanding its Secure AI Factory partnership with Nvidia by adding Supermicro to provide integrated liquid-cooled networking and server solutions for AI data centers.

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Howmet, GE Vernova and Siemens shares fall on Musk solar plan By Investing.com

Mon Aug-31 15:50:39product65

Elon Musk announced that SpaceX and Tesla are building 100 gigawatts per year of solar production capacity and bringing gas-turbine blade casting in-house to accelerate data center power deployment.

TSLA ▲ PRICEDwww.investing.com ↗

Nvidia says supply shortages are limiting AI revenue growth

Mon Aug-31 15:40:32earnings85

Nvidia executives stated on their earnings call that supply chain constraints, particularly in high-speed memory and silicon, are limiting revenue growth despite strong demand.

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China memory leader CXMT begins small-batch production of HBM3E silicon - report By Investing.com

Mon Aug-31 15:30:46product65

Chinese memory manufacturer CXMT has begun small-batch production of HBM3E chips, marking a strategic move to reduce reliance on Western suppliers amid U.S. sanctions.

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The Floor Under Micron's Worst Case Is Written Into Its Contracts, Not Memory Prices

Mon Aug-31 15:20:28other65

Micron Technology has secured approximately $100 billion in minimum revenue through take-or-pay agreements with strategic customers extending to 2030, providing a significant financial floor for the company.

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Nvidia (NVDA) Q2 2027 Earnings Call Transcript

Mon Aug-31 15:10:08earnings95

Nvidia is conducting its second quarter fiscal 2027 earnings conference call to discuss financial results and business outlook.

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When Capital Abandons America: The Historic Scale of Today's US Stock Exodus

Mon Aug-31 15:01:00other60

U.S. equity funds experienced record outflows totaling $75 billion over six months as investors shifted capital to European and emerging markets.

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Alphabet participates in MediaTek's $3.9B convertible bond issuance as chip giants deepen AI ties

Mon Aug-31 15:00:48partnership85

Nvidia and Alphabet participated in MediaTek's $3.9 billion convertible bond issuance to deepen AI infrastructure collaboration.

NVDA ▲ FRESHGOOGL ▲ REPRICINGAMD · REPRICINGAVGO · FRESHQCOM · UNKNOWNTSM · REPRICINGcryptobriefing.com ↗

Marvell (MRVL) Q2 2027 Earnings Call Transcript

Mon Aug-31 14:50:52earnings65

Marvell Technology reported record Q2 2027 revenue of $2.739 billion and raised fiscal year guidance significantly due to strong AI-driven data center demand.

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How Social Media Mental Health Concerns Are Changing Primary Care Screening | Medical News Bulletin

Mon Aug-31 14:50:33regulatory65

A New Mexico court ruled that Meta Platforms created a public nuisance via Facebook and Instagram regarding youth mental health, ordering the company to pay $567 million.

META ▼ REPRICINGmedicalnewsbulletin.com ↗

Saudi Arabia powers ahead in AI race with XAI expansion and NVIDIA mega factory

Mon Aug-31 14:20:50partnership65

Nvidia announced plans to establish one of the world's largest AI factories in Saudi Arabia as part of the Kingdom's expanding digital economy initiatives.

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Soaring AI Memory Demand Positions Micron for Massive Year-Over-Year Earnings Growth

Mon Aug-31 14:19:23earnings65

Micron is positioned for significant earnings growth driven by surging AI memory demand and tight supply conditions, with Nvidia confirming extreme pricing power in the sector ahead of Micron's September 30 earnings report.

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OpenAI's ad business shows blistering growth, hits $1 billion annualized revenue run rate

Mon Aug-31 14:10:58other65

OpenAI announced its advertising business has reached a $1 billion annualized revenue run rate, positioning itself as a new competitor in the digital ad market dominated by Google and Meta.

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How Nvidia RTX Spark will change laptops forever... for better and worse

Mon Aug-31 14:10:37product65

Nvidia announced the RTX Spark SoC, a unified AI and graphics chip for laptops, with confirmed adoption by partners including Microsoft for the Surface Laptop Ultra.

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Apple (AAPL) Closes In on $5 Trillion Valuation as John Ternus Assumes CEO Role

Mon Aug-31 14:00:49other85

John Ternus officially assumes the role of Apple CEO as Tim Cook transitions to executive chairman, with analysts reaffirming buy ratings ahead of a major product launch.

AAPL ▲ FRESHGOOGL · FRESHblockonomi.com ↗

FTC Probing YouTube Over Social Media Policies

Mon Aug-31 13:50:41regulatory65

The FTC is in the final stages of preparing a potential lawsuit against Alphabet's YouTube regarding alleged violations of consumer protection laws related to account suspensions and content policies.

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Leading Economist Warns Chip Tariffs Could Make the AI Buildout More Expensive

Mon Aug-31 13:41:08regulatory65

A Heritage Foundation economist warns that proposed semiconductor tariffs could increase AI infrastructure costs by raising import prices before domestic supply is available.

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ChatGPT Ads Arrive in India: OpenAI's Bold Free-Tier Monetization Move - Diaspora Digital Media (DDM News) - Nigeria Breaking News, Africa and World News and Updates

Mon Aug-31 13:40:59partnership65

Meta signed a deal with Reliance to build a 168 MW AI data center in India and partner on enterprise AI solutions.

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Nvidia Announces $3.5B Investment In MediaTek Convertible Bonds, Expands Collaboration Across AI Infrastructure, Local AI Computing And Automotive; MediaTek To Adopt NVLink Fusion Platform

Mon Aug-31 13:36:09partnership85

Nvidia announced a $3.5 billion investment in MediaTek convertible bonds and expanded their collaboration on AI infrastructure and automotive technologies.

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Intel (INTC) Stock Gains Momentum on Potential SK Hynix Manufacturing Partnership

Mon Aug-31 13:30:51partnership65

Reports suggest SK Hynix may partner with Intel Foundry for HBM4E base-die manufacturing, potentially displacing current supplier TSMC.

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