kingfisher — news

'Leave it exactly where it is': Trump says US, China seek to keep AI development on current path amid safety debate

Thu Sep-24 14:10:20regulatory65

President Trump stated that the US and China intend to maintain the current course of AI development without new restrictive regulations, a stance supported by Nvidia CEO Jensen Huang.

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Michael Burry says $3 trillion in off-balance-sheet AI commitments could blow a hole in Big Tech's revenue

Thu Sep-24 14:10:17analyst65

Investor Michael Burry warned that major tech hyperscalers have accumulated $3 trillion in off-balance-sheet AI commitments, posing a significant financial risk to their future revenue.

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Alibaba Unveils Zhenwu V900 AI Chip, Plans $53 Billion Infrastructure Push - NaturalNews.com

Thu Sep-24 14:10:15product65

Alibaba unveiled its Zhenwu V900 AI chip, claiming triple the performance of its predecessor and positioning it as a direct competitor to Nvidia in the global AI infrastructure market.

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A $17 billion deal protects American children. Africa is building its own answer

Thu Sep-24 14:00:47regulatory85

Meta Platforms agreed to a $17.1 billion settlement with 47 U.S. states regarding harms to children, while facing ongoing content moderation challenges in international markets like Nigeria.

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PayPal Strikes Major Meta AI Shopping Deal

Thu Sep-24 14:00:42partnership65

Meta Platforms partnered with PayPal to enable transaction processing for its Muse AI agent, while Amazon continues to block the service from its platform.

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Futures Tumble As Yields Hit Multi-Decade Highs, Oil Surges

Thu Sep-24 13:50:36other65

US stock futures declined and tech stocks underperformed as global bond yields hit multi-decade highs amid inflation concerns and rising energy prices.

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Qualcomm partners with Amazon to co-develop AI chips for AWS

Thu Sep-24 13:50:35partnership85

Qualcomm and Amazon announced a strategic partnership to co-develop custom AI inference chips for AWS, with a potential value of up to $60 billion over ten years.

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Smartphones have a new challenger: Meta unveils its AI-powered future

Thu Sep-24 13:50:21product65

Meta unveiled the Muse Charm, a standalone AI hardware pendant, marking a strategic shift toward personal AI devices that compete directly with smartphone ecosystems dominated by Apple and Google.

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Tesla FSD Sped Through Brussels 30 km/h Zones - Technology Org

Thu Sep-24 13:40:25regulatory65

A Belgian road-safety group reported that Tesla's Full Self-Driving system repeatedly exceeded speed limits and displayed incorrect speed data during tests in Brussels, raising concerns ahead of a potential EU-wide vote on the software.

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Meta's AI Agent Muse Launches With Nasty Zero-Day Flaw, Then Gets Blocked By Amazon

Thu Sep-24 13:40:11product65

Meta's new AI agent Muse launched with a critical zero-day security vulnerability and was subsequently blocked from accessing Amazon's platform.

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Qualcomm vs. Marvell: Which Underdog AI Chip Stock Has More Upside From Here?

Thu Sep-24 13:40:09partnership65

Qualcomm is highlighted for its strategic transition into AI infrastructure through multi-generation chip development partnerships with Amazon Web Services and Meta Platforms.

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Why is Advanced Micro Devices stock sliding today? By Investing.com

Thu Sep-24 13:30:30analyst65

AMD stock declines following an analyst downgrade to Hold and disappointment that the Trump-Xi summit did not ease US-China chip export restrictions.

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Microsoft to invest $10bn in AI and cloud infrastructure across UAE, Saudi Arabia, Qatar and Kuwait

Thu Sep-24 13:20:20partnership65

Microsoft announced a $10 billion investment to build cloud and AI infrastructure across the UAE, Saudi Arabia, Qatar, and Kuwait through 2030.

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Nscale Signs $3.5 Billion Figure Partnership With Plans for Up to 100,000 NVIDIA GPUs - The AI & Software Report

Thu Sep-24 13:20:06partnership65

Nscale signed a multiyear agreement with humanoid robotics company Figure for up to $6 billion in compute services, involving the deployment of up to 100,000 NVIDIA GPUs.

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Schumer wants Biden's AI disaster. Trump must force Xi to buy American

Thu Sep-24 13:11:15regulatory65

Senate Minority Leader Chuck Schumer is urging President Trump to reinstate broad export bans on AI chips to China, a move argued in the article to potentially harm US semiconductor market share.

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Why US military made key changes to its AI-enabled programme after deadly Iranian school bombing- Moneycontrol.com

Thu Sep-24 13:11:03regulatory65

US Central Command overhauled its AI targeting workflows after an investigation found that overreliance on Palantir's Maven Smart System and flawed intelligence contributed to a deadly strike in Iran.

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NVIDIA's CEO Says a 1-Gigawatt AI Factory Rents for $50 Billion a Year -- as Much as It Costs to Build

Thu Sep-24 13:10:51other65

NVIDIA CEO Jensen Huang highlighted that a 1-gigawatt AI factory generates approximately $50 billion in annual rental revenue against a similar build cost, reinforcing the strong economic case for continued AI infrastructure investment.

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Wall St futures retreat as oil gains on Mideast uncertainty, eyes on Trump-Xi talks

Thu Sep-24 13:10:33other65

Wall Street futures declined and AI stocks fell amid Middle East tensions and investor caution ahead of the Trump-Xi summit, where tech CEOs are scheduled to meet.

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Palantir Reveals Its AI Sovereignty Strategy And Wall Street Is Starting to Believe It

Thu Sep-24 13:10:31analyst65

DA Davidson raised its price target for Palantir to $250 citing strong commercial momentum and the company's AI sovereignty strategy.

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Open Source AI Models Force Price War as Enterprises Slash Inference Bills

Thu Sep-24 13:04:48other65

Open source AI models from Meta and Chinese labs are driving a significant price war in AI inference, forcing closed-model providers to cut prices and reducing enterprise AI spending.

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Cybersecurity companies see share surge amid AI threat concerns

Thu Sep-24 13:03:35other65

Investors rotated capital out of AI infrastructure stocks into cybersecurity firms following warnings about AI-driven cyber threats from Anthropic's CEO.

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Meta Glasses Boom Despite Privacy Backlash And Bans

Thu Sep-24 13:03:25product65

Meta Platforms solidified its dominance in the AI glasses market with a 94% share of global display-less shipments in H1 2026, driven by strong influencer marketing and product expansion despite privacy concerns.

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iPhone Duo vs iPhone 18 Pro Max: The $700 Gap Isn't Just About the Fold - TechRepublic

Thu Sep-24 13:03:16product65

Apple announced pricing and specifications for its first foldable iPhone Duo, positioning it as a premium device with a $700 price premium over the iPhone 18 Pro Max despite sharing core silicon.

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Meta's Muse agent has the potential to dominate the AI space, says JPMorgan

Thu Sep-24 13:03:11analyst65

JPMorgan raised its price target for Meta Platforms to $920, citing the strong potential of its Muse AI agent to become a dominant consumer application.

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Tesla Semi event puts the spotlight on trucking as busy month for EV maker rolls on

Thu Sep-24 13:02:55product65

Tesla is opening its Semi factory in Nevada to demonstrate production scaling capabilities, following a major order from a shippers' alliance that includes Microsoft.

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Why Apple picked Google over OpenAI for new Siri, new court filings may have the answer

Thu Sep-24 13:02:42regulatory65

New court filings reveal Apple's partnership with OpenAI underperformed expectations, leading to a legal dispute and a strategic shift toward Google for Siri AI capabilities.

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As the Trump-Xi meetings unfold, investors should watch for this hidden AI trade

Thu Sep-24 13:02:22regulatory65

Potential easing of US-China tensions regarding Taiwan during the Trump-Xi summit could reduce geopolitical risk premiums for TSMC and its major US clients.

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Nvidia launches BESS qualification program for AI data centers, names just Tesla, LG, Hitachi - pv magazine USA

Thu Sep-24 13:02:07partnership65

Nvidia launched its DSX Ready qualification program for AI data center infrastructure, naming Tesla as one of the initial partners for battery energy storage systems.

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US widens pressure on China tech with blacklist proposal, Lenovo patent probe

Thu Sep-24 13:02:04regulatory65

The USITC has launched a Section 337 investigation into Micron Technology and Super Micro Computer regarding DDR5 memory patent infringement, while US lawmakers proposed expanding the FCC blacklist to cover broader ICTS products.

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Meta VR Glasses ditch the headset for a lightweight design that lets you beam an IMAX cinema screen anywhere

Thu Sep-24 13:01:45product65

Meta announced new lightweight VR glasses that offload processing to a pocket-sized puck, offering an IMAX-like experience at a fraction of the weight of competitors like Apple Vision Pro.

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Tesla Hits the Cybercab Era With a $1.5 Trillion Price Tag

Thu Sep-24 13:01:45product85

Tesla formally unveiled the production version of its steering-wheel-free Cybercab robotaxi, driving its market valuation to between $1.2 and $1.5 trillion.

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Meta Unveils Muse Charm Handheld Device and Expands AI Agent Features

Thu Sep-24 13:01:29product65

Meta unveiled the Muse Charm handheld device and new smart glasses at its Connect event to expand its AI agent ecosystem.

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All Cards On The Table At Trump-Xi Summit | Seeking Alpha

Thu Sep-24 13:01:04regulatory85

President Trump and President Xi Jinping have begun a three-day summit featuring a dinner with CEOs from major US tech companies, signaling a potential easing of bilateral trade tensions and an extension of the trade truce.

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TSMC Set to Raise Chip Prices Up to 6% as AI Boom Keeps Foundry Capacity Tight Through 2030: Report

Thu Sep-24 13:00:45other65

TSMC is reportedly planning to raise wafer foundry prices by 3% to 6% starting in January 2027 due to tight capacity driven by AI demand extending through 2030.

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Trump Says He’d Welcome Chinese Car Factories — Bipartisan Senate Push Says Not So Fast

Thu Sep-24 13:00:38regulatory65

A bipartisan Senate coalition is pushing for a permanent ban on Chinese vehicles and components in the US market, directly challenging President Trump's openness to Chinese manufacturing.

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Mark Zuckerberg Says Muse Will Stay Free for 'a Huge Number of Tokens': Walmart, Sephora, Best Buy and More Sign on to Power Shopping

Thu Sep-24 13:00:36product65

Meta announced that its Muse AI agent will remain free for most users and secured integrations with major retailers including Walmart, Best Buy, and Sephora to drive transaction-based revenue.

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AI’s Deflationary Product Cannot Support the $5 Trillion Bill

Thu Sep-24 13:00:28analyst65

A Wharton finance professor warns that the $5 trillion AI infrastructure buildout by major hyperscalers represents a potential historic misallocation of capital due to widening gaps between falling inference costs and rising capital expenditures.

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Qualcomm Renew Global Patent License Deal With Apple, Effective April 1, 2027

Thu Sep-24 13:00:28partnership65

Qualcomm and Apple have renewed their global patent license agreement, which will become effective on April 1, 2027.

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Google’s Gemini 4 Could Launch 'Much Earlier’ Than Year-End, Says DeepMind Exec as AI Battle With OpenAI, Anthropic, Meta Heats up

Thu Sep-24 13:00:28product65

Google DeepMind executive indicated that the Gemini 4 AI model is in post-training and expected to launch significantly earlier than year-end, intensifying competition with rivals.

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China Targets Broadcom in Push to Replace Foreign AI Hardware in State Data Centers: Report - Techstrong IT

Wed Sep-23 21:20:18regulatory65

Chinese authorities are reviewing Broadcom hardware in state-backed data centers with the aim of replacing foreign networking equipment with domestic alternatives.

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MARKETS LIVE: Nasdaq extends record run as AI trade offsets Dow weakness

Wed Sep-23 21:10:36earnings60

Micron Technology is scheduled to report quarterly earnings after the closing bell on Wednesday, with investors looking for insights into AI hardware demand.

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