Semiconductor supply chains are mostly self financed now. The top of the chain (nvidia, tsmc) are so flush with cash that they just bankroll their own precision manufacturers. In the future they should probably just get into general merchant and sme banking, have venture arms for embodied AI, etc. ...

🚨 UPDATE: NVIDIA's Market Cap just reclaimed $5T. https://t.co/AmBXpjDVtb ...

Drew, it's good to have you here and we're ending the week on a pretty positive note. >> Yeah, look, I I think we're looking through a lot of the conflict, a lot of the messiness in in Washington around the Fed and rates, and we're starting to think about fundamentals again. Now, look, we expect earnings to be good.We think this year is going to be a strong earnings year in general, really supported by the secular trends in the economy. There's a little bit of weakness and concern on the cyclical side, but ...

JUST IN: Nvidia $NVDA surges over 5%, adding $250,000,000,000 to its market cap today.Total market cap: $5 trillion https://t.co/zkPY5qgc0o ...

GPT 5.5% superpower is that it can just get things done. Hi, I'm Dennis Hannish. I am a senior software engineer on the coding agents team at Nvidia.This week I managed to build with the Codex desktop app a podcast recording software that takes the video recording and the audio recording and saves it. [music] This enables us to basically record podcasts without using a third-party provider. And what I think that majorly unlocks for us is that Codex and GPT 5.5% [music] increase the threshold of what's worth ...

We tried a new thing with NVIDIA to roll out Codex across a whole company and it was awesome to see it work.Let us know if you'd like to do it at your company! https://t.co/Xjn6ShrRuq ...

Wall Street never met an acronym it didn't like. From FANG to MAG 7 to now Mango, which is representative of the age of generative AI. Is this a meaningful market signal or is it just the flavor of the month.Mango includes Microsoft, Anthropic, Nvidia, Google DeepMind, and Open AI. These companies commanding attention today are the ones leading the AI revolution and controlling consumer sentiment. One of the major differences between Mango and its predecessors is that two of its members are private companie ...

Google Cloud launches two new AI chips to compete with Nvidia https://t.co/rIJcenhXwo ...

AI demand has helped Nvidia-backed Vast Data triple its valuation https://t.co/bxNrZYDXfz ...

Google is poised to challenge market leader Nvidia in a fast-growing category for chips https://t.co/SsHbaR8AKv ...