Google is working on a new software approach that would take aim at one of NVIDIA's biggest advantages in AI. Let's bring in Dear Jabosa with more details in today's tech check as we try to keep all of these pieces and players straight in our heads. Dearra, there's a lot going on.So, here's the story. It's that Google's chip challenge to Nvidia. It's moving from hardware to software.Nvidia's dominance with GPUs that's always gone handinand with software needed to run them. That is CUDA. But now, Reuters fir ...

Micron's outlook was lifting AI stocks across the board on Thursday, but a more sustained catalyst may not arrive until next year. ...

As 2025 comes to an end, the economy seems stable, the S&P 500 is up more than 15% so far this year, and inflation is relatively tame. Yet Americans have the kind of gloomy views about inflation, politics, and the job market that are normally only seen during recessions. It’s a good reminder that there can be a disconnect between the big picture and individual American wallets. But with most strategists forecasting more of the same for 2026, it’s also an opportunity to dig into the large-scale drivers of ...

As AI bubble fears grow, shares of GPU titan Nvidia (NASDAQ:NVDA) seem like a top candidate for some profit-taking, especially as things get a bit choppier and the momentum begins to taper further. ...

Google now working on a new initiative that would challenge one of Nvidia's biggest advantages in AI. It's proprietary software. Dearra Bosa has more in today's tech check segment.Morning Dearra. Hey, good morning Sarah. So Google's chip challenge to Nvidia.It's moving from hardware to software. The main knock against those custom AI chips, TPUs, is that they're hard to adopt. Nvidia's e advantage is its ecosystem.So that's its chips and its CUDA software. If Google can crack the software and the adoption p ...

Google now working on a new initiative that would challenge one of Nvidia's biggest advantages in AI. It's proprietary software. Dearra Bosa has more in today's tech check segment.Morning Dearra. Hey, good morning Sarah. So Google's chip challenge to Nvidia.It's moving from hardware to software. The main knock against those custom AI chips, TPUs, is that they're hard to adopt. Nvidia's e advantage is its ecosystem.So that's its chips and its CUDA software. If Google can crack the software and the adoption p ...

Stock futures pointed higher ahead of delayed Consumer Price Index data Thursday, with the blue-chip Dow Jones Industrial Average and benchmark S&P 500 aiming to end four-session losing streaks.  Futures associated with the tech-heavy Nasdaq, S&P 500, and Dow were up 0.8%, 0.5%, and 0.2%, respectively. Yesterday, they closed down a respective 1.8%, 1.2%, and 0.5%, as AI bubble concerns resumed. The belated inflation report at 8:30 a.m. ET is expected to show the Consumer Price Index rose 3.1% over the ...

Its GPUs are the default hardware for training and deploying large language models. Add to this its CUDA software stack, and you have anJames Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust and truly diversified portfolios that will continually preserve and increase wealth. The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencie ...

Core Insights - The article highlights the dominance of GPUs in training and deploying large language models, emphasizing the importance of the CUDA software stack in enhancing their functionality [1]. Company and Industry Summary - GPUs are identified as the default hardware for large language model applications, indicating a strong market position for companies producing these components [1]. - The integration of CUDA software with GPUs is noted as a significant factor that contributes to their effectiveness in machine learning and AI applications [1].

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