Sources: Trump's team recently discussed letting Nvidia sell H200 chips to China, a major departure from the administration's earlier public stances
If It Happens Emily Jarvie / Proactive : US weighs allowing Nvidia to sell H200 chips to China, sources say Ukrainian National News : Trump's team considers allowing Nvidia H200 chip sales to China Ca...
Opendoor names Shopify COO Kaz Nejatian as its CEO, following Carrie Wheeler's ouster, and appoints co-founder Keith Rabois as its chairman; OPEN jumps 50%+
Stock Soars The Real Deal : Opendoor names Shopify exec as CEO Emily Jarvie / Proactive : Opendoor Technologies stock surges as it names Shopify's Kaz Nejatian as CEO Michael Grothaus / Fast Company :...
Jack Dorsey shares TestFlight and GitHub links to his “weekend project”, Bitchat, a decentralized P2P messaging app that only works over Bluetooth mesh networks
Yes, Seriously PYMNTS.com : Jack Dorsey Unveils ‘Personal Experiment’ Bluetooth-Based Messaging App Vignesh Karunanidhi / The Coin Republic : Jack Dorsey's New Bitchat App Lets You Message Without Int...
Sources: TSMC delays the construction of its second plant in Japan, initially slated for early 2025, to invest in US expansion ahead of potential Trump tariffs
TSMC says US investments won't impact other regions Skye Jacobs / TechSpot : TSMC shifts focus to US, postpones new chip plant in Japan Focus Taiwan : TSMC says U.S. investment won't impact projects e...
Oracle reports Q2 revenue up 9% YoY to $14.06B, vs. $14.1B est., and signs a deal with Meta to train Llama models on Oracle's cloud; ORCL drops 7%+
Larry Ellison's Fortune Loses $15 Billion Itai Levitan / Forexlive : Mixed signals in the market: Google soars while Oracle dives Andrew Kessel / Yahoo Finance : What Analysts Are Saying After Oracle'...
OpenAI unveils ChatGPT Search to let paid users search for timely information using GPT-4o, after testing the feature in July 2024, a direct challenge to Google
and I'm shocked by the results Anthony Cuthbertson / The Independent : OpenAI turns ChatGPT into a search engine Hayden Field / CNBC : OpenAI launches ChatGPT search, competing with Google and Microso...
Accenture says it will train 30K employees on Nvidia's AI tech and start a new Nvidia Business Group focused on driving enterprise adoption of AI agents
Nvidia deal: A first peek into the new world of genAI-centric strategies Surbhi Jain / Benzinga : Nvidia's AI Leadership To Drive $1 Trillion Market Growth, With Accenture Partnership Accelerating Ado...
Sources: the US DOJ is investigating Nvidia's acquisition of Run:ai, a Tel Aviv-based startup that enables virtualization of GPUs, on antitrust grounds
investigating potential strong-arm tactics related to AI GPU supply Hope King / Axios : Report: Nvidia faces DOJ antitrust probe Associated Press : The government is reportedly investigating Nvidia fo...
SemiAnalysis: Nvidia is set to sell $12B worth of H20 chips, or 1M+ units, in China in 2024; Huawei expects to sell ~550K units of its Ascend 910B chips in 2024
firm to sell over one million sanctions-compliant HGX H20 in 2024 Luke Jones / WinBuzzer : NVIDIA's AI Chip Revenue in China to Hit $12 Billion Despite US Restrictions Anusuya Lahiri / Benzinga : Is N...