Meta acquires AI agent social network Moltbook for an undisclosed sum; its creators, Matt Schlicht and Ben Parr, will join Meta Superintelligence Labs
Meta has acquired Moltbook, a viral social network designed for AI agents, Axios has learned. … - Meta did not disclose Moltbook's purchase price.
Sources: Meta last week scrapped the most advanced AI chip it was developing, after struggling with the design, and shifted its focus to a less complicated chip
The Information:
Source: Meta has signed a multiyear deal to rent Google's TPUs to develop new models and has also been in talks to buy TPUs for its data centers as soon as 2027
Meta Platforms has signed a deal to rent Google's AI chips, known as tensor processing units, to develop new AI models, according to a person involved in the talks.
Samsung says it sent the first commercial HBM4 shipments to customers; Samsung seeks to supply Nvidia and compete with memory rivals like SK Hynix and Micron
Samsung Electronics Co. claimed an early lead in the race to supply memory chips for Nvidia Corp. AI accelerators …
Sources: Nvidia delays the release of its incremental gaming GPU upgrade, codenamed Kicker, marking the first year in three decades without a new GPU for gaming
US tech stocks slide for a third consecutive day amid a sell-off in the software sector; the Nasdaq closed down 1.6%, MSFT 4.95%, QCOM 8.46%, and PLTR 6.83%
Nasdaq drops as recent high-flying companies pull market lower — US tech stocks fell on Thursday, as weak jobs data piled further pressure …
Investor fears that software companies are facing an AI-driven extinction event are exaggerated, but the persistent belief has damaged their stocks for months
and they're terrifiedMelia Russell /Business Insider:Anthropic's latest AI tool was seen by the legal software industry as a ‘shot across the bow.’ Here's what it means.Reuters:‘So...
Sources: Nvidia delays the release of its incremental gaming GPU upgrade, codenamed Kicker, marking the first year in three decades without a new GPU for gaming
Nvidia won't release a new graphics chip for gamers this year due to a deepening global shortage of memory chips …
Investor fears that software companies are facing an AI-driven extinction event are exaggerated, but the persistent belief has damaged their stocks for months
Fears that software companies are facing an extinction event are exaggerated, but other dangers are real
Qualcomm reports Q1 revenue up 5% YoY to $12.25B, vs. $12.21B est., and projects Q2 revenue below est. due to a global memory supply shortage; QCOM drops 5%+
Chip supplier Qualcomm (QCOM.O) forecast second-quarter revenue and profit below Wall Street estimates on Wednesday …
AMD reports Q4 revenue up 34% YoY to $10.3B, Data Center revenue up 39% YoY to $5.4B, and forecasts Q1 revenue at $9.8B, below $10B projections; AMD drops 15%+
Advanced Micro Devices Inc. shares tumbled in late trading after the chipmaker's sales forecast underwhelmed investors …
On AMD's Q4 earnings call, CEO Lisa Su says Microsoft's next-gen Xbox “is progressing well to support a launch in 2027” and will feature an AMD semi-custom SoC
AMD says it's ready to support Microsoft launching its next Xbox as soon as next year.
Sources: OpenAI is unsatisfied with some of Nvidia's latest AI chips for inference and has sought alternatives since 2025, such as from AMD, Cerebras, and Groq
OpenAI is unsatisfied with some of Nvidia's latest artificial intelligence chips, and it has sought alternatives since last year …
Sources: China's top memory chipmakers, CXMT and YMTC, plan their biggest expansions yet, as a global supply crunch lets them close the gap with market leaders
Sources: OpenAI is in talks to raise up to $30B from Nvidia and less than $10B from Microsoft, as part of a $100B funding round
Sources: Amazon is in talks to invest up to $50B in OpenAI, which is seeking up to $100B in new capital, a round that could value it at as much as $830B
CEO Andy Jassy is leading the e-commerce giant's negotiations with the startup — Amazon.com is in talks to invest up to $50 billion in OpenAI …
Micron plans to invest $24B over the next decade to build a 700,000-square-foot memory chip facility in Singapore, with wafer output set to start in H2 2028
US company says new wafer fabrication facility to meet growing demand — U.S. memory chipmaker Micron Technology announced on Tuesday …
Micron plans to invest $24B over the next decade to build a 700,000-square-foot memory chip facility in Singapore, with wafer output set to start in H2 2028
US company says new wafer fabrication facility to meet growing demand — U.S. memory chipmaker Micron Technology announced on Tuesday …
Micron plans to invest $24B over the next decade to build a 700,000-square-foot memory chip facility in Singapore, with wafer output set to start in H2 2028
US company says new wafer fabrication facility to meet growing demand — U.S. memory chipmaker Micron Technology announced on Tuesday …
Sources: Apple now needs to fight for TSMC production capacity amid the AI boom; Nvidia was likely TSMC's top customer in at least one or two quarters in 2025
Here Are 3 ETFs That Cut Magnificent 7 RiskAdam Clark /Barron's Online:Nvidia Stock Pops. Trump, TSMC Are Boosting the AI Chip Maker.Laura Bratton /Yahoo Finance:Chip stocks jump a...