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Traditional valuations may not offer quite as precise a picture of how much companies are worth
Inceptive’s Jakob Uszkoreit, a pioneer of the technology behind ChatGPT, attracts Nvidia funding to design ‘biological software’
Building more fabrication plants in other countries is not the solution for companies that require the highest tech chips
Plus, updates on FTX and an infamous crypto mixing service
A monster earnings report changes the valuation debate
Revenue more than doubles amid soaring demand for chips needed to train latest artificial intelligence models
The future is bright for the US chipmaker as it ramps up production to satisfy a growing list of customers
Low leverage = low losses?
Server production hampered by tight stocks of Nvidia processors and other components
Ride or die
Nvidia’s processors are weakened for the Chinese market, but are still more powerful than the alternatives
Gulf nations acquire thousands of GPUs amid global shortage of semiconductors needed to build large language models
Plus, Treasuries as the unsafe asset
Picking a megacap tech stock was a good choice
Baidu, ByteDance, Tencent and Alibaba rush to acquire GPUs amid concern US will soon clamp down on their export
Need for more computing power is growing as companies bet on generative AI applications
TSMC and Samsung have not enjoyed similar boosts to the US chip designer because their shareholders are aware of the risks ahead
A shortage of company’s in-demand products provides opportunity to fledgling semiconductor groups
Limited stock selection gives savers few good choices
How will the big seven tech stocks do in the second half of 2023?
World’s most valuable semiconductor group discusses acquiring stake in SoftBank-owned chip designer ahead of New York listing
Will Nvidia become this cycle’s Cisco?
And second-quarter earnings
Selling alpha by the pound
Year-old start-up created by DeepMind co-founder adds to excitement around generative products
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