Sources: Apple and Qualcomm are scrambling to secure glass cloth fiber, used in chip substrates and PCBs, amid a surge in demand from AI giants like Nvidia
TAIPEI/TOKYO — It looks something like heavy-duty plastic wrap and is buried so deep in the guts of an iPhone that most users don't even know it exists.
Copper demand is being boosted by AI data centers, which require 27 to 33 tons per MW, over 2x what conventional data centers require, per miner Grupo México
Data centres and green grids are heavy users of the red metal, but mine supply is stagnating and new discoveries are rare
A look at ChatGPT's impact on US stocks three years after its release: AI mania revived Big Tech, making an already concentrated S&P 500 even more top heavy
Bloomberg :
A look at ChatGPT's impact on US stocks three years after its release: AI mania revived Big Tech, making an already concentrated S&P 500 even more top heavy
Three years ago, OpenAI released ChatGPT, setting off a mania on Wall Street for all things artificial intelligence.
A look at Anthropic's success in corporate AI, which makes up ~80% of its revenue; a July report put its enterprise API market share at 32%, above OpenAI's 25%
and it's all thanks to this one problem OpenAI can't solve Maria Garcia / Implicator.ai : Anthropic's finance push lands while revenue closes in on OpenAI Samreen Ahmad / Tech in Asia : Will India's t...
The AI buildout, surpassing railroads and the internet, moves Big Tech from being asset-light to asset-heavy, which has historically produced inferior returns
Executive Summary — The AI revolution has reached a key inflection point, with the largest U.S. tech firms embarking on a massive AI infrastructure buildout.
Greenpeace: emissions from AI chip production grew 357% in 2024, driven by a heavy reliance on fossil fuels, outpacing a 351% rise in electricity consumption
Aaron Clark / Bloomberg :
Sources: in recent months, Nvidia has asked its suppliers to change the design of server racks for Blackwell GPUs several times to overcome overheating problems
PowerEdge XE9712 servers are enterprise-ready Kate Irwin / PCMag : Nvidia's Delayed Blackwell AI Chips Overheating in Servers Matthew Gooding / DatacenterDynamics : Nvidia redesigns 72-GPU AI server r...
China has been ASML's biggest market for four quarters in a row; China sales rose 21% YoY to €2.3B in Q2 2024 and accounted for 49% of ASML's Q1 and Q2 sales
here's why Nikita Prasad / Livemint : Tech-heavy Nasdaq hits two-week-low; Nvidia, ASML crash 4-8% from all-time high on tighter US trade curbs outlook DigiTimes : ASML performance surges amid TSMC in...
Some CIOs say getting full value out of AI tools like Copilot for Microsoft 365 requires heavy lifting, as enterprise data isn't always accurate and up-to-date
Getting full value out of AI workplace assistants is turning out to require a heavy lift from enterprises.