AI Stock Wire

Yesterday · Wed 11 Nov

(News Focus) Jensen Huang scandal casts uncertainty over S. Korea's deepening AI ties with Nvidia

AI-generated summary A scandal involving Nvidia CEO Jensen Huang has introduced uncertainty surrounding South Korea's artificial intelligence ties with the company. Nvidia officials declined to comment on whether a U.S. congressional investigation could impact the delivery of 260,000 graphic processing units pledged to South Korea.

Also covered by AIStockWire

Tuesday 10 November

TSMC (TSM) approves $500M each for Anthropic and OpenAI

TSMC (TSM) approves $500M each for Anthropic and OpenAI

AI-generated summary Taiwan Semiconductor Manufacturing said its board approved investing up to $500 million in Anthropic at its initial public offering price and up to $500 million in OpenAI preferred stock. The board meeting also approved about $40.93 billion in capital appropriations and raised the quarterly cash dividend to NT$9.0 a share.

Also covered by Nikkei Asia AI Industry Today MacRumors
+2 moreArs Technica MacDailyNews

CoreWeave earnings put debt-fueled AI build-out under scrutiny

AI-generated summary CoreWeave earnings have placed the debt-fueled artificial intelligence build-out under scrutiny as analysts question how the company will handle its obligations. According to its second-quarter earnings statement, CoreWeave owes roughly $15 billion in principal payments through 2028.

Also covered by Investing.com investingLive Unite.AI AIStockWire
+5 morewww.coindesk.com TNW | Finance Financial Times TechCrunch Yahoo Finance

Monday 9 November

Anthropic cuts Fable price 20% with new 5.2 models

Anthropic cuts Fable price 20% with new 5.2 models

AI-generated summary Anthropic released Claude Fable 5.2 and Claude Mythos 5.2 on November 9, reducing Fable token prices by 20% compared with the previous version. Anthropic says the new models generate answers up to 30% faster than their 5.1 predecessors while offering different safety safeguards and availability.

Also covered by @mikeyk @AnthropicAI The Verge
+3 more@AravSrinivas TechCrunch Tech Times

Disney hires Adobe to build private AI models

Disney hires Adobe to build private AI models

AI-generated summary The Walt Disney Company has hired Adobe to build private generative AI models trained on Disney characters, settings, and visual styles. Under the multi-year alliance announced at Adobe MAX, Adobe becomes Disney's official AI innovation partner following an earlier partnership with OpenAI.

Also covered by The Verge The Decoder Digital Trends
+6 moreTNW | Artificial-intelligence www.tomsguide.com Variety PPC Land GamesBeat Bloomberg

China repeats Jensen Huang spy denial, sidesteps chips

China repeats Jensen Huang spy denial, sidesteps chips

AI-generated summary China's Foreign Ministry repeated its denial of a reported spy allegation involving Nvidia chief executive Jensen Huang and called it a smear against China. Nvidia shares dropped 5.0% to $177.32 in premarket trading following reports regarding national security concerns and chip import restrictions.

Also covered by Fox Business semafor.com Yahoo Finance
+5 moreNew York Post South China Morning Post Investing.com CNBC Spyglass

SoftBank faces questions on AI strategy ahead of earnings after selloff

AI-generated summary SoftBank Group faces investor scrutiny regarding its artificial intelligence strategy ahead of its quarterly earnings report on Tuesday following a recent selloff in artificial intelligence stocks. The Japanese group completed a thirty billion dollar investment in OpenAI in October and holds a stake of about thirteen percent in the ChatGPT maker.

Also covered by CNBC Nikkei Asia AIStockWire
+1 moreinvestingLive

Google Escalates Nvidia Rivalry With New Versions of Its TPU Systems

AI-generated summary Alphabet Inc.'s Google is releasing new versions of its custom tensor processing units to compete with Nvidia Corp. in the artificial intelligence market. The latest chips are designed to support confidential computing and help models access a wider range of information for handling user queries.

Also covered by The Decoder datacenterdynamics.com Unite.AI AIStockWire
+9 moreTNW | Google www.coindesk.com Wccftech iPhone in Canada | Canada’s source for Apple, telecom, tech news, and deals @sundarpichai Decrypt Interesting Engineering aipractice.osuslova.pro www.tomshardware.com

What is MegaSpeed? The Nvidia chip buyer in the spotlight after Jensen Haung’s affair

AI-generated summary A House Select Committee on China statement on Nov. 5 identified businesswoman Alice Huang as an executive at MegaSpeed and a publicly reported Chinese intelligence asset. Committee heads requested Jensen Huang attend a Nov. 18 briefing to establish the extent to which U.S. national security has been placed at risk.

Also covered by www.axios.com www.coindesk.com South China Morning Post www.inc.com www.marketwatch.com Yahoo Finance Bloomberg AIStockWire
+3 morewww.nytimes.com CBS News NBC News

Sunday 8 November

Anthropic reportedly strikes $3.4 billion deal for gas-fired power at data centres By Investing.com

AI-generated summary Investing.com reports that Anthropic has secured a $3.4 billion agreement for gas-fired generators to power its data centres. The Financial Times reported that the transaction involves 1.7 gigawatts of heavy-duty generators from OnePWR Solutions.

Also covered by Financial Times Bloomberg TNW | Sustainability aistockwire.com
+4 moreTechCrunch Unite.AI TechSpot Fortune