Mystery Whales Spend Billions on Nvidia

Three anonymous customers spent over $30 billion on Nvidia's AI chips this year, highlighting the company's market dominance and risks.

Nvidia Stock Surges Amid AI Boom

Nvidia stock fluctuates post-earnings beat, driven by strong AI demand and optimistic fourth-quarter forecast.

Cerebras Systems Files for IPO

Cerebras Systems files for IPO to compete with Nvidia, reporting significant losses despite growing sales. Ticker symbol: "CBRS".

Intel Establishes Foundry Subsidiary Initiative

Intel plans to separate its foundry business, enabling outside funding to enhance growth and competitiveness in the semiconductor market.