NVIDIA VS GOOGLE
SpaceX earnings to be released tomorrow, October 20: 10 points to know
SpaceX will release its third-quarter 2026 earnings after the US stock market closes on Tuesday, October 20. The report lands one day before Tesla shares its own results on Oct. 21. Because SpaceX is privately held, financial data usually circulates through private investor letters rather than public filings.
Apple Pay lands in India; Google executive on AI's next big hurdle
Apple Pay has finally arrived in India, giving iPhone users a new way to make payments. This and more in today’s ETtech Top 5.
Patchwork algorithms get the job done: What is helping curb skyrocketing costs of enterprise AI?
As businesses navigate the AI frontier, many are embracing a blend of advanced models to address distinct needs effectively. Industry giants such as Snowflake and Nvidia are pioneering model-routing solutions, while innovative startups in India are joining the ranks. Research shows that leveraging multiple models can enhance efficiency and cut costs, though factors like language quality and security challenges impede progress.
Matt Deitke rejected Meta’s $125 million AI offer, but Mark Zuckerberg personally stepped in with a staggering $250 million package to bring the 24-year-old researcher to Meta’s Superintelligence Lab
AI prodigy Matt Deitke, 24, reportedly rejected Meta’s $125 million offer before CEO Mark Zuckerberg personally stepped in. Meta then raised the package to about $250 million, underscoring the fierce competition for top AI talent. Meta dramatically increased the proposed compensation to around $250 million over four years after the meeting.
Michael Burry revives AI warnings, Big Short investor says 'You could have heard it first'
Michael Burry revived his AI bubble warnings after a report highlighted roughly $3 trillion in disclosed commitments by technology giants for AI infrastructure. He argued these off-balance-sheet obligations could signal excessive investment, echoing concerns over stretched valuations and market exuberance.
Big Nvidia (NVDA) Q4 earnings today: here’s what investors will watch from the Jensen Huang-led chip giant - NVDA stock forecast
Nvidia (NVDA) Q4 earnings today: Nvidia reports Q4 earnings today, February 25 — and $65.7 billion is on the line. Wall Street expects EPS of $1.53, up 72% year over year. Revenue growth stands at 67%. Blackwell GPU orders have crossed $350 billion. Hyperscaler capex — Microsoft, Google, Meta, Amazon — hit $600 billion for 2026. Every dollar flows toward Nvidia chips. The AI infrastructure buildout is not slowing. Tonight's Jensen Huang guidance for Q1 FY2027 is the real market mover. Options traders are pricing a 6% stock swing. That is massive for a $3 trillion company. Results drop at 4:20 PM ET.
'Zero percent': Why Nvidia's Jensen Huang, CEO of world's biggest tech company, wants techies to stop coding
Nvidia CEO Jensen Huang advocates for engineers to delegate routine coding to AI assistants like Cursor, aiming for them to focus solely on groundbreaking problem-solving. He believes AI should handle tasks, freeing humans for innovation, drawing parallels to how AI enhanced, rather than replaced, radiologists by allowing them to focus on patient outcomes.
ETtech Explainer: What’s Nvidia's Rubin platform, and why it matters for AI
The Rubin platform moves Nvidia from a seller of powerful GPUs to delivering fully integrated AI computing systems. Rubin is made up of six chips, consisting of tightly connected processors and networking components — Vera CPU, Rubin GPU, NVLink 6 Switch, ConnectX-9 Super NIC, BlueField-4 DPU, and Spectrum-6 Ethernet Switch.
ChatGPT is 3 and Google just crashed the party
Three years after losing ground to ChatGPT, Google has roared back with Gemini 3, soaring chip demand and a trillion-dollar valuation surge — challenging the notion that OpenAI still dominates the AI future.
Amazon stock jumps as AWS unveils new AI chip: Amazon claims Trainium 3 is 50% cheaper and 4.4× faster for AI training
Amazon stock jumps after AWS unveils its in-house AI chip, Trainium3. The company claims it is 4.4x faster than its previous generation. Energy efficiency improves fourfold, while memory bandwidth gets a major boost. Each UltraServer can hold up to 144 chips. Early tests suggest AI training costs drop up to 50% versus Nvidia GPUs. Investors cheered the news, pushing AMZN shares higher. Trainium3 promises faster, cheaper AI model training and inference.
Nvidia-Google AI chip war heats up as world’s most valuable company ‘delighted by Google’s success’ despite its own stock fall after report of Meta-Google chip deal
Nvidia-Google AI chip: Nvidia is facing increased competition in the AI hardware market as Google aggressively pitches its TPUs to major companies like Meta. While Nvidia acknowledges Google's AI advancements, it asserts its GPUs remain a generation ahead in performance and versatility, powering the vast majority of the AI accelerator market.
ED trouble for Winzo, Gameskraft; Zetwerk IPO on the horizon
ED has frozen deposits of online gaming companies Winzo and Gameskraft. This and more in today's ETtech Top 5.
Nvidia share price: NVDA stock crash in pre-market as Google's big move may lead to 'Godzilla vs. Kong' moment in AI industry
Nvidia stock today: Nvidia shares fell as Meta Platforms considers using Google's AI chips. Meta may rent these chips from Google Cloud next year. This move signals a significant shift in the AI chip market. Google's Tensor Processing Units are gaining traction. Meta plans substantial AI spending, potentially benefiting Google Cloud. This development impacts major tech players and their suppliers.
Google Alphabet stock price today: Alphabet shares surges 6% as Google roars back in AI — is Nvidia’s reign under serious threat? Here’s the key reason
Google Alphabet stock price today: Alphabet stock jumped nearly 6% Monday as Google’s Gemini 3 AI model ignited a sharp rebound. Shares of GOOGL and GOOG traded above $300 for the first time and hit $317.75 intraday. Analysts said Gemini 3 outperforms OpenAI and Anthropic and uses Google’s custom AI chips, raising pressure on Nvidia, which slipped 0.5%. AMD rose nearly 4%. Alphabet has gained 70% in a year with Q3 profit up 39% and margins up seven points. Google Cloud revenue grew 34%, beating Microsoft and Amazon. Gemini traffic share rose to 13.7% from 5.6%.
What's the dispute between Fox TV and YouTube? Here's the breakdown
YouTube TV Fox dispute: A contract dispute between Fox and YouTube TV threatens to remove Fox channels, including Fox News and Fox Sports, from the streaming service. Google claims Fox is demanding excessive payments, while Fox accuses Google of using its market power unfairly. The potential blackout could impact college football fans and Google plans to offer a $10 credit if the deal collapses.
Jensen Huang may have met his match, and it’s not AMD, but a stealthy South Korean challenger
FuriosaAI, a rising South Korean chipmaker, is quietly emerging as a serious Nvidia challenger in the AI hardware world. After turning down Meta’s $800M offer, FuriosaAI partnered with LG to power its LLM platform, proving it can outperform even Nvidia’s best chips in efficiency and cost. Their RNGD chip delivers faster AI inference while using far less power. This bold move signals a possible shift in global AI chip dominance. With Nvidia’s grip on the AI industry being tested, FuriosaAI might just be the surprise competitor Jensen Huang never saw coming.
These two silent killers could outsmart Nvidia in the next few years, here's the logic
Nvidia is currently standing at a juncture where every passing day means setting new and glorious records. It is expected that in the next few years, there are two top US stocks that could have the capacity to outsmart Nvidia, which is currently in its golden period. But how is that possible?
Will it be all hunky dory for Nvidia in 2025? These AI titans may have many things up their sleeve
Nvidia has been ruling the US stock market throughout 2024, and has been increasing its market capitalization like crazy in the last couple of months, even surpassing Apple's at one point. It is expected to touch the $4 trillion market cap in 2025, but the coming year may bring in a lot of challenges for this AI titan
Will Broadcom’s stock overtake Nvidia? Here’s what experts say about the 2025 AI chip race
The competition for leadership in the AI chip market is intensifying, with Broadcom Inc. positioning itself as a formidable challenger to Nvidia Corporation in the years ahead.
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