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Nvidia 70%+ Margins Safe Through 2030, DA Davidson’s Luria Says

Nvidia Corp. branding on an information booth at the Computex 2026 expo in Taipei on June 3.

Bloomberg Technology 5d ago

Nvidia's Profit Margins Are Safe for Now, Luria Says

NVIDIA Corp Photographer: Andrew Harrer/Bloomberg

Bloomberg Technology 5d ago

Microsoft and Google are late to AI coding, but 'absolutely critical' they compete for growth

In the booming generative AI market, Anthropic has zoomed ahead of the field, largely thanks to Claude Code, its AI coding assistant. Seeing where the money is, OpenAI shifted much of its focus from the consumer market to enterprise, where its Codex offering is going up against Claude Code. Now, Google and Microsoft are making a concerted effort to get into the game, using their massive balance sheets and expansive cloud businesses to try and lure developers.

CNBC 9d ago

Human-Like Neural Nets by Catapulting

Human-like Neural Nets by Catapulting Speculative proposal to create artificial neural nets with human-like performance by high-learning-rate/regularization training of overparameterized NNs to trigger catapulting/grokking. Over-parameterization as a route to true generalization would resolve many outstanding mysteries of artificial versus natural intelligence. There are many mysteries about deep learning and human intelligence, but we could describe the biggest anomaly this way: why are...

Hacker News 3d ago

The Tech Download: Anthropic’s IPO sets up first big test of AI boom valuations

This report is from this week's The Tech Download newsletter. You can subscribe here. This week has been dominated by the hype around the highly anticipated IPOs of SpaceX, Anthropic and OpenAI.

CNBC 5d ago

SoftBank’s OpenAI bet and rising debt are raising liquidity crunch concerns

SoftBank's ascent to becoming Japan's most valuable company has put the spotlight on the conglomerate, raising questions whether it is taking on too much risk through its highly leveraged bet on artificial intelligence. Shares of the Japanese technology investment giant, led by founder Masayoshi Son, have surged about 70% this year on investor enthusiasm over AI, buoyed by the soaring valuation of chip designer Arm Holdings and expectations that OpenAI could see a blockbuster initial public...

CNBC 6d ago

AI giant Anthropic files for US IPO as investors bet big on AI future

AI giant Anthropic files for US IPO as investors bet big on AI future Anthropic, which operates AI chatbot Claude, did not disclose the size or the terms of the offering. Artificial intelligence (AI) giant Anthropic has confidentially filed for an initial public offering (IPO) in the United States, teeing up what could become a watershed moment for Wall Street’s AI frenzy. The move, announced on Monday, sets up a high-stakes test of whether investor appetite for the AI revolution that has...

Al Jazeera 9d ago

OpenAI confidentially files for US IPO as AI boom drives investor frenzy

OpenAI confidentially files for US IPO as AI boom drives investor frenzy ChatGPT maker OpenAI has confidentially filed for a US initial public offering, the company said on Monday, joining rivals such as Anthropic in a race towards public markets amid surging investor interest in artificial intelligence. The firm did not disclose terms or timing. ChatGPT maker OpenAI confidentially filed for a US initial public offering recently, the company said on Monday, joining rival Anthropic in a push...

France 24 1d ago

Wall Street needs a crash course in the token economy ahead of AI IPOs. SpaceX offers a preview

When OpenAI and Anthropic eventually exit the confidential IPO filing phase and make their prospectuses public, investors are going to be inundated with references to a term that remains unfamiliar to many on Wall Street: tokens. They're the new currency in artificial intelligence. They're how the big model companies get paid.

CNBC 5h ago

OpenAI joins Anthropic in IPO push

OpenAI joins Anthropic in IPO push June 8 : OpenAI said on Monday it confidentially filed for a U.S. initial public offering recently, joining rival Anthropic in a push toward the stock market as investors seek exposure to the artificial intelligence boom. The ChatGPT-maker said it has not decided on a timeline of the IPO yet nor did it disclose the size or terms of the offering. Here are some comments on the listing: MICHAEL ASHLEY SCHULMAN, PARTNER AT CERITY PARTNERS: "Undoubtedly, OpenAI...

Channel News Asia 1d ago