In short GLM-5.2 trails Claude Opus 4.8 by just 1% on FrontierSWE – a benchmark that measures multi-hour autonomous engineering projects – …
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Tag:
chips
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Analysis
Bank of America Analyst Details Favorite Chips Trades, Including Nvidia, Credo and More – Here Are the Price Targets
by shayaanby shayaanA Bank of America Securities senior semiconductors analyst is bullish on multiple artificial intelligence (AI) chip companies despite the market’s correction. In …
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Markets
IREN co-founder says AI’s biggest bottleneck is infrastructure, not chips
by shayaanby shayaanDan Roberts outlines IREN’s strategy to build a vertically integrated AI platform spanning power, data centers, GPUs and enterprise software. www.coindesk.com
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Despite a new chip challenge from Google and a billion-dollar contract loss hitting one of its key suppliers, Nvidia remains the dominant …
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Tiktok’s parent company, ByteDance, may be planning to spend more than $12 billion on AI chips in 2025, the Financial Times reported Wednesday. …
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Mining
Bitmain denies connection to US supply chain investigation linked to Huawei chips
by shayaanby shayaanBitmain has issued a statement distancing itself from recent media reports linking the company to a supply chain investigation involving Huawei. The …