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2026-09-14
Meta, Alphabet and Microsoft Rise While Nvidia Falls After Three AI Chiefs Call For Slowing Down Frontier Models - Yahoo Finance
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finance.yahoo.com 2026-09-14
2026-09-14
Meta, Alphabet and Microsoft Rise While Nvidia Falls After Three AI Chiefs Call For Slowing Down Frontier Models - 24/7 Wall St.
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247wallst.com 2026-09-14
On September 14, 2026, global tech stocks experienced a notable market rotation, with NVIDIA dropping 8.38% while Meta, Alphabet, and Microsoft rose 7.12%, 2.09%, and remained flat, respectively. This shift was triggered by public calls from three AI executives—Dario Amodei of Anthropic, Sam Altman
AI development slowdownSemiconductor industryNVIDIAMetaAlphabetMicrosoftAI chipsCapital expenditure
2026-09-02
CrowdStrike builds security frontier models with Nvidia and opens an AI lab - SiliconANGLE
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siliconangle.com 2026-09-02
2026-09-01
Anthropic signs a $35B AI compute deal with $NVIDIA (NVDA.US)$ backed Lambda. $Hut 8 (HUT.US)$ / DC, with Lambda / GPUs. Frontier model demand is rapidly outpacing the ecosystem's ability to build capacity. It also looks like Anthropic is securing mor - Moomoo
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www.moomoo.com 2026-09-01
2026-07-20
Weekly news roundup: AI chip race widens across silicon photonics, HBM, memory fabs, and frontier models - digitimes
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www.digitimes.com 2026-07-20
2026-07-20
Weekly news roundup: AI chip race widens across silicon photonics, HBM, memory fabs, and frontier models
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digitimes.com 2026-07-20