This article was written by Follow Michael Kramer is the founder of Mott Capital, and is a long-only investor who focuses on macro themes and studies trends and options activities to identify and assess entry and exit points for investments in his… Article Source https://seekingalpha.com/article/4729922-nvidia-stock-may-pose-systemic-risk-to-market
Hedge fund manager Philippe Laffont expressed concerns about how geopolitical conflicts could impact the chip industry and the development of artificial intelligence, specifically mentioning Nvidia. Laffont spoke at the Bloomberg Invest conference, highlighting the potential disruption to chip production if China were to invade Taiwan, where major chip manufacturer Taiwan Semiconductor Manufacturing Company is located. … Read more
Broadcom’s Joint Development Agreement (JDA) for DOCSIS 4.0 chips is facing challenges, but this has not halted upgrades to Hybrid Fiber-Coaxial (HFC) networks. The implementation of DOCSIS 4.0 is considered problematic by industry experts, however, it is not a roadblock for advancements in HFC technology. The DOCSIS 4.0 standard is crucial for enabling faster broadband … Read more
A new vulnerability has been discovered in the UEFI firmware that poses a security threat to various Intel chip families, similar to past exploits like BlackLotus. Security workshop Eclypsium has disclosed the CVE-2024-0762 vulnerability to Phoenix Technologies, whose UEFI firmware is affected. This firmware is used in a wide range of Windows laptops, tablets, desktops, … Read more
Qualcomm is set to launch more than 20 new Snapdragon Windows-based laptops in the near future, aiming to disrupt the market traditionally dominated by Intel and AMD. The new laptops from companies like Acer, Asus, Dell, HP, Lenovo, Microsoft, and Samsung will feature the powerful Snapdragon X Elite CPU, promising improved performance and longer battery … Read more
Azure Service Tags, a feature of Microsoft Azure designed to simplify network security management, may be vulnerable to a flaw that could allow threat actors to steal sensitive data. Tenable security researchers have reported that hackers could exploit this flaw to create malicious web requests similar to SSRF attacks, bypassing firewall rules based on Azure … Read more
China is making moves to bolster its domestic semiconductor industry by creating the largest semiconductor investment fund in its history, called Gran Fondo III. This fund has raised 344 billion yuan (about $48 billion) from the Chinese central government, banks, and state-owned enterprises. The goal is to circumvent the US government’s ban on chips from … Read more
Alphabet, Google’s parent company, is said to be in the process of trying to buy marketing software company HubSpot for a reported $30 billion. If successful, this acquisition would be the largest ever made by Google. The move is seen as a way for Alphabet to better compete with Microsoft in the cloud applications market. … Read more
Microsoft has introduced new features for Copilot Studio, allowing users to create custom copilots that can act as independent agents. These copilots can handle complex workflows, automate processes, and perform various tasks. Additionally, Microsoft announced a conversational experience for creating copilots and copilot connectors to connect copilots to different data sources and services. During Build … Read more