Technology
AI tools push chipmakers toward more virtual testing
NVIDIA's November 3 industry update describes simulation and AI tools for semiconductor factories, with gains presented as company-reported examples.
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AI tools push chipmakers toward more virtual testing
NVIDIA's November 3 industry update describes simulation and AI tools for semiconductor factories, with gains presented as company-reported examples.
Oracle's Rubin rollout puts AI infrastructure flexibility in focus
Oracle and NVIDIA announced available Rubin and Vera CPU services, while a larger, multi-gigawatt expansion remains a plan.
NVIDIA's Meta partnership brings technology and capital closer together
The October 26 announcement combines expanded Muse-related engineering work with a proposed $3 billion investment in Meta's equity offering.
Minerva turns the AI spending debate toward infrastructure productivity
NVIDIA's monitoring platform combines equipment and workload data; its October 22 release identifies IREN as a user and other deployments as planned.
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U.S. credit conditions diverge as smaller borrowers face tighter standards
The Fed's November 2 survey shows a more selective credit market. Broad policy-rate headlines miss important differences between borrowers.
ECB holds at 2.50% while energy complicates its next move
October's decision keeps the deposit rate unchanged. Rising energy costs and tighter credit pull the outlook in different directions.
Fed pauses at 3.75%-4.00% as inflation keeps tightening in view
The October vote held rates steady, but two members wanted an increase. Our reading: the pause leaves the inflation debate open.
Microsoft's cloud growth shifts attention to delivery and cost control
Microsoft's fiscal first-quarter revenue rose 19% to $92.3 billion, with cloud sales reaching $63.9 billion and Azure revenue up 48%.