NVIDIA

CIO Upside

Chipping Away at Big Tech’s Bottom Line

Photo by Đào Hiếu via Unsplash

How much trade chaos can enterprises weather?

2 min read

Photo by Jonathan Kemper via Unsplash

CIO Upside

AGI Could Be Limitless. Will Your Enterprise Really Need it?

AI’s enterprise value exists on a “bell curve” – one which, at the current rate of AI development, we’re nearly at the top of.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos via ASML

Semiconductors

Can Anyone Crack ASML’s Grip on the Lithography Market?

ASML is crucial to the most important commercial and strategic tech products on the market, from Apple iPhones to Nvidia’s AI accelerators.

5 min read
Photo by Anthony Quintano via CC BY 2.0

CIO Upside

Meta’s In-House Chips May Conserve Power and Cash

The move could usher in a challenge to the “brute force, high-energy use approach” of GPUs.

2 min read

Finance

Can the Magnificent Seven Ride Again?

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After serving as the driving force for a blistering market rise, the so-called Magnificent Seven have taken an epic stumble in 2025.

2 min read

Photo illustration by Connor Lin / The Daily Upside, Photo by Ljupco via iStock

OP-ED | Advisor Upside

7 Deadly Investing Sins Clients Make

Never underestimate the all-too-human instinct to believe anything we want.

5 min read
Photo via Tencent

Artificial Intelligence

Tencent Touts that its Latest AI Model is Faster than DeepSeek

One point Chinese AI companies including Tencent and DeepSeek emphasize about their new models: efficiency.

2 min read
Photo via Nvidia Media Assets

CIO Upside

What Will it Take to Shake Nvidia’s Dominance?

Even after shaky moments like the advent of DeepSeek, Nvidia “just recoups that value within a couple of weeks.”

2 min read

Semiconductors

Nvidia’s Situationship with Beijing Gets Even More Complicated

Photo via Nvidia Media Assets

CEO Jensen Huang is said to have traveled to Beijing, where the Financial Times reported he met with DeepSeek’s founder.

2 min read

Photo by Andrew Dawes via Unsplash

CIO Upside

Investors are Growing Cautious of the AI Hardware Market

“The next Nvidia isn’t going to come from the semiconductor side.”

2 min read
Photo via Connor Lin / The Daily Upside

Artificial Intelligence

DeepSeek May Be Leveling the AI Playing Field

Just a day after flipping out about DeepSeek’s scary good cheap AI, Silicon Valley is saying the competition is going to make us all better.

1 min read
Photo via Connor Lin / The Daily Upside

Artificial Intelligence

Less is More: Who’s Afraid of DeepSeek?

Yesterday saw a huge selloff in US tech stocks after a Chinese AI chatbot app DeepSeek shot to the top of the Apple App Store. Why the fuss?

2 min read

CIO Upside

What’s The Point of Chasing Superintelligence?

Photo by Julien Tromeur via Unsplash

“Putting ‘safe’ next to ‘superintelligence’ is kind of an oxymoron.”

2 min read

Photo by Anthony Quintano via CC BY 2.0

Big Tech

Meta Begins Testing its Made In-House AI Chips

Unlike the other six companies in the so-called Magnificent Seven, Meta’s share price is actually up so far in 2025.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Ljupco via iStock

OP-ED | Advisor Upside

7 Deadly Investing Sins Clients Make

Never underestimate the all-too-human instinct to believe anything we want.

5 min read
Photo via Tencent

Artificial Intelligence

Tencent Touts that its Latest AI Model is Faster than DeepSeek

One point Chinese AI companies including Tencent and DeepSeek emphasize about their new models: efficiency.

2 min read

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