
investments

The state of Intel: What the company’s $5 billion deal with Nvidia could mean for the floundering chipmaker — Investments, capex, and the beating heart of x86
The news was as baffling as it was big: On September 18, Nvidia and Intel announced a collaboration to co-develop multiple generations of data center and PC products. As part of the deal, Nvidia said it would purchase $5 billion of stock in the troubled tech firm. Intel was so dominant in the 1990s that…

TSMC swats down claims it is delaying its Japan chipmaking plant to prioritize Arizona plants to avoid US tariffs — TSMC says US investments won’t impact other regions
TSMC has responded to a report that it is delaying its Japan fab in favor of faster buildouts in the United States. According to a report from the Wall Street Journal, citing sources familiar with the matter, TSMC is slowing its spending on chipmaking facilities in Japan to accelerate the buildout of its Fab 21 site…

How CISOs can justify security investments in financial terms – Help Net Security
In this Help Net Security interview, John Verry, Managing Director at CBIZ, discusses how insurers and financial risk professionals evaluate cybersecurity maturity through different lenses. He also shows how framing cyber risk in business terms can strengthen investment cases and elevate cybersecurity as a strategic driver. What should CISOs know about how insurers and financial…

Nvidia’s AI empire: A look at its top startup investments | TechCrunch
No company has capitalized on the AI revolution more dramatically than Nvidia. Its revenue, profitability, and cash reserves have skyrocketed since the introduction of ChatGPT over two years ago — and the many competitive generative AI services that have launched since. And its stock price soared. During that period, the world’s leading high-performance GPU maker…

TSMC expands investments in the U.S. to $165 billion with new fabs and R&D center: A closer look
On Monday, TSMC announced plans to invest $100 billion in expanding its U.S. manufacturing capacity. The funds will go toward three additional fabs, two advanced packaging plants, and a major R&D facility. We spoke with the company to learn more about its plans and some additional details. The extra $100 billion investment adds to TSMC’s…

Global VC investments rose 5.4% to $368.5B in 2024, but deals fell 17% | NVCA/Pitchbook
Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More Global venture capital investments rose to $368.5 billion in 2024, up 5.4% from $349.4 billion a year earlier, according to the first look at the Q4 2024 Pitchbook-NVCA Venture Monitor report. But the number of global…